Here are some sample work products from previous client engagements…
Core Diagram One page diagram showing the complete end-state definition for the full enterprise operation, serving as the guiding vision for the organization around which the management team can rally. Each shape represents a capability to be developed within a core functional area, and each shape has individual meaning in conjunction with its relative position to other nearby shapes. Usually accompanied by the Core Story which provides a narrative for the Core Diagram.
Core Diagram – Click to Enlarge
Process Map A classic technique of visually diagramming the flow of work activities, handoffs, system components, decisions, document handling, and workflow between roles in a process internally and/or externally. There are supposed to be two versions for every functional area… an As-Is version and a To-Be version. Opportunities for improvement are identified and marked with triangles before they get logged into another relevant work product namely the OFI Catalog.
Process Map – Click to Enlarge
OFI Catalog (Opportunities for Improvement) As information is collected in our client working sessions, the current workflow is analyzed to identify “OFIs” aka Opportunities for Improvement. OFIs both large and small are then captured into the MS-Word document and prioritized. OFIs are marked in the As-Is Process diagrams with triangles and subsequently assessed in terms of both their impact or frequency and can be quantified to the degree that is necessary for potential efficiency savings, revenue opportunities, or better customer experience. The far right column shows initial suggestions for how to solve for each OFI or how to improve it in the To-Be Process Definition being formulated.
OFI Catalog – Click to Enlarge
Best Practices Capability Model Through this capability model describing our Best Practices, we and the client can match up on what the shared understanding should be of rigorous criteria for operational process success in the client’s particular environment. Using our Best Practices to guide, we leverage the end-state vision work products including the Core Diagram, the opportunities for improvement, and CTQs (critical to quality factors) to redesign the process still using a role-based approach. This will provide the best and lasting future state definition from which system requirements naturally reveal themselves.
Best Practices Capability Model – Click to Enlarge
ERP and CRM Functional Solution Assessment System Solution Scenarios are broken out from within the high-level To-Be Process definition to envision how various solutions could work in covering the core functional needs, the essential user and system workflows, screen definitions, database interactions, departmental hand-offs, and reports. This work product enables the subsequent detailing out of deeper automation views in the To-Be Process.
ERP and CRM Functional Solution Assessment – Click to Enlarge
ERP System Requirements Analysis With having now accomplished a shared understanding within the client’s management team of a transformed operating model in a solid future process framework, the complete set of system requirements can be confidently fleshed out and finalized as they are grounded in how the process could or should work in the To-Be definition. We organize the system requirements according to the core functional areas, which in turn comprise your fully developed capabilites of the envisioned end-state necessary to execute on your marketplace business strategy.
ERP Requirements Analysis – Click to Enlarge
ERP System Evaluation and Selection Within our proven RFQ methodology, our work products show an apples-to-apples marketplace review of the best fitting solutions/vendors. Our protocol keeps you in control and fully participating in the process as we facilitate team demo sessions, score vendor responses to the RFQ, and ensure a shared two-way solution understanding. This work product is the summary of our independent vendor evaluation method based on pre-defined and agreed-upon weighted scoring of the process needs, system requirements, and vendor partner criteria for shared success.
ERP System Evaluation and Selection – Click to Enlarge
Systems ROI Analysis Definition of the best-fitting solution/vendor-partnership options with well-defined cost estimates over a five-year period, along with benefit dollars quantified for each vendor package solution scenario. This work product is very useful for engaging the management team in the system/vendor selection process as it provides insight as to which system will provide the strongest ROI through a meaningful and granular cost benefit analysis model aka CBA.
Systems ROI Analysis – Click to Enlarge
Ops/IT Implementation Roadmap People, Process, and Technology Coordinated. This is an implementation roadmap for the management team and organization to rally around, including the steps necessary in the areas of People, Process and Technology on a weekly or monthly basis over the next 6, 12, 18 months for execution. System and Non-System steps are shown, and the implementation roadmap for the upcoming few years is included as well at a high-level to provide the path forward longer term.
Implementation Roadmap – Click to Enlarge
EDI or cXML Gateway Specifications and Implementation When we provide integration services or provide hands-on software development, our work products always include full system specifications and proper documentation. We believe that building software properly has to start with the creation of great blueprints as driven by the To-Be Process Definition and System Requirements. The work product package includes screen wireframes, explicit business logic, dataflow rules, and database table design going all the way down to field-by-field instructions. Our approach enables your internal IT staff to take it over from us and maintain it with the documentation we provide.
EDI Specifications and Implementation – Click to Enlarge
Analytics Dashboard Development To achieve great performance management by design, we utilize our process depth on your key Metrics which drive the business and then we detail out how your existing data can be leveraged with Analytics. We apply just enough project management structure from our creating strong specifications through the “build” stage to implement the customized dashboard into production. Our hands-on software development and integration work always includes full application specifications with all of the underlying business intelligence logic, all screen/sub-screen wireframes, dataflow rules, and database table design going all the way down to field-by-field instructions. Our approach enables your internal IT staff to take it over from us and maintain it with proper documentation which we provide.
Analytics Dashboard Development – Click to Enlarge
Role-Based Workflow Training Role-Centered (not System-Centered) Process Training including Screens. Role-Based Training… Our Full Process training packages are from the perspective of the staff member “in role” and hand-offs are shown. Training done in this way forms the basis for new organizational capabilities at the heart of transformation. Process training is ‘holistic’ meaning the IT components of screens and reports are shown within the context of the workflow.
Role-Based Workflow Training – Click to Enlarge