REFAN Consulting
How a Leading Management Consultancy Transformed Client Delivery by Connecting Every Task to Strategic Outcome
Hussein Al Khalefi
Head, Products
REFAN Consulting: Where Strategy Meets Real-Time Intelligence
The Challenge: The Consulting Paradox
REFAN Consulting managed 50+ mega-projects simultaneously, but faced a crushing irony: they preached data-driven strategies to clients while drowning in disconnected tools themselves. Tasks lived in Monday.com, KPIs in Excel, dashboards in Power BI, and client updates in PowerPoint. Creating one client dashboard took 3 days of manual data aggregation. By the time consultants identified project risks, it was often too late. They were selling 21st-century strategies with 20th-century operations.
The Solution: Qubit as the Strategic Operating System
REFAN deployed Qubit to create the industry's first fully-integrated consulting platform. Every task automatically linked to project KPIs, every KPI fed into AI-powered dashboards, and every dashboard updated in real-time. But the masterstroke? Client-specific portals that transformed consulting from periodic reports to continuous intelligence.
The Transformation: From Billable Hours to Measurable Impact
Week 1: The Connected Revolution For the first time, REFAN saw the truth: task completion rates directly correlated with project success metrics. 30+ at-risk projects immediately surfaced. Client satisfaction scores became predictable based on task velocity.
Month 1: Intelligence Unleashed
Consultants' daily tasks auto-updated project KPIs
AI identified risk patterns across portfolios before they materialized
Client dashboards generated automatically—zero manual work
Project health scores calculated in real-time from actual work data
Month 2: The Competitive Moat
Project delivery: +45% on-time completion
Risk detection: 2 weeks earlier on average
Dashboard creation: 3 days → 3 seconds
Client retention: +60% through transparency
The Game-Changer: Client Portal Revolution
REFAN's clients no longer wait for monthly reports. They log into branded, real-time dashboards showing:
Live project progress linked to strategic objectives
AI-predicted completion dates based on task velocity
Risk indicators with mitigation strategies
ROI tracking updated with every completed milestone
One client CEO said: "Other consultants send PDFs. REFAN gives us a mission control center."
The Result: The New Consulting Standard
Today, REFAN operates on a different plane from competitors. While others scramble to create quarterly business reviews, REFAN's clients watch their transformation unfold in real-time. Every junior consultant's task impacts visible KPIs. Every senior partner sees portfolio risks before they escalate. Every client gets Netflix-quality user experience for their multi-million dollar engagements.
The Industry is Taking Notice:
Big Four firms requesting urgent demos after losing deals to REFAN
Boutique consultancies realizing they can compete through superior delivery
Clients now asking other consultants: "Why don't you have what REFAN has?"
REFAN's New Value Proposition: "We don't just recommend strategies—we prove them with data. Every task, every day, connected to your success metrics."
The brutal truth? Consultancies still using legacy tools and manual dashboards aren't just inefficient—they're becoming obsolete. Clients can now see the difference between consultants who talk about data and those who live it.
Transform your consulting firm from PowerPoint promises to real-time results. Because in today's market, clients don't want advisors—they want intelligence partners.
