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Consulting and delivery

A travel technology consultant for agencies, OTAs, DMCs and tour operators

When bookings depend on disconnected tools, slow supplier responses and manual follow-ups, the stack needs aligning. We audit it, design the target setup and build it on PHPTRAVELS: booking flows, supplier connectivity, CRM, payments and reporting, handed over with SOPs and training.

  • Stack audit and roadmap
  • Supplier and GDS connectivity
  • Operations and reporting
  • SOPs, training and go-live support

Triage

What a travel technology consultant fixes first

Teams usually call a consultant because of symptoms they feel every day. The fix is rarely one more tool; it is the data flow, the supplier rules or the booking lifecycle behind the symptom.

Background reading before you plan: Technology and Requirements.

Engagement at a glance

What you get
A working travel tech stack, not a slide deck of recommendations.
What gets better
Slow quoting, supplier mismatches, manual operations and reporting gaps.
What is delivered
Integrations, booking workflows, automation, dashboards, SOPs and go-live support.
Who it fits
Travel agencies, OTAs, hotels, tour operators and DMCs.
  • Supply

    What the team sees

    Quotes take hours because fares and rates are checked in several tools.

    Usual root cause

    Supplier content is not normalised into one search, so agents compare by hand.

    What changes

    One search across connected suppliers, with markup rules applied before the quote goes out.

  • Booking flow

    What the team sees

    Price or availability changes between the quote and the booking.

    Usual root cause

    No recheck step and no rule for changed prices or partial confirmations.

    What changes

    A recheck before payment and a clear path for changed prices and on-request items.

  • Operations

    What the team sees

    Cancellations, refunds and reissues run through email and spreadsheets.

    Usual root cause

    Post-booking events live outside the system, so every change is manual.

    What changes

    Modify, cancel, refund and voucher events on the booking record, with roles and approvals.

  • CRM

    What the team sees

    Leads and follow-ups slip through the gaps.

    Usual root cause

    Enquiries sit in inboxes instead of a CRM tied to the booking.

    What changes

    Lead routing, quote tasks and follow-up reminders linked to each booking.

  • Payments

    What the team sees

    Finance closes the month late and disputes pile up.

    Usual root cause

    Payments, refunds and supplier invoices are reconciled by hand.

    What changes

    Gateway payments, refunds and accounting exports tied to one booking reference.

  • Reporting

    What the team sees

    Nobody can say which channel or supplier actually makes money.

    Usual root cause

    Reports are stitched together from exports after the fact.

    What changes

    Dashboards for margin, supplier performance and service levels from live booking data.

Scope

Build the scope of your consulting engagement

Pick the workstreams that matter now. A good scope says what is in, what is out and how success is measured, and it is the first thing to agree with any consultant.

Workstreams3/ 6

In scope

Nothing selected yet.

Travel ERP and operations
DeliverableRole map and back-office workflows
Booking systems and user flows
DeliverableBooking flow and pricing rules, live
Supplier and GDS connectivity
DeliverableTested supplier connections
CRM and service workflows
DeliverableLead-to-booking pipeline
Payments and reconciliation
DeliverableReconciled payment and refund flows
Enterprise readiness
DeliverableAccess model and audit trail

Out of scope for now

Everything is in scope.

  • Travel ERP and operations
  • Booking systems and user flows
  • Supplier and GDS connectivity
  • CRM and service workflows
  • Payments and reconciliation
  • Enterprise readiness

Indicative duration

Select a workstreamAround 4 weeksAbout 6 to 8 weeksUp to 12 weeks

Indicative only. The audit confirms the timeline, which depends on the number of integrations, data cleanup and workflow complexity.

Engagement plan

From discovery to delivery in four phases

Consulting should end in live workflows, not a report. Each phase has a deliverable and a gate that must pass before the next phase starts.

Scope size

Phase

  1. 01Audit
    Weeks 1-3Week 1
  2. 02Architecture
    Weeks 3-5Week 2
  3. 03Integrate
    Weeks 5-10Weeks 2-3
  4. 04Go live and train
    Weeks 10-12Week 4
Up to 12 weeks end to endAbout 4 weeks end to endThe same rhythm is described step by step in How we work.

01

Audit

Map tools, data flows, response times and failure points across booking and support.

Deliverable
Audit report and a prioritised roadmap
Gate
Roadmap signed off

02

Architecture

Define system components, integration contracts and role-based access.

Deliverable
Target architecture and integration contracts
Gate
Contracts agreed

03

Integrate

Connect suppliers, payments, CRM, accounting and reporting with tested flows.

