PAGE 1 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Better Business
Performance for
Profession...
PAGE 2 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Standardisation Is Not A ‘Straitjacket’
Mo...
PAGE 3 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Liberate Your Talents
The Benefits of Proj...
PAGE 4 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Hyper-efficient Project Management
Standar...
PAGE 5 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Maintain and Drive Business
Momentum
Manag...
PAGE 6 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
The Best and the Rest
A critical first ste...
PAGE 7 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Project Success in Professional
Services
O...
PAGE 8 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Empowering the Business
The Role of Techno...
PAGE 9 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
5 Ways to Improve Project Performance
Deli...
PAGE 10 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Standardise Project Planning
Deliver Beyo...
PAGE 11 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Standardise Time and Expense
Tracking
Man...
PAGE 12 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Standardise Risk & Issue Management
Mitig...
PAGE 13 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Standardise Contract Management and
Billi...
PAGE 14 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Standardise Project Status Reporting
Know...
PAGE 15 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Increasing Client Satisfaction, Increasin...
PAGE 16 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Summary – The Beauty of Simplicity
Greate...
PAGE 17 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Useful Resources
INCLUDES: Supporting whi...
PAGE 18 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Take a Free 15 Day
Trial Today
• Easy to ...
PAGE 19 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Questions and
Answers
Thank You
Email: on...
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How to drive improved business performance through standardised processes

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Standardised processes drive outcomes and when the processes are as effective as they should be, they drive better outcomes.

Process standardisation isn't simply about making your admin easier. For sure, it does that, but that’s only a small consideration in the context of professional service delivery excellence.

Standardized processes drive improved project performance and service excellence since they set up frameworks based on best practice in such a way that as each project moves along it has to address established check-list actions; it’s like a failsafe procedure – you can’t progress to stage B before you’ve completed the identified tasks -- or reports or notifications or whatever they may be -- at stage A.

KeyedIn Projects can help you accelerate project timelines and reduce costs by key taking aspects of project management, such as regular project reviews or weekly monitoring…and basing them on accurate and timely information.

Best practice is about hyper-efficient project management and that’s a capability that depends on more than people doing what they’re required to do when they’re required to do it. It depends on technology-driven visibility into all project aspects at all times available to all team members.

So, it’s a combination of not particularly replicable human skills, supported by replicable and automated, technology-driven project support and management systems.

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How to drive improved business performance through standardised processes

