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Your Company Catchphrase Here PROPOSAL: BUSINESS PROCESS EFFECTIVENESS REVIEW FOR ABC COMPANY © YourConsultingCompany Limited 2015

Sample Bper Consulting Proposal

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Page 1: Sample Bper Consulting Proposal

Your Company Catchphrase Here

PROPOSAL:BUSINESS PROCESS EFFECTIVENESS REVIEW

FOR

ABC COMPANY

© YourConsultingCompany Limited 2015

Page 2: Sample Bper Consulting Proposal

Your Co. Catchphrase Here

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ABC CO. REQUIREMENT 1 / 2

•The goal of ABC CO.(ABC CO.) is to meet the needs of all stakeholders through :

• Positioning as a [globally competitive e-Procurement platform];• Provision of fast, transparent and efficient world-class supply chain activities;• Optimisation of the cost of doing business; and • Transparency of {Indusry] activities in line with international transparency standards.

• As an initial quality control measure, management has identified a need to review ABC CO. business processes so as to validate baseline key performance indicators (KPIs), against which targets and performance metrics can be appraised going forward.

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ABC CO. REQUIREMENT 2 / 2

• A Business Process Effectiveness Review (BPER) Initiative is required that will outline, document and integrate internal business processes while also setting baseline metrics for key performance indicators (KPIs) and reviewing overall alignment with stakeholder expectations. In addition, technology capabilities will be reviewed leading to an updated IT Strategy that is aligned with current requirements.• In order to shorten the time to execute the BPER initiative, ABC CO. is leveraging external resources and as such has asked for consulting assistance.•YourConsultingCo is therefore proposing to provide consulting assistance to ABC CO. with the BPER program.•This document outlines the YourConsultingCo approach to the consulting assignment.

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Your Co. Catchphrase Here

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ABC CO. BUSINESS MODEL ELEMENTS

The following elements are key, within the business model of ABC CO.:• “One-stop transaction centre”• “Value procurement improvement”• “World-class contracting processes”• “Electronic contracting platform”• “Value delivery”• “Comprehensive suite of capabilities”• “Platform for showcasing contract opportunities”• “Industry-wide standards for business transactions”• “Joint Qualification System”• “eMarketPlace”• “Buyers & Sellers”• “Stakeholder”

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DELIVERABLES 1 / 2

THE BPER DELIVERABLES :

PHASE 1 - PROCESS VALIDATION : A list of current business processes will be prepared and validated with the Unit Heads, indicating key transaction triggers, transaction activities and stakeholder outcomes. A stakeholder-process matrix will be prepared, to show the business relevance and priority of each process.

PHASE 2 – PERFORMANCE MODELLING: Business objects and management controls will be identified. The 'As-Is' business models will be documented while continuous improvement options will be identified. Performance metrics and KPIs will be outlined, and current performance standards recorded. Limiting factors and other constraints against performance will be noted. Personnel will be required to identify and make improvement suggestions for performance-related challenges / issues. A one-day workshop could be held to obtain consensus and create team cohesion.

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Your Co. Catchphrase Here

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DELIVERABLES 2 / 2

THE BPER DELIVERABLES :

PHASE 3 – IT STRATEGY REVIEW – The ABC CO. IT Strategy will be reviewed in line with current business imperatives. The current information technology architecture will be appraised, and gaps identified within front-office (CRM, e-Commerce/Web opportunities), back-office (database opportunities) and collaboration and /or inter-enterprise (operations/workflow/document management opportunities) components. A list of IT and non-IT initiatives required will be produced. A skills audit of the IT personnel will be undertaken to identify training and other capability enhancement requirements. A key output of this phase will be the current applications portfolio of ABC CO., applications gap and required applications, delivered with recommendations and business justifications. Lastly, a roadmap / IT implementation program will be developed consisting of operational and financial estimates.

