Consulting - Practice Assessment
Just like on a map, it’s easier to plan a route to your destination if you know your starting point. Providing a clear and accurate picture of where your business is at today is an important first step toward establishing a foundation upon which to build. With a foundation, it's easier to define a common vision of where you want to be tomorrow, and understanding the steps it will take to achieve your goals.
Planning for Your Ideal
The purpose of the Practice Assessment is to define that starting point in order to enable the development and implementation of scalable workflow solutions that align core business functions with the People, Processes, and Technologies that perform them. Moreover the outcome of the assessment will help ensure the ongoing alignment of the business processes with the firm’s Mission, Vision, and Values.
The ActiFi Practice Assessment provides a strategic overview of your business, identifying breakdowns, bottlenecks, and gaps in your current business structure that prevent you from completing your everyday work most effectively and efficiently. Furthermore, it provides a starting point in building recommendations; creating, altering, or eliminating processes; and, if desired, automating those processes down the road.
Upon conclusion of the Assessment, you will see an overview of your business that demonstrates how all the different pieces work together to serve clients. You will have a clear understanding of where to focus your attention so you can have the greatest impact on your business.
The ActiFi Practice Assessment will help you set priorities for developing your business. You will have a solid understanding of what it will take to elevate your firm to the next level and beyond.
As part of the Practice Assessment, the ActiFi team will provide to you:
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A presentation highlighting key observations, recommendations, action items, and benefits.
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A high-level illustration of select core business functions in action.
- An initial, high-level project plan for subsequent phases, including timelines and resource requirements.
You will have access to the ActiFi team, which can share with you best practices gleaned from years of experience working with clients experiencing similar issues. |
Sample Practice Assessment Report - Click to Enlarge
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How it Works
The assessment process is critical first step to determine which areas are key in improving your business results. Using our proven methodology, ActiFi will help identify your current business model, your ideal business model, and how to get from the current to the ideal.
While onsite, the ActiFi team will facilitate an intensive session that includes interviews, observation, and group discussion. At the end of the session, your firm will have a good idea of where it’s at and where it wants to be.
Remember that no two advisory practices or consulting engagements are the same. The levels of detail in our assessments will vary, depending on what your needs are and what resources you are willing dedicate to the process of improving your business results. The ActiFi Practice Assessment can be conducted for any part of your business, ranging from high-level strategic analysis to a detailed tactical analysis – or both. To help define the appropriate analysis for your firm, prior to the workshop, you will be asked to complete a questionnaire to help you organize thoughts and ideas, as well as identify where you want us to focus during the workshop.
For more information on Practice Assessments, contact ActiFi today.
