Strategic Planning & Systems Evaluation

Strategic Planning

BCG establishes a clear vision for the client’s enterprise information system based on the company’s direction and objectives, and we do this collaboratively with senior management, operations personnel, and accounting staff. The process focuses on the demands and expectations of internal and external customers. It also ensures good utilization of existing systems, and that all components of the planned information system are ultimately compatible. Burger Consulting Group then develops and delivers the implementation schedule and action plan, which will enable the client to obtain the most from their investment in information technology.

Step-by-Step Process:

    1. Preparation
      • Determine planning team and prepare schedule
      • Distribute preliminary planning materials
      • Review available data regarding existing systems and corporate direction
    2. Workshop I
      • Conduct first planning workshop
      • Identify preliminary goals and objectives
      • Develop framework for interviews and remaining workshop
    3. On-Site Interviews
      • Interview operations and accounting personnel regarding existing and desired systems
      • Review existing systems, reports, and documentation
      • Identify organizational opportunities and issues that impact the overall system direction
    4. Compile Results
      • Document results of first planning workshop and interviews
      • Evaluate strengths and weaknesses of various technology alternatives
      • Return results to planning team members for review and feedback
    5. Research
      • Conduct necessary research on appropriate technologies and products
      • Correspond with vendors of existing systems as necessary
      • Develop reports and materials for second workshop based on analysis results
    6. Workshop II
      • Conduct review of observations and recommendations
      • Work with planning team to prioritize various objectives and initiatives
      • Confirm direction, priorities, and schedule
      • Conduct action-planning workshop
    7. Action Planning
      • Document necessary activities
      • Assign responsibilities and associated timeframes
      • Develop bar chart schedule incorporating activities and dates
    8. Documentation
      • Prepare memorandum for distribution to the planning team and organization
      • Prepare information systems planning document
      • Conclude any open correspondence with software vendors

Systems Evaluation

Carefully evaluate the existing accounting, job costing, estimating, scheduling, and/or project administration systems. Identify strengths and weaknesses within the systems and locate obstacles created by internal processes and procedures. Work with management to diagnose internal challenges in order to make the most effective use of the existing systems. Develop a strategy to address these internal process challenges, and prepare necessary implementation and action plans.

Step-by-Step Process:

  1. Preparation
    • Assemble project team and prepare work schedule
    • Distribute preliminary interview materials
    • Review available data regarding existing systems and corporate direction
  2. Interview
    • Interview operations and accounting personnel regarding their system needs and use of existing systems
    • Identify and document gap between desired and existing systems
    • Identify organizational issues impacting the effectiveness of the existing system
  3. Analyze
    • Analyze sample reports and documentation received during interviews
    • Identify and document common important issues
    • Assess capabilities of existing system to determine strengths and weaknesses
  4. Conduct Preliminary Workshop
    • Provide initial observations and alternatives to team members
    • Facilitate workshop with team to review findings and narrow alternatives
    • Document preliminary direction and open issues
  5. Work with Software Developer(s)
    • Work with vendor(s) of existing systems to determine client’s use of system
    • Identify intended direction of third-party products used by client
    • Assess compatibility of all vended solutions with client’s desired direction
  6. Prepare Report of Final Recommendations
    • Identify costs associated with each alternative
    • Identify best alternative(s) for client’s information system
    • Document and support findings
  7. Present Findings to Team
    • Provide final recommendation memorandum to team
    • Facilitate workshop to review observations, options, and recommendations
    • Achieve consensus on findings and recommendations
  8. Action Planning
    • Document necessary activities
    • Assign responsibilities and associated time frames
    • Develop bar chart schedule incorporating activities and dates

Contact Burger Consulting Group today and work with the most experienced and trusted IT consultancy firm in the construction industry.

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