01. consulting overview presentation for nmims 260711_v2
TRANSCRIPT
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8/10/2019 01. Consulting Overview Presentation for NMIMS 260711_v2
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Introduction to Consulting
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The Consulting Process
Consulting
Engagement
Hand off Solution
Initial
Discussion
Request for
Proposals MangeProjectSponsors
SellingPr
ocess
EngagementExec
utionProcess
Proposal/SOW
Identify & Structure the
problem
Analysis
Develop
Recommendations
MangeStakeholders
The Problem
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Consulting Life Cycle
3
6
Recommend Solution and
Implementation Roadmap
Analyze Current State
1
4
Define Future State
Clarify and Enhance
Understanding
2
5
Define and Diagnose
Problem
Gap Analysis and
Generate Alternative
Solutions
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A real life case
Global publisher of print and electronic products, specializing in scientific, technical, medical, and scholarly
journals, books, major reference works, and databases; professional and consumer books, subscription content,
and information services; and textbooks and other educational materials for undergraduate and graduate
students as well as lifelong learners.
With over 5,000 employees worldwide, customer has operations in the United States, Europe, Canada, Asia and
Australia. Companys worldwide headquarters are located in New Jersey, United States.
Approximately 25% of global revenue is currently Web-enabled; and company expects to increase that figure to
about 40% within the next three years.
The Customer
As part of its future strategy, the customer had a long-term program to replace companys Enterprise Systems.
Enterprise Systems included software for order entry and fulfillment, warehousing, publishing and editorial
systems, and customer and product information systems.
Customer was looking for a consulting partner that could bring in relevant experience and knowledge gained from
similar projects in the past, and one who would advise and recommend alternatives and an implementation
roadmap for this strategic initiative
Project Background and Expectations from Consulting Partner
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1. Content Development2. Service Development
3. Product Development
4. Order to Cash
In Scope Processes
Client objectives from the engagement
9. Data Reporting & Analysis
10.Facilities Management
11.Customer Relationship Management
12.Human Capital Management
Determine the full range of future-state business capabilities required by the Wiley business as part of the
future vision
Discover and document all future state business processes in alignment with the required future state
business capabilities
Define the future-state business and technology architectures to support future state processes and
capabilities
Identify potential technology solutions to implement future state technology architecture
Develop a comprehensive implementation roadmap for the future state architecture, including
prioritization, phasing, solution determination, resourcing, partner affiliations, budget, dependencies and
governance
5. Procure to Pay
6. Record to Report
7. Legal
8. Governance, Risk, Compliance
Client Objectives
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Approach and Phases
Business Vision
Clarification and
Enhancement
Business Capability
Definition &
Assessment
Future State
Definition
Current State
Assessment
Gap Analysis &
Solution Option
Identification
Solution
Implementation
Road Map
Solution Options Identification & Definition PhaseBusiness Vision & Capability Definition PhaseRoad Map Definition
Phase
24-week project duration
Week 1 thru
Week 5
Business Vision /
Strategy Review
Week 5 thru
Week 7
Identify Target
Business
Capabilities and
Models
Assess Current State
Business
Capabilities and
Gaps
Prioritize
New/Enhanced
Capabilities &
Requirements
Week 8 thru
Week 11
Understand Current
Business Models,
Process Flows,
Organization
Implications
Understand Current
Application/Data
Architecture
Understand Current
Technology
Architecture
Week 10 thru
Week 15
Define Target
Business Models,
Process Flows &
Organization
Implications
Define Target
Application/Data
Architecture
Define Target
Technology
Architecture
Week 16 thru
Week 19
Develop
Recommendations
for Target Business
Models, Process
Flows and
Organization
Implications
Identify Solutions to
Address Target
Technology
Architecture & Key
Technology
Components
Week 20 thru
Week 24
Determine
Alternative Sourcing
Options &
Recommendation
Implementation
Road Map
Team Structure
Business Consultants Total Resource Count
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Phase 1: Business Vision & Capability Definition Phase
Business Vision Clarification and Enhancement Business Capability Definition & Assessment
Business Vision / Strategy Review Identify Industry Trends and Implications (e.g. custom content
creation implications on content development process,
semantic content enrichment etc)
Determine Competitive pressures, forces and Implications
Conduct VDA to Determine Value Levers & Implications
Conduct Executive Workshops to Enhance Business Vision
Identify Target Business Capabilities and Models Identify Business Capabilities through:
Business Vision
SME Interviews
Best Practices and Value Levers
Define high level Business Models
Determine impact to target Enterprise Architecture
Assess Current State Business Capabilities and Gaps
Identify capabilities from existing documentation and interviews
Gap analysis: Classify business capabilities as obsolete, replaced,
retained or enhanced
Prioritize New/Enhanced Capabilities & Requirements
Define high level business benefits for each new / enhanced
capability
Conduct workshops to prioritize future state business
capabilities
Week 1 thru Week 5 Week 5 thru Week 7
VDA
Future of Work Framework
Value Discovery Assessment (VDA)
Program Management Methodology
Business Vision Envisioning Workshop
SME Interviews
Business Vision Document
Refined 2015 Vision
Business Models
Prioritized Business Capabilities Aligned to
Vision
Assessment of Current Capabilities and Voids
