---
title: "Effective Use of Insights for Consultants"
description: "Best practices for consultants to leverage Insights for client success."
url: https://support.morethandigital.info/en/articles/18-effective-use-of-insights-for-consultants
collection: "Insights for Consultants"
updated: 2025-04-14
language: en
alternates: [de]
---

# Effective Use of Insights for Consultants

Best practices for consultants to leverage Insights for client success.

For consultants, MoreThanDigital Insights offers a powerful set of tools to increase value for their clients. By using the platform strategically throughout the different phases of a consulting engagement, consultants can uncover weaknesses, identify opportunities and formulate targeted strategies. Here's a guide to maximizing the platform's potential throughout the consulting lifecycle.

## **Before the Engagement: Preparatory Analysis**

**Objective:** Use Insights to perform a preliminary analysis of the client's business, identifying areas of weakness and opportunity.

**Action Steps:**

1.  **Initial Assessment:** Prior to engagement, review the client's profile on Insights to understand their business landscape, pinpointing potential areas for improvement or growth.
    
2.  **Strategic Discussion:** Arrange a meeting with the client to discuss findings and align on objectives, ensuring the consulting work focuses on the most impactful areas.
    

## **During the Engagement: Deep Dive and Strategy Formulation**

**Objective:** Leverage extensive reports and analytics to uncover underlying issues and interconnected challenges within the client's business.

**Action Steps:**

1.  **Workshop Setup:** Organize a foundational workshop with the client to establish a baseline for the engagement, utilizing the setup guide tailored for consultants or the standard company setup process.
    
2.  **Engage the Organization:** Create and distribute surveys among employees, involving managers in department-specific analyses. Consultants should guide the client in selecting the right individuals to involve, ensuring comprehensive input is collected.
    
3.  **Report Generation and Analysis:** After collecting inputs, use Insights to generate detailed reports, capable of identifying up to 300 potential issues or areas for improvement.
    
4.  **Results Workshop:** Conduct a workshop to review and discuss the findings with the client, prioritizing issues and opportunities for strategic focus.
    

## **Implementing Solutions: Project Tracking and Impact Analysis**

**Objective:** Utilize the "Project" tab within Insights to monitor the implementation of strategies, analyzing their impact over time.

**Action Steps:**

1.  **Project Initiation:** Once a strategy is agreed upon, track the progress of implementation projects within Insights, detailing impacts, investments, and outcomes.
    
2.  **Continuous Monitoring:** Use the platform to monitor the evolving impacts of projects, facilitating transparent discussions with the client about progress and adjustments needed.
    

## **Long-Term Engagement: Yearly Re-Assessment**

**Objective:** Establish a routine of annual reassessments to adapt strategies based on new data, industry trends, and the previous year's outcomes.

**Action Steps:**

1.  **Annual Review:** Schedule yearly assessments with the client to review performance, compare it against industry trends, and evaluate the impact of implemented projects.
    
2.  **Strategic Planning:** Based on the assessment, work with the client to set new priorities and adjust strategies, ensuring the business remains agile and responsive to changes in the market.
    

## **Building Trust and Long-Term Relationships**

By systematically applying MoreThanDigital Insights throughout the consulting process, consultants can provide measurable value, foster long-term client relationships, and position themselves as indispensable strategic advisors. The platform's comprehensive analytics and reporting capabilities support data-driven decision-making, ensuring clients can navigate their business landscapes with confidence and clarity.