Maconomy Business Driver - Clients

Editor's Notes

1. Key BenefitsImproved analysis of future revenue streams allowing for more insightful business planning and prioritisation of client acquisition activitiesAccurate real-time revenue forecastImproved accuracy of quotations and a kick-through to project profitability through better and more consistent estimating processTrue understanding of the right staffing levels to meet your numbersExcessive or disproportionate sales cost avoided and controlledImproved pipeline transparency, systematic knowledge transfer, clear agreements from client engagement to service delivery, reliable estimates, transparency of commitments, improved revenue forecasting
2. Key benefitsImproved profitability of the client relationshipThe true cost of client servicing will be clear, and decisions can be made on this basisIssues with clients can be proactively addressed before additional business exposure occursAccurate real-time revenue forecastClient transparency improves, and staff can spend more time on developing client relationships and chargeable workThe business can staff relationships effectively ensuring maximum efficiency of time use, and capitalise on cross selling opportunities
3. Best practise solutionEnterprise-wide analysis of key engagement metricsEasy capture of lead and prospect information by business dimension, engagement phase and probability percentageCapability to capture pre-contract engagements estimates, basing these on templates or previous projects delivered, on-line and auditable authorisations of client quotationsGrade and type of staff needed to fulfil potential work are graphically displayed on an enterprise-wise basisCapture time and 3rd party cost on prospects and opportunitiesFinancially sound opportunity handling, integrated tracking from opportunity to project, template based estimating, managed pricing and approval process
4. Best practise solutionReports and alerts ensure that over servicing or failure to raise change requests are highlighted before non-chargeable time is incurredClient costs including opportunity effort and costs, account management and other non chargeable time is efficiently capturedA holistic view of clients will be provided where an overview of all open engagements, outstanding debt, and potential engagements can be seen, with checks on key metrics such as credit historyEasy capture of lead and prospect information by business dimension, engagement phase and probability percentage, Grade and type of staff needed to fulfil potential work are easily captured and graphically displayed on an enterpriseKey business, client and project data can be e-mailed in one click to clients Information is instantly viewed showing all work being undertaken for global clients
5. Key benefitsImproved profitability of the client relationshipThe true cost of client servicing will be clear, and decisions can be made on this basisIssues with clients can be proactively addressed before additional business exposure occursAccurate real-time revenue forecastClient transparency improves, and staff can spend more time on developing client relationships and chargeable workThe business can staff relationships effectively ensuring maximum efficiency of time use, and capitalise on cross selling opportunities