Business Process

Understand the business process that Conduite supports.

Introduction

At the heart of every company there's a business process that orchestrates the main activities that are implemented. Conduite is built for service companies that:

Conduct business in 2 main phases:
- Business Development / Sales - You manage a pipeline of opportunities that eventually turn into contracts and projects you execute.
- Execution - You deliver work according to a contractual scope of work.
Sell mostly people's time (labor) based on daily rates
Manage financial objective based on opportunity and contract margins.

For each of these phases, Conduite provides ~~tools~~apps and KPIs that help you manage and track the health of your business.

Main Objectives

Manage Capacity - 1st resource of your company

Track the financial health of projects

Secon

Assumption

There is a Capacity Manager. It's a person who's job is to make sure that there is a consolidated view of who's working on what and when (present and future).

You get a lead, that eventually becomes an opportunity.

At some point, the prospect asks you to submit an offer.

You create the offer. It includes:
- A budget based on the level of effort required to execute the scope of work
- A timeline based on a sequence of execution

The level of effort and the timeline constitute a Resource Request. It's a simple table that outline how many days per month (or period) you need for each person (or role) involved in the execution of a contract.

You send that Resourcing Request to your Capacity Manager so that s/he can update