Professional Services
Professional Services: Repeatable Delivery Playbook
Built a delivery runbook, intake automation, and client-ready reporting templates.
2024 25% higher utilization
Highlights
Scope templatesDelivery playbookUtilization dashboard
Boutique professional services firm delivering repeat projects with variable scopes.
Problem
- •Projects were scoped inconsistently, causing scope creep and margin squeeze.
- •Onboarding new team members took too long due to tribal knowledge.
- •Reporting on utilization and profitability required manual effort.
Approach
- •Created pricing and scope templates with explicit change control.
- •Documented delivery playbook with roles, SLAs, and escalation paths.
- •Built a lightweight dashboard for utilization and project health.
Results
- •25% higher utilization with clearer staffing and scheduling.
- •Scope changes tracked and approved with fewer surprises.
- •Leadership gained weekly visibility into delivery health and margin.
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