BackOffice Integration

$4,000.00 excluding tax

Customizable
Message me to tailor this solution to your needs

Back-Office Integration Assessment

Services

  • Operations

Goal:

  • Grow
  • Manage
  • Plan

Overview

Could your back-stage operations be simplified? Let’s have a look at how your business could streamline how you serve your customer, by first taking a look at which back-office functions are good candidates for integration, and how this can allow you to free-up resources for higher value contributions.

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From Sean D
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Description

Back office operations such as human resources, IT, operations and finance help the business run, and are inextricably linked to the front office. When the back office is operating efficiently with maximum productivity, motivated employees and clear communication, the front offices of sales, marketing and customer support can effortlessly work on client-facing tasks for better outcomes. 

Back office integration can help companies looking for more control over different business processes gain a sense of discipline throughout each department. For companies where there is a disconnect between teams, e.g. the front and back offices or bosses and employees, this command of operations is important in realigning goals and morale. An integrated solution creates a line of communication that may not have existed otherwise, reduces unhelpful redundancies, improves the exchange of ideas, and eliminates duplication of effort and resources. An assessment of what an integrated back office can do for your business makes it possible to prioritize what decisions/actions could reasonably save your business capital and operating expenses, encourage employees to work more efficiently, and expedite support to front office functions.

SCOPE:

  • Consultant will help identify back office functions and business process owners
  • Consultant will develop a survey to distribute to key business process owners
  • Consultant will review background information
  • Consultant will analyze results of survey/background information review and provide 1 page summaries of back office current state
  • Consultant will identify opportunities for back office integration
  • Consultant will prepare an options analysis
  • Consultant will write a Back Office Integration Assessment and Recommendations Report

DELIVERABLES/OUTPUTS: 

  • Business Process Owner Survey (Google Form or other format)
  • 1:1 Interview with Business Process Owner
  • Back Office Function Current State (1-Page Briefs)
  • Back Office Integration Assessment and Recommendations Report (MS PowerPoint exported into PDF format)

TIMING: This work typically requires 8-12 weeks to complete. A specific timeframe for execution will be agreed between Client and Consultant after purchase.

ASSUMPTIONS

  • Client agrees that Consultant complete work part-time on agreed-upon hours
  • Client will help secure 1:1 interviews with Business Process Owners
  • Client will champion Back Office Integration Assessment with communication efforts
  • Client will identify a Project Manager for administrative, tracking, meeting invites, survey distribution, survey response retrieval, and other administrative needs
  • Client will provide relevant financial information for basis of Consultant options analysis
  • Client will provide any business process maps for back office (as available)
  • Client will provide relevant source materials & data, licensed, company and brand assets & guidelines, etc.
  • Out-of-scope or additional requests will require a separate Engagement

Price: Starting at $4,000 USD

 

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