Subscribe to get the latest resources from Collectiv in your inbox.

Consulting as a Service (CaaS): How It Works and Why You Need It


Delegation and time to benefit plays a vital role in the growth of any organization. Every business, regardless of its size, can greatly benefit by receiving input, guidance, and a helping hand from an expert.

Even with great internal IT and technical resources—combined with powerful business intelligence and planning tools—operating the full extent of a growing company can be overwhelming and distract your internal teams from their core activities.

When company growth feels overwhelming, bringing on consultants makes a lot of sense to avoid internal disruption, especially during growth phases when resources have limited bandwidth and skillsets are broadening.

An increasingly popular solution for early-growth organizations and mature enterprises seeking agility is Consulting as a Service, also known as CaaS. Let’s explore how CaaS works and why it might be the right move for your organization.

What is Consulting as a Service (CaaS)?

Consulting as a Service (CaaS) means hiring a consultant who delivers expertise and execution with technology and processes to solve your business challenges.

These consultants are brought on to shore up specific areas within the organization, such as management, implementation, deployment, maintenance, or the traditional structure. Consultants might also be employed as ongoing general help for an up-and-coming enterprise.

For example, if you “need to get that CEO dashboard built rapidly” in Power BI, making the correct data modeling choices and creating DAX equations can be a serious drain on company resources for an inexperienced team. But if you work with an experienced Power BI consulting firm, you get that dashboard done accurately and ahead of schedule.

Staff shortages, talent gaps, and time constraints often mean that consultants are the answer to continuing organizational issues. The beauty of the CaaS approach is that you have a skilled helping hand ready to fill in anywhere the organization has gaps or needs.

Traditional Consulting vs. Consulting as a Service

Traditional consulting and Consulting as a Service both have their uses which are relevant for different scenarios and objectives.

Traditional consulting comes in the form of extended business agreements and rigorous infrastructure examination. The traditional model is strategic, long-term, and typically involves lengthy programs with specific goals in mind.

Consulting as a Service is far more flexible, offering a consulting plan that functions on an at-need basis. CaaS does away with traditional rigorous plans and defined objectives to instead offer the expertise of consultants wherever and however the hiring organization needs them.

How CaaS Works and Who It’s For

Consulting as a Service integrates directly within your processes, patching up skillset gaps by offering a professional guiding hand in everything from data analytic solutions to recruiting in-house talent, depending on what you need.

CaaS is a customer-focused rather than product-oriented service. When you opt for Consulting as a Service, instead of just helping you complete a project, the consulting firm helps you gradually meet your milestones throughout your journey—no matter what stage of digital transformation you are in.

Not only do you get post-project support, but you also get a consultant or team of consultants who are embedded directly into your system and operating within the rules of your organization’s ecosphere.

CaaS can work for any-sized organization, from small businesses and startups to mid-sized and enterprises. CaaS is typically favored by rapidly evolving organizations looking to acquire a broader range of consultant expertise that involves a flexible and scalable engagement.

For example, the Microsoft data ecosystem is vast and it requires dedicated expertise. However, the scope may not be substantial enough to have a dedicated internal Power BI team. So, Consulting as a Service is a natural fit here. By leveraging outside expertise, CaaS helps you bank on this powerful technology—without the cash-burn of acquiring steady and salaried resources.

How CaaS Supports Your Power BI Journey

Data is a massive undertaking for today’s organizations. It can be incredibly difficult to manage, access, and leverage accurate data companywide. High-skill and complicated projects of this nature have a tendency to fail when not managed by BI experts.

A Power BI strategy consulting firm can do wonders for your team by leading essential activities that might seem unattainable internally, like building a strong Power BI data governance strategy.

If you already have a data solution in place, consultants streamline systems to work together and suggest additional resources. If you’re just starting your Power BI journey, these consultants will help you successfully create a strategy and see the vision all the way through implementation.

To understand CaaS in action, our client Redwood Credit Union (RCU) is a great consulting success story example. Redwood Credit Union, a full-service financial institution cooperative in Northern California, was looking to establish data best practices and build a scalable data strategy to uncover analytics opportunities using Power BI.

The Collectiv team led a three-day Power BI visioning program to analyze Redwood Credit Union’s infrastructure, in addition to its data and reporting framework. Several interviews were conducted with the leadership team to comprehend different aspects of their finance business.

Collectiv provided thorough documentation to course-correct their data governance plan and data strategy. We also weaved an interactive coaching experience into the program to help RCU analysts and developers better understand their full capabilities within the Microsoft Power BI platform.

“It’s like we were finishing each other’s sentences,” said Josh Stoltzfus, Finance Manager at Redwood Credit Union. “Not only is it easy to understand the Collectiv team, the experience feels super authentic. You feel like you’ve got a partner that’s vested with your efforts.”

In less than a month, Collectiv enabled RCU to develop key reports and dashboards that helped the leadership team make more meaningful business decisions faster than ever before.

From time to time, organizations need outside expertise and support. You might not have the right people and tools in place to achieve your long-term goals with the Microsoft data stack. Projects might be failing completely or not turning out as you had hoped.

Consulting as a Service is worth considering if you’re looking for ways to supplement and strengthen your team. If you’re wondering what CaaS can do for your business, don’t hesitate to contact Collectiv.

Share this:
Share on linkedin
Share on twitter
Share on email

Related Resources

Enterprise BI success is just a phone call away.​

Fill out the form to schedule a 15-minute intro call with our Power BI experts.​