Traditional Consulting Approach toAssess A Client's Current State

Interview client resources inthe functional / process area(enough to identify theproblems vs the symptoms)

Utilize existing or createinterview questions for

client assessment

Excel or paperbased

questionnaire orpossibly from a

database ofquestionnaires Possibly enhance the

questionnaire based on latestindustry trends

Review interview notes to identifyconsistency of captured data and or areasneeding more granular information

Conduct additional interviews to clarify dataor obtain missing data

Identify prescriptive actions to address issues

Identify mostqualified andavailable consultingresources tointerview personnelor provide industryinsight prior tointerviewsLeverage consulting

SMEs to provideinsight

Total effort completed in 8-10weeks with 4 or more

consultants

Possibly sell / deliver assessment at afinancial loss or with low margins.Consulting

plans are to improve margins on the nextengagement-improvement portfolio

implementation

Manual creation of clientdeliverable (improvement

portfolio) Meet with client executives prior to improvementportfolio review session with entire team (need togain consensus with executives)

Identify SMEs or senior leadership to sellclient assessment

Possibly input deliverable results in adatabase and or possibly update

questionnaire utilized based on learnings