Capabilities Overview Project Execution Network Enabling High Performance As your strategic projects partner, Project Execution Network offers an array of training tools, technology products and talent solutions to help your business development team achieve higher performance. Our practical, structured methodology for strategic business development, cloud-based project planning and execution platform and flexible project staffing solutions help small and midsize businesses identify, prioritize, plan, staff and execute strategic business development projects more efficiently and affordably. Our talent pool of skilled independent consultants offers experience in a wide spectrum of business disciplines — on demand — to support your strategic business development requirements: • • • • • • Business Human resources Information technology Marketing Operations Sales INTRODUCTION 3 Introduction SMB Challenges Most small business owners start out with a fairly clear picture of their long-term investing objectives. But in the midst of all that’s required to keep a business running smoothly, it’s easy to lose sight of long-term objectives, and quite difficult for members of the management team to find time to evaluate the factors that impact business performance. In fact, most SMBs share a few common challenges: 4 • Strong competition in all markets served • A cyclical economy with uncertain investment outlooks • A never-ending stream of cultural and technological changes that threaten to disrupt established markets and practices • A lean internal team that is 110% loaded by day-to-day operations • An overwhelming array of (perceived) growth opportunities • Limited resources available for strategic development • High owner/investor expectations INTRODUCTION How We Can Help A carefully crafted strategy, executed incrementally through projects, is critical for long-term success in today’s lean, fast-paced business environment. Project Execution Network can help by addressing the three critical factors that determine strategic business development success: Training Business owners and managers need a straightforward, repeatable methodology for strategic plan development and execution. Our COBRA 3D® Business Development Process meets this requirement by helping a business define its current (As Is) situation, set objectives for planned (To Be) improvements, and implement these improvements — through projects — in a cost-effective and timely manner. We offer courseware, online training opportunities, seminars and consulting services to help you convey this process to internal and external stakeholders. Technology An affordable, full-featured technology platform can help streamline the process of planning and executing projects. Our cloud-based project execution toolkit includes an interactive, virtual project office to facilitate team collaboration; a unique library of project templates that can be used to jump-start the project planning process; an easy-to-use project planning tool for work breakdown structure refinement; and a flexible activity-tracking portal for project coordination, communication and control. Talent Business development projects often require external support. Sourcing talent has always been a challenge, but our “human cloud” of prequalified independent professional service providers puts needed skills and experience at your fingertips. Whether you’re looking for a single independent consultant to complete your project team, a turnkey project managed by us, or a comprehensive contingent workforce solution, we can help. INTRODUCTION 5 Training Power Tools for Strategy Teams Business development projects become more affordable when business owners, managers and project team members all speak a “common business language” and understand the key objectives for each project undertaken. Our COBRA 3D® Business Development Process provides a framework for achieving higher returns on invested capital and sustainable EBITDA growth, and our training platform helps you convey the important concepts of this process to everyone involved in the execution of business development projects. Project Execution Network can also provide consulting services to assist your management team in the development of a winning strategy, and in the identification and prioritization of potential projects. 6 TRAINING Courseware Strategic Business Development through Projects is the cornerstone of our business development curriculum. This training course is intended for business owners, investors, the management team, project managers and internal/external resources involved in the planning, staffing and execution of strategic business development projects. Support materials, including streaming, high-definition videos and hard cover, soft cover and electronic format textbooks, are available for purchase through the Project Execution Marketplace. Complimentary courseware covering strategic marketing and high-performance sales initiatives is currently in development. Online Training Center The Project Execution Network’s Online Training Center provides an in-depth, self-paced learning opportunity for business owners, managers and project team members. Course modules include self-scoring quizzes to reinforce key concepts, and a certificate of completion is available for participants achieving a score of 90% or higher on all quizzes in each course. Online Training Center subscriptions are available for purchase through the Project Execution Marketplace. Training Seminars We offer both on-site and remote workshops to meet your group training requirements. Our workshops combine the benefits of online training with a hands-on, immersive learning experience. Contact your Project Execution Network representative for a no-cost, no-obligation discussion about the COBRA 3D® Business Development Process and how our training seminars can help you address your business development needs. TRAINING 7 Training Consulting Services We believe that an internally-driven, self-directed strategy development approach will yield important insights and lasting value for your organization. For this reason, we encourage our SMB clients to acquire, learn and use our COBRA 3D® Business Development Process training tools. This “do-it-yourself” approach assumes, correctly, that you know your business best. Our role is to serve as a sounding board and catalyst for change, when needed, guiding your organization through the strategic business development process. 