Our Process
01
Understanding Your Business
Following an initial scope meeting we will propose a service solution to meet your needs
Step 1 is to gather information through a no obligation scope meeting. In this meeting we explain our approach and how we may be able to assist your business reach its goals.
In addition to the information obtained through our scope meeting, we perform additional industry research to assess performance opportunities and understand the value we would be able to bring to your business
The next step is to provide you with our proposal which outlines:
- proposed services
- deliverables
- engagement team
- expected outcomes
- fees and charges
The proposal is issued through an engagement letter. No fixed contracts are used, our performance is the key to building long term working relationships with our valued clients
02
Project Work
Upon signing the engagement letter your work is scheduled amongst the team and the work begins
The work is now underway and will be completed through a combination of:
- Onsite field work
- Review of source information
- Independent research
- Offsite report writing and compilation of financial models
Throughout the project, we touch base and keep you posted with progress and initial recommendation to ensure the project is on track to meet your expectations
03
Handover and next steps
The project work may be completed but our role continues
During the handover meeting we present and walkthrough the work completed and outcomes achieved
Key deliverables may include final reports, excel models or other such works.
The files and handed over to your business and can be maintained as required
Most clients who start with project work retain our services on an ongoing basis. This may include a meeting every month, quarter or year to ensure results are on track meet set plans.