Drive better results for your consulting firm

    Optimize every aspect of your firm, from business pursuits through project completion and billing. We’ll show you how you can do it with the right consulting software.

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    What makes consulting360 the right consulting software?

    No longer do firms that offer consulting services have to piece together disconnected CRM, PSA, accounting, and HR systems that limit their visibility and efficiency levels. With consulting360, you get a comprehensive and integrated consulting software solution that leverages the Microsoft tools your employees use every day. This unique solution, built to leverage the Microsoft cloud, has everything you need to run a profitable consulting practice: 

    • Leverage your firm’s experience to win more new work with a modern CRM suite
    • Successfully manage client engagements and resources with a strong project management toolset
    • Confidently manage your firm’s finances with a world-class financial management solution
    • Find, attract, and retain the best talent with a powerful human resource management platform

    Learn how to deliver profitable projects with consulting360

    Hear it straight from our customers

    Dynamics will increase staff satisfaction, allowing employees to focus more on the work they’re passionate about, and in the end we’ll provide the ultimate outcome—helping people live healthier, more productive, and more independent lives.

    Consulting software solutions for every facet of the business

    consulting360 is a comprehensive marketing, business development, project management, accounting, and human resource management solution purpose-built for any firm that consults with clients 


    Marketing Lists





    Email Marketing

    Marketing Analytics


    Clients & Contacts

    Relationship Intelligence

    BD Plans

    Cross-Practice Selling

    Leads & Opportunities 

    Project History

    Employee Experience

    Document Assembly

    Customer Analytics








    Time & Billing

    Expense Management

    Project Analytics


    Financial Management

    Project Accounting

    Revenue Recognition

    Accounts Payable

    Fixed Assets


    Tax Compliance

    Financial Analytics




    Administrative HR



    Leave & Absence



    People Analytics

    Specifically built for consulting firms

    Marketing Software

    Simplify marketing and proposal processes with a 360-degree view of firm experience and qualifications

    Project Management Software

    Use integrated project and resource management tools that to ensure on-time, on-budget delivery

    Human Resources Software

    Find, attract, and retain the best talent with a comprehensive HR and talent management platform

    Business Development Software

    Give sales teams need easy-to-use tools that automatically capture client interactions and update pursuit details

    Accounting Software

    Automate key processes and confidently manage finances with modern accounting  
    tools purpose-built for consulting

    Strategic Analysis Software

    With all data in a central location, get a real-time, 360-degree view of the business any time, from anywhere, on any device 

    Management Consulting Software

    In a business that depends on people, knowledge, and relationships, the right management consulting software will help management consulting firms leverage knowledge across the firm to identify and focus on key drivers of profitability. 

    IT Consulting Software

    In the fast-moving world of IT, IT consulting software helps firms ensure their teams have visibility into data to keep client projects moving—and in the right direction, and they need the right talent and tools to meet the increasingly complex project demands they’re facing.  

    Benefits Consulting Software

    In a fiercely competitive marketplace, benefits consulting firms can tap into the power of benefits consulting software to find new ways to grow the business and retain existing clients by increasing customer satisfaction and setting themselves apart.

    Healthcare Consulting Software

    Healthcare isn’t just rapidly growing; it is rapidly changing as well, with care shifting from hospitals to physician groups, remote patient monitoring, telehealth services, and more. Firms need the right healthcare consulting software to help them stay ahead of the curve while dealing with staffing challenges, shrinking margins, and increasing competition.  

    Harness the Power of Microsoft

    consulting360 is built on the Microsoft cloud platform, seamlessly connecting all aspects of your firm to create a unified experience. Leverage the power of Microsoft to drive automation and real-time actionable insights. 

    Microsoft Power Platform

    Rapidly build solutions, automate business processes, and analyze business data.

    Microsoft Advanced Intelligence

    Make proactive and informed business decisions with best-in-class BI and artificial intelligence tools.

    What sets HSO apart

    With deep industry expertise and leveraging the full power of Microsoft technology, we help you transform the way you work and improve your business performance.

