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The most common symptoms where an advisor is the right investment for the business
С-level in Operations
Founders or C-level executives are excessively involved in minor operational issues, creating decision bottlenecks.
Low Delivery Margin
Operations incur high expenses while clients pay less than potential, or the company spends more than necessary.
Client Drop-offs
Clients depart without clear reasons or are discovered only after the fact.
Inefficient Business Processes
Operations consume extensive resources and do not yield expected results or operate autonomously.
Inefficient Organizational Structure
Lacks clearly defined functions, roles, and responsibilities.
Unpredictable Business Development and Revenue
Revenue planning and execution fail to meet stability and growth targets.
Inefficient Account Management
Lack of deep knowledge of projects and clients, miss upselling opportunities, struggle with rate renegotiation, etc.
Project Failures
Commitment to projects fail due to inaccurate pre-sale estimates, leading to cancellations and budget overruns.
Presale-to-Delivery Transition
What is sold during presale does not match the delivered product or service, with inadequate transition quality.
Client Claims
Client satisfaction levels are low, resulting in frequent claims.
Resource Underutilization
Resources, including bench personnel, remain underutilized, increasing operational costs.
Budget Mismanagement
Financial losses recur from poorly managed project budgets.
Managed Project Offering Issues
Difficulty in selling and delivering engagement models other than team augmentation, with weak risk assessment in fixed-price contexts.
Insufficient SDLC
No standardized approaches, policies, or procedures in software development, leading to varied practices across projects.
Centre of Excellence Issues
Absence of competence management and role-appropriate knowledge.
Ineffective Resource Management
Human resources are poorly controlled and graded, leading to project staffing mismatches and elevated costs.
Unclear Progress Tracking
Lack of clarity on project stages, whether meeting timelines or issues exist, leading to a lack of actionable results.
Ineffective Metrics
Metrics used fail to accurately reflect project health or progress, leading to inefficient resource utilization.
Inconsistent Processes Across Projects
Lack of standardized project management practices across teams, complicating project execution and success evaluation.
Poor Project Progress Visibility for the Client
Insufficient project information and reporting for clients.
Absence of PMO Standards
Project documentation standards are missing, with unclear performance tracking and measurement.
NPM management issues
High overheads lead to low business profitability.
Revenue Utilization
High amounts of uncollected receivables with clients delaying or refusing payments.
Inefficient Organizational Structure
Responsibilities are undefined or outdated, leading to non-prioritized activities.
Cross-departmental Misalignment
Inadequate synergy between delivery, sales, marketing, and other teams hampers effective execution and planning.
Excessive Dependence on Key Individuals
Reliance on key personnel risks operational continuity in their absence or restricts role flexibility.
Low Number / Absence of Referrals
Clients do not advocate for or refer the company within their networks.
FTEs Cutting / Project Drop-offs
Regular reductions in staff or project discontinuations
Insufficient Project and Client Insight
Ongoing project details and client conditions are poorly understood, affecting management and planning.
Absence of Opportunities for Business Growth
Limited avenues for expanding business scope or entering new markets.
Client Claims
Frequent issues raised by clients regarding service levels or project outcomes.
Roles Responsibility Clarity
The necessity of roles proposed by the company on projects is unclear to clients.
Services to Improve Delivery Excellence
Key Solutions for Business Advancement Shaped by Advisors
P&L Gap Analysis
Analyze profit and loss discrepancies to identify financial inefficiencies and areas for improvement, optimizing profitability.
COM & Resource utilization
Minimize underutilization of resources across teams and projects, enhancing operational effectiveness.
KPIs, Reporting dashboard setup
Develop KPIs and implement dashboards and reporting tools to enable precise tracking and data-driven decision-making.
SDLC setup
Standardize SDLC to ensure consistent and quality-driven processes across all projects.
POI (Claims management) setup
Set up a claims management system to effectively handle and resolve client issues, boosting satisfaction and retention.
Quality Gates & Audits
Implement quality controls and audits to consistently ensure that project outputs adhere to high standards.
GPM Fix Strategy
Formulate strategies to improve GPM by addressing cost inefficiencies and optimizing operational workflows.
Organizational structure
Define and clarify job descriptions, responsibilities, and roles within the organization to streamline operations and enhance performance.
Presale-to-Delivery Framework Setup
Establish frameworks to ensure that project delivery aligns with presale commitments, enhancing client satisfaction and reducing discrepancies.
PM Framework Setup
Create a standardized PM framework to improve oversight, efficiency, and success rates of projects.
Effective Staffing Function Setup
Optimize the staffing process to align team capabilities with project needs, improving outcomes and efficiency.
Opportunity Management
Identify and manage business development opportunities to ensure effective growth and expansion strategies.
Help with Hiring
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Success Stories
Read stories of companies succeed with delivery & operations advisors
Featured Articles about Delivery & Ops
Practical insights, strategies, and how-tos from Wiseboard Delivery advisors
Maximizing Revenue: The Blueprint for Effective Account Management
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Maximizing Revenue: The Blueprint for Effective Account Management
By Olha Klok09 Mar 2023
Maximizing Revenue: The Blueprint for Effective Account Management
By Olha Klok09 Mar 2023
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