1. Traditional Consulting Approach to
Assess A Client's Current State
Interview client resources in
the functional / process area
(enough to identify the
problems vs the symptoms)
Utilize existing or create
interview questions for
client assessment
Excel or paper
based
questionnaire or
possibly from a
database of
questionnaires Possibly enhance the
questionnaire based on latest
industry trends
Review interview notes to identify
consistency of captured data and or areas
needing more granular information
Conduct additional interviews to clarify data
or obtain missing data
Identify prescriptive actions to address issues
Identify most
qualified and
available consulting
resources to
interview personnel
or provide industry
insight prior to
interviewsLeverage consulting
SMEs to provide
insight
Total effort completed in 8-10
weeks with 4 or more
consultants
Possibly sell / deliver assessment at a
financial loss or with low margins.Consulting
plans are to improve margins on the next
engagement-improvement portfolio
implementation
Manual creation of client
deliverable (improvement
portfolio) Meet with client executives prior to improvement
portfolio review session with entire team (need to
gain consensus with executives)
Identify SMEs or senior leadership to sell
client assessment
Possibly input deliverable results in a
database and or possibly update
questionnaire utilized based on learnings