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BPER ASSIGNMENT ELEMENTS 1 / 2

•YourConsultingCo will adopt international consulting techniques for the BPER assignment. This will allow ABC CO. derive advantages based on organisational architecture improvement components:•Deliverables that factor in current and in-view strategic process improvement initiatives, enterprise requirements, enterprise architecture, technology improvement opportunities and quality assurance.• Analysis that incorporates identification of existing capabilities and future requirements modelling.• Service delivery improvements that are tailored to achieve effective two-way communication between ABC CO. and all levels of customers / end-users, partners and stakeholders.

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BPER ASSIGNMENT ELEMENTS (2/2)

•The proposed BPER consulting assignment will provide support for enterprise architecture, supply chain optimisation & technology infrastructure integration through:•Consulting Methodology that provides industry-standard procedures, outputs, techniques and standards to systematically implement new capabilities and achieve targeted business outcomes.• .Alignment of Two Key Perspectives -

– Business – Determining business operation improvement imperatives required for the support of ABC CO.. Also facilitating options for current and emerging strategies.

– Information Technology – Identifying elements within IT infrastructure that require integration for execution of desired technological capabilities and/or that will act as catalyst to exploit improved ways of executing the ABC CO. mandate.

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Validate ProcessesEstablish

Performance Model

Review IT Strategy

( 15 DAYS )( 10 DAYS )( 5 DAYS )

PHASE OUTPUTS- Stakeholder Catalog- Value Catalog- Business Process Catalog- Current Technology Architecture- Current Applications Portfolio- Current Skill Sets- Demand Chain Catalog- Supply Chain Catalog

PHASE OUTPUTS- Business Objects- Management Controls- Performance Metrics- KPIs- Technology Architecture Gap- Applications Gap- Skills Gap- Continuous Improvement Opportunities

PHASE OUTPUTS- Process Improvements Catalog- Updated IT Strategy- Target Technology Architecture- Target Applications Portfolio- Training Requirements- IT Roadmap- Projects Implementation Schedule- Budget Requirements

OUR APPROACH

Phase 1 Presentation Phase 2 Presentation Final Presentation Project Wrap-Up Report Sign-Off

Manage Stakeholders, Communication, Benefits & Value

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Sponsor

Lead Consultant(YourConsultingCo)

Consulting Team(YourConsultingCo)

Project Manager(ABC CO.)

Project Team(ABC CO.)

PROGRAM MANAGEMENT The following is the proposed BPER project management organisation:

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PROJECT MANAGEMENT – BENEFITS REALISATION FOCUSIN ORDER TO ENSURE THAT VALUE IS DELIVERED TO ABC CO., WE SHALL FOLLOW A [ NAME OF METHODOLOGY HERE]. THIS MAKES US CONSIDER THE FOLLOWING DIMENSIONS OF COMPLEXITY:

(1) LINKAGE

Alignment of BPER Initiative with ABC CO. business strategy

BPER Contribution to business benefits

BPER Integration with ABC CO. other initiatives (including non-IT initiatives)

(2) REACH

Areas of ABC CO. organisation / supply chain impacted, degree of impact and management of impact

(3) PEOPLE

ABC CO. Personnel affected by new requirements

Current competencies of Personnel

Attitudes, motivation, know-how of Personnel

Personnel Readiness for change

(4) TIME

Time taken to manage 1 – 3 before benefits are realised

Changes in 1 -3 over time

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PROJECT MANAGEMENT – BENEFITS REALISATION FOCUS(2) IN ORDER TO ENSURE THAT VALUE IS DELIVERED TO ABC CO., WE SHALL FOLLOW A BENEFITS REALISATION [™] FOCUS. THIS MAKES US CONSIDER ALL THE SCOPE OF IMPACT OF IT AND NON-IT INITIATIVES:

Page 13: Sample Bper Consulting Proposal

Your Company Catchphrase Here

OUR METHODOLOGIES

We utilise world-class methodologies for the delivery of our services. In particular we use the Macroscope suite of technology and consulting methodologies, developed by [METHODOLOGY SOURCE HERE]. Macroscope (for example purposes only, source : Fujitsu Consulting) covers the following areas of management and ICT consulting work:

Page 14: Sample Bper Consulting Proposal

Your Company Catchphrase Here

BUSINESS & IT STRATEGY

Confirm or formalise your business and IT strategy, strategic management and governance. This methodology stream is used for regular business planning, alignment of business and IT objectives and plans & re-engineering core processes for growth, among other contexts.

