Done-For-You Services

Work Management Best Practices

The Methods to See Clearly

Upwards of 40% of projects fail, often due to inconsistent, sub-optimal daily and weekly practices. High performing companies see a 21x cost savings and a 268% ROI by investing in proven project and work management practices according to PMI. We’ll help you deploy the consistent, agile-based methods and routines to empower your team to accomplish more sooner with greater clarity, visibility and predictability.

The Systems To Accelerate

What is Work Management? Work Management is a systematic approach to orchestrating an organization’s workflows—be it a project, an ongoing process, or a routine task. It is the coordination of people and work across all levels of an organization to ensure everyone is aligned and equipped with the clarity, knowledge, tools, and support they need to complete more of the skilled work that matters most.

While Project Management focuses on the trees, Work Management focuses on the forest through the trees. It is a broad system, a way of approaching work and a set of methods for getting work done.

The Norms & Routines to Scale

As opposed to lengthy planning cycles, we maintain a strong bias to action, preferring a lean, agile approach centered on side-by-side collaboration, experimentation, adaptation and continuous improvement that reflects real-world needs and feedback. We’ve found this approach translates into faster delivery that better matches each client’s environment and goals. Leveraging technology to the fullest, we will implement and train your team on the consistent norms, habits, and routines practiced by today’s top performing organizations, tailored to the unique needs of your organization.

From weekly planning and tasking, to hand-offs, reviews, dependencies, QA, and approvals, we’ll install, train, and reinforce the sustainable methods and routines to help you and your team maintain clarity and alignment with fewer meetings and without the typical confusion and frustration.

What you get

An efficient, scalable and sustainable way of working across your organization, free from artificial silos, poor visibility, and excessive noise, where your processes, projects, and tasks move seamlessly between individuals and teams resulting in more skilled work completed and more goals achieved, at a lower cost and a higher ROI.

Why Us?

Instead of isolated, linear solutions (aka bandaids), we bring a broad perspective of the problem combined with a lean, agile approach that values rapid implementation, experimentation, and continuous improvement. A people-before-process approach ensures all key stakeholders are heard, your new systems take-hold and your efficiency investment pays-off for the long-haul.

Technology Optimization

Software Set-up & Configuration

On average, teams are switching between nine apps daily and are overwhelmed. We’ll help you simplify and consolidate by getting more from your existing tools, or implement new, more modern-day tools to free-up your team’s time for more skilled, strategic work. From design and configuration to testing, roll-out and training, we’ll help you optimize your technology investment for the long-haul with minimal disruption to your team’s existing work.

Integrations & Automations

Complexity kills, and the relentless context and app switching throughout our workday is exacting a severe cognitive cost, damaging our capacity for skilled creative work. Siloed apps and fragmented processes reduce our visibility and create unnecessary duplication and overlap. By consolidating your multiple apps combined with intelligent integrations and automations, you’ll keep work moving seamlessly between individuals and teams without all the friction and duplication. Leveraging both direct and indirect integrations, we can help you reduce complexity, not increase it.

Dashboards & Data Visualization

Get the real-time insights, data and KPIs you need to see and adapt sooner.Too often, business intelligence dashboards are overly complex and walled-off between various apps. The fragmented, continuous data flood slows down decision-making. We’ll deploy a single integrated, simplified dashboard that gives you only the key metrics you need daily and weekly to maintain a clear pulse on your business and your projects; and where you see a concerning trend line, you can quickly drill down without all the friction and switching.

What You Get

A more efficient and effective operation with your key processes, projects, and tasks moving seamlessly between individuals and teams without all the friction, duplication, and switching; plus better use of automation and the accurate, timely insights and data into your key performance metrics, and the peace-of-mind knowing you always have a clear picture.

Why us?

We already know your apps, enabling a fast ramp-up without a lengthy onboarding process. Combined with our intense emphasis on efficient daily and weekly project management practices, we can often complete projects in half the time at a total lower cost than other providers.

Workflow Design & Process Improvement

Design

We’ll map-out one or more streamlined workflows, starting with your most pressing bottlenecks. From sales and marketing to support, operations, finance, HR and IT, we’ll work closely with you and your team to simplify and remove excessive manual routines and unnecessary steps so all your critical processes, projects and tasks move seamlessly between individuals and teams. Your new systems and structure will then roll-up to your portfolios, goals, and reporting, providing a clear picture without the confusion and guesswork.

