This document is designed to provide initial understanding of the issues and undesirable effects faced by the client
The target is to get a representative picture of the company.
While a tremendous amount of detail is not needed at this point, any other significant issue not listed and that is deemed appropriate may be attached with this document.
2. Yagna Entrepreneur Success Services 1
1. Overview:
This document is designed to provide initial understanding of the issues and
undesirable effects faced by the client
The target is to get a representative picture of the company.
While a tremendous amount of detail is not needed at this point, any other
significant issue not listed and that is deemed appropriate may be attached with
this document.
3. 2. Issues faced / Undesirable Effects:
Please use “Ѵ” to indicate your choice:
Issue description Completely
describes our
situation
Quite often
we face this
issue
Partially
describes our
situation
Sometimes we
face this issue
No, we do
not have
this issue at
all
Remarks
5 4 3 2 1
1. Our deliveries are delayed
causing customers to complain
2. We fail to meet our due dates
committed at the time of
accepting the order
3. Each order / project has
inordinately long cycle time
(Start date to hand over date)
4. We have lot of quality related
complaints after the delivery is
completed
5. We fail to get repeat orders due
to poor image once the
customer has engaged us.
6. Our payments are delayed
7. We are routinely penalized for
delayed deliveries
8. We find it very difficult to get
new customers and our strike
rate of lead to closure is very
poor.
9. We experience seasonality /
cyclic business activity where in
we are flooded with orders for a
few months and for other
months we are chasing the
orders in the market.
10. We compete based on price. We
do not have any unique
4. Yagna Entrepreneur Success Services 1
Issue description Completely
describes our
situation
Quite often
we face this
issue
Partially
describes our
situation
Sometimes we
face this issue
No, we do
not have
this issue at
all
Remarks
5 4 3 2 1
proposition which makes
customers to prefer us against
our competition.
11. We carry lot of inventory
compared to total raw material
consumed (Low inventory
turns)
12. We routinely face shortages of
parts that are needed to quickly
complete the delivery of
projects
13. We have many orders / projects
in execution at any point of time
14. We do not have a proper
method to quote “Due date” for
any new order
15. We face lot of changes in our
production schedules
16. We have lot of rework.
17. We face delayed supplies from
our vendors
18. We experience quality issues
from material supplied by our
vendors
19. Our vendor payments are
delayed beyond the agreed
credit period
5. Yagna Entrepreneur Success Services 2
Issue description Completely
describes our
situation
Quite often
we face this
issue
Partially
describes our
situation
Sometimes we
face this issue
No, we do
not have
this issue at
all
Remarks
5 4 3 2 1
20. We have difficulty in attracting
retaining talented and
experienced employees
21. We are dependent on few
capable people running the
show
22. Our team spends 12-14 hours
on many days in a week to
deliver overdue projects
23. Our people work in siloes and
there are many conflicts
24. Our leadership team gets
involved in day-to-day fire-
fighting on a regular basis.
25. We lack a process of continuous
education and people are unable
to scale up to meet organization
requirements - team building
and bonding is less than desired
26. We have to spend on lot of
unbudgeted expenses in order
to ensure fast delivery of
delayed orders
27. We have very high bank credit
utilization
28. We have exhausted our capacity
and we need to more
investment to expand and grow.
29. Our sales are stagnating
6. Yagna Entrepreneur Success Services 3
Issue description Completely
describes our
situation
Quite often
we face this
issue
Partially
describes our
situation
Sometimes we
face this issue
No, we do
not have
this issue at
all
Remarks
5 4 3 2 1
30. Profits are stagnating
31. ROI is going down
32. Cash flow is a major challenge
33. Our IT system is fragmented –
Material accounting, money
accounting, Project
Management, Customer
Relationship Management,
Supplier Relationship
Management, Employee
Relationship Management are
not connected to each other.
34.
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