Deliverable
Working integrations on staging
Gate
Test scenarios passed

04

Go live and train

SOPs, checklists, monitoring and post-launch support for stable operations.

Deliverable
Live system and a trained team
Gate
Handover accepted

Integration

An integration flow that protects live operations

Rules first, then data, then the booking lifecycle, then the edge cases that break things in production. That order keeps the time to market short without surprises after launch.

  1. 01Select suppliers and define rules

    Inventory coverage, pricing, cancellation policy mapping and service level expectations.

  2. 02Connect and normalise data

    Products, availability and booking payloads aligned into one internal model.

  3. 03Build booking lifecycle events

    Create, modify, cancel, refund, voucher and ticketing, each with clear event handling.

  4. 04Test reliability and edge cases

    Timeouts, price changes, partial confirmations and customer support scenarios.

  5. 05Go live with monitoring and SOPs

    Alerts, dashboards and role-based playbooks for stable operations.

  • The booking is stored once, with the supplier reference, the price paid and the markup rule that produced the sell price.

  • Price and availability are rechecked, the old voucher is voided and the change keeps its history.

  • The supplier's cancellation policy is applied automatically, so the fee is known before anyone confirms.

  • The refund goes back through the original gateway and the accounting export follows it.

  • Vouchers are issued from the booking record, not typed by hand, so the details always match.

  • Ticket numbers are written back to the booking so support sees the same state as the airline.

Choosing a consultant

How to choose a travel tech consultant

Most teams want fewer manual issues and more predictable booking operations. Before you sign, confirm four things, then compare the kinds of partner on offer.

  1. 01

    Clear scope

    Which systems are included, which are excluded and how success is measured.

  2. 02

    Integration plan

    Suppliers, payments, CRM, accounting and channels, in order of priority.

  3. 03

    Operational control

    Service levels, refunds, cancellations and audit visibility after launch.

  4. 04

    Delivery ownership

    Who builds, tests, supports and maintains the system once it is live.

OptionWhat you getTypical gapBest for
Generic consulting firmStrategy documents, vendor evaluation and a high-level roadmap.Often little hands-on build or ownership after the roadmap.Large programmes with in-house engineering.
Custom development agencyFeatures built on request.May lack travel domain patterns, so supplier edge cases can be missed.Single-scope projects with clear specifications.
Travel platform vendor onlyProduct access and limited configuration.Integrations and operations can stay disconnected.Fast launch with minimal customisation.
PHPTRAVELS consulting plus platformOur optionAdvice and delivery ownership across booking, integrations, operations and reporting.Scope has to be defined and prioritised up front.Agencies and OTAs that want speed and control.

The platform itself is licensed for a one-time fee with source code included, see Pricing. Consulting and custom work are scoped after the audit.

Handover

What your team keeps after go-live

The engagement ends when your people can run the system without us in the room. Everything below is written for your roles and your suppliers.

Go-live shadowing

During the first live days we work alongside your team, so questions are answered on real bookings rather than in a classroom.

Built for

  • Standard operating procedures

    • Refunds and reissues
    • Cancellations and supplier failures
    • Service recovery playbook
  • Role-based training

    • Agent desk
    • Finance and reconciliation
    • Administrators
  • Checklists

    • Go-live checklist
    • Daily operations check
  • Monitoring

    • Supplier and payment alerts
    • Margin and service-level dashboards
  • Architecture

    • Integration contracts
    • Access roles and audit log

When you need more than consulting

FAQ

Travel technology consulting questions

What teams ask before they bring in a consultant for their booking stack.

Talk to sales

A travel technology consultant audits your current stack, then plans and builds the fixes across booking systems, supplier integrations, CRM workflows, payments, reporting and operational controls.

Travel agencies, OTAs, hotels, tour operators and DMCs that need faster quoting, fewer booking disputes, cleaner operations and reliable supplier connectivity.

Common integrations include Amadeus, Sabre, Travelport, TBO, Viator, payment gateways, accounting exports, channel managers and reporting connectors.

Many engagements finish in 4 to 12 weeks, depending on the number of integrations, data cleanup and workflow complexity. The audit sets the real timeline.

Yes. SOPs, role-based training, checklists and go-live shadowing are part of the handover, so your team can run the system with confidence.

Yes. Delivery is built on PHPTRAVELS, which comes with source code under a commercial licence and runs self-hosted on your own server. Systems you keep are connected as part of the integration plan.