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    Business Analysis Services 

    Everything changes -- and you know change will impact your company. Sometimes it comes from outside forces like the market place and sometimes it comes from the inside.

    We offer a great array of services designed to help companies embrace and manage business change. And here's how you win:

    • Accelerated design and adoption of strategic initiatives. 

    • Alignment of corporate processes with customers, partners, and employees. 

    • Heightened productivity balanced with what real people need to accomplish, leading to maximized employee retention, accelerated knowledge transfer, and rapid integration of new staff. 

    • Stimulation of collaboration and connectivity between internal teams as well as with external audiences that include customers, partners, and other interested partners. 

     

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    Strategy design

    We help companies focus their energy to ensure that employees are working toward the same goals. And as necessary, we help companies to assess and adjust their organization's direction in response to a changing environment, whether due to internal or external reasons.

    Part of our strategic planning services also ensure the right Key Performance Indicators (KPIs) are identified so you can measure the success of your plan. And we identify the right technologies needed to support your strategy to gain scalability while remaining efficient.

    Of course, defining strategy may not be enough for you. We also help companies design specific tactical activities or processes to support your strategy. We have specialties in customer-facing activities such as marketing, sales, and customer service.

     

    Specialties

    We specialize in change management initiatives that require a blending of people, processes, and technology. And we specialize in helping companies adopt the social business model to foster customer-centricity and collaboration across their organization.

     

    Past projects include: 

    • Planning for high-volume, seasonal shipping demands for mid-sized software developer – Defined strategic plans and tactical activities to support seasonal upswings in shipping volumes. Company needed to ship seasonally high volumes of 4,000-5,000 shipments over a 3-day timeframe several times per year, up from the normal 20 shipments per day. Smart process design allowed company to manage upswings using existing personnel. Innovated on shipping management system to support process improvements.

    • Operational planning for mid-sized software company – To support ongoing integrated activities related to order management, fulfillment and technical support. Included integrating shipping management solution to accounting system.

    • Change management during merger for mid-sized company – Acted as executive advisor during mergers with 17 smaller resellers during growth spurt. Designed new, consolidated systems to support sales teams and faciliate sales reporting.

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    Process definition or re-engineering

    We design workflow processes for companies so they can become more effective and efficient – all while remembering these processes need to support how real people work. Our processes also facilitate collaboration across departmental siloes.

    Of course, established businesses already have processes in place. But as your organizational needs change, we’ll help you re-engineer your processes to respond to these changes.

     

    Specialties

    We have particular specialties in defining workflows around customer-facing activities like marketing, sales, order fulfillment, and customer service that are either standalone or integrated back into other related workflows like accounting.

    We also specialize in social business processes that support customer-centric practices and internal collaboration.

     

    Past projects include:

    • Warehouse workflow design for small Internet retailer – Designed processes to allow for the rapid unloading of incoming containers to avoid paying late fees for container rental.

    • CRM workflows (especially for Salesforce.com) for small to mid-sized companies for marketing, sales, order fulfillment, and customer service to provide a consistent customer experience while gaining organizational efficiencies. Includes process definition, requirements definition, and designing customized user screen layouts.
    • Defined new processes to manage online reservations for small RV rental company – Improved customer reservation processes and well as defined revised business requirements for a new online reservation system.
    • Defined revised product inventory processes for mid-sized refinery, in preparation for designing a new product inventory management solution. 

     

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    Business requirements documentation

    We act as the bridge between the business and IT stakeholders in defining requirements for new solutions that will support what real people need to accomplish using processes that will allow the business to be effective and efficient.

    The Requirements we define for you will be documented, actionable and measurable. And these requirements will then act as the roadmap for your IT team to define the technical requirements for your solutions. If needed, we can also provide expertise to define your technical requirements and roadmap through our collaborative partners.

     

    Specialties

    We specialize in defining business requirements for CRM solutions, and especially for Salesforce.com integrations, as well as other customer-facing solutions that support marketing, sales, order fulfillment and customer service. These may be standalone, or integrated into other solutions such as accounting and shipping management.

    We also specialize in social business solutions that support social media programs and internal collaboration. These include:

    • Applications that enable social connectivity between solutions such as your CRM and Facebook or Twitter.

    • Branded community solutions such as Jive Software, Lithium or Get Satisfaction add-ons to Facebook.

    • Social monitoring solutions such as Radian6, Attensity, or Visible Technology.

    • Collaboration solutions such as Salesforce Chatter or Yammer.

    • Integration across the social technology platform.

     

    Past projects include:

    • Design of collaboration systems for small company to enhance customer service as well as to stimulate product ideation.

    • Defined product inventory processes for mid-sized refinery, to act as basis for technical requirements for a new product inventory management solution & to provide training documentation for new employees.

    • Automated customer reservation system for small RV rental company – Improved customer reservation processes and well as defined revised business requirements for a new online reservation system.

    • Salesforce CRM implementations for small to mid-sized companies to provide a consistent customer experience while gaining organizational efficiencies. Includes process definition, requirements definition, and designing customized user screen layouts.

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    Project management of technical solution implementations

    Once the business requirements are completed, the technical solution needs to be designed or purchased. We provide turnkey project management services to ensure your technical team or third-party service provider implements the exact system you defined in your business requirements. And we ensure your project comes in on budget.

    What all this means is your staff can stay focused on core business activities. You know – the kind that make you money.

     

    Specialties

    We specialize in providing the bridge between your organization and your IT implementer. We can help you find the right solution provider or build a collaborative team to meet your needs.

     

    Past projects include:

    • Implementation of CRM implementations for small to mid-sized companies to provide a consistent customer experience while gaining organizational efficiencies.
      • One project implementation resulted in upgrading the sales reporting process for data capture and reporting.
      • Another project implementation was spearheaded for a start-up company needing to create operational efficiencies.
    • Enhancements to shipping management solution for small to mid-sized companies, integrated into back office systems including accounting. Work performed in gain greater efficiencies in preparation for high-volume seasonal shipping. 

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