Our consulting services include:
Sales Management: Integrate your sales process with CRM
Sales Dashboards and Scorecard- An interactive process to evaluate and diagnose your sales effort. How effective is your sales organization and your sales practices? Are they meeting their KPI’s? Step through a scoring process to identify strengths and weaknesses. We will help you evaluate the major components of your sales organization, including measuring your current sales tools against best practices. And you’ll learn how to integrate your sales process with CRM, so you get more control – and fewer surprises!
Sales Forecasting and Sales Rep activities-Today’s robust Customer Relationship Management (CRM) systems can generate accurate forecasts, which give leaders valuable insight into the sales organization and helps predict cash flows. Sales Directors get a complete picture of reps’ activities – this simply isn’t possible without sales information. Meanwhile, armed with sales info, reps happily discover they close more deals, faster.
Business Process Management (BPM) Assessments: Reduce Operational Costs and Improve Customer Service
Are your business processes inefficient? Are you looking to reduce the cycle time to complete a business transaction and achieve a desired ROI? We have worked and spoken with many businesses over the past 25 years regarding their business process needs and requirements. Although we have heard and seen many similar and familiar challenges within different organizations, we will not make any assumptions that you and your organization are faced with the same challenges. We will take the time to listen, understand and analyze your unique or not so unique situations and provide an honest assessment of how your business processes can be improved. We will provide a clear and concise report with a plan that you can follow to achieve realistic goals.
Solution Design and Implementation Services
Choosing the appropriate software to meet your business goals is only half the solution. Selecting the right solutions provider in deploying your Business Process Management (BPM), Enterprise Content Management (ECM) and Customer Relationship Management (CRM) systems is critical to success. Woodbury Consulting Partners has extensive experience in consulting, solution design and implementation of business process driven applications, document imaging, automated document and data capture using OCR, ICR, Barcode and OMR recognition engines, document management, BPM, CRM, workflow and line of business integration. Here is a summary of our services based on the Comprehensive Analysis Methodology that we have developed.
With 20 + years conducting implementations, we have developed a systematic methodology that improves the probability of a successful deployment. Below are the key stages of the process:
- Solution Discovery
- Functional Specifications
- Detailed Design Specifications
- Solution Development
- System Integration
- End-To-End Testing
- Project Management
- Post Implementation Support
We will spend the time to understand your business, technical and budgetary needs and requirements, analyze them and do the research to find the appropriate technology and methodology to provide the best solution to solve your business issues. We strongly believe the solution best for you may not be the best for another organization with the same business issue. Each organization has different requirements and goals. We have the knowledge, experience and tools to design a solution that is right for you and your organization.
Project Management- A critical component to a successful implementation
We managed many projects that involve Advanced Data Capture (OCR), Document Management and Business Process Management, and CRM technologies. In addition to having the knowledge and experience in managing people, resources, budget, tasks and the timeline, we differentiate ourselves in dedicating time upfront to first understand the overall project goals and the details required to achieve those goals. Our deep knowledge of the technologies give us the advantage to quickly identify and assess an implementation issue. We are more than just project managers, we are solution analysts also. We can assess the level of impact an issue has on the project, contribute and offer alternatives that can make a difference in a project’s outcome.