Our Services  
 

Depending on the needs of our clients, we offer the following range of services

  • What degree of IT equipment should I plan to invest in?
  • Do I have the right operating software to support the business going forward? What options are there in the marketplace today?
  • How should we design our IT network & infrastructure to support our future needs?
  • What is the most cost effective way to put all this in place?
  • What type of skills & IT staff should we recruit in-house as opposed to what we should look to 3rd party specialists for?
  • Where should we start, and in what sequence should we start to introduce these improvements?
  • Financial Systems.
  • Enterprise Resource Planning (ERP) Systems (incl. Warehouse Management Systems - WMS).
  • Point-of-Sale (POS) Systems.
  • Customer Relationship Management (CRM) tools.
  • Statement of Functional Requirements.
  • Shortlist of Candidate Solutions for Your Business.
  • Request for Proposal Document (if required).
  • Evaluation Criteria Report Card.
  • Selected Product/Vendor.
  • Preliminary Cost/Benefit Model for Implementation.
  • Establish a healthy working relationship between your business & the vendor.
  • Ensure each party has complete & clear understanding of all aspects of the contract & pricing arrangements, as well as the expectations of each party.
  • Minimise business risk where possible.
  • Minimise cost to your business where possible.
  • Software Vendor Contract:
    • Nature of Licence.
    • Annual Software Support & Maintenance Services.
    • Payment Conditions & Schedule (trigger dates).
    • Modification/Development/Interface Work (if applicable).
    • Escrow Agreement (if applicable).
    • Confidential Information.
    • Force Majeure.
    • Termination.
    • Dispute Resolution.
    • Special Conditions.
    • Software Modules & Documentation.
    • Additional Services & Basis for Costings.
  • Office IT Equipment (servers, PC’s, laptops, printers, firewalls, photocopiers, scanners, fax, etc).
  • Barcode Scanning & Portable Hand-held Devices (incl. label printers & wireless networks, etc).
  • IT Hardware Specifications.
  • Summary of Options for Your Business (incl. cost estimates).
  • Having in place a detailed project task plan and timeline. (The plan needs to combine the vendor project plan with internal tasks that the vendor will assume the client will handle).
  • Having a clear appreciation of the internal & external resource requirements. (This varies depending on the availability of internal staff and the expertise required to execute certain roles, for example it is very common to engage an experienced Project Manager).
  • Having a tight vendor contract, with a clear understanding of which party is responsible for what. (It is not uncommon for vendors to expect the client to handle the ‘Change Management’ elements like end user training, communications, process and procedure design & documentation, new position descriptions, HR issues, etc).
  • Having a detailed statement of cost/benefit (business case) for the project. (This needs to reflect hardware, software, implementation, recurring costs, etc).
  • Project Plan & Timeline (vendor & client responsibilities).
  • Resource Plan (internal & external resources).
  • Suggested Project Team Structure.
  • Preliminary Change Impact Assessment (who, how many, where, impacted by what, strategies to address the ‘change management’ issues, etc).
  • Finalised Vendor Contract(s).
  • Project Cost/Benefit.
  • Project Issues Register.
  • Communications Plan (ensuring the right messages, get to the right people, at the right time).
  • Defining the role and position description.
  • Determining the recruitment strategy (ie. advertise – which can be costly, or choose to use other industry networks/professional contacts, etc).
  • Participating in the search and screening of possible candidates.
  • Involvement in the interview process and final selection.
  • Financial Controllers.
  • IT Managers.
  • IT Support Analysts.
  • Project Managers & Business Analysts
  • Position Description.
  • Shortlist of Candidates (if required).
  • Proforma for Conducting Interviews.
  • Position Descriptions.
  • Recruitment Planning & Interviews.
  • Induction/Orientation Programs.
  • Performance Appraisal Forms.
  • Remuneration & Retention Strategies.
  • Training Plans & Coaching.
  • Succession Planning.
  • Resignation & Departures.
  • Inhibitors to Growth/Improvement Opportunities Diagnostic.
  • SWOT Analysis, Key Objectives & Operating Strategies.
  • Mission Statement, Core Values & Sustainable Competitive Advantage.
  • Marketing & Business Development Plan.
  • Operations Plan (People & Organisation, Process & Work Practices, Technology & Tools).
  • Action Plan & Road-map.
  • Financial Model & Budget.
  • Balanced Score Card & KPI’s.
  • Business Risks & Contingency Planning.
  • Ownership of the business going forward (Family, MBO, Trade Sale, IPO, Private Equity, Close the Business)?
  • Management of the business going forward (family participation, existing staff/management, recruit external resources)?
  • What will be your ongoing role in the business after retirement?
  • What do your children really want to do?
  • What are their career plans?
  • What will be their role?
  • Are they capable/ready to fill those key roles?
  • How will their performance be measured?
  • How will they be remunerated?
  • How will family issues affecting the business be discussed and disputes resolved?