2-3 weeks
Typical advisory engagement length
Executive + ops
Stakeholders aligned through facilitated sessions
ROI models
Financial cases delivered for priority initiatives
2-3 周
典型咨询周期
高层 + 运营
通过工作坊统一视角
ROI 模型
为重点项目提供财务测算
核心聚焦点
- Automation maturity assessments and benchmark scoring
- Use case backlog creation with impact/effort scoring
- Operating model, governance, and center-of-excellence design
- Vendor evaluations and build-vs-buy recommendations
- 自动化成熟度评估与基准对比
- 用例待办与影响/投入评分
- 运营模式、治理机制与 COE 设计
- 厂商评估与自建/采购决策建议
合作节奏
- Discovery interviews and data review across business units
- Opportunity ideation, scoring, and roadmap drafting
- Governance, compliance, and risk mitigation planning
- Executive readout with phased investment recommendations
- 跨部门访谈与数据调研
- 机会梳理、评分与路线图草案
- 治理、合规与风险缓释方案
- 高层汇报与分阶段投入建议
典型咨询成果
3:1
Average ROI on prioritised initiatives
40%
Average reduction in delivery lead times
6 weeks
Time to actionable roadmap and operating model
3:1
优先项目平均 ROI
40%
交付周期平均缩短幅度
6 周
产出路线图与运营模型所需时间
交付物
- Strategic roadmap with quarterly initiatives and owners
- Financial model covering savings, investment, and payback
- Governance framework and RACI for automation programs
- Enablement plan for internal builders and operators
- 季度维度的战略路线图与责任人
- 节省、投入与回本的财务模型
- 自动化治理框架与 RACI
- 内部团队赋能计划
近期咨询项目
Global BPO automation strategy
Prioritised 30+ use cases, launched center-of-excellence, and unlocked $4.2M in annual savings.
Professional services AI roadmap
Delivered governance framework and ROI model that accelerated executive sign-off in two weeks.
全球 BPO 自动化战略
优先化 30+ 用例，建立自动化卓越中心，每年节省 420 万美元。
专业服务行业 AI 路线图
交付治理框架与 ROI 模型，帮助高层在两周内完成立项批准。
资料下载
Executive briefing deck
Request deck via emailAutomation governance checklist
Email me the checklist高层简报 PPT
邮件索取简报自动化治理清单
邮箱获取清单对齐您的自动化战略
我们将主持策略会，验证重点并输出可执行的路线图。