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The guiding principles of tight project management are the same for any size of company, from the small and medium enterprise, up to the larger corporate. These principles depend on frameworks that can support better business performance for every type of service delivery. Any professional services organisation – whether it’s legal services, IT consultancy, change management, creative services, energy consultancy – whatever sector you work in, has two fundamental pillars to its operation… The first pillar is the core skill that you take to market – the talents and expertise your fee-earners bring, to add value for your clients. That’s your main competence; the experience you offer and the way you do things that offer insights to your clients and the way they do things. Your competitive advantage if you like. The other pillar of the operation is the entire support structure you wrap around the delivery of these core services. This is the engine that powers the machine. It’s where billing is taken care of, costs are taken into account, schedules updated, timelines enforced, resources managed and allocated. This is the engine room where everything has to be firing on all cylinders at all times to make sure your business makes a profit…make sure it doesn’t miss costs in the billing process…make sure that everything that can be put in place to support fee earners, is put in place. It’s also where project control ensures tight management of resources and people and gives you the ability to see everything at a glance – project status, who is where doing what. This overview is critical in managing change. This is where every little detail counts and the ability to cope with change every time it impacts your company’s actions is absolutely central to increasing client satisfaction and increasing your own profitability.
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PAGE 1 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
MASTER CLASS WEBINAR SERIES
Better Business Performance for Professional Services Organisations
How to increase client satisfaction and increase profitability through enhanced service delivery
PAGE 2 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Two Fundamental Operational Pillars
Two Fundamental Pillars
PAGE 3 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Aligning Services to Client Expectations
Deliver the Best. Better.
Control
Change
Real Time Visibility
Micro View
Macro View
Reduce Complexity
Increase Margins
Effectively manage change across an:
• Organisation
• Department
• Function
• Role
PAGE 4 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Project Management Best Practice
Control Respond Improve
Best Practice = Hyper-efficiency
Service excellence
through total control
Contingency planning to
ensure delivery continuity
Manage costs and drive
profitability
PAGE 5 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Dealing with Complexity
Multiple Projects, Multiple Problems• Delight in the unexpected
• Accommodate scope change
• Embed your value
• Assume change is a constant
• Beware of the ‘domino’ effect
PAGE 6 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
The Best and the Rest
On Time
The top pressure [faced by project managers] is customers frequently changing their minds mid project (41%). Professional services project managers can end up wasting time and, most importantly, scarce resources to meet vacillating customer demands.
Aberdeen Group – Project Management in Professional Services
77% = Industry average
89%
On Budget
86% = Industry average
94%
PAGE 7 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Enhancing Project Planning and Service Delivery
The Role of Technology• Professional Services Automation
(PSA) improves:
– Visibility
– Insight
– Control
– Accuracy
• A cost-effective project management system saves money, improves efficiency and increases profitability
• Software supports your core skills
Visibility Insight
Control Accuracy
PAGE 8 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Synchronise Service Delivery and Customer Demand
Creating a Framework for Hyper-efficient Project Management• Prepare for change, with improved
project scoping and planning
• Spot potential issues with comprehensive visibility of every detail
• Assess the impact of change and manage customer expectations
• Keep your team connected
PAGE 9 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Preparing for Change
Create a High Performance Organisation Flexibility – easily re-allocate
and redeploy resources
Agility – drive swift responses and fast problem resolution
Visibility – provide complete visibility into all aspects of service delivery – at all levels
Unity – collaborate effectively – seethe complete project landscape
Transparency – keep everyone involved
PAGE 10 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Resolve Issues
Enable Agile Responses Pro-activity – ensure that issues
never become problems
Transparency – the essential ingredient of control
Acceleration – help your clients faster
Energy – success drives further achievement
PAGE 11 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Manage Customer Expectations
Deliver Better Than Promised Coordinate – make sure you exceed
expectations
Synergy – cross-fertilize solutions already proven to work
Insight – harness experience as needed
Progress – make every project goal a high-profile landmark
PAGE 12 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Stay Connected
Collaborate to Drive Up Quality Levels Share – create knowledge repositories
to build cumulative expertise
Feedback – harness lessons learned, for continuous improvement
Learn – a controlled process ensures value of insights is maximized
Improve – constantly aim for the next level of excellence
PAGE 13 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
A Flexible Agile Solution
PAGE 14 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Summary – The Fundamental Truth
Project Control ensures efficient Project Management and a Competitive Advantage Agility – change will never rock your world
Control – tackle issues as they arise, not as they grow
Reassurance – manage expectations and you can manage anything
Collaboration – keep your organisation connected.
PAGE 15 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Useful Resources
INCLUDES: Supporting whitepapers, Webinars, PSO Insight blog and FREE trial of KeyedIn Projects
Visit: www.keyedinpso.com
PAGE 16 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Take a Free 15 Day Trial Today• Easy to adopt, easy to use
• Intuitive
• Minimise IT cost and deployment effort
• Delivery is backed by impressive Service Level Agreements
• Interfaces with ERP, CRM or financial/accounting software
PAGE 17 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Questions and Answers
Thank You
Email: [email protected]
Web: www.keyedin.com/keyedinprojects
Twitter: @keyedinprojects
