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Schedule of Professional Services 

Education Workshop

Deliverable:
- Consult with client to plan workshop
- Educate and inform client on new policy, process, controls, and system requirements regarding specific business processes

Resource (Executive Consultant):
- Minimum 15 years relevant consulting experience
- Master’s degree in technical or business program or Bachelor’s degree and 15 years relevant experience

Skills:
- Master complex business information needs
- Lead implementations of business systems
- Articulate ideas with concise confidence
- Assess, recommend, and manage risk
- Mentor diverse teams of individuals
- Expert client advisory ability

1 Day Workshop

1 Consultant

$3,000 per consultant per day + travel expense

Evaluation Workshop

Deliverable:

- Consult with client to plan evaluation sessions

- Educate and inform client on new policy, process, controls, and system requirements regarding specific business processes

- Evaluate existing policy, processes, controls or deficiencies, and systems relative to planned changes

- Identify and provide high-level risk evaluation

- Provide high-level assessment project plan including level 3 WBS tasks and resources 
 
Resource (Platinum or Executive Consultant):

- Minimum 15 years relevant consulting experience

- Master’s degree in technical or business program or Bachelor’s degree and 15 years relevant experience

Skills:

- Master complex business information needs  

- Lead implementations of business systems  

- Articulate ideas with concise confidence  

- Assess, recommend, and manage risk

- Mentor diverse teams of individuals

- Expert client advisory ability 

2 to 4 Day Workshop

1 or 2 Consultants

$3,000 per consultant per day + travel expense

Assessment Project

Deliverable:

- Consult with client to plan assessment project

- Educate and inform client on new policy, process, controls, and system requirements regarding specific business processes

- Evaluate existing policy, processes, controls or deficiencies, and systems relative to planned changes

- Provide readiness assessment

- Provide recommendations for design and implementation including internal controls

- Provide a level 3 WBS project plan to design, build, and implement including internal and external tasks, resource hours, and recommended skill level

- Identify and provide risk evaluation matrix

 

Assisting Resources (Platinum or Senior Consultant):

- Minimum 10 years relevant consulting experience

- Master’s degree in technical or business program or Bachelor’s degree and 5-10 years relevant experience  
Skills:

- Expert technical ability in relevant product(s)

- Excellent presentation/verbal/written communications

- Exceptional analytic ability

- Excellent interpersonal and customer service ability

- Lead implementations of business systems 

3 to 5 Weeks Project

2 to 4 Consultants

$ as agreed with client + travel expense
 

Lead Resources (Platinum or Executive Consultant):

- Minimum 15 years relevant consulting experience

- Master’s degree in technical or business program or Bachelor’s degree and 15 years relevant experience

Skills:

- Master complex business information needs  

- Lead implementations of business systems  

- Articulate ideas with concise confidence  

- Assess, recommend, and manage risk

- Mentor diverse teams of individuals

- Expert client advisory ability 

Robotic Innovation Project

Deliverable:

- Consult with client to identify robotic innovation opportunities

- Collaborate with client and agree on new target policy, process, controls, and system requirements regarding specific automation

- Evaluate existing policy, processes, controls or deficiencies, and systems relative to planned changes

- Provide readiness assessment and risk evaluation matrix

- Provide recommendations for design and implementation including internal controls

- Provide a level 3 WBS project plan to design, build, and implement including internal and external tasks, resource hours, and recommended skill level

- Staff and execute the robotic innovation project using agile process 
 

Assisting Resources (Platinum or Senior Consultant):

- Minimum 10 years relevant consulting experience

- Master’s degree in technical or business program or Bachelor’s degree and 5-10 years relevant experience  
Skills:

- Expert technical ability in relevant product(s)

- Excellent presentation/verbal/written communications

- Exceptional analytic ability

- Excellent interpersonal and customer service ability

- Lead execution of innovation project using agile project management

3 to 5 Weeks Project

2 to 4 Consultants

$ as agreed with client + travel expense

Lead Resources (Platinum or Executive Consultant):

- Minimum 15 years relevant consulting experience

- Master’s degree in technical or business program or Bachelor’s degree and 15 years relevant experience

Skills:

- Master complex business information needs  

- Lead implementations of business systems  

- Articulate ideas with concise confidence  

- Assess, recommend, and manage risk

- Mentor diverse teams of individuals

- Expert client advisory ability