Use cases and guides / By industry
Sands for consulting
Consultancies use Sands to turn a statement of work into a workplan, prepare reviews from real data, and report time by engagement.
At a glance
| Job | Try asking | Works with |
|---|---|---|
| Turn the SOW into a workplan | Structure this engagement scope into a workplan: attached SOW | Files |
| Prepare the quarterly review | Retro on the Meridian engagement for the quarterly review | Jira, Linear, Asana |
| Report hours by engagement | Hours across all Meridian workstreams this month, by person | Jira |
Use cases
1. Turn the SOW into a workplan
Attach the statement of work. Sands drafts workstreams and deliverables, with the client's sign-off dates as approval tickets.
Try asking
Structure this engagement scope into a workplan: attached SOW
More: Plans
2. Prepare the quarterly review
A retrospective over the quarter from completion data.
Try asking
Retro on the Meridian engagement for the quarterly review
3. Report hours by engagement
Hours by workstream and person from Jira worklogs.
Try asking
Hours across all Meridian workstreams this month, by person
More: Hours reports
Recommended setup
- Connect the tool each client uses.
- Use Manually approve when working in client systems.
Where to go next
Quickstart, Approvals, or the other use case guides.