    A complete, integrated platform
    Combining the best that industry and platform solutions have to offer, consulting360 includes CRM, ERP, HR, Productivity, and BI.
    Backed by Microsoft and future-proof
    With Microsoft technology at its foundation and backed by Microsoft innovation, consulting360 is a powerful suite that helps you connect and modernize your entire firm—now and down the road.
    Large enough to serve, small enough to care
    For more than three decades, we’ve understood that we win when you win. An agile, industry-focused alternative to large, traditional solution integrators, we focus on driving improvements through technology.

    Resources for consulting firms

    Michael D’Alesio is VP, Customer Care at HSO ProServ | Michael has served in many roles during his tenure in the Microsoft Partner Channel for the past 25-years.  Michael currently is responsible for supporting, enabling and strategically leading the HSO ProServ Team responsible for HSO ProServ D365 installed based customers to accept, adopt the Microsoft platforms to ensure they attain business value and user adoption.

    Gary Mills serves as Senior Vice President of Finance, Planning & Analysis for HSO | ProServ. Gary’s diverse industry background brings a unique perspective to the company, with more than 30 years in corporate finance, banking and commercial real estate.

    In his role as CFO of HSO | ProServ, Brian Lounds leverages deep experience implementing Microsoft Dynamics ERP solutions to drive excellence into the organization’s financial and practice management practices. Having worked with Dynamics solutions since 1998, he has a strong understanding of technology solutions and their application
    to business initiatives.

    Whit McIsaac is CEO of HSO | ProServ and brings over 20 years of leadership experience in the Microsoft Dynamics ecosystem to drive the group’s overall business strategy. Whit was Co-founder and CEO of aec360 and legal360 prior to merging these practices into, where he served as CEO of the Americas prior to launching HSO | ProServ.

    Andy Yeomans brings nearly 20 years of Microsoft Dynamics sales and marketing experience to lead the HSO | ProServ sales organization. Under Andy’s leadership, the organization has shown strong growth and has consistently been recognized by Microsoft as a top performing partner, winning multiple Microsoft Inner Circle and Partner of the Year awards.

    Jan Dahl Sorensen’s deep experience with Microsoft Dynamics gives him a unique foundation to guide the HSO | ProServ client success team. As part of the original development team under Damgaard Data, Jan has been working with the Microsoft Dynamics ERP solutions since 1995.

    Joe Stuckey is EVP and Director of CRM Product Development for HSO | ProServ, leading the company’s CRM product development efforts across the legal, AEC, consulting, and accounting markets. Joe leverages the power of Microsoft Dynamics and Power Platform technologies to design and develop purpose-built industry solutions.

    Paramesh Rajan is VP, Technology at HSO | ProServ. Paramesh has served in many Microsoft Dynamics project and program management roles over the past 20 years, and currently drives the development of the organization’s vertical ERP and HR solutions and outsourced development services.

    A highly respected Microsoft Dynamics veteran, Jen Wisemore serves as CAO for HSO | ProServ. Jen was instrumental in the launch of’s US subsidiary in 2007 and has served in a wide variety of roles within Microsoft Dynamics consultancies across sales, pre-sales, program management, and leadership capacities.

    John Aschenbrener is Director of Delivery Services for HSO | ProServ. John brings over 20 years of Microsoft Dynamics project and program management, consulting, and architect experience to his current role where he is responsible for driving PMO standards, methodology, and overall project delivery.

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    In his role as Chief Operating Officer, Sean Skiver brings nearly 25 years of broad Microsoft Dynamics experience to provide strategic leadership around product development and client delivery services across the organization’s solutions and industry segments.

    Amy Spencer leads the team that is responsible for go-to-market strategies, messaging, and demand generation in the US.

    Amy earned a Bachelor of Arts degree in Communications from The College of New Jersey and has 25+ years of experience in marketing management for technology and professional services companies.

    As Vice President of Human Resources for HSO, Kristen Ramerini is responsible for initiatives including recruitment, onboarding, professional development/career progression, performance management, culture, and employee retention. Prior to her position with HSO, she worked in human resources and recruiting for Seviroli Foods on Long Island and CCN, Inc. in New York City. She holds an MA in Industrial/Organizational Psychology from Hofstra University and is PHR certified.

    Darren Gooding is VP of Delivery for HSO | ProServ, leading the company’s CRM delivery across the legal, AEC, consulting, and accounting markets. Darren applies his 25 years of experience and HSO’s industry focused intellectual property to successfully deliver large-scale, global engagements that ensure customer success.