Skip to content

Latest commit

 

History

History
43 lines (35 loc) · 1.66 KB

Early Project Notes.md

File metadata and controls

43 lines (35 loc) · 1.66 KB

Questions to be answered

  1. When do I know it's time to hire people in consulting?
    • General question in consulting.  
    • Looking at pipeline, utilization, revenue, bookings, etc.   
    • Currently AHEAD uses "gut feeling" and backwards forecasting based on bookings to predicts utilization and therefore recruiting efforts.
    • Can we create a more efficient process for staffing optimization based on pipeline, utilization, revenue, bookings, etc.
  2. Is there a correlation between hours dedicated to a client and expanded future bookings with that client?
  3. Based on backlog what is the number of hours required by role?
    • Use wbs to understand what is being proposed.

Notes

  • Dashboards exist for each practice that assist the hiring manager  
  • Commit closes 75% 
  • Strong upside close 35% 
  • Upside close is 11%
  • Delivery headcount 421
  • 3-5 months of backlog is preferred
  • Target utilization is 76%
  • Two sides of salesforce:
    • pipeline (opportunities, opportunities products,  / psa - timecards etc)
    • sales (projects, utilization, resource)
  • Additional value added info: 
    • Frequency of data being replicated  
    • Descriptive analytics of dataset

Existing Salesforce Dashboard

Link to Dashboard

Meeting Notes

  • 10/2:

    • Look for an early win (something small)  
    • A couple reasons we would hire: 
      • We know somebody (network connection) 
      • An upcoming need 
      • Open reqs (open headcount, someone left, expanding group)
  • 10/9:

    • Download powerBI, check existing Nate Muth report
    • Start from the top of the salesforce data