How Consultancy Firms can Leverage Integrated Maps for Smarter Operations

“Working hard is great, but working smart means you get to leave the office before your coffee gets cold.”

Imagine you’re running a top-tier consultancy firm, juggling multiple client locations, field visits, data analysis, and strategic planning—all while sipping your fourth cup of coffee. As much as your spreadsheets and CRM try to keep up, something’s missing.

Zooms in Maplytics, your new favorite & certified location intelligence tool within Microsoft Dynamics 365/ Dataverse/Power Apps. With Maplytics, your firm gains the power of geo-analytics, territory management, route optimization, data visualization, and more making your operations more efficient and your decision-making sharper.

Let’s explore how your esteemed consultancy firm can transform its workflow with Maplytics!

1. Client & Project Allocation with Territory Management

Let’s say you’re a management consultancy with clients spread across New York, Chicago, and Los Angeles. Assigning the right consultants to the right locations can be a logistical nightmare. But with Maplytics’ Territory Management, you can

2. Define territories based on postal codes, cities, or drawn custom regions.
3. Automatically assign clients to consultants based on their proximity.
4. Balance workload by ensuring no single consultant is overburdened while others are underutilized.

Now, instead of sending John from Boston to a client in San Diego (yikes!), you efficiently allocate local consultants and improve service delivery.

2. Simply Schedule with Auto Scheduling

Ever had a consultant double-booked for two client visits at the same time in different states?

Yes, it happened. No, we don’t talk about the disastrous Excel era.

With Auto Scheduling, Maplytics ensures your consultants’ schedules are structured and optimized.

1. Automates appointment scheduling based on location proximity, client availability, and consultant skills.
2. Plans travel and break time with buffer periods for traffic and emergencies, ensuring consultants meet more clients in a day.

Now, your consultants won’t need Hermione’s time-turning skills trying to be in two places at once.

3. Smarter Market Research with Heat Maps & Data Visualization

Consultancy is all about insights. But scrolling through rows and rows of CRM data? Painful!

This is where Heat Maps & Data Visualization come to your rescue.

Imagine you’re advising a retail consultancy client on where to open their next store.

With Maplytics, you can:

1. Visualize high-potential areas with high footfall and demand, heat map analysis color-codes that for you.
2. Identify customer density zones to recommend the most profitable locations probably as pie charts and custom pushpins
3. Layer multiple datasets to compare competitors, foot traffic, and demographic trends.

In short, instead of saying, “Let’s go with our gut,” you’ll say, “Let’s go with our deep and advanced geo-analytics-backed insights!” The law needs proof!

4. Field Consultants? Track Them with Real-Time Location Intelligence

Picture your consultant, Sarah, who was supposed to meet a client an hour ago, but she’s nowhere to be found. Instead of calling her and getting the classic “I’m just parking!” excuse, you check Real-Time Tracking in Maplytics.

1. Monitor consultant locations in real time within Dynamics 365.
2. Optimize dispatching for last-minute schedule changes.
3. Improve response times for urgent on-site visits.

Now, no consultant can claim they were “stuck in traffic” when you have actual data showing they were grabbing a latte for 20 minutes while catching up with a friend!

5. Say Goodbye to U-Turns with Route Optimization

Consultants are always on the go, hopping from one client to another. But Google Maps alone isn’t going to cut it when efficiency is key.

With Route Optimization, your firm can:

1. Plan the fastest routes between multiple client locations.
2. Avoid traffic delays, saving time and fuel costs.
3. Optimize travel directions to maximize consultant productivity.

Instead of wasting time & cursing the scenic route unintentionally, your consultants will now be more efficient, punctual, and less stressed.

6. Proximity Search – Because Every Second Counts

Last-minute meeting cancellation? Emergency site visit? No worries! Proximity Search helps find the closest available consultant instantly.

1. Search for consultants within a specific radius of the client.
2. Be specific about the desired travel time.
3. Improve client satisfaction.

No more frantic calls asking, “Who’s in the area?! Or “Where do I go, the meeting’s canceled and I’m already here!” Maplytics knows.

7. The Competitive Edge: Data-Driven Decision Making

Gone are the days when consultancies relied solely on intuition. With Maplytics:

1. Predict business trends using location-based insights.
2. Help clients optimize operations using data-backed recommendations.
3. Make smarter expansion & investment decisions using geo-analytics...Read More