How consultants bring added value to clients using NoCode/LowCode tools

Published on March 24, 2025

By Sandra Zarate . 10 minute read

In today's rapidly evolving business landscape, consultants are constantly seeking ways to deliver more value to their clients while improving internal efficiency. The integration of NoCode and Low Code automation tools has revolutionized how consultants approach project management and deliver within project scope. This blog will delve into how NoCode and Low Code technologies transform consulting , enhance deliverables, and create competitive advantages.

The Evolution of Consultant Industry in Professional Services

The consulting industry has always been knowledge-intensive, with expertise and resources forming the cornerstone of service delivery. However, tradicional consulting approaches often involve some manual task such data collection, report generation and more – all of which reduce the time consultants can spend on high-value analysis and strategic recommendations.

Today's consultants are embracing digital transformation with AI tools and NoCode/Low Code tools to overcome these challenges. By implementing solutions with this tools, consultants can dramatically increase their operational efficiency, deliver consistent high-quality project deliverables, and provide clients with actionable insights that drive business strategy.

How Consultants Leverage NoCode Tools

The beauty of NoCode platforms is their accessibility and flexibility. Even without extensive technical expertise, consultants can create powerful systems that streamline their internal processes. Here are the primary tools transforming the industry:

1. Airtable: A versatile database platform that enables consultants to organize project data, track deliverables, and create customizable views for different relevant stakeholders.

2. Make: An automation platform that connects various applications, allowing for seamless data flow between systems without manual intervention.

3. Softr: A client portal builder that transforms database information into interactive, visually appealing interfaces for client engagement.

4. Webflow: A web design platform that enables the creation of sophisticated, responsive websites without coding.

5. Notion: An all-in-one workspace tool that helps teams collaborate on documents, manage projects, and maintain knowledge bases.

Project Management in consultant industry with Data-Driven Decision Making

Effective project management is the backbone of successful consulting engagements. NoCode and Low Code tools enable a more data-driven approach to managing client work by:

- Automatically tracking project milestones and alerting team members about approaching deadlines

- Providing real-time dashboards that keep all relevant stakeholders on the same page

- Facilitating better resource allocation based on real-time data

- Preventing project delays through early warning systems

- Enabling strategic decision making based on performance metrics

These capabilities allow consulting teams to properly manage multiple projects simultaneously while maintaining quality standards. More importantly, they free up consultants to focus on analysis and strategy rather than administrative tasks.

Enhancing Project Deliverables through Automation

The quality and consistency of project deliverables directly impact client satisfaction and retention. NoCode helps consultants standardize and elevate their deliverables through:

Automated Reporting for Better Client Insights

Automated reporting represents one of the most significant opportunities for consultancies to enhance their service delivery. Traditional reporting often involves manually extracting data from various sources, formatting it in spreadsheets, and creating presentations – a process that's both time-consuming and error-prone.

With tools like Airtable and MAKE, consultants can:

- Automatically gather data from multiple sources

- Generate standardized reports with consistent branding

- Create interactive dashboards that allow clients to explore data independently

- Schedule regular report delivery based on client preferences

- Provide in-depth insights that would be too time-intensive to produce manually

This approach not only saves countless hours but also enables consultants to provide more sophisticated analysis and data-driven insights that support strategic objectives.

Document Generation Workflows

Many consulting engagements require the creation of standardized documents – proposals, contracts, statements of work, or recommendation summaries. NoCode tools enable the automation of these documents by:

- Creating templates with dynamic fields that pull from client data

- Automatically generating documents when certain project milestones are reached

- Ensuring brand consistency across all client communications

- Incorporating approval workflows to maintain quality control

This level of automation ensures that every client receives the same high standard of documentation while freeing consultants from tedious formatting tasks.

How to implement your own NoCode solution in

Implementing NoCode in a consulting practice requires a structured approach to ensure successful adoption. If you are a consultant, the following implementation process can help you:

1. Assessment Phase : Analyze current workflows, identify pain points, and determine which processes would benefit most from automation.

2. Design Phase : Create process maps for the new automated workflows, select the appropriate tools, and design the data architecture.

3. Build Phase : Develop the automation solutions, including database structures, integration flows, and client-facing interfaces.

4. Testing Phase: Thoroughly test all automated processes with sample data to ensure accuracy and reliability.

5. Training Phase : Train team members on using the new systems and adapting their workflows accordingly.

6. Rollout Phase : Gradually implement the new systems with selected clients before full deployment.

This phased approach minimizes disruption while ensuring that the automation solutions truly meet the firm's needs.

Future-Proofing Consulting Practices in Many Industries

As client expectations continue to evolve, staying ahead of industry trends is essential for consultancies looking to maintain a competitive edge. The most forward-thinking firms are already exploring how to incorporate artificial intelligence with NoCode to further enhance their capabilities.

These advanced systems can:

- Automatically identify patterns and anomalies in client data

- Generate preliminary insights that consultants can refine

- Predict project outcomes based on historical data

- Recommend optimal resource allocation for future projects

By embracing these capabilities, consulting firms position themselves to tackle new challenges and enter new markets with confidence. More importantly, they establish themselves as innovative partners who can help clients navigate their own digital transformation journeys.

Internal Automation tool at Kreante

For instance, our team developed an internal solution that significantly transformed our HR operations. By creating a dedicated portal for collaborators, we streamlined communication and resource management. This portal integrates interactive dashboards that provide real-time insights into workforce analytics, helping HR professionals make informed decisions quickly. The automation of routine tasks has not only reduced time spent on manual processes but has also made our team more self-sustaining. This initiative has empowered our HR department to focus on strategic objectives and enhance overall operational efficiency. To learn more about how we achieved this transformation, visit our blog for an in-depth look at our approach and the tools we used.

Practical Steps to Begin Your Automation Journey

For consulting firms looking to enhance their operations through NoCode, we recommend starting with these steps:

1. Document Your Current Workflows: Before implementing any new technology, thoroughly understand your existing processes and identify the most time-consuming manual tasks.

2. Prioritize High-Impact Areas: Focus on automating processes that directly impact client deliverables or consume significant consultant time.

3. Start Small: Begin with a single workflow or client engagement to test your approach before scaling.

4. Involve Your Team: Ensure consultants are part of the design process to create solutions that truly enhance their work.

5. Focus on Client Value: Prioritize automations that directly improve the client experience or deliverable quality.

6. Measure Results: Establish clear metrics to track the impact of your automation initiatives on efficiency and client satisfaction.

This approach allows firms to achieve quick wins while laying the groundwork for more comprehensive automation.

Conclusion:

Consultants play a crucial role as they connect the firm's goals with the client's needs. Embracing digital transformation isn't just an option—it's essential for survival and growth. NoCode provides a unique opportunity for firms of all sizes to maximize efficiency, enhance deliverable quality, and truly differentiate themselves in a competitive market.

By implementing these software solutions, consultants can redirect their most valuable resources—their people's time and expertise—away from routine tasks and toward solving complex client problems. This shift not only improves project execution but fundamentally transforms how professional services are delivered.

The most successful consultants will be those who view automation not merely as a cost-cutting measure but as a strategic capability that enables them to deliver unprecedented value to clients while creating more fulfilling work environments for their teams.

Ready to transform your consulting practice with NoCode?

Our team of certified experts specializes in creating custom solutions for professional services firms that enhance deliverables, streamline operations, and create exceptional client experiences. Contact us to discuss how we can help you achieve your strategic objectives through intelligent automation. Lets talk today!