8 TRAINING Requesting Assistance … Project Execution Network consultants are available to provide an unbiased, experienced perspective at any stage in the strategic business development process. Areas of expertise include business management, human resources, information technology, marketing, operations and sales. To request a proposal for consulting services, contact our office by phone (724-720-9435), send us an email ([email protected]) or visit our website (training.projectexecution.com/ tools/consulting/) and compete the consulting services request form provided. We’ll work with you to schedule a preliminary meeting with your strategy development team. This meeting will help us better understand your business, the current status of your strategy development effort, your scheduling requirements and the scope of services requested. If we think we can help, we will: • Identify appropriate consultant(s) in our network • Develop a consulting services proposal for your consideration • Work with you to execute a consulting services agreement, which outlines our role in the strategic business development process, the scope of work required (Statement of Work), applicable rates for consulting services rendered, confidentiality requirements and payment terms. • Reserve consultant(s) for your engagement TRAINING 9 Technology Power Tools for Project Execution Teams Once a winning strategy has been defined and conveyed to internal and external project team members, your next challenge is to implement that strategy in a cost-effective and timely manner. Project Execution Network has developed a powerful technology platform that can help streamline the planning and execution of strategic business development projects. Our cloud-based technology toolkit includes an interactive, virtual office for project team collaboration; a unique library of project templates that can be used to jump-start the project planning process; an easy-to-use project planning tool for work breakdown structure refinement and scheduling; and a flexible activitytracking portal for project coordination, communication and control. 10 TECHNOLOGY Project offices Project templates Project planning tools Project portals TECHNOLOGY 11 Technology Virtual Project Offices Formal meetings are essential to project success, but staying in touch and informed between scheduled meetings can be tricky … especially when some or all of your project team members are working in remote locations. With Project Execution Network, you have a solution … your very own private project management office in our virtual ProjexOffice™ campus … a cloud-based project management meeting and collaboration space. ProjexOffice™ combines the unique team presence, communication, data sharing and impromptu meeting tools of Sococo’s award-winning TeamSpace™ product with the power and flexibility of ProjexPress® — our easy-to-learn, open source project execution software. Together, these tools provide business owners, managers and remotely located project team members with unprecedented, real-time communication and collaboration capabilities. 12 TECHNOLOGY Presence — When you visit a ProjexOffice™ you can actually see other project team members working in your space. You can click into their office or “knock on their door” to begin an impromptu conversation, or ask an important question — regardless of physical location. Instantaneous meetings — Schedule a meeting with a handful of colleagues or the entire project team by sending a quick message or calling them on the phone using click-to-call technology. Hands-free audio — Multi-party conference calls are as simple as can be. Everyone present in a virtual office, conference room or common space is automatically audio-enabled using their computer’s built-in audio input and output devices. Head sets and other add-on audio devices are also supported through user preference settings. Multi-screen sharing — Meeting spaces in ProjexOffice™ are equipped with multiple, simultaneously-shareable computer screens. No need to pass meeting control back and forth or fumble with complex menus … simply click an available screen and begin sharing. Live video — Meeting participants with video-enabled devices can meet and converse in “face-to-face” high definition video. Phone out — Call any phone in the world from any ProjexOffice™ conference room or private office. Guest access — Bring guests (colleagues, project sponsors, vendors, etc.) into any phone-equipped meeting by calling them on the phone. No software downloads or access codes are required. Chat — Chat messaging tools are available to contact project team members who are currently away from their virtual office. Chat can be used to communicate discreetly with others in a meeting, or to record, save and share meeting minutes for future reference. App integration — Use ProjexPress® and other cloud-based productivity apps (e.g. Google Docs, Box) to kickstart meetings, transfer files and manage project data. Security — Bank level secure encryption on all communications TECHNOLOGY 13 Technology Project Planning and Execution Tools Our ProjexPODs™ (Projects On Demand) are time-saving bundles of embedded, best-practice