As you review your project workflow with junior consultants or other members of your team, you may find knowledge gaps about exactly what happens during each project phase. Since it’s imperative to use a consistent workflow methodology to give your clients exactly what they need, you must ensure that your team is traveling the same course toward project goals.

Previously, we examined a sample workflow used successfully by Electronic Ink, a software solutions firm. Now we’ve converted the method into an easy-to-use PowerPoint presentation that will make communicating the process to management or team members a snap. Download the presentation and make sure your staff members’ methods are in sync.

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We’ve been working to offer PowerPoint presentations on topics such as sales processes and workflow methods to help you better communicate with your project teams. What other presentation topics would be helpful? Send us an e-mail with your suggestions.

The five-step process
Technology director Greg Picarelli explained Electronic Ink’s workflow process in our previous article, which you’ll find packaged in this downloadable ZIP file. The five steps of the method are:

  1. Inform
  2. Discover
  3. Plan
  4. Build
  5. Evaluate

Each phase includes a meeting with clients to reevaluate or “recalibrate” the plan, a component that Picarelli said is vital to staying true to the project’s original intent. Interaction with both the client’s decision makers and future users of the software solution is fundamental to a successful outcome. Identifying users whose feedback will be most helpful is a collaborative process with the client’s decision makers, Picarelli said.

“Very quickly, we can come with a list of names and roles. “These are the people we’re going to send an e-mail to…set their expectations, meet with them, and get all the information that we need.”

The evaluation phase of Electronic Ink’s process is an important component that many firms leave out, Picarelli said. His team revisits the metrics and goals set in phase one to determine the level of success Electronic Ink has achieved for the client and users.

In addition, Electronic Ink uses a dedicated client-relations department to gather feedback from its clients to “ensure that we’re not throwing solutions over the fence,” Picarelli said, referring to the problem of suggesting identical solutions for very different problems.

Want more information?
To read more of Picarelli’s tips and recommendations for successful workflow methods and project outcomes, download the PowerPoint presentation and companion article. Use the presentation as it is, or modify it to meet your firm’s needs.