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Business: Consulting

UXmatters has published 20 articles on the topic Consulting.

Top 3 Trending Articles on Consulting

  1. A Transparent Approach to Project Estimation, Part 1

    April 8, 2019

    Whether you’re doing business development for an agency or an in-house UX group, to win a stakeholder’s business, you must provide a value proposition that makes your services more attractive than those of your competitors. If you’re managing a project, a team, or a business that depends on the delivery of services, it’s essential that you negotiate the project scope and ensure your stakeholders understand what you’ll be delivering before beginning work. It’s also important to reconcile the project scope and track status along the way and to manage costs and stakeholder expectations—not to mention your contractual obligations.

    In this article, I’ll describe the approach that I devised for scoping, estimating, and reconciling services at Phase II, an external agency, and have since applied as an internal service provider at Intel and The Home Depot. The scoping and estimating spreadsheet that I created has evolved over the years and now accounts for a far broader range of services than it did initially. My work, whether at Phase II or as an internal service provider has always focused on B2B (Business to Business) applications—meaning I am serving clients who have clients of their own. This is an important perspective to keep in mind. In a B2B context, your clients need to know the costs of services they’ll incur as quickly and transparently as possible, so they can, in turn, manage their change orders with their client. Read More

  2. Project Estimation, Part 2: Creating a Scoping and Estimating Tool

    May 6, 2019

    In Part 1 of this series, I introduced my idea for a scoping and estimating tool that emphasizes transparency, puts the customer in control, and focuses on the work outcomes for piecework rather than hourly rates. Now, in Part 2, I’ll present a tutorial for creating this tool, while providing some theory on crafting a service business.

    To build an estimation tool that meets your own needs, follow these steps:

    1. Identify the services you’ll provide.
    2. Perform a time-and-motion study for delivering each of these services.
    3. Quantize and assign a price to each of your deliverables. (I use the term quantize to refer to the process of converting the value of a deliverable from an hourly rate to a discrete unit of work.)
    4. Build a spreadsheet that includes each quantized element.
    5. Refine the spreadsheet as necessary. Read More

  3. Project Estimation, Part 3: Estimating Services Within a Design-Thinking Model

    June 3, 2019

    Imagine you’re responsible for providing services to a stakeholder—whether you’re working for an agency or within an inside group. To win the stakeholder’s business, your value proposition must make your services more attractive than those your competition provides. This is a pretty typical situation for those of us who are responsible for business development—whether external or in house.

    In Part 2 of this series, I presented a tutorial for creating a spreadsheet that helps you transparently scope, estimate, and reconcile services in a way that puts your customers in control of the scope of effort. In doing so, I defined the five basic steps that are necessary to build this tool:

    1. Identify the services you’ll provide.
    2. Perform a time-and-motion study for delivering each of these services.
    3. Quantize and assign a price to each of your deliverables.
    4. Build a spreadsheet that includes each quantized element.
    5. Refine the spreadsheet as necessary. Read More

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