We often hear the question, “Why do we need to do a planning engagement?” A related question that also comes up frequently is “What is a planning engagement?” To help answer both questions, Innovia responds with an analogy that most customers understand.
Imagine you were building a home. There are several preliminary steps you take with your architect to ensure the process goes smoothly. You work through all the following questions to ensure both you and the builder know what to expect.
As you can see, the similarities between these two processes are striking. In both cases, new requests or changes to previous decisions will impact the project timeline and/or budget. By taking a thorough approach to the planning/design process, we can mitigate this risk together.
This largely depends on your business’s level of complexity, your desire for additional functionality from the new system, the degree your company can absorb change, and the number of users involved in the steering/testing process. To help better understand your options, we will describe each type of planning engagement and why a business might choose it.
This type of planning engagement is conducted via one or two phone calls with key leaders and a single Innovia consultant. It is best suited for companies transitioning from a simple system, such as QuickBooks, with a limited number of users. After the engagement you will receive:
The price for a remote planning engagement is a fixed fee of $2,000.
The next type of planning engagement is conducted in person over 2-3 days at your location. Companies should choose this option if they are transitioning from a simple system but may have more complex processes or business requirements that are best seen in person. This type of engagement results in the following deliverables:
The price is a fixed fee of $10,000, plus direct travel expenses.
Companies with complex business processes, highly modified systems, or systems that have been in place for over 10 years should opt for the custom planning engagement. Just like the on-site engagement above, it is conducted over 2-3 days at your location and results in:
The price for a custom planning engagement is a fixed fee of $39,995, plus direct travel expenses.
Many customers and prospective customers want to describe themselves as “simple businesses”; but there are important requirements that must be met to support future growth or strategic plans. The best way to ensure this is accomplished is through a Custom Planning Engagement.
When the subject of planning engagement comes up with our customers and prospects, we often remind that they aren’t going to “not tell us something” on purpose, and likewise, we aren’t going to choose to “not ask,” but things are bound to come up during our project together that we did not talk about. The more time we mutually invest in the planning process, the better chance we have of mitigating surprises. Our mission at Innovia is:
We build lasting relationships by delivering business solutions that exceed clients’ expectations through teamwork, dedication, and innovative thinking…ON TIME / ON BUDGET.
The odds go way up when we mutually work toward creating the best project plan possible. The first step of that partnership is the Planning Engagement.