Agile Assessment & Process Optimization

Summary

A tier one supplier of global equipment manufacturers needed a project manager/business analyst to support their process improvement initiative.

Our Role

We conducted a full assessment of their operations and facilitated the new process design and training of future-state workflows

Results

• Implemented an agile framework to organize assessment findings and drive the design, development, and deployment of operational fixes.

• Documented current-state workflows and designed new future-state processes for Machine Sales and Retrofits.

• Developed custom reports to support collections management and designed new configurations to support closing activities.

• Created quick reference guides to optimize account maintenance, batch posting, and collections in ERP system.

Sample Deliverables