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 toolsapps 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