Page 15: Sample Bper Consulting Proposal

Your Company Catchphrase Here

SOLUTION DELIVERY – INFORMATION SYSTEMS

Purpose: To efficiently envision, design, assemble and deliver your information systems (IS) solutions. An integrated and structured approach for delivering and maintaining IS. Main objective is to implement the required change on time, within budget and to quality.

The approach, techniques and other tools go well beyond software engineering. The system architecture addresses aspects related to work processes, user tasks, technology, people, security and transition, as well as software components

Page 16: Sample Bper Consulting Proposal

Your Company Catchphrase Here

PROJECT MANAGEMENT

Purpose: Efficiently manage your projects. Any kind of projects.

This domain enables the organisation to manage projects – from initiating, planning, controlling, executing and closing project-based initiatives – with results that are on time, on budget and that meet business requirements.

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PROFILE OF CONSULTANT – LEAD CONSULTANT

LEAD CONSULTANT - GENERAL PROFILE:•Over 20 years technology and management experience with international and multi-sectoral exposure in consulting•Degree qualification and requisite certifications•International post-graduate education•Tested competencies at strategic level•Thought leadership•Proficiency in required consulting methodologies and tools•High degree of program management exposure•Requisite experience in business process management projects•Above-average proficiency in English•Good skills with PC productivity tools

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PROFILE OF CONSULTANT – SENIOR CONSULTANT

SENIOR CONSULTANT - GENERAL PROFILE:•Over 15 years technology and management experience with international exposure in consulting•Degree qualification and requisite certifications•International post-graduate education•Tested competencies at strategic level•Thought leadership•Proficiency in required consulting methodologies and tools•Requisite experience in business process management projects•Above-average proficiency in English•Good skills with PC productivity tools

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DURATION OF ASSIGNMENT

PHASE DURATION

PHASE 1 – PROCESS VALIDATION

5 Days

PHASE 2 – PERFORMANCE MODELLING

10 Days

PHASE 3 – IT STRATEGY REVIEW

15 Days

TOTAL 6 Weeks

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Your Co. Catchphrase Here

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FEES*

PHASE COST (USD)

PHASE 1 – PROCESS VALIDATION

7,500

PHASE 2 – PERFORMANCE MODELLING

15,000

PHASE 3 – IT STRATEGY REVIEW

25,000

TOTAL 47,500

Payment Terms: Upfront Mobilisation will be required. % for mobilisation to be discussed

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Your Co. Catchphrase Here

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SUCCESS FACTORS FOR THE CONSULTING ASSIGNMENT

•The consulting assignment will succeed to a greater degree when the following conditions prevail:•Senior management commitment is visible and sustained•All stakeholders are involved and carried along•Expectations are clearly aligned between YourConsultingCo and ABC CO.•International best practices are observed•Communication is properly managed•Relevant ABC CO. personnel are made available and dedicated to the project•Required resources are available as at when needed

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Your Co. Catchphrase Here

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NEXT STEPS

We propose the following steps following the submission of this proposal:• A meeting scheduled for the purpose of walk-through discussions to align expectations concerning the proposed assignment.

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Your Co. Catchphrase Here

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APPENDICES

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SAP INTEGRATED OFFICE

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SAP NETWEAVER

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ORACLE-SAP TECHNOLOGY RELATIONSHIP

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THANK YOU

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Contacts

YOUR NAME HERE

ADDRESS & OTHER CONTACT DETAILS HERE