Client Success
Our Success is Built On One Client Project at a Time
Issue
A rapidly growing professional services firm was being hindered by a lack of internal structures and processes around their business operations and external program delivery for their clients. Their lack of project planning and management meant that it was hard to check the status of a project or to understand which activities were outstanding. File sharing was an operational chokepoint as documents were being stored locally and shared individually with other employees upon request. In addition, there was no system in place to track sales activities, effectively slowing the organization’s growth.
Approach
Using monday.com, we set up an intuitive and easy-to-use project management system for this organization. We established project plans and schedules for all projects and standardized delivery plans for each of their unique program offerings. We used MS Teams to store the organization’s files in the cloud, and, where appropriate, also linked files related to certain projects within monday.com. Finally, we created a CRM solution on monday.com with clearly defined sales stages to track all potential sales.
Outcome
The organization’s projects and programs delivery are now simpler and more effective. Through our monday.com project plans, employees have clarity around their responsibilities and organizational leadership has a holistic view of where individual projects stand. Second, setting up cloud storage of documents through MS Teams has allowed employees to easily locate, share and collaborate on files. Finally, the CRM sales pipeline on monday.com tracks potential sales deals, enabling the organization’s growth.
Issue
The existing CRM technology was ageing and was hindering growth opportunities. The evolving sales business of a major Consumer Goods client in the beverage industry needed to be modernized through digitization to meet the growth targets.
Approach
First, we integrated and aligned a digitization strategy with the sales team, internal IT and the external CRM implementation vendor. We then selected and conducted a Proof-of-Concept on a new version of the CRM solution specialized for consumer goods. We used an integrated approach that combines digital strategy, business design, project management and people change management to ensure that digitization solution was implemented in an organized way and the sales team was able to maximize the ROI.
Outcome
The full adoption of the new CRM solution by the sales team of 400+ members nationally. The consumer goods brand is well on its way to increased growth based on business targets, while still operating under the current business conditions!
Helping a Major Bank Mitigate Project Execution Risk
Issue
A major bank detected a gap with respect to managing and mitigating Project Execution Risk, which was the risk associated with balancing project delivery with operations adoption.
Approach
We worked with a cross-functional client team of representatives from Risk, Projects, Operations, and Technology to device a new risk management technique on Project Execution Risk.
Outcome
Established the Governance, Methodology and Tools to measure and manage Execution Risk exposure and align with OSFI requirements at a major bank.
Implementing Agile Transformation Within a Professional Services Firm
Issue
A professional services firm had recently updated their Project Delivery approach based on Agile practices. However, the new Agile practices were not well-adopted by the organization.
Approach
Our Agile consultants deeply understood the updated Project Delivery approach and conducted gap assessment against the current state. We then developed a robust training, communication and deployment plan based on Agile practices and executed as per the plan.
Outcome
The new Agile practices were well understood by the client’s project teams and adopted by most projects. Additionally, we contributed to the enhancing the Agile practices based on our expertise in that space.
Supporting a Major Retailer Through Post Merger Integration
Issue
A major retail client had executed a $15B acquisition – one of largest in Canada. Post-merger assessment and implementation needed to happen to realize the full pay back on the acquisition.
Approach
Our consultants partnered with the in-house Post Merger Integration team with the client to provide Program and Project Management services. We assessed integration needs against, Short, Medium and Long term goals. We also created structure governance, operational standards and project execution guidelines.
Outcome
Successful integration for the Short and Medium term goals were completed by the end of engagement. The client also had a clear road map to achieve integration with long term goals.
Enhancing Operational Delivery Processes for a Professional Services Client
Issue
A professional services firm had realized double digit growth across multiple years. The growth needed to be matched with more mature internal operational delivery processes and practices, to ensure sustainability and ongoing growth.
Approach
Our consultants helped identify operations improvements and a more project-based approach to delivery. We defined new processes and techniques, and helped manage the operations team to ensure appropriate adoption.
Outcome
The client had fewer operational defects, improved client satisfaction and significantly less “fire fighting” to ensure client needs were optimally delivered.
Enhancing Operational Delivery Processes for a Professional Services Client
Issue
A global professional services firm has been experiencing exponential growth of projects. Although that was good news from a demand perspective, there was a high failure rate with projects not being delivered as per commitment. We uncovered the root cause to be a defined project delivery methodology, minimal governance and people alignment.
Approach
StrategicFront worked with the client to conduct a PMO Maturity assessment of their project delivery function. We understood the key areas of improvement, and worked with the client to establish a roadmap to accommodate the growth and to improve on PMO practices.
Outcome
Through incremental improvements in project delivery, we helped the client establish a project governance model, define a consistent methodology for project delivery, and ensure the PMO team members were all aligned. The client was able to significantly increase project success rate and deliver projects with more reliability and less ‘surprises’.
Our Featured Clients
