AI Consulting Project Routing Agent
Automating Consulting Project Assignment with AI
Skills-Based Matching That Actually Works
The agent maps role requests against a structured skills taxonomy—scoring fit by proficiency level, certification currency, industry domain, and recency—so the right practice gets the right work without manual spreadsheet wrangling.
Capacity-Aware Routing Across Practices
Real-time visibility into soft and hard bookings, bench availability, and forward-looking utilization lets the system route engagements to practices with genuine capacity, protecting consultants from over-allocation and margins from last-minute contractor spend.
Auditable Decisions with Financial Guardrails
Every routing decision is explainable—skills fit, capacity score, margin impact, and tie-breaker logic captured end-to-end—so practice directors can approve with confidence and finance can track realization from day one.
How Cassidy automates project staffing using AI
Step 1: Trigger on project intake
The Workflow activates when a closed-won deal syncs from CRM, an SOW is approved, or a change order is submitted—pulling client details, engagement type, service line, scope summary, dates, budget, and delivery model into a structured intake payload.
Step 2: Normalize role requests and skills demand
Cassidy parses role requests from the intake—seniority bands, required certifications, proficiency levels, FTE allocations, and bill rate bands—and maps them against your skills taxonomy in the Knowledge Base, resolving synonyms and tagging compliance or language constraints.
Step 3: Score practices by skills fit and capacity
The agent queries your PSA and resource management data to score eligible practices on skills match, forward-looking capacity (soft vs. hard bookings, PTO, bench), margin targets, and business priority rules—surfacing a ranked list with transparent tie-breakers.
Step 4: Generate staffing proposal and route for approval
Cassidy drafts a resourcing plan with placeholder assignments, FTE allocations by week, and named candidate options where available—then routes the proposal to the selected practice director and resource managers via Slack or Teams for review.
Step 5: Convert approvals to PSA setup
Once approved, Cassidy creates the project in your PSA with phases, milestones, charge codes, billing rules, and revenue recognition method—starting SLA clocks and ensuring timesheet routing is ready for delivery kickoff.
Implement it inside your company
- Hands-on onboarding and support
- Self-paced training for your team
- Dedicated implementation experts
- Ongoing use case discovery
- ROI tracking & analytics dashboards
- Proven playbooks to get started fast
