Our Approach:

Upon contacting Summit Consulting we will work with you to complete a needs assessment in the event one is not already available. Once we have accurately identified your business/technological needs we will work together on a contract that outlines the mutually agreed upon statement of work. One of our consultants will be assigned to your engagement and from there we will complete a subset of the following tasks specific to your project. Please keep in mind that every consulting engagement is unique and that Summit Consulting will develop and implement a customized solution that meets your needs.

“Developing Strategy and Converting it into Action”

business-analysisA. Portfolio Establishment:

  1. Complete current state assessment of the organization
    • Identify lines of business.
    • Define organizational chart.
    • Identify operating models.
    • Review existing project portfolio for efficiencies
    • Define system architecture.
  2. Determine Organizations Goals
    • Increase Revenue.
    • Cut Costs.
    • Maintain Compliance.
    • Integrate entities or operating models
  3. Evaluate External Environment
    • Evaluate Economic Environment.
    • Evaluate Competitive Environment.
    • Evaluate Market Conditions.
    • Evaluate Regulatory/Compliance landscape.
  4. Determine Organizations Strategy to Achieve Goals
  5. Evaluate/Prioritize Program Initiatives

business-analysisB. Program Establishment:

  1. Define Program Goals (Project Charter)
    • Provide Overview.
    • Determine Scope.
    • Determine affected Lines of Business.
    • Develop a Budget.
  2. Complete Impact Assessment (Gap Analysis)
    • Assess Product Impacts.
    • Assess Process Impacts.
    • Assess System Impacts.
    • Assess Resource Impacts.
    • Assess Financial Impacts.
  3. Determine Project Deliverables (Implementation Roadmap)
    • Determine Milestones.
    • Business Requirements
    • Determine Schedules.
    • Determine Resources Needs.
    • Determine Risk Management Metrics.
    • Establish Steering Committee.
    • Establish Project/Program Structure.
    • Identify Subject Matter Experts.
    • Identify affected 3rd Party Business Partners.
  4. Program Structure
    • Engage Steering Committee.
    • Engage Subject Matter Experts.
    • Engage Project Teams.
  5. Develop Performance Reporting Metrics
    • Develop an Executive Level Dashboard.
    • Develop Project Level Documentation.
    • Identify/Manage Project Risks.
  6. Initiate Change Management 
    • Develop/Implement Communications Plan.
    • Develop/Implement Training Plan.
    • Develop and implement New Policy and Procedures.
    • Establish a central SharePoint.
    • Organize and lead Meetings.

business-analysisC. Business Project Implementation:

  1. Implementation
    • Develop and lead Presentations.
    • Coordinate Meetings and Discussions.
    • Lead Cross Functional Teams through Implementation Roadmap.
    • Engineer new procedures. 
  2. Engagement Closeout
    • Hand-off all engagement documents.
    • Provide transition and ongoing support.

business-analysisD. Technology Project Implementations

  1. Scope Analysis
    • Analyze enterprise wide system architecture and determine gaps.
    • Determine impacted systems
    • Determine need to have vs nice to have
  2. Design Requirements
    • Analyze program goals and determine IT Requirements
  3. Develop Solution
    • Complete required networking
    • Install necessary infrastructure
    • Install/modify applications
    • Lead business partners through integrate of new systems and/or upgrade existing systems.
  4. User Acceptance Testing
    • Test integration approach/planning.
    • Test cases and scrip’s.
    • Track issues and defects via standardized reporting.
  5. User Training and Delivery
    • Train various user groups on system modifications