knowledge developed by professionals with expertise in relevant fields. Each ProjexPOD™ includes a project charter, a deliverables checklist, a work breakdown structure, an estimated project timeline, resource profiles for each required skill set, and an expense summary. Starting projects with a ProjexPOD™ can shave weeks or months and thousands of dollars from the project planning process. Our project planning tool is web-based, with local storage to support offline planning activities. ProjexPlanner™ is inexpensive, easy-to-learn and can be fully integrated within your ProjexOffice™ environment. When your project plan is complete, all project data can be exported to ProjexPress® — our project execution portal software. ProjexPress® helps you track project team activities and keeps every member of the project team informed about upcoming assignments, due dates, risk mitigation efforts and other important project information. 14 TECHNOLOGY • Installs a preliminary project plan in under five minutes • Provides a well-developed, editable starting point for many common business development projects • Conforms to COBRA 3D® project planning methodology • Developed by seasoned professionals representing all relevant areas of expertise • Simplifies work breakdown structure development • Allows skills-based or person-based resource allocation • Conforms to COBRA 3D® project planning methodology • Exports project data to ProjexPress® portals • Simplifies the project coordination process by focusing attention on the high level structure of your project (phases, gates, milestones and key tasks). • Facilitates communication of important project information —in real time — to help keep everyone up-to-speed, on target and fully engaged in the project execution process. • Fosters collaboration by encouraging project team interaction and aggregating the tools needed to get things done efficiently. • Improves project control by helping you expose risks, monitor progress, track expenses and document deliverables. TECHNOLOGY 15 Talent Most small and midsize businesses are staffed to meet the day-to-day demands of conducting business, with little capacity available for the research, evaluation, planning and execution activities needed to implement their strategic plan. Project Execution Network can help, with flexible workforce optimization and support solutions tailored to your specific requirements: 16 • Individual project resources • Turnkey project management services • Project staffing services TALENT Individual Project Resources Project Execution Network can help you connect with individual independent consultants to supplement the skills and capacity available from your internal staff. Our Service Partner Directory includes resources with a wide spectrum of business development skills and experience: • Business expertise • Human resources expertise • Information technology expertise • Marketing expertise • Operations expertise • Sales expertise How it works … • Visit our Talent Solutions website: talent.projectexecution.com • Select “Project Resources” and choose a service category to browse independent contractors listed in our Service Partner Directory • Click on service subcategory titles to further refine your search, or, if needed, use the proximity tools provided to narrow your search to display only independent contractors within a defined range from your location. • View Service Partner profiles to learn more about the skills, work experience, and availability of each consultant. When you engage the services of independent project resources through our Service Partner Directory, you do so on terms that have been agreed upon between you and each individual contractor. Our role is to publicize the availability and qualifications of each consultant, and to facilitate the inital contact. We perform a background check and conduct due diligence in an attempt to ascertain the accuracy of information stated in each independent consultant’s profile. In addition, we offer a “Certified Business Development Professional” designation to contractors who have successfully completed our Strategic Business Development through Projects training course. TALENT 17 Talent Project Management In addition to helping you connect with individual, independent consultants, Project Execution Network can also provide turnkey project management services, from initial planning through staffing and final implementation. All team members assigned to a turnkey project engagement are Certified Business Development Professionals, and all services provided are covered under our general liability and errors and omissions insurance coverages. We’ll work with you to identify key project objectives, your preferred implementation timeframe, budget and other constraints. If you accept our project proposal, we’ll assign a project manager to oversee planning and execution activities, and to act as your liaison with the project team. Our entire technology platform is leveraged to facilitate project communication, coordination, collaboration and control, and we follow a proven, structured methodology to maximize potential returns from your project investment. Requesting a proposal Requesting a project proposal is easy. Simply fill out and submit the information requested on our website (talent.projectexecution.com/talent-solutions/turnkey-projectengagements/) or contact our sales office at 724-720-9435. We’ll review your requirements, select project team members from our Service Partner network and work with them to prepare a comprehensive proposal for your consideration. 