Consultancy Package

The Consultancy Package is designed for strata management businesses that need experienced, independent guidance to resolve operational challenges, improve system usage, and strengthen internal processes without committing to ongoing support.

This service is delivered on an ad-hoc basis and tailored to your specific needs and priorities.

What the Consultancy Package Includes

Software Support & Problem Solving

Practical support to help you get more value from your existing systems, including PropertyIQ and StrataMaster. We identify issues, resolve inefficiencies, and assist with complex scenarios that affect accuracy, workflow, or compliance.

This may include:

• Diagnosing system issues or limitations
• Improving system configuration or usage
• Resolving workflow or data integrity problems
• Supporting teams through complex or unfamiliar scenarios

Knowledge Transfer

Targeted knowledge sharing designed to improve internal capability and confidence.

Rather than generic training, this focuses on:

• Explaining why processes work the way they do
• Clarifying trust accounting and compliance concepts
• Highlighting the downstream impact of day-to-day actions
• Reducing reliance on external support over time

Sessions are tailored to your team’s experience level and real operational workflows.

Process Review & Optimisation

An objective review of how your business operates across people, processes, and systems.

This may include:

• Reviewing existing workflows and handovers
• Identifying gaps, risks, or inefficiencies
• Simplifying overly complex processes
• Recommending practical and implementable improvements

The focus is always on clarity, control, and sustainability.

When This Service Is Suitable

The Consultancy Package is ideal when you:

• Need expert input on a specific issue or project
• Want an independent review of existing processes
• Are onboarding staff or restructuring responsibilities
• Are experiencing recurring issues without a clear root cause
• Want guidance before engaging ad-hoc support or a monthly retainer

Our Approach

Our work is independent, methodical, and evidence based.

Each engagement begins with understanding how your business actually operates. Recommendations are grounded in reconciled data, system behaviour, and real operational workflows.

Where appropriate, consultancy work can transition into hands-on support or ongoing assistance under a monthly retainer. There is no obligation to continue beyond the scope engaged.

Engagement

• Delivered as ad-hoc consultancy
• Scoped based on your requirements
• Suitable for one-off advice, focused reviews, or short engagements

If you are unsure whether consultancy or another service is the right fit, we can help you determine the most appropriate approach.