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Standardised processes drive outcomes and when the processes are as effective as they should be, they drive better outcomes. Process standardisation isn't simply about making your admin easier. For sure, it does that, but that’s only a small consideration in the context of professional service delivery excellence. Standardized processes drive improved project performance and service excellence since they set up frameworks based on best practice in such a way that as each project moves along it has to address established check-list actions; it’s like a failsafe procedure – you can’t progress to stage B before you’ve completed the identified tasks -- or reports or notifications or whatever they may be -- at stage A. KeyedIn Projects can help you accelerate project timelines and reduce costs by key taking aspects of project management, such as regular project reviews or weekly monitoring…and basing them on accurate and timely information. Best practice is about hyper-efficient project management and that’s a capability that depends on more than people doing what they’re required to do when they’re required to do it. It depends on technology-driven visibility into all project aspects at all times available to all team members. So, it’s a combination of not particularly replicable human skills, supported by replicable and automated, technology-driven project support and management systems.
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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 drive improved business performance through standardised processes
PAGE 2 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Standardisation Is Not A ‘Straitjacket’
More than 50% of PSOs (700 employees+) do not use standardized delivery methodologies
2012 Professional Services Maturity™ Benchmark Report (SPI Research Ltd)
PAGE 3 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Liberate Your Talents
The Benefits of Project AutomationStandardised process can enhance:
• Planning
• Costing methodologies
• Monitoring during delivery
• Post-delivery evaluation
Project Automation
Enhanced Planning
Improved Costing
Real Time Monitoring
AccurateProject
Reviews
PAGE 4 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Hyper-efficient Project Management
Standardised Processes Drive Outcomes.
Better Outcomes Achieve service excellence through total control
Improve project performance through proven and established action plans
Accelerate timelines and reduce admin costs
Access accurate and timely information
Don’t re-invent the wheel every time a new project starts
Best practice = hyper-efficient project management
PAGE 5 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Maintain and Drive Business Momentum
Manage Customer Expectations and Drive Customer Satisfaction Constant awareness of project performance through 360°visibility
across tasks, by person, by team, by time
Timely reporting essential at every stage – supports reliable information and robust foundation for moving forward
Regular project reviews and/or weekly monitoring drives best practice
Standardization sets clear expectations around processes, such as submission deadlines
Be the best in the business; apply to your own practices the key lesson you offer to your clients
PAGE 6 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
The Best and the Rest
A critical first step in ensuring project quality is to be able to view and track true project cost and planned to actual levels of effort by task or milestone.
2012 Professional Services Maturity™ Benchmark Report (SPI Research Ltd)
Only firms who have a good handle on both the sales and delivery process are able to consistently produce, and deliver against, accurate estimates.
PAGE 7 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Project Success in Professional Services
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 8 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Empowering the Business
The Role of Technology• Professional Services Automation
(PSA) improves:
– Control
– Visibility
– Accuracy
– Insight
• Overcome resistance to admin by making compliance easy
Control Visibility
Insight Accuracy
PAGE 9 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
5 Ways to Improve Project Performance
Deliver best. Better. Standardise Project Planning
Standardise Time and Expense logging
Standardise Risk Management
Standardise Contract Management and Billing
Standardise Project status reporting
On Time
On Budget
Profitable
PAGE 10 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Standardise Project Planning
Deliver Beyond Expectations Define clear deliverables and milestones
Identify actions by targeting outcomes
Create project templates to drive consistent planning
Drive more accurate cost estimation to support ‘on budget’ delivery
Support team with intuitive software tools to keep every one on track and to deliver ‘on time’
PAGE 11 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Standardise Time and Expense Tracking
Manage Time for Great Project Outcomes Precise time allocation improves control
and drives efficient project progresstracking
The detail supports excellent customer service and the timely resolution of billing queries
Timesheets drive the efficient useof resource
Utilise previous project performance to drive continuous improvement
Timely expense logging reduces admin and improves client visibility
PAGE 12 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Standardise Risk & Issue Management
Mitigate Risk & Resolve Issues Expect the unexpected and
maximise project continuity
Robust guidelines drive realistic contingency practices
Never let the customer down
Surrender is not an option
Leverage experience
PAGE 13 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Standardise Contract Management and Billing
Bill Better More accurate – ensure project profitability
is maximised and billing errors minimised
More timely – utilise alerts to automate billing and improve cash-flow
More detail – easily respond to billing queries with detailed time and expense information
More transparency – provide all project stakeholders with visibility into billingschedules
PAGE 14 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Standardise Project Status Reporting
Know Everything Clear schedules drive team and
client understanding
Comprehensive reporting supports easier resource allocation
Reporting history drives future efficiencies
Project evaluation gaugesproject success
Detailed reports contribute to company knowledge bank
PAGE 15 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Increasing Client Satisfaction, Increasing Profitability
PAGE 16 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Summary – The Beauty of Simplicity
Greater Client Satisfaction and Profitability Through Standardised Processes Easier admin supports expertise, talent, and innovation
Break down the barriers to user adoption
Enable fee earners to drive the business forward
Deliver beyond expectations
Manage time for great business outcomes
Identify and mitigate risk
Bill better
Know everything
PAGE 17 • 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 18 • 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 19 • PSO MASTER CLASS SERIES
COMPANY CONFIDENTIAL © 2013 KEYEDIN™ SOLUTIONS
Questions and Answers
Thank You
Email: [email protected]
Web: www.keyedin.com/keyedinprojects
Twitter: @keyedinprojects