18 TALENT Our Project Execution Process … Design phase • Develop a project charter • Evaluate risks and (if necessary) update the business case • • • • • • • • Perform discovery to identify risks and opportunities Develop risk mitigation, change management and launch communication plans Develop a preliminary project plan (phase/milestone/activity sequencing) Establish resource profiles (skill/experience/availability requirements) Source/qualify/contract talent for the project team Develop a detailed work breakdown structure Establish important project timelines Request approval to proceed Development phase • Onboard team members • Acquire/implement physical resources • • • • Execute the project plan Coordinate, communicate, collaborate and control Test and verify solution components Request approval to proceed Deployment phase • Develop launch communications • Launch the solution/communicate to key stakeholders • • • Implement change management plan strategies Implement hypercare and extended support plans Request approval to close project Debrief • Evaluate team performance • Identify and record lessons learned • • Compare actual/estimated costs Release project team TALENT 19 Talent PROCESS OPTIMIZATION OPPORTUNITY Affordable, Cloud-Based Solutions Project Execution Network adds value by focusing on the big picture: Enabling high performance. Our approach to project engagements begins with a solid understanding of your overall business strategy and the problems and opportunities identified through your strategic planning efforts. We deliver on our promise of operational value by leveraging highimpact, cloud-based applications to optimize business processes in a cost-effective and timely manner. We maintain an extensive database of cloudware vendors to quickly identify the tools that best meet your requirements. For each project undertaken: 1. We perform an in-depth analysis of your current business processes to identify opportunities for improvement. 2. We then work with you to evaluate and implement a solution. Cloud-based software offers many advantages, and is our recommended approach for most projects, but we can also customize or develop software when needed to achieve project objectives. 3. We recognize the value of your legacy data and systems, and will work with you to migrate relevant, historical data, and/or integrate existing technologies when necessary to minimize disruptions to your business. 4. Finally, we can help ease your organization’s transition to new processes and technologies by working with you to develop and implement a comprehensive change management communications plan. 20 TALENT LEGACY DATA MIGRATION/TECHNOLOGY INTEGRATION SOLUTION CLOUD-BASED APPLICATION SELECTION/ DEVELOPMENT CHANGE MANAGEMENT Examples Project Execution Network can assist in the selection, development and implementation of a wide range of cloud-based applications, inlcuding: • Content management (WCM) systems • Customer relationship management (CRM) systems • Enterprise marketing platforms • Human capital management (HCM) systems • Intranets/extranets TALENT 21 Talent Project Staffing Project Execution Network offers a single-source solution for the identification, qualification and engagement of project-based talent. Our skilled pool of independent consultants is available to supplement or support your internally sourced talent. Our agent-of-record (1099) compliance certification and employerof-record (W-2) contractor payrolling services can be leveraged to simplify the management of your entire project-based workforce. Our training platform, business development certification program, project execution technology platform and workforce management capabilities work seamlessly to help you achieve maximum returns on your human capital investment. Together with Solo Workforce … a leading innovator in agent-of-record and employer-of-record staffing support services, Project Execution Network can offer substantial cost savings and other business benefits, including: • Flexible staffing arrangements • A comprehensive technology platform for planning, staffing and executing projects • • • 22 Risk mitigation through contractor compliance verification Contingent workforce management, talent optimization and reporting in a single, centralized platform Rapid onboarding for improved operational efficiency TALENT Flexible Project Staffing Solutions … With decades of project staffing and workforce management experience, the management teams at Project Execution Network and Solo Workforce have helped hundreds of satisfied clients — including 10 Fortune 100 companies — engage the services of self-employed consultants and micro-service organizations to improve business performance: Compliance Certification (Agent-of-Record) • • • • • You identify an independent contractor We evaluate and certify the contractor’s independent (1099) status We serve as agent-of-record for the independent contractor The subcontractor performs services per Statement of Work The subcontractor bills us and we bill you Contractor Payrolling (Employer-of-Record) Services • • • • You recruit staffing candidates Solo Workforce becomes the employer-of-record Solo Workforce manages payroll, benefits administration, time-tracking and reporting services for each contingent worker Solo Workforce bills you per negotiated rates Recruiting Services • • • You request recruiting assistance for one or more positions We source candidates through our extensive recruiting referral network You hire the candidate(s) and pay a small recruiting fee or request that we do so (Solo Workforce becomes employer-of-record). Comprehensive Nationwide Service … Data Center Operations Center Service Center TALENT 23 Call, write or visit us online for additional information: CONTACT Amber Alke [email protected] 724-720-9435 WEBSITE www.projectexecution.com Project Execution Network LLC 2009 Mackenzie Way, Suite 100 Cranberry Township, PA 16066 www.projectexecution.com Copyright © 2015 Project Execution Network LLC April 2015
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