A purpose-built consulting delivery platform for APG Partners — an advisory firm running structured commercial and financial engagements for owner-led SMEs and training organisations. One system carries an engagement from first diagnostic to client-facing deliverable.
Visit apg.partnersAPG Partners runs a structured advisory methodology: an independent commercial and financial diagnosis, a prioritised plan, then an ongoing performance partnership. Delivering that rigour with generic tools meant every engagement lived across documents, spreadsheets, and slide decks — with the firm's methodology held in templates and heads rather than a system.
Evidence gathered in one assessment couldn't flow into another. Financial figures were re-keyed from accounting systems. Client deliverables were rebuilt by hand each time, and clients had no live view of their own engagement.
The methodology deserved a platform — one that productises how APG works, keeps every figure defensible, and gives clients a polished surface of their own.
The APG Platform is the firm's system of record and delivery engine: around thirty engagement workspace modules spanning diagnosis, market and competitor intelligence, financial modelling, planning, CRM, and client delivery — built multi-tenant from day one, with row-level security separating every client organisation in the database itself.
Five assessment lenses — capability diagnostic, sector success factors, value chain, value engine, and go-to-market — observe the same business and feed a single evidence ledger, so findings cross-reference instead of repeating.
Accounting data syncs from Xero, QuickBooks, or MYOB into a single value model: revenue-to-EBITDA rollups, a gross-margin bridge separating market-driven from controllable margin, and a composite exit-readiness score.
Clients get a portal with their plan and KPI dashboards, plus public share links for opportunity briefs, proposals with view tracking, e-signable agreements, data requests, and self-service booking.
A dual-model AI layer with live web-search grounding powers market intelligence scans, competitor analysis, brief narratives, personas, and meeting preparation — running as background jobs behind the consultant's review.
A full CRM pipeline, proposal and agreement flows, time tracking, and billing — with fixed-fee invoices drafted automatically into Xero on schedule.
Branded PDF reports and PowerPoint board packs generated from live engagement data — the flagship opportunity brief is assembled from the same evidence ledger the consultants work in.
The platform is now how APG Partners delivers: the firm's methodology is encoded in software, every engagement runs through one system, and clients experience a polished, consistent surface from first proposal to ongoing performance reporting.
The methodology is the product — five assessment lenses, a shared evidence ledger, and value modelling encode how the firm works, not a generic template.
Defensible numbers end-to-end — financials flow from the client's accounting system through one value model to the deliverable, with no re-keying in between.
Clients see their engagement live — portal dashboards and tracked share links replace static documents, including buying-signal analytics on proposals.
Enterprise-grade foundations — database-enforced tenant isolation with CI-gated security policies, encrypted integration credentials, and error monitoring throughout.
If your firm's way of working deserves its own platform — one that encodes the methodology, keeps the numbers defensible, and gives clients a surface of their own — we'd like to hear about it.