Resource Management for an Identity Authentication Provider

Business Services
•	Positioning a Content Management Company
•	Expanding and Formalizing Internal Processes for a Growing Software Provider
•	Installing Project and Resource Management for an Identity Authentication Provider
•	Managing Customer and Market Information for a World-Wide Leader in Manufacturing
•	Developing Actionable Insights from Disparate, Abundant Data
Communications
Financial Services

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Installing Project and Resource Management for an Identity Authentication Provider
A provider of identity authentication technology and services is undergoing a "rebirth" and has set aggressive revenue and cost targets. The CEO recognizes that more rigorous operational controls are required to ensure effective use of limited resources and successful completion of key projects. The CEO also plans to restructure the management team and reporting structure. SimpatiCo is brought on board to provide trusted advice and "make things happen", based on the CEO's first hand knowledge of SimpatiCo's strong project management and effective team management skills.

SimpatiCo's Role

SimpatiCo worked as a member of a six person executive team, providing both guidance and structure regarding project, operational, and organizational management. For almost one year, SimpatiCo was accountable for presenting the CEO with data and recommendations to make important decisions:

Compiled objectives, requirements, and expected results for approximately 20 projects in a consistent template used to understand and prioritize accounts
Developed project tracking templates detailing resource requirements, usage, and financials for professional services client and internal projects
Summarized project progress and key indicators for CEO and other management team members; including institution of standard communications methods
Drafted organizational structure changes taking into consideration requirements to meet strategic objectives and team member strengths; provided matrix of key activities and associated management team members' responsibilities
Devised and implemented a revised time sheet reporting process to ensure effective, efficient inputs to project management and client billing
Initiated a sales pipeline report and update process to better forecast resource needs
Coordinated update and summarization of cost data, margin requirements, and competitive pricing leading to approval of pricing parameters for key products and services
Involved in budget planning and spending approval process, including capital, software maintenance, and resource expenditures
Suggested streamlined list of executive dashboard and major operational metrics linked to strategic objectives
Participated in management of key internal projects, enabling decisions regarding operations and product direction

Results

The CEO has a significantly higher degree of comfort with project progress, resource utilization, and project financials. Processes for ensuring effective management of client margins are in place. Key management team positions have been filled, and the new team has a structured way to communicate with respect to key project activities. More than half of the initial projects have been completed and priorities for others have been established. The new management team is poised to hold a strategic planning session, with more robust information and processes available to make informed decisions.