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Process Improvement
Copyright TCMUK Limited 2012
Strictly Private & Confidential
Process Improvement Steps
Analyse Design Implement Sustain
• Document drivers,
goals & key factors
• Identify risks &
constraints
• Review and
document core
processes &
perform as-is
analysis
• Identify process
metrics / controls
• Design future state
process structure
• Design roles &
responsibilities
• Develop training
plan & programs
• Design and/or
improve processes
• Develop key metrics
• Develop
communication plan
• Develop control &
incentive systems
• Coordinate change,
utilise feedback
process to assess
effectiveness of
change program
• Implement future
state processes &
training plans
• Implement controls
and incentives
• Perform leadership
assessment and
development
• Conduct follow up
reviews for open
actions
• Conduct post-change
assessments to
ensure adherence to
process
• Provide additional
training as needed
• Conduct
management reviews
for process KPI’s at
regular intervals
• Develop framework
for continuous
improvement
Copyright TCMUK Limited 2012
Strictly Private & Confidential
Process Mapping
– A visual representation of the actual
sequence of events that any product,
service or process follows. Each step in
the sequence is shown, and each step is
clearly identified.
Data Gathering
– is the process of gathering and measuring
information on variables of interest within
the given process(s)
Business Assessments
– A process of providing a framework to
apply the appropriate resource, tool and
technique to drive improvement.
Copyright TCMUK Limited 2012
Strictly Private & Confidential
 Client Objective
◦ Increase Sales Customer Facing time by
45%
Copyright TCMUK Limited 2012
Strictly Private & Confidential
Enquiry and Order Entry Project/Commercial Management
Finance Management
Copyright TCMUK Limited 2012
Strictly Private & Confidential
Copyright TCMUK Limited 2012
Strictly Private & Confidential
• Up to 70% of a Sales persons time spent on non-sales/commercial
activities
• Minimal time is spent in lead generation
• Customer face time is typically 25% of a Sales persons activity (range
10% to 40%)
• Data availability is poor – no measure/metrics/KPIs
• Available data indicates low conversion rate. (21% 2012 vs 6% ytd
2013)
• Up to 50% of Project Managers time is spent on tasks they regard as
outside their remit
• Poor Customer engagement (Post order: Customer contact averages 11%
of time )
• Order fulfilment process has minimal controls and no performance
measures,
• No awareness of or clear accountability for monthly budgets and targets
within the PM or sales teams.
• Loss of Engineering resource is limiting opportunities.
• Governance process lacking
Copyright TCMUK Limited 2012
Strictly Private & Confidential
• Establishing a Measurable Stage gate process ( bid/no bid, lead
qualification etc.), would enable measureable data to be collected,
and should improve conversion rates.
• Establishing a back office function for proposal generation will free up
to 36% of sales persons time.
• Embedded design engineering support will free a further 19% of
Sales person time
• Establishing a back office order fulfilment team will free a further
16% of Sales person time and up to 47% of Project Managers time.
• Establishing clear responsibility and accountability within the teams
will improve communication & ensure management have current and
accurate information on which decisions can be based.
Copyright TCMUK Limited 2012
Strictly Private & Confidential
Customer Facing
Time increased by
225%
Copyright TCMUK Limited 2012
Strictly Private & Confidential
For Further Information please contact
TCMUK Limited
Call 0330 311 2820
www.tcmuklimited.co.uk
info@tcmuklimited.co.uk

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Process optimisation - TCMUK Limited

  • 2. Copyright TCMUK Limited 2012 Strictly Private & Confidential Process Improvement Steps Analyse Design Implement Sustain • Document drivers, goals & key factors • Identify risks & constraints • Review and document core processes & perform as-is analysis • Identify process metrics / controls • Design future state process structure • Design roles & responsibilities • Develop training plan & programs • Design and/or improve processes • Develop key metrics • Develop communication plan • Develop control & incentive systems • Coordinate change, utilise feedback process to assess effectiveness of change program • Implement future state processes & training plans • Implement controls and incentives • Perform leadership assessment and development • Conduct follow up reviews for open actions • Conduct post-change assessments to ensure adherence to process • Provide additional training as needed • Conduct management reviews for process KPI’s at regular intervals • Develop framework for continuous improvement
  • 3. Copyright TCMUK Limited 2012 Strictly Private & Confidential Process Mapping – A visual representation of the actual sequence of events that any product, service or process follows. Each step in the sequence is shown, and each step is clearly identified. Data Gathering – is the process of gathering and measuring information on variables of interest within the given process(s) Business Assessments – A process of providing a framework to apply the appropriate resource, tool and technique to drive improvement.
  • 4. Copyright TCMUK Limited 2012 Strictly Private & Confidential  Client Objective ◦ Increase Sales Customer Facing time by 45%
  • 5. Copyright TCMUK Limited 2012 Strictly Private & Confidential Enquiry and Order Entry Project/Commercial Management Finance Management
  • 6. Copyright TCMUK Limited 2012 Strictly Private & Confidential
  • 7. Copyright TCMUK Limited 2012 Strictly Private & Confidential • Up to 70% of a Sales persons time spent on non-sales/commercial activities • Minimal time is spent in lead generation • Customer face time is typically 25% of a Sales persons activity (range 10% to 40%) • Data availability is poor – no measure/metrics/KPIs • Available data indicates low conversion rate. (21% 2012 vs 6% ytd 2013) • Up to 50% of Project Managers time is spent on tasks they regard as outside their remit • Poor Customer engagement (Post order: Customer contact averages 11% of time ) • Order fulfilment process has minimal controls and no performance measures, • No awareness of or clear accountability for monthly budgets and targets within the PM or sales teams. • Loss of Engineering resource is limiting opportunities. • Governance process lacking
  • 8. Copyright TCMUK Limited 2012 Strictly Private & Confidential • Establishing a Measurable Stage gate process ( bid/no bid, lead qualification etc.), would enable measureable data to be collected, and should improve conversion rates. • Establishing a back office function for proposal generation will free up to 36% of sales persons time. • Embedded design engineering support will free a further 19% of Sales person time • Establishing a back office order fulfilment team will free a further 16% of Sales person time and up to 47% of Project Managers time. • Establishing clear responsibility and accountability within the teams will improve communication & ensure management have current and accurate information on which decisions can be based.
  • 9. Copyright TCMUK Limited 2012 Strictly Private & Confidential Customer Facing Time increased by 225%
  • 10. Copyright TCMUK Limited 2012 Strictly Private & Confidential For Further Information please contact TCMUK Limited Call 0330 311 2820 www.tcmuklimited.co.uk info@tcmuklimited.co.uk