Legend
CodeActivityLane / RoleType
Select a value stream from the sidebar to view the BPMN diagram.
Click on a subprocess to drill down into its details.
Click any element in the diagram to see its details, role, flow, and checklist.

Legal Entity Structure

H2W Consulting GmbH

Lennart HectorGeschäftsführer / Director of Operations
Richard WeiherGeschäftsführer / Director of Consulting

BL Consulting UG (haftungsbeschr.)

On-/Nearshore delivery entity

BLCG International LLC

North America entity

Consulting — Richard Weiher, Consulting Director

Logistics & Supply Chain

Core (DACH)
Carlos ClaureLogistics Senior Consultant
Jan-P. OppermannLogistics Senior Consultant
Sascha MeierLogistics Senior Consultant
Uli SchneiderLogistics Consultant
N.N.Logistics Consultant
On-/Nearshore
Ulrich HofmannTP Planning / Production
Gerrit Mueller-EllermeierSol. Arch. Planning / Production
Dirk FischerSol. Arch. Planning / Production
Diego LeottaPlanning / Production Consultant
Offshore
Srikanth AdukuriLogistics Consultant
Riyansh KovvuriLogistics Consultant
Srinivas AttaluriLogistics Consultant
Mukesh LalLogistics Consultant
Srikanth RajLogistics Consultant

Technology

Core
Ovidiu ButiscaTechnical Senior Consultant
Johannes HauckTechnical Solution Architect
Dan (Brevis)Technical Senior Consultant
Olaf GrossertSenior Solution Architect
N.N.Technical Consultant
Offshore
Mahendra ReddieSenior Technical Consultant
Lavanya MaaramTechnical Development Consultant
Dhruv KadaliTechnical Development Consultant
Arun PandeyTechnical Development Consultant

Finance (Practice)

Core
Stephan WenzelFinance Senior Consultant
Franz PlakolmSenior Finance Consultant
N.N.Finance Senior Consultant
N.N.Finance Consultant
Offshore
Ganesh ReddySenior Finance Consultant
Srirama RaniSenior Finance Consultant

Business Operations — Lennart Hector, Director of Operations

Sales

Lennart HectorSales Manager (DACH)
Yvonne SpiesInside Sales Manager