Process Analysis and Review

R.L. Nelson and Associates, Inc. utilizes a proven, field-tested structure methodology to insure clients receive the optimal solution to achieve their business objectives. Our approach encompasses the client's existing business practices and objectives, and a forward looking perspective that is designed to deliver solutions that are cost effective and scaleable to meet the changing business environment.

Meet with Key Management Personnel to Define the Project Scope

R.L. Nelson and Associates, Inc.'s goal is to assist our clients in achieving their business objectives through the strategic integration of people, processes and technology. Properly identifying a project and its scope is crucial to achieving this goal. During this phase our consultants will:

• Meet with executive management to review stakeholder needs, strategic direction and supporting objectives
• Obtain executive management's buy-in and approval of the project
• Develop and understanding of management's vision
• Review the client's business plan
• Review process flow documentation
• Obtain an overview of the technology infrastructure and applications in use
• Identify any barriers or constraints on the project
• With management, author a project scope document

Develop a Detailed Project Plan

Conducting the consulting engagement within the confines of the project scope document requires the development of a detailed project plan. The project plans acts as the road map to guide the project. Various tools are used during this phase, including time lines, Gantt charts, Continuous Improvement procedures and process documentation software tools. The primary tasks completed in this phase are:

• Identify and select team members
• Confirm that a full and shared understanding of stakeholder needs, the strategic direction, business objectives and project objectives exists among all participants
• Define the time frame for the project
• Define and assign specific tasks
• Define the monitoring and evaluation criteria

Present findings to management

Present specific findings, recommendations and Project Plan to management. Upon acceptance by management, execute the Project Plan.

Execute the Project Plan

"Vision without execution is an hallucination"

Working within the project scope, our consultants in conjunction with the various team members will execute the Project Plan in a timely and cost-effective manner. As with any project, unexpected forces arise that impact the project's scope. The feedback loop built into our methodology enables us to recognize and act upon these forces and react appropriately. Monitoring the execution of the Project Plan is a critical component of this phase to insure that the project is on-time, on-budget and meets the specification of the Project Plan.

Monitor the Solution

To complete the consulting process, the solution's impact and results must be monitored and measured against the project objectives. Any changes or enhancements that are required are implemented using the above methodology.

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