Consult (Manage a Consulting Team)

Not sure about a business opportunity? With our Consult app, you can leverage a crowd to collect insights, and track and build the best opportunities. Read below to learn more about this process and how to progress through the pipeline.

Table of Contents

• Getting Started
• Site Home Page
• Pipeline Step View

Getting Started

• To get started, navigate to Products > Transformation and select the Consult app.

• Select Set Up a Consult Process

• Follow the steps and fill in the required information to complete the Wizard.

Site Home Page

• Once you create your new Consult Initiative, you will be brought to your Consult site home page.
• Here, you can update the site hero image, change your submission form, and more!
• For more suggested edits, refer to our Consult App - Launch Playbook here.
• Review this list of user roles that are recommended for the Consult app here.

Pipeline Steps View

• After successfully creating your Consult app, you will see that it comes with preconfigured stages and steps.  
• To navigate there, select Admin > Manage Pipeline
• For a quick recap on the overall Consult process, refer to this process overview here.
• The Consult backend pipeline configuration consists of the following:
  • Screening
    • Screen Projects
  • Cost Benefit Analysis
    • Develop Business Case
    • Evaluate Project Opportunity
  • Project Engagement
    • Scope and Prepare Projects
    • Work on Engagement
    • Drive Adoption
• Impact Measurement
  • Track Business Impact

Screening

• Screen Projects
• As projects get submitted, they will be placed in this first step. 
  • This step is preconfigured as a "Single Scale" tool type 
• Single Scale action items will be triggered automatically to have Subject Matter Experts quickly screen projects. 

Cost Benefit Analysis

• Develop Business Case
• After Projects are screened they can be moved into the "Develop Business Case" step
  • Projects advanced to this step will trigger an action item back to the Project Submitter, so he/she can add further details to develop their business case. 
  • This step is preconfigured as a "Development" tool type 
• Development owner/team members can further build out the business case for the submitted Project using this step 
• Evaluate Project Opportunity
  
  • After development is completed, Project proceed into the "Evaluate Project Opportunity" step.
    • Projects in this step will undergo a cost benefit analysis by chosen Subject Matter Experts. 
    • This step is preconfigured as a "Scorecard" tool type 
  • The Scorecard assignees will have the opportunity score the opportunity of the Projects that have been added to this step using a scorecard template. 
    • Once evaluations are completed, they can be advanced to the next step. 

Project Engagement

• Scope and Prepare Projects
• Once the "Cost Benefit Analysis" stage is completed, the selected projects are moved into this step. 
• Projects in this step are being scoped, and the Internal Consulting Team Member will prepare to kick off. 
  • There is no tool type pre-configured to this step
• Consult Administrators/Moderators have the option to configure an additional tool type if they wish to add further evaluations to the Consult pipeline.
• Work on Engagement
  
  • After Projects are scoped and prepared, they can be moved into the "Work on Engagement" step. 
    • Projects in this step are continued to be worked on in their private ‘Team Workspaces’. Once the project is complete, it can be moved to the next step. 
• Drive Adoption
  
  • The last step of this stage is to drive project adoption, selected projects are moved into the "Drive Adoption" step. 
    • Internal Consulting Team Members work in partnership with the Submitter to drive internal adoption for the completed project (e.g. internal training, new materials, etc.) 
    • There is no tool type pre-configured to this step
  • Consult Administrators/Moderators have the option to configure an additional tool type if they wish to add further evaluations to the Consult pipeline.

Impact Measurement

• Track Business Impact
• The last part of the consult pipeline is to record and track the business impact of the projects.