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Robiquity Delivery Practice - Coggle Diagram
Robiquity Delivery Practice
Project Portfolio Management :
Resources
Very basic skills matrix
Over-reliance on Callum
MSFT, SC Cleared and Analyst resources are all very scarce
Very few Junior PMs - should PMO be included in training?
Reporting
Reported in Excel Resource Tracker v1.0 (Engagement Leads Teams Group)
Reporting Cadence: every Friday
Project Status & Key RAIDs
Reported in Excel RBQ Account Summary (new workbook every time)
Reporting cadence: every other Thursday
General confusion around process
Template doesn't work for Resource Augmentation projects
No way of telling whether a project has been updated or not so difficult to hold accountable
Status reports being flled in to quite different standards
Duplication of effort with PSRs
Finances
Reported in Excel UK Order Book & Tracking FY24 - v2 (Engagement Leads Teams Group)
Difficult to reconcile with WFM for projects with non-£ currencies
Reporting Cadence
Forecast: Every Wednesday
Actuals: Month-End
Actuals and rates stored in Workflow Max
Rates don't really work exactly unless they divide cleanly into 8
Pipeline
No governance around project start up in existing clients
How do DLs fit into / drive the Sales agenda alongside core PM role?
Reporting
Reported in HubSpot
Reporting Cadence: weekly, presumably?
Is it our job to update HubSpot or CPs?
Timelines and Milestones
Reported in WorkflowMax
Reporting cadence: ???
Inconsistent accountability
Also reported in account summary and resource tracker
R&R Best Practices
Delivery Methodologies (Agile vs Waterfall)
We don't really have standard ways of working yet
Project Initiation / Kick Off
Starting up projects within existing engagements - less rigour than new accounts
Not learning the same lessons e.g. infrastructure, access issues and starting the project anyway
Project Close Down & Acceptance Into Service
Closing the loop - marketing materials at the end of a build, e.g. before and afters / demos / overall impact etc.
Tools
DLs could manage more projects with better PPM tools available
Technologies we use for reporting - everything seems to be in Excel which can be cumbersome
Magic Triangle (CP/DL/TL)
PM Artifacts / Knowledge Base
Project Standardisation documents never updated with good & current examples
One stop shop for documents, e.g. plans, Vision & Strategy workshop templates, requirements doc, etc.
COP Meeting
Goals for the Quarter / Quarterly Retros
External Speakers
DL Demos / Account Update
Would be good to have more transparency over other people's projects
Goal Progress Updates
Account Management
Skills
Governance
Types of Projects
RPA
Low Code
AI
Not really sure how we'd go about running a pure-play AI project
Data
COE Setup
Vision & Strategy
Discovery
Health Check
Business Development
People
Onboarding
Not sure new hires get enough information around what is expected of them as a consultant
Onboarding process can feel a bit messy for non-bootcamp resources
People Management
Line management as a practice - what is it we should be doing? Who is doing it well we can learn from?
Our Development
Roles & Responsibilities
Mentoring
Mentoring exists but how widespread is it? Is anyone doing it well we can learn from?
Skills & Training
What training pathways are available to us (and discovery analysts / PMOs)?
Rarely finding time for upskilling
Career Progression
Do we have OKRs or KPIs or both?
Other Practices / Business Areas
Sales
Could be greater clarity over how we fit into / drive the sales agenda alongside our core delivery role
Finance
Robiquity X
Little-to-no MSFT experience within RBQ X - impact on project resources
Marketing
Networking / brand awareness events - should we be doing more of these?
People
Are we hiring more operational grads? Could grads do some PMO during their scheme?
Ops
RBQ MENA / US
Technology
Practice Structure hasn't yet alleviated resource constraints on key resources (e.g. Callum)
SLT
More throughput of board agenda items and progress against them (where they can be shared)