Frameworks /
Methodology
Tools
Deliverables
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Phase 2: Solution Options Identification & Definition Phase
Understand Current Business Models, Process
Flows, Organization Implicationso Conduct Process Mapping and Modeling
o Perform Qualitative and Quantitative
Assessment
o Define Current State
o Identification of As-Is Pain Points
o Best Practice Analysis / benchmark
Understand Current Application/Data
Architecture
Understand Current Technology Architecture
Define Target Business Models, Process Flows
& Organization Implicationso Develop Target Business Architecture
o Develop Target State Value Stream Map
o Prepare Organization Impact Assessment
Define Target Application/Data Architecture
o Application & Data Architecture
o System and Sub-System Models
o System Interaction Models
o Data flow between Systems based on
business process data flow
Define Target Technology Architectureo Develop Technology Architecture
o Develop System Technology Blueprint
Develop Recommendations &
Approach to Migrate to Target Business Models, Process Flows, Organization Changes
o Finalize Business and Enterprise
Architectures
o Establish Prioritization Criteria
o Develop Migration Approach / Strategy
Identify Potential Solutions to Address
Target Application/Data Architecture
Requirements
Identify Potential Solutions to Address
Target Technology Architecture Requirements
Future State DefinitionCurrent State Assessment Gap Analysis & Solution Option Identification
Week 8 thru Week 11 Week 10 thru Week 15 Week 16 thru Week 19
LEAN Methodology
Open Group TOGAF based EA methodology for Business &
Technology Architecture development
Program Management Methodology
Frameworks / Methodology
EA Tools such as Provision
IBM Rational Systems Architect
Solution Alliance Partners
Tools
BA - Business Flows
BA - Business to Systems Mapping
BA - Systems to Capability Traceability Matrix
BA - Systems to Applications Mapping
AA - Application System Model Blueprints AA - Application SystemsInteraction Models
TA - Application SystemTechnology Interaction Models
TATechnology Domain models
Migration Approach / Strategy
BAValue Stream Maps
Deliverables
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Phase 3: Road Map Definition Phase
Determine Alternative Sourcing Options & Recommendations Determine Viable Sourcing Options and Tradeoffs
Develop Recommended Sourcing Approach and Rationale
Implementation Road Map
Prioritize Solution Areas & Develop Implementation Approach
Identify Key Areas to be addressed by Program Change Plan
Develop overall Implementation Roadmap & Resourcing Plan
Develop Cost Approximations
Solution Implementation Road Map
Week 20 thru Week 24
Cognizant Program Management Methodology
Frameworks / Methodology Deliverables
Rationale for Alternate Sourcing options
Integrated Implementation Roadmap
Key areas to be addressed by Program Change Plan
Program Cost Approximations
Roadmap
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Consulting Life Cycle
3
6
Recommend Solution and
Implementation Roadmap
Analyze Current State
1
4
Define Future State
Clarify and Enhance
Understanding
2
5
Define and Diagnose
Problem
Gap Analysis and
Generate Alternative
Solutions
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Getting an Accurate Understanding of the Problem is Critical
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What is Definition and Diagnosis?
First fully operation phase
Purpose is to examine problem faced in detail and depth
Identify factors and forces that are causing and influencing the
problem
Examine the relationship between problem and global
objectives and results of client organization
Ascertain client's potential to make changes and resolve
problem effectively
Prepare all the information needed to develop a solution
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Characteristics of good problem statement
A thought-provoking question, not a fact
Specific, not general
Debatable (not a statement of fact or non-disputable
assertion)
Actionable
Focused on what the decision maker needs to move
forward
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Problem is to be identified in terms of five dimensions
Substance or identity
What is the problempoor performance, shortage of skilled staff, lack of
innovation, improve customer service
Organizational and physical location
Where is the problem affectedOrganizational units (divisions, departments,
subsidiaries) and physical units (plants, buildings, stores, offices) problem is
observed or are affected
Problem ownership Which peoplemanagers, staff, workersare affected and are interested in solving it
Are they aware of problem and have they tried solving it
Who is likely to create difficulties
Absolute and relative magnitude
How important is the problem in absolute terms (money, productivity, potential future gain) How important is problem in relative terms (in comparison to other problems or compared to
company turnover)
Time perspective
Since when, is it recurring, frequency, increasing or decreasing, future forecasts
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Issues in problem identification
Mistaking symptoms for problems
Preconceived ideas about the causes of problems
Jumping to solutions or conclusions at this stage
Looking at problems from one technical viewpoint only
Ignoring how the problem is perceived in various parts of the
organization
Wrong appreciation of the of the urgency of the problem
Unfinished problem diagnosis
Failure to clarify the focus purpose
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Problem Context
Specifics objectives/aims which will solve the problem
Questions to be resolved
What audience are you addressing?
Who needs to decide/act?
Decision makers
What are their concerns and issues around the
decision?
How will you address conflicting agendas?
Key forces acting on decision makers
What is not under consideration or off-limits?
Boundaries and constraints
How would the decision maker judge a
successful problem solving effort?
Criteria and measures for success
How quickly is the answer needed?
Time frame for resolution
What level of accuracy is needed?
Accuracy
2011, Cognizant