Core Engagement with PlanAutomate
Unlock the Full Potential of Project Automation
As you move toward project automation, we can help you transform your operations with our expert-led Core Engagement services. From strategic planning to ongoing optimization, we ensure your business achieves sustained success with PlanAutomate.
Learn more about our core engagement services:
Solution Blueprint
Design the Right Project Automation Solution for Your Business
We collaborate with your team to define the optimal project automation solution with PlanAutomate, ensuring it aligns with your strategic goals and business requirements. This foundational phase eliminates risks and sets the stage for successful transformation.
- Strategic Alignment: We assess your current project landscape and define a tailored PlanAutomate solution that meets your unique needs.
- Business Process Reengineering (BPR): We identify inefficiencies and redesign workflows to ensure the system supports and enhances your operations.
- Solution Validation: During technology implementation, we prototype and validate the approach, ensuring it delivers expected outcomes.
- Implementation Roadmap: We provide a clear, phased plan for deploying PlanAutomate with minimal disruption and maximum efficiency.
Business Process Redesign
Reengineer Your Processes for Project Automation
Technology alone doesn’t transform your business—your processes need to evolve as well. We help you redefine and streamline project business workflows to fully capitalize on the project automate that PlanAutomate provides.
- Process Optimization: Identify bottlenecks, inefficiencies, and gaps in your current workflows and reengineer them for seamless integration with PlanAutomate.
- Industry Best Practices: Leverage proven methodologies to standardize and improve operational efficiency.
- Cross-Departmental Alignment: Ensure all business units work cohesively within a single integrated system for better visibility and collaboration.
- Performance-Driven Design: Structure your processes to support data-driven decision-making, risk mitigation, and financial control.
Critical project business processes we analyze and optimize
Financials
- Estimating & Budgeting: how do you produce initial estimates and establish cost breakdown structures (CBS)
- Costing: how do you track budget vs. actuals, EAC, CTC, variance, revenue, margin, burn rate
- Subcontracting: how do you manage subcontract budgets and compliance
- Earned Value Management: how do you track planned vs earned value, CPI, SPI
- Billing & Revenue Recognition: what is your monthly financial reporting process
Operations
- Schedule Management: how do you produce the WBS and replan, conduct scenario analysis, and track progress
- Resource Management: how do you assign roles and resources, manage capacity vs. demand, and handle conflicts and overload
- Project Supply Chain: how do you produce item requirements and then manage procurement and production delivery against the project schedule
Governance
- Change Management: how do you track and control scope and cost variations
- Risk Management: how do you identify, evaluate, and mitigate risks
- Monthly/Weekly Reporting: how do you gather input and provide reports to stakeholders on a regular basis
Are You Ready for Transformation?
Before you delve into Project Automation, get your project organization ready for a successful transformation. Our How to Prepare for Project Automation Transformation Guide is designed to help you lay the groundwork for a smooth and effective transition.
This guide outlines essential steps to help you:
- Analyze your project process challenges and how to prioritize their impact on the business
- Form a team of stakeholders that will drive your transformation
- Establish a realistic budget that aligns with your strategic goals
- Develop a clear roadmap of your transformation and how to get there
Change Management
Drive Adoption, Maximize Value
A successful transformation to project automation requires more than just new technology—it demands a shift in mindset, processes, and behaviors. We help your organization navigate change effectively, ensuring smooth adoption of PlanAutomate.
- Executive Coaching: Equip leadership with strategies to drive change and foster a culture of innovation and continuous improvement.
- User Adoption Programs: Tailored training and onboarding to ensure employees embrace and effectively use PlanAutomate.
- Communication Strategies: Develop clear messaging and engagement tactics to keep stakeholders aligned throughout the transition.
- Resistance Management: Proactively address concerns and roadblocks to ensure a seamless and positive transformation experience.
Continuous Improvement & Optimization
Sustained Success Beyond Go-Live
Transformation doesn’t stop at go-live. We provide ongoing support and optimization to help you continuously improve your project automation performance.
Performance Monitoring
Track key metrics and system usage to identify opportunities for further refinement.
Process Enhancements
Adjust workflows and system configurations to adapt to evolving business needs.
Advanced Analytics & Insights
Leverage data-driven decision-making to optimize financial, operational, and strategic outcomes.
Expert Advisory Services
Access ongoing strategic guidance from our experts to ensure you continue maximizing the value of PlanAutomate.
Ready to talk about project automation?
Reach out to us today to schedule a consultation.
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