Data Integration for Strategic Management Consulting

Unify client data, project systems, and knowledge repositories to accelerate insights and improve consultant productivity across your consulting practice.

Industry-Specific Outcomes

Client 360 dashboards consolidating CRM and engagement history

Project profitability tracking across PSA and financial systems

Knowledge repositories aggregating past deliverables and research

Consultant utilization analytics for resource planning optimization

Automated client reporting from integrated research databases

Popular Connector Workflows

Source System
Destination
Use Case
Salesforce
Snowflake
Client relationship analytics and engagement tracking dashboards
HubSpot
BigQuery
Marketing pipeline and lead conversion analytics
Jira
Snowflake
Project performance tracking and delivery metrics
Google Sheets
BigQuery
Financial consolidation and multi-practice reporting
Asana
Snowflake
Resource utilization and capacity planning analytics

Consulting Data Integration Architecture

Connect CRM, PSA, and knowledge systems to data warehouses for unified client insights and project analytics.

Airbyte is the bedrock on top of which Faros CE is built. The product and its community enables us to focus on our core value. We are proud members of the Airbyte community.
Thomas Gerber
,
Team Member at Faros AI
,
Faros AI

Compliance Considerations

  • Client confidentiality controls with data isolation and access management

  • SOC 2 Type II compliance for service organization trust

  • GDPR compliance for international client data protection

  • ISO 27001 certified information security management

Recommended Connectors

See all connectors

Salesforce

Client relationship management and engagement tracking

HubSpot

CRM and marketing automation for client acquisition

Asana

Project management for consulting engagements and deliverables

QuickBooks

Financial management, billing, and time tracking for professional services

Snowflake destination

Cloud data warehouse for strategic analytics and reporting

BigQuery

Data warehouse for business intelligence and client insights

Related Resources

Measuring Data Teams Value

AI Architecture and Data Integration The Foundation for Enterprise AI Success

Salesforce to Snowflake Data Cloud

Jira to BigQuery

Accelerate Consulting Data Integration

Move faster with secure, compliant, and open-source data integration.