Business System Assessment

Your company generates data every minute of every day with the business tools you have in place. If you're working with disparate systems, several people are often required to conduct multiple key entries to keep everything in alignment. This creates errors and the need for rework, which is an often-overlooked expense. 

From the data that resides within warehouse inventory to the way you record and manage sales prospects, opportunities abound for capturing data and using it as the foundation for making business decisions. Are you using the information you have at your fingertips to its full advantage?  The Business System Assessment helps you understand the true costs (labor, effort, time, licenses, subscriptions, opportunity cost) of your business tools and processes, and provides insight into how well your company uses its data to make intelligent and informed decisions. 

After a one-day onsite visit by Navigate Management Consulting, an NSCA Member Advisory Councilmember, we can help you reign in your data and use it to make solid, informed, well-backed business decisions.

We’ll walk through an informal information-gathering session, asking a series of questions about the following departments and processes:

  • Accounting
  • Administration
  • Change Orders
  • Customer Service
  • Design/Sales Engineering
  • Estimation
  • Finance/AP/AR
  • Invoicing
  • IT
  • Job Costing/Analysis
  • Procurement
  • Project Close-Out
  • Project Kick-Off
  • Project Progress
  • Project Scheduling
  • Proposals/Quotes
  • Resource Management
  • Sales
  • Scope Definition
  • Service
  • Time Tracking
  • Warehouse Operations

Sample questions may include the following:

  • How do you account for Work in Progress (WIP)?
  • How often do you review your labor burden rate?
  • How are sales commissions impacted by change orders?
  • How do you manage versions of system designs/drawings?
  • How are project milestones tied to invoices?
  • Do your customers have access to information about their projects?
  • How does purchasing know when to place equipment orders?
  • How often are closed projects analyzed?
  • How do you manage revisions to proposals and quotes?
  • How does a proposal turn into a sales order?

After you answer questions about your systems, tools, processes, and information, we can uncover how mature (or costly) your company’s data systems are, and how data is being used to make informed decisions. We’ll make recommendations about potential areas of improvement, and help you see potential connections and correlations among your company data.

Learn more!

Book your visit now!


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