Skip Stein

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Updated:09/19/2008
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© 1996-2008 Skip Stein

BAMR

Business Analysis Management Review (BAMR)

In an effort to enhance efficiency, improve productivity and enhance profits, business analysis services performed by an independent and professional business consultant can be a key activity in identifying a company's problems and the steps necessary to implement a set of solutions.  Many companies and senior management of organizations, recognize that a  trained and experienced 'outsider' often will find new issues and answers that may be obfuscated by the traditional organization and daily business activities.  The added focus on these business issues based on many similar experiences in other (often non-related) businesses provides insightful experience in how other organizations have solved similar business problems.

Our Business Analysis  service is geared toward clients with a need to determine the value of an Organization, business process or project.  We review the operational effectiveness of the management business resources at the organization.  The major components of the organization and how they relate to the overall management structure of the company are analyzed.  With a view towards Sarbanes-Oxley (SOX) impact as well as cost effective return on investment (ROI), the total picture of how the organization contributes to the profitability and cost effective use of business resources.  Effectiveness of staff and policies and procedures as well as Internal Controls and methodologies in use are evaluated.

We offer Five distinct types of assessments:

  •  General BA Evaluation
    • Current State of Resource Utilization
    • Business Relationships
    • Initiatives and Planning
    • Risk Profile
  •  Business Process Evaluation
    • Analysis and review of business requirements;
    • Analysis and review of Return on Investment (ROI) analysis, decisions and projections;
    • Review and/or development of computer application systems;
    • Analysis of user departmental needs;
    • Evaluation of suitable commercial off the shelf (COTS) applications systems that meet the business requirements;
    • Development of Request for Proposal for software development of the application system in the case that COTS solution is not feasible or cost effective;
    • Analysis of COTS vs. development of proposed business application system;
    • Project planning for the deployment of the selected business solution;
    • Evaluation and analysis of the RIO on the resulting business system.
  •  Workflow Assessments – Utilizing the MSC ETFM process, an analysis of the workflow of a particular business process is completed and detailed reports are prepared that include:
    • A graph of the workflow process detailing each step and decision point;
    • A description of each participant role and the functions performed at each step;
    • Commentary suggesting improvements and/or enhancements to the process and opportunities where technology may bring greater efficiencies.
  •  M&A Assessments – In the case of a merger or acquisition, the value of the operational departments of a potential candidate are often difficult to value.  We visit the candidate’s site and perform an exhaustive analysis of their management and infrastructure.  We provide detailed reports that include:
    • CVs of the principal managers and their respective job functions;
    • A chart detailing the organization of the department complete with staffing and job descriptions;
    • A description of each business project underway, its status, staffing, budget and current status;
    • A manifest of the firm’s principal business assets including infrastructure, computer networking hardware and software;
    • Commentary providing objective analyses of all of the above.
  •  Vendor Assessments - Often a firm is considering an external vendor to provide an outsourced service but wants to ensure that the vendor has sufficient staffing, expertise and longevity to complete the project.  We perform an analysis of the vendor and provide a detailed report that includes:
    • An outline of the proposed process detailing each participant role;
    • CVs of the principal participants relating each participant to their role in the process;
    • An analysis of the remaining resource pool including number of idle (unassigned) resources and options for backup/contingency;
    • An analysis of the other projects in process and possible contention for resources.

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Copyright © 1996-2008  Skip Stein
Last modified: September 19, 2008