Implementation

We’ll implement, optimize, train, and document your new processes and best-practices with the repeatable templates, checklists, and recorded tutorials to help your team and your new hires ramp-up quickly, sustaining and improving the new routines.

Integration & Automation

Knowledge workers are switching between 9+ apps per day on average. The cognitive harm is killing productivity and stealing precious time. We’ll help you simplify by integrating more of your tools so critical processes and data moves seamlessly between apps without all the friction and switching.

What You Get

Efficient, streamlined workflows where all processes, projects and tasks move seamlessly between individuals and teams, removing the silos, noise, duplication, and waste; helping your team reclaim precious time, starting with your most pressing bottlenecks solved, tested, optimized, trained, and documented for you.

Why Us?

Done-For-You Project Management

Dedicated or Fractional

We’ll deploy a trained technical, operations, or marketing Project Manager available on a full-time or part-time basis. Completing Project Leads are charged with coordinating all day-to-day activities for you in tight coordination with your internal and/or freelance team members. Our Project Leads drive task assignments and all communication, serving as your team’s daily go-to for clarity, serving your team, removing barriers, and reporting regularly with daily and/or weekly status updates.

One or More Projects Or Portfolios

Select one one or more of your key projects and we’ll drive completion for you, freeing-up your time to focus on more important tasks. We’ll free your team to focus on their highest and best work without all the noise and disruption. All projects are visible in a portfolio view with clear status updates, progress reports, and milestone tracking. From operational streamlining, product development, technical & creative development, we’ll help you optimize internally and get to market sooner at the lowest possible cost.

Guided or Led

We’ll either work-with and guide your internal project coordinators and managers, or we’ll drive your project for you. Guided support enables your existing team to deploy and maintain both the streamlined workflows and efficient processes combined with the best-practice norms and routines to deliver value sooner with reduced workload. By combining both better use of technology and project management best practices, teams can significantly improve their outcomes without the typical busy-work, noise and disruption. Don’t have a team? That’s ok, we’ll assemble one for you.

What You Get

One or more experienced technical, operations, or marketing project managers working on a full-time or fractional basis, charged with driving all daily activities required to complete your project on time and on budget, freeing-up your time to focus on other more important tasks.

Why Us?

Simply put, we take project and work management seriously. Unlike traditional command and control approaches, where change is imposed from the top-down often through brute force, we take a much more intentional, ground-up, iterative, and data driven approach. By prioritizing and solving at the individual and team levels, we’ve found many of the broader, systemic business-level challenges can also be eased or solved.

Choose The Service Level & Pace That’s Right For You

Train-The-Trainer

We work directly with one or more of your internal project managers or coordinators. They implement, train, and maintain your new efficiencies with our help.

For Leadership Teams

We work cross-functionally between each of your key executive leaders and/or management team members, determining bottlenecks and co-designing the streamlined systems to break-down the silos and enable all your projects and processes to move seamlessly between all areas and levels of your organization.

For Front-Line Teams

We work with both your leadership and your front-line teams to design, deploy, and optimize at the ground level, achieving alignment, clarity, and buy-in at with an implementation and change-management plan everyone can get behind, one that minimizes disruption to your team’s existing work in progress.

Flexible Pricing Options

FlexScope™ Pricing

Weekly or Monthly Retainer

Ideal for teams in rapidly evolving environments with multiple simultaneous projects, where priorities often shift mid-stream, where flexibility and adaptation is important. FlexScope™ solutions are free from the inherent constraints of fixed scoped models where mid-course priority shifts can trigger stops and restarts caused by change orders and re-quotes as real world events, data, and feedback inform new decision making and adjustments in scope.

Pros

Predictable weekly or monthly pricing
Flexibility to change priorities on the fly without the need for change-orders and requotes

Cons

More open-ended to reflect frequently shifting priorities and project deliverables
Too many simultaneous projects can reduce focus and flow

Fixed Scope Pricing

Flat-rate Project Based

Ideal for teams with specific, targeted objectives operating in relatively predictable environments requiring fewer mid-stream priority shifts and course adjustments. Fixed Scope solutions offer pre-defined deliverables with clear starting and end-points with limited variability. Clients may switch between Fixed Scope and FlexScope solutions at any time.

Pros

One flat price for specific pre-defined deliverables
Increased focus on 1-3 mission critical projects

Cons

Less flexibility to adjust priorities mid-stream
Potential delays caused by re-quotes and change orders due to shifting requirements (scope)

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