Getting Started with PlanAutomate

Begin Your Project Automation Transformation Journey

Starting your transformation with PlanAutomate ensures that your organization is set up for success from the very beginning. We provide a structured approach to help you assess your current state, identify critical needs, and establish a solid foundation for transformation.

PlanAutomate offers these critical preparation services:

Readiness Assessment

Deep Needs Analysis

Transformation Project Setup

Readiness Assessment

Understanding where your organization stands is crucial before embarking on a transformation journey. Our Readiness Assessment helps you:

Evaluate your existing project business processes to determine their effectiveness and alignment with best practices.
Identify inefficiencies and areas that require improvement to optimize operations and financial performance.
Establish the scope and objectives for transformation to ensure a structured and goal-driven approach.
Develop a high-level business case for change to secure stakeholder buy-in and align leadership on the value of transformation.

This assessment provides a clear, data-driven foundation for your implementation, helping you prioritize key initiatives and mitigate potential risks. With a well-defined strategy in place, you can move forward with confidence, ensuring a smoother transition and a faster path to realizing measurable business value.

Are You Ready for Transformation?

Before you delve into Project Automation, get your project organization ready for a successful transformation. Our How to Prepare for Project Automation Transformation Guide is designed to help you lay the groundwork for a smooth and effective transition.

This guide outlines essential steps to help you:

Analyze your project process challenges and how to prioritize their impact on the business
Form a team of stakeholders that will drive your transformation
Establish a realistic budget that aligns with your strategic goals
Develop a clear roadmap of your transformation and how to get there

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Deep Needs Analysis

A core part of our engagement that we conduct with you at the beginning of our relationship is a Deep Needs Analysis. This analysis helps us gain a comprehensive understanding of your current operations and pinpoint what needs to be fixed. This includes:

A structured review of core project business processes such as those described below.
Prioritization of critical process issues based on business impact.
Estimating the cost of inefficiencies to build a compelling case for transformation.
Defining key requirements to guide solution selection and process improvements.

This analysis sets up the rest of the engagement for success and ensures everyone is striving toward the same goals.

Critical project business processes we analyze and optimize

Financials

Estimating & Budgeting: how do you produce initial estimates and establish cost breakdown structures (CBS)
Costing: how do you track budget vs. actuals, EAC, CTC, variance, revenue, margin, burn rate
Subcontracting: how do you manage subcontract budgets and compliance
Earned Value Management: how do you track planned vs earned value, CPI, SPI
Billing & Revenue Recognition: what is your monthly financial reporting process

Operations

Schedule Management: how do you produce the WBS and replan, conduct scenario analysis, and track progress
Resource Management: how do you assign roles and resources, manage capacity vs. demand, and handle conflicts and overload
Project Supply Chain: how do you produce item requirements and then manage procurement and production delivery against the project schedule

Governance

Change Management: how do you track and control scope and cost variations
Risk Management: how do you identify, evaluate, and mitigate risks
Monthly/Weekly Reporting: how do you gather input and provide reports to stakeholders on a regular basis

Transformation Project Setup

A successful transformation requires a well-structured project. We help you establish a strong foundation for your project by:

Defining clear transformation goals and objectives.
Assembling the right stakeholders, including executive sponsors, process leads, IT, and operations.
Establishing a budget that aligns with your business priorities.
Structuring an evaluation process to ensure informed decision-making.

Whether PlanAutomate does this with you or you do it yourself, it is critical to a successful transition to Project Automation.