General
- Understand the values and vision of the organization and align the activities accordingly
- Protect the Intellectual Property
- Adhere to all the policies and procedures
- Work with other functions and practice areas to support risk management objectives
Pre-Proposal/Proposal/SOW Reviews
- Based on current client service cycle policies, any Proposal, Statement of Work, RFI response, RFP response, Presentation, Change Request, Purchase Order, Renewal, etc. that is equal to or greater than $300,000 USD and involves setting client expectations in terms of pricing and other professional arrangements must be reviewed by ORM
- Support above noted ORM reviews, approvals and/or rejections in a timely manner
- Support continuous improvement in associated area, as it relates to but not limited to the following:
- updates required to existing CSC tools, templates and websites
- practice guides needed to improve practice area awareness and adoption
- enhancements to performance of associated reviews to support data collection and compliance monitoring/statistics
- Should have command of best practice portfolio/project management governance standards as it relates to review/approval practices through sales pipeline processes
- Prioritization of Requests by maintaining proper communication with internal clients
Portfolio Risk Analysis & Reporting
- Support recurring portfolio risk analysis and reporting to executive management which presently consists of the following portfolio scope, assumptions and requirements:
- Timing: weekly
- Project Status: Active and Submitted
- Practice Service Areas:
Business Transformation
EEA ERP Consulting
EEA Oracle
EEA Transformation
EPM Europe
OneStream
Procurement Europe
SAP Application
Smart Automation
Strategy and Operations
Transformation
- Key analysis/report summary for Unbilled, Past Due and Submitted outlier projects
- Support the quarterly Disclosure Committee ORM project report. This report identifies high risk projects, provides analysis and assessments updated at the end of each quarter which is then presented to the Disclosure Committee by the ORM Principal. Support includes reaching out to identified project and their aligned project managers to inquire, identify and assess project related issues and risks, active mitigations and overall risk levels.
ORM Project Reviews
- Per CSC guidelines, independent quality (project) reviews are necessary to enhance client satisfaction, delivery quality and risk mitigation. ORM review checkpoints can occur at the completion of Project Initiation and/or at key milestone/deliverable checkpoints, e.g., end of design, prior to UAT, etc.
- Based on the large “active” project portfolio at Hackett, portfolio risk analysis provides a mechanism for prioritization/scheduling of project reviews. Key attributes that are assessed/weighted for review prioritization include (not limited to):
- Technical complexity
- Financial exposure (e.g., project financial size, greater than $1M)
- Experience with prior practice area performance
- Working with ORM Principal, provide support in maintaining a six month rolling forward ORM review schedule
- Working with project managers, support project review planning and logistics
- Support the execution of project reviews and final review report results
Mentoring, Training & Coaching
- Currently, Risk Management and associated project management type training is informal, ad-hoc and on-demand, balanced against other ORM Priorities
- Support informal ORM / Project Management training primarily performed during coaching moments with project managers during ORM practices included above, including
- Contract type reviews and feedback
- Project reviews and feedback
- Project management tools, including MS Project and Smartsheet
- Working with ORM Principal, provide support in assessing formal PM / Risk Management training opportunities, timing and options
Update Hackett Sales & Delivery Processes / PM Processes and Tools
- The noted Client Service Cycle requires a review/refresh based on its last full review and update
- Support Principal of ORM with assessing CSC current state and refresh options/roadmap
- Working with Principal of ORM and Hackett IT, actively support CSC updates/enhancements
Working with Principal of ORM, support the development of ongoing deployment of updates, including training and documentation
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