Driving Operational Excellence in Professional Services 

Operations Strategy and Planning

An effectively driven business establishes clearly understood, yet ambitious, goals that are relentlessly pursued through strategies, plans, accountability metrics, and results. 
This includes:

• Development of a longer range strategic plan to create the blueprint of expected performance that identifies investment, prioritization, and actions.  
  
• Anticipation of future consequences and trends that involves key functions (Sales, R&D, Mfg, IT and Finance).
• Translation of strategic plan into the annual operations plan and budget to achieve agreed results.
  
• Implementation is measured, tracked and reported on to ensure transparency, early problem detection and profiling successes.
• Drive clear, simple and transparent company-wide communications.  
  

Program Management

Effective program management demands project oversight across initiatives to bring about business goals and objectives.

• Development of broad and deep program knowledge to ensure ongoing momentum
• Keen oversight of interrelated projects to enable market and revenue growth.
• Coordination and prioritization of resources to ensure successful program delivery.
• Identification and leveraging of cross-program strengths to take advantage of opportunities and/or address challenges.
• Drive change management including communications covering schedule, budget, and program elements to executive sponsors.
• Management of depositories among the projects, the overall costs and risks incurred. 

Resource Management

In a service organization, the most challenging aspect is assembling a resource support model that possesses the appropriate skill sets, best geographic location, and cost effectiveness.  Further, the resourcing model for a service organization defines its value proposition to its customers. This includes:

• Preservation of intellectual property as a competitive advantage by ensuring core expertise remains in house.
• Guiding and tracking decisions with data analytics assessing: productivity, utilization, revenue generation, affordability, customer satisfaction, forecast accuracy and lead time assessments.
• Leveraging the robust partner ecosystem to scale resourcing activities by relying on commodity capabilities and outsourcing.   

Services Sales Operations

Services Sales operations drives a successful sales organization to convert products and services into value propositions for the customer and revenue for the business.  Sales ops require sales process development, CRM & tool development, training, business analytics, metrics, forecasting and compensation plans, and accountability measurement as follows:

• Accurate sales forecasting to ensure the demand planning processes can meet deliverables.
• Manage cost effectively to minimize excess bandwidth inventory and resources.
• Leveraging solid analytics to develop accurate sales goals/commission plans and sales territories  
• Development of commission plans that align sales team behavior to corporate objectives and goals.   
• Provide critical data including customer and market trends, sales forecasting and performance, sales resource optimization, sales process effectiveness, and talent development.