For engagement consultants
Deliver consistent, defensible work across every client
Stakeholder engagement software for consultants: a structured multi-client workspace for planning, collaboration, evidence, analysis and reporting. It applies your methodology and professional judgment. It does not replace them.
Your situation
Why engagement consultants need a multi-client workspace
You manage engagement for multiple clients and need an efficient, consistent and defensible delivery environment that respects your approach.
- Each client engagement is set up from scratch.
- Evidence and reporting absorb margin that should go to advice.
- Clients ask for traceability you cannot easily show.
- Collaboration with client staff happens in email and shared drives.
For consultants
What changes with CE Canvas
- A repeatable multi-client workspace with your templates and methods built in.
- Clear roles, client-data boundaries and collaboration with client staff.
- Evidence, analysis and report-back produced from the project record.
- A path to referral, co-delivery or partnership if that suits your practice.
Recommended first step
Consultant Demonstration
See CE Canvas run a representative client engagement end to end, using your methodology rather than replacing it.
Best fit when
- You manage engagement for several public-sector clients at once.
- You want consistent, defensible delivery without giving up your own approach.
- Reporting and evidence consume more of your margin than they should.
What you get
- A 45-minute demonstration on a representative client project.
- How multi-client workspaces, roles and client-data boundaries work.
- Where your templates and methods plug in.
Engagement practice
Practice guides for this situation
The thinking behind the path, written for practitioners. Useful whatever you decide about the software.
The community engagement process: 10 steps
An order of operations for engagement that informs a decision, from decision space to closing the loop.
Read the guideHow to write a community engagement plan
The sections a plan needs, in the order a decision-maker will read them.
Read the guideThe IAP2 spectrum of public participation, explained
What the levels of community engagement mean, what the IAP2 Board is changing and why it matters for practice.
Read the guideWhat we heard report template
A section-by-section template for the report-back, and the mistake that undermines most of them.
Read the guideAlso on this path
When you are further along
Test the workflow
Consultant Sandbox
A time-limited workspace with a sample project, templates and implementation guidance, so you can test delivery on your own terms.
Request a sandboxQuestions
Common questions from engagement consultants
Can I use my own methodology and templates in CE Canvas?
Yes. Your templates, methods and reporting formats are built into your workspace and applied to each client project. CE Canvas structures the work; it does not impose a method.
How is client data kept separate?
Each client has its own project space with roles and data boundaries. Client staff can collaborate inside their project without seeing other clients.
Is there a way to try it on real work before committing?
Book a demonstration on a representative client project, then request a time-limited sandbox with a sample project and your own templates.
Not the right path?
Choose the situation that fits, or compare the paths side by side.