Consulting Practice Desk
Brackenridge Advisory · Management consulting practice · Raleigh, NC
Evander Kowalczyk-Adeyemi is a partner and uses this to see which proposals are about to expire, how many days each engagement has used, and which deliverables are still waiting on review.
Use this templateClients board
ClientsJuniper Row Outfitters
Summit Bay Credit Union
Tanglewood Medical Supply
Carbon Ridge Fabrication
Pellham Freight Lines
Eastlake Community College
Tables
Clients
6 sample rows · 13 columnsThe organizations the practice advises.
| Client | Status | Industry | Sponsor email | Executive sponsor | Client since | Relationship partner |
|---|---|---|---|---|---|---|
| Tanglewood Medical Supply | Current | ops@tanglewoodmed.net | Brigitte Osei-Larsen | Sep 13, 2025 | Evander Kowalczyk-Adeyemi | |
| Carbon Ridge Fabrication | Current | coo@carbonridgefab.net | Anselm Whitcombe | Apr 21, 2026 | Evander Kowalczyk-Adeyemi | |
| Pellham Freight Lines | Current | strategy@pellhamfreight.net | Yusuf Delacroix | Jul 20, 2026 | Saffron Whitlock | |
| Eastlake Community College | Past | provost@eastlakecc.net | Marguerite Obuya | Aug 9, 2024 | Evander Kowalczyk-Adeyemi | |
| Juniper Row Outfitters | Prospect | ceo@juniperrow.net | Tobias Lindgren | — | Evander Kowalczyk-Adeyemi | |
| Summit Bay Credit Union | Prospect | ops@summitbaycu.net | Philippa Nakamura | — | Saffron Whitlock |
Proposals
8 sample rows · 12 columnsProposals out for decision, with value, chance and decision date.
| Proposal | Stage | Value (USD) | Chance (%) | Sent on | Decision by | Client |
|---|---|---|---|---|---|---|
| Plant scheduling redesign | Won | $96,000 | 100 | Aug 19, 2026 | Sep 8, 2026 | Carbon Ridge Fabrication |
| Returns process review | Won | $54,000 | 100 | Jun 20, 2026 | Jul 10, 2026 | Tanglewood Medical Supply |
| Depot network study | Negotiating | $128,000 | 60 | Sep 30, 2026 | Oct 27, 2026 | Pellham Freight Lines |
| Service desk operating model | Sent | $72,000 | 35 | Oct 12, 2026 | Nov 1, 2026 | Summit Bay Credit Union |
| Store ops benchmark | Draft | $38,000 | 20 | — | Nov 8, 2026 | Juniper Row Outfitters |
| Enrollment funnel analysis | Lost | $46,000 | 0 | Apr 1, 2026 | May 1, 2026 | Eastlake Community College |
| Quarterly business reviews package | Sent | $24,000 | 50 | Oct 14, 2026 | Oct 16, 2026 | Tanglewood Medical Supply |
| Supplier consolidation | Draft | $84,000 | 25 | — | Nov 17, 2026 | Carbon Ridge Fabrication |
Engagements
5 sample rows · 17 columnsWork in delivery, with days sold against days used.
| Engagement | Stage | Fee (USD) | Days sold | Starts | Ends | Client |
|---|---|---|---|---|---|---|
| Plant scheduling redesign | In delivery | $96,000 | 48 | Sep 13, 2026 | Dec 12, 2026 | Carbon Ridge Fabrication |
| Returns process review | Final readout | $54,000 | 30 | Jul 30, 2026 | Oct 24, 2026 | Tanglewood Medical Supply |
| Distribution cost baseline | In delivery | $68,000 | 34 | Sep 28, 2026 | Nov 27, 2026 | Pellham Freight Lines |
| Pellham leadership offsite | Kickoff | $18,000 | 8 | Oct 21, 2026 | Nov 7, 2026 | Pellham Freight Lines |
| Admissions process mapping | Closed | $41,000 | 22 | Dec 22, 2025 | Mar 2, 2026 | Eastlake Community College |
Deliverables
10 sample rows · 8 columnsThe documents and workshops promised in each engagement.
| Deliverable | Status | Due | Engagement | Owner | Assigned to | Added |
|---|---|---|---|---|---|---|
| Current-state process map | Delivered | Oct 4, 2026 | Plant scheduling redesign | Nikhil Bhattacharya | @installer | — |
| Constraint analysis | Partner review | Oct 20, 2026 | Plant scheduling redesign | Saffron Whitlock | — | — |
| Scheduling rules workshop | To do | Oct 30, 2026 | Plant scheduling redesign | Saffron Whitlock | @installer | — |
| Pilot plan for line three | To do | Nov 17, 2026 | Plant scheduling redesign | Nikhil Bhattacharya | — | — |
| Returns root-cause summary | Delivered | Sep 28, 2026 | Returns process review | Nikhil Bhattacharya | @installer | — |
| Final recommendations deck | Drafting | Oct 14, 2026 | Returns process review | Saffron Whitlock | — | — |
| Cost baseline model | Drafting | Oct 23, 2026 | Distribution cost baseline | Odessa Ramirez-Hale | @installer | — |
| Lane profitability readout | To do | Nov 12, 2026 | Distribution cost baseline | Saffron Whitlock | — | — |
| Interview synthesis | Partner review | Oct 17, 2026 | Distribution cost baseline | Nikhil Bhattacharya | @installer | — |
| Offsite agenda and pre-reads | To do | Oct 28, 2026 | Pellham leadership offsite | Evander Kowalczyk-Adeyemi | — | — |
Timesheet
10 sample rows · 6 columnsConsultant days logged against each engagement.
| Work done | Date | Days | Engagement | Person | Added |
|---|---|---|---|---|---|
| Plant interviews, line one | Oct 16, 2026 | 1 | Plant scheduling redesign | Saffron Whitlock | — |
| Process mapping workshop | Oct 15, 2026 | 1 | Plant scheduling redesign | Nikhil Bhattacharya | — |
| Model assumptions review | Oct 17, 2026 | 0.5 | Plant scheduling redesign | Odessa Ramirez-Hale | — |
| Final deck drafting | Oct 16, 2026 | 1 | Returns process review | Saffron Whitlock | — |
| Client readout rehearsal | Oct 17, 2026 | 0.5 | Returns process review | Evander Kowalczyk-Adeyemi | — |
| Rate card analysis | Oct 14, 2026 | 1 | Distribution cost baseline | Odessa Ramirez-Hale | — |
| Driver interviews | Oct 13, 2026 | 1 | Distribution cost baseline | Nikhil Bhattacharya | — |
| Sponsor check-in | Oct 15, 2026 | 0.25 | Distribution cost baseline | Evander Kowalczyk-Adeyemi | — |
| Constraint analysis writing | Oct 17, 2026 | 1 | Plant scheduling redesign | Saffron Whitlock | — |
| Proposal writing | Oct 12, 2026 | 0.75 | Plant scheduling redesign | Evander Kowalczyk-Adeyemi | — |
Also included
- Mark won
- Mark lost
- Close engagement
- Send to client
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