Ben Watson Consulting takes a structured approach to each engagement, ensuring that every solution is customized to your firm’s unique needs, and that the implementation process is smooth and well-supported.
The following is an outline of every phase of my engagement:
1. Discovery
My process begins with a deep dive into your firm. During this phase, I gather detailed insights about your culture, business objectives and current operational pain points.
This phase includes:
- Individual meetings with key stakeholders
- Review of existing documentation
- Observation of workflows and processes
2. Build
Armed with knowledge from the discovery phase, I create a tailored roadmap for your firm. The focus is on developing solutions that address your specific challenges and aligning them with your overall business strategy.
This phase includes:
- Design actionable solutions and validate them through key checkpoints
- Present the proposed plan to leadership for approval
Engage with associates and other team members to secure buy-in for the project
3. Implementation
This is where the strategy becomes reality. During the implementation phase, I work closely with your team to put our plan into action.
This phase includes:
- Guide system and process changes
- Regular meetings to track progress and adjust the plan (if necessary)
- Run trials or test cases to validate solutions before full rollout
Throughout this phase, I ensure that your team is supported with training, documentation and ongoing feedback.
4. Monitoring
Once implementation is complete, I monitor the new systems and processes to ensure they’re delivering the expected results.
This phase includes:
- Evaluate the impact of the changes
- Make necessary adjustments based on real-world performance
- Provide ongoing support for unforeseen challenges
I remain involved as needed, ensuring the long-term success of your firm’s operational transformation.
