Strategize

A well defined strategy will provide the foundation for applying the right tools and processes to support your business operations objectives.

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• Business Operations Model

  Not sure where to start? Start with what you already know…your business.

  The best way to start streamlining your business is to view what is in place. We will walk through your current operations with your team to identify key processes, key resources, and dependencies in place.   This service is recommended for executives and managers looking for that high-level snap shot of their business operations into a concise documented format.   This will provide an easy way to prioritize and focus on the areas that will provide the greatest benefit to your operations.

  • Ideal for constrained budgets who need insight into their operations
  • A quick first step toward improving your business operations
  • Provides you with information by which to make decisions on areas of improvement that will provide the greatest benefit to your business operations

  

• Business Efficiency Assessment

  Do you know what is preventing your progress towards business operations excellence?

  We conduct complete assessments of your services business and how it utilizes systems and processes to identify areas for improving your system or process.  We work closely with your team to fully understand your operational model, what processes and tools are in place and how effective they are.  At the end of this short 2 week engagement, we provide you with recommended process and tools improvements along with the cost/benefit for implementing each change.

  1.  Process Workshop  -  We capture how the daily business operations is currently managed, understand the improvements or changes you plan to make and any known issues impacting your operational.

  2.  Operational Analysis -  We identify process changes which will be required to meet the business efficiency goals, review automation opportunities and create a matrix which can be used for tools selection and system changes, and calculate cost/benefit for implementation of identified changes  providing critical data for implementation decisions and budget for the project.

  3.  Business Efficiency Plan and Recommendations – The result is a full Before and After deliverable with an actionable plan on process/system changes and training that is designed to improve your business operations model.

  

• Automation Tool Selection

  Are your homegrown tools and manual processes able to keep up with the demands of a growing and changing business?

  In today’s world, investing in the right professional services automation software provides the benefits of industry best practices and decreases the costs of maintaining homegrown solutions and manual processes.  TOP Step will help you identify your needs and select the right tool to support your business operations.

  1.  First, we spend the time to fully understand your business by reviewing your current business model, your desired business model, problem areas, and expected growth areas. Results of this step area documented business process model both current and desired.

  2.  Next, we will work directly with your process owners to identify detailed requirements such as reporting needs, data entry/access limitations, automation and notification, and functional requirements. Each requirement is evaluated for critical need, necessary, or nice-to-have to establish a weighing scheme. The result of this step is a Tool Requirements Matrix to be used in the vendor selection process.

  3.  In the final step, TOP Step will guide your team through an in-depth requirements ranking and evaluation process to down-select relevant vendors until a final choice is made.