Our Engagement Process

Objective: To ascertain your current state and requirements for the project

1.1 Conduct interviews with staff members.
1.2 Collect example forms and process data for all processes in the value stream from supplier to customer.
1.3 Assess the collected data and prepare a summary report detailing potential issues and areas of focus.
1.4 Review the summary report with Top Management.

Objective: To manage all aspects of the engagement.

Task 1: Review of the Process Action Team process and approach
1.1 Introduce the Participation – Communication – Follow-up method for effective process documentation and implementation.
1.2 Introduce a template for conducting effective Management Review, to be used throughout the engagement.

Task 2: Prioritization and Planning
2.1 Review and confirm the basic elements of the Client’s business model.
2.2 Identify the business processes which will be the targets of improvement efforts.
2.3 Develop a plan to address the improvement opportunities in order of priority, identifying resources, and scheduling activity.

Objective: To facilitate staff teams to review, improve, document, and implement business processes.

Task 1: Participation
1.1 Work with Process Action Teams (PATs) to document and improve business processes included in the scope of the engagement (in order, as defined in the plan developed in Phase 2).
1.2 Assist the PATs in preparing a presentation to Top Management of the recommendations for improvement and the implementation plan.
1.3 Facilitate management review and approval.

Task 2: Communication
2.1 Facilitate the PATs in executing any work to prepare the organization to implement each new improvement initiative.
2.2 Assist the PATs in developing training materials, and providing the training to all affected employees.
2.3 Facilitate implementation, including monitoring progress, resolving issues, and identifying additional opportunities for improvement.

Task 3: Follow up
3.1 Within 3 to 6 weeks of Go-Live, lead the PATs in an informal audit to determine the degree of integration of each new process into your enterprise, identifying and reporting on positives, non-conformity, and opportunities for improvement.
3.2 Using the PAT process, address the issues arising from the audit and improve the process and/or the training materials.
3.3 Lead the PAT to roll out the changes and monitor their impact.

1.1 Execute a formal audit of all improvement initiatives 6 to 12 months after introduction of the changes.
1.2 Prepare a report detailing the elements of the engagement and findings of the audit.
1.3 Present the report to Top Management.