Business operations workshop

The first, important step is for us to fully understand your business, objectives and day-to-day operations. This ideally takes place over a number of days spent immersing ourselves in your business

First phase

Information gathering

By the end of the audit, we should know:

The key stakeholders within the business from an operational perspective
The company history and future objectives
Company performance
Current operational tools such as PM software
Business-critical spreadsheets
Capacity and tracking tools
Forecasting and profitability KPIs
The level of reliance on senior management to deliver work
General pain-points and obstacles to growth.

Second phase

Recommendations

This is when the hard work really starts! We will put together a bespoke plan of action to address issues that we have identified and steps to gradually implement change. Depending on our findings, this could range from a few tweaks or changes that are much more involved. Generally, these could include:

Improved use of tools, ideally with the current stack but potentially moving to more suitable options
Consistent use of tooling across teams
Automation where possible to reduce unbillable workloads
Effective capacity management and time-tracking
Profitability measurement tools
Streamlined spreadsheets

Once the audit is completed, delivered and agreed upon with the key stakeholders in the team, we can look at implementing the improvements.