Process auditing and project scoping services offer customer
benefits
At Hagerman & Company, two of the services that we offer
that we consider among the most beneficial are our process
auditing and project scoping services. The goal of both of
these product offerings is to analyze your current ways of
doing business and to make suggestions or map out plans to
improve your processes or to go a step further and implement
new systems to improve your company’s productivity and
profitability.
We have found that customers who have taken advantage of
these services have been extremely pleased and found them to
be well worth the cost. In most cases, they have gained a
better understanding of their own operations and turned up
dramatic ways to improve their operations.
For both of these services, the customer deliverable is a
detailed written report (20-30 pages in most cases)
including:
-Customer background and business objectives
-Review of current situation
-Recommendations
-Projected benefits including productivity increases and/or
return on investment
For us, process auditing typically relates to the use of
existing CAD software and other related tools including such
aspects as:
-Reviewing and analyzing your hardware configurations and
performance including both servers and workstations
-File naming conventions & directory structures
-Setup of templates, title blocks, file properties & styles
-Setup & use of standard libraries
-Setup of project files (if applicable)
-Multi-user procedures & setup
-Review of current modeling & drawing techniques
-Exporting of files to other formats
-Identifying need for any additional end user training
-Sharing and passing of data between different systems and
internal company departments including FEA, CAM, shop floor,
sales and marketing, purchasing, and ERP and other business
systems
-Sharing data with other company locations and outside
parties such as clients, customers, suppliers and other
consultants
Our project scoping services typically relate to the
proposed implementation of a new system in areas such as:
-Data/document management and workflow
-Design automation and custom programming
-Facilities management
-System integration (including bill of materials and ERP)
The first step we take in working with you to first gain an
understanding of your current situation and operating
environment including:
1) Systems and Software
a) File Types and Application Software
b) Computer Hardware
c) Operating Systems
d) Internet Browsers
e) Network Hardware and Software
f) Business Systems
g) E-Mail System
h) Databases
i) Custom Programs
2) Departments and Staffing
3) Workflows and Procedures
Following that, we will study the options that we have
available and outline our recommendations including:
1) Proposed Solution
a) Systems and Software
b) System Functionality and Benefits
2) Preliminary Project Planning
a) Estimated Project Scope
b) Preliminary Implementation Plan and Phases
c) Required Personnel and Skills
d) Roles and Assignments
e) Risk Analysis
3) Project Cost Estimates
a) Software
b) Services
c) Hardware
d) Ongoing Maintenance and Support
4) Return On Investment
Over the years, we performed these services for a number of
customers. In that time, we have discovered that customers
who invest the time and money and work with us to perform
this type of in-depth project planning and scoping almost
always end up with more successful projects and
implementations than those who don’t. If this sounds like
something that could benefit your organization, please don’t
hesitate to contact me or your local Hagerman & Company
sales representative.
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If you would like more info or a demonstration of FMDesktop,
contact your local Hagerman & Company sales representative.