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Best Practices Case Study
Situation
Our client provides innovative content and document management solutions to organizations
dealing with regulatory and compliancy issues by image enabling and storage enabling current
mission critical processes and systems.
Our client stated challenges with their Delivery Methodology in managing expectations, and
deliverables while being on-time and on-budget. The company is growing with more jobs,
more complexity, and working outside of Ohio and engaging in longer duration of
projects.
Our client has visionary enthusiastic leadership who recognized the need to optimize
the Professional Services Group with the goal to streamline services delivery, to
create processes that can scale with the organization and build a model that can be
replicated. Our client was looking to build a Professional Services Delivery
Methodology.
Ray & Barney Group found that Our client had a solid foundation in their sales
and delivery methodologies, but they were independent and needed to be
linked.
Approach & Solution
Ray & Barney Group employed a Practical Phased Approach, first introducing a Business
Prioritization Process and then focusing on the business priorities. We involved the
stakeholders at each phase and gained team buy-in through out the process. We
leveraged Our client’s sales and delivery tools already in place and rallied around
Our client’s initiative of ‘Excellence in Motion’.
Ray & Barney Group started with the Sales team and their processes. We utilized
the Ray & Barney Group best practices for Client Engagement and Professional
Services Delivery Methodologies to provide the foundation for developing the Our
client’s Client Engagement Process.
These best practices were customized to fit the Our client’s culture and service
offerings. Our client’s Client Engagement Process manages all client and internal
communications, the project deliverables, on-time and on-budget issues while
capturing project knowledge.
Ray & Barney Group also leveraged their FIND Process to bring on board a professional
services manager who fit Our client’s culture and could lead the Delivery
team.
Client Benefit
Our client’s received a Jump Start in the Sales and Professional Services Groups
providing the foundation for servicing clients as a company linking sales with
service delivery.
Our client obtained it’s goal of having the ability to grow and scale while
satisfying clients and delivering successful projects.
Our client now has a Baseline Business Prioritization Process along with
Sales and Delivery processes that are optimized and replicable.
Financial Impact / Return on Investment
Increased effectiveness and realized process improvements through consistent
communications, increase quality of service delivery, reduced timelines and
resource requirements of delivery, scalable delivery model, and providing
accountability to the client, 3rd party vendors and Our client.
Application of Strategic Resource Management
The following table depicts the core elements of Ray & Barney Group’s Strategic Resource
Management that were applied to this engagement.
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