  1. 1. PAGE 1 • PSO MASTER CLASS SERIES COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS Better Business Performance for Professional Services Organisations How to drive improved business performance through standardised processes
  2. 2. PAGE 2 • PSO MASTER CLASS SERIES COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS Standardisation Is Not A ‘Straitjacket’ More than 50% of PSOs (700 employees+) do not use standardized delivery methodologies 2012 Professional Services Maturity™ Benchmark Report (SPI Research Ltd)
  3. 3. PAGE 3 • PSO MASTER CLASS SERIES COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS Liberate Your Talents The Benefits of Project Automation Standardised process can enhance: • Planning • Costing methodologies • Monitoring during delivery • Post-delivery evaluation Project Automation Enhanced Planning Improved Costing Real Time Monitoring Accurate Project Reviews
  4. 4. PAGE 4 • PSO MASTER CLASS SERIES COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS Hyper-efficient Project Management Standardised Processes Drive Outcomes. Better Outcomes  Achieve service excellence through total control  Improve project performance through proven and established action plans  Accelerate timelines and reduce admin costs  Access accurate and timely information  Don’t re-invent the wheel every time a new project starts  Best practice = hyper-efficient project management
  5. 5. PAGE 5 • PSO MASTER CLASS SERIES COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS Maintain and Drive Business Momentum Manage Customer Expectations and Drive Customer Satisfaction  Constant awareness of project performance through 360°visibility across tasks, by person, by team, by time  Timely reporting essential at every stage – supports reliable information and robust foundation for moving forward  Regular project reviews and/or weekly monitoring drives best practice  Standardization sets clear expectations around processes, such as submission deadlines  Be the best in the business; apply to your own practices the key lesson you offer to your clients
  6. 6. PAGE 6 • PSO MASTER CLASS SERIES COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS The Best and the Rest A critical first step in ensuring project quality is to be able to view and track true project cost and planned to actual levels of effort by task or milestone. 2012 Professional Services Maturity™ Benchmark Report (SPI Research Ltd) Only firms who have a good handle on both the sales and delivery process are able to consistently produce, and deliver against, accurate estimates.
  7. 7. PAGE 7 • PSO MASTER CLASS SERIES COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS Project Success in Professional Services On Time The top pressure [faced by project managers] is customers frequently changing their minds mid project (41%). Professional services project managers can end up wasting time and, most importantly, scarce resources to meet vacillating customer demands. Aberdeen Group – Project Management in Professional Services 77%= Industry average 89% On Budget 86%= Industry average 94%
  8. 8. PAGE 8 • PSO MASTER CLASS SERIES COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS Empowering the Business The Role of Technology • Professional Services Automation (PSA) improves: – Control – Visibility – Accuracy – Insight • Overcome resistance to admin by making compliance easy Control Visibility Insight Accuracy
  9. 9. PAGE 9 • PSO MASTER CLASS SERIES COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS 5 Ways to Improve Project Performance Deliver best. Better.  Standardise Project Planning  Standardise Time and Expense logging  Standardise Risk Management  Standardise Contract Management and Billing  Standardise Project status reporting On Time On Budget Profitable
  10. 10. PAGE 10 • PSO MASTER CLASS SERIES COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS Standardise Project Planning Deliver Beyond Expectations  Define clear deliverables and milestones  Identify actions by targeting outcomes  Create project templates to drive consistent planning  Drive more accurate cost estimation to support ‘on budget’ delivery  Support team with intuitive software tools to keep every one on track and to deliver ‘on time’
  11. 11. PAGE 11 • PSO MASTER CLASS SERIES COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS Standardise Time and Expense Tracking Manage Time for Great Project Outcomes  Precise time allocation improves control and drives efficient project progress tracking  The detail supports excellent customer service and the timely resolution of billing queries  Timesheets drive the efficient use of resource  Utilise previous project performance to drive continuous improvement  Timely expense logging reduces admin and improves client visibility
  12. 12. PAGE 12 • PSO MASTER CLASS SERIES COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS Standardise Risk & Issue Management Mitigate Risk & Resolve Issues  Expect the unexpected and maximise project continuity  Robust guidelines drive realistic contingency practices  Never let the customer down  Surrender is not an option  Leverage experience
  13. 13. PAGE 13 • PSO MASTER CLASS SERIES COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS Standardise Contract Management and Billing Bill Better  More accurate – ensure project profitability is maximised and billing errors minimised  More timely – utilise alerts to automate billing and improve cash-flow  More detail – easily respond to billing queries with detailed time and expense information  More transparency – provide all project stakeholders with visibility into billing schedules
  14. 14. PAGE 14 • PSO MASTER CLASS SERIES COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS Standardise Project Status Reporting Know Everything  Clear schedules drive team and client understanding  Comprehensive reporting supports easier resource allocation  Reporting history drives future efficiencies  Project evaluation gauges project success  Detailed reports contribute to company knowledge bank
  15. 15. PAGE 15 • PSO MASTER CLASS SERIES COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS Increasing Client Satisfaction, Increasing Profitability
  16. 16. PAGE 16 • PSO MASTER CLASS SERIES COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS Summary – The Beauty of Simplicity Greater Client Satisfaction and Profitability Through Standardised Processes  Easier admin supports expertise, talent, and innovation  Break down the barriers to user adoption  Enable fee earners to drive the business forward  Deliver beyond expectations  Manage time for great business outcomes  Identify and mitigate risk  Bill better  Know everything
  17. 17. PAGE 17 • PSO MASTER CLASS SERIES COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS Useful Resources INCLUDES: Supporting whitepapers, Webinars, PSO Insight blog and FREE trial of KeyedIn Projects Visit: www.keyedinpso.com
  18. 18. PAGE 18 • PSO MASTER CLASS SERIES COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS Take a Free 15 Day Trial Today • Easy to adopt, easy to use • Intuitive • Minimise IT cost and deployment effort • Delivery is backed by impressive Service Level Agreements • Interfaces with ERP, CRM or financial/accounting software
  19. 19. PAGE 19 • PSO MASTER CLASS SERIES COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS Questions and Answers Thank You Email: ondemand@keyedin.com Web: www.keyedin.com/keyedinprojects Twitter: @keyedinprojects

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