The 3PLR Process

Each client has business requirements and circumstances that require a tailored approach and unique set of deliverables. However, we can offer a simplified version of the general steps that we will follow together to accomplish our consulting mission and achieve your business objectives, as follows:

Let’s Talk:
We want to talk with you about specific business problems or symptoms. It is important for us to understand your business circumstances and expectations. We will ask lots of questions that will help us to develop an approach and identify potential deliverables. This part of our process also serves to introduce ourselves and our relevant services.

Scope the Project:
We will discuss the project purpose, approach, timeline, and deliverables. If the issues are not apparent, we may take a half-step by setting up a “scoping project” to get our arms around the issues. In this case, we will request some data, analyze it, and determine whether or not we have an opportunity worth pursuing.

Project Proposal:
We will submit a formal proposal, which will describe our approach, project plan, staffing, and deliverables. It will include typical contract terms, covering topics such as confidentiality, limitations, indemnification, fees, expenses, and other covenants.

Assemble & Kick-off:
We will kick-off the project with key stakeholders and resources, and make sure that everyone understands objectives, approach, roles, deliverables, and timelines.

Analyze, Design & Plan:
This is the time when we roll up our sleeves and begin the real work. While this step varies widely based on project objectives, it typically involves data collection and analysis, site visits, management interviews, research, gap analysis, design, and implementation planning. It will conclude with a summary report.

Review & Make Decisions:
This step focuses on discussion of the summary report with project and executive sponsors. We will present findings and deliverables, which typically include solution options, estimates and next steps. This is a critical point when management has to make decisions and commit to implementation.

Planning & Implementation:
Now, we take action and implement our great ideas to transform your business. It is also important to stabilize and sustain changes by incorporating metrics and controls. Ultimately, we want to demonstrate positive impact. Your business’s success and our reputation depend on it.