Discovery audit on resource allocation, pipeline management and project lifecycle processes

• interview users and managers; analyse data from existing systems
  
• diagnose current situation, strengths and weaknesses
  
• give feedback on existing systems and processes
  
• recommend process development and organisation design

Definition and implementation of key performance indicators

• identify relevant indicators of performance (e.g. utilisation, bid conversion rate, backlog, project profitability, retention, sales risk)
  
• specify and implement data collection and analysis
  
• design dashboards comparing actuals and targets

Operations process re-design and implementation

• specify, prototype, run manual system as proof of concept
  
• design and launch processes for:
  • resource forecasting and allocation (taking account of availability, skill matching, development objectives)
    
  • pipeline management and revenue forecasting
    
  • project budgeting and management (including trade-offs between cost, quality and schedule)
    
• develop interfaces with decision-making processes such as pricing, bid/no-bid, resolution of resource clashes, recruitment

Interim management, training and handover

• manage operations hands-on while developing processes
  
• plan staff succession and deliver training
  
• document and hand over operational processes

Business-to-business communication

• write proposals, marketing materials and corporate collateral
  
• edit project deliverables, improving clarity and consistency of communication