Creating New Consulting Tools

What is consulting tool?

Every consulting assignment is a learning and development opportunity. One good way to pass on that learning to future clients is to turn your experience into consulting tools. Consulting tools are methods, processes, templates, or software that you can use repeatedly, but with sensibility, to the client’s specific needs.

Clients expect a consultant to be professional and efficient. Efficiency comes from knowing what to do and doing it in a productive manner. Consulting tools are a great way to be efficient, to communicate understandably, and to focus on the right issues.

什么是诊断学

Tools that We use

  • Business environment analysis

    At first I collected the managers’ personal views on business challenges in reaching their five key goals. After that I organized a workshop where we discussed the challenges and combined them into a one-page presentation.

  • Customer Needs Map

    This was a new tool that I created specifically for the project. We needed a way to categorize their customers’ needs and see how the company’s offering would serve those needs.

  • Customer Portfolio

    I’ve used the portfolio method for projects, products, IT systems, and customer relationships. The idea of portfolio management is to derive decision-making criteria from the company’s strategy and evaluate all the “assets” in the portfolio against those criteria. In addition, risk, cost, and reward are added as the generic, hard criteria.

  • Customer Personas

    Personas are typically used in B2C service design. I’ve also found them useful in B2B service development. This time I asked my client’s management team to describe their customers or customer roles on a one-page template. The page consists of a photo of the person (real or stock photo) and information that describes the values, behavior, and needs of the person. This method makes customers “real persons”, not just “segments”.

  • Customer Relationship Plan

    The process resulted in a new customer relationship process model and plan. For the plan I used a tool that I had developed earlier. I modified it to fit my client’s needs. It is a one-page presentation that the client’s customer manager can make for each key customer or customer group.

  • The value of developing and using tools

    The example shows how the use of simple tools made the consulting process systematic. They allowed the workshops to focus on certain issues and deliver concrete results, not just loose words without a context. The customer relationship process and plans became tools that all the client’s business units continue to use today.

  • And more

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The Best Business Consulting Software Right Now

详见下表

What to Look for in Your Business Consulting Software

Before getting into the specifics of which programs you should use, it’s helpful to first understand the different features of effective software. When looking to get the most out of your investment, choose software that is:

详见下表

Proposal Software

As a business consultant, you don’t want to have a clunky proposal process. Instead, make the experience as efficient and easy for the client as possible. For example, choosing software with proposal templates can increase the speed of the entire proposal process — and make what you send to the client more aesthetically pleasing.

Here are a few of the best choices for proposal software today.

Practice Ignition
Proposify
PandaDoc
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Practice Ignition

With the tagline “proposal to paid in one place,” Practice Ignition aims to be a one-stop-shop for the proposal process. Create comprehensive proposals and get them right to your clients so you get paid in a timely manner for your services.

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Proposify

Another excellent program for streamlining the proposal process, Proposify is an option that smaller consultants on a budget will want to take a look at. This software also lets you add in more visual elements to your proposal to create a polished, professional feel.

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PandaDoc

A software option that lets you move quickly, PandaDoc puts the focus on efficiency and analytics. That makes sense, considering it’s a software designed for sales and marketing teams looking to quickly grow their client base.

Project Management Software

If you’re trying to step up your efficiency, you’ll need good project management, and the right software can help with that in a big way. Look for programs that offer:

  • Ease of use: Multiple team members will need to use this software independently. That means your team should be able to pick it up and go. Software with an easy-to-use interface and built-in tutorials for more complicated processes is best.

  • Real-time collaboration: Software with comment and messaging functionality will let you and your team collaborate on a project in real-time. This is a must when you need to move quickly.

  • Data reporting: Try and find software with comprehensive reporting functionality. This allows you to set benchmarks, analyze how well your team is meeting them, and figure out what you can do better next time.

客户成功案例

挑战

提供一致且可重复的方法来帮助 CSS 更有效地解决客户问题,这与 Microsoft 开发“客户至上”文化以支持其新客户支持框架的战略保持一致。

400

提高客户满意度

500

工程师计划满意度

结果

客户满意度提升5%;净工作量减少了 6.5%;工程师计划满意度:提供一致且可重复的方法,帮助 CSS 更有效地解决客户问题

300

降低运营成本

挑战

提供一致且可重复的方法来帮助 CSS 更有效地解决客户问题,这与 Microsoft 开发“客户至上”文化以支持其新客户支持框架的战略保持一致。

400

提高客户满意度

500

工程师计划满意度

结果

客户满意度提升5%;净工作量减少了 6.5%;工程师计划满意度:提供一致且可重复的方法,帮助 CSS 更有效地解决客户问题

300

降低运营成本

挑战

提供一致且可重复的方法来帮助 CSS 更有效地解决客户问题,这与 Microsoft 开发“客户至上”文化以支持其新客户支持框架的战略保持一致。

400

提高客户满意度

500

工程师计划满意度

结果

客户满意度提升5%;净工作量减少了 6.5%;工程师计划满意度:提供一致且可重复的方法,帮助 CSS 更有效地解决客户问题

300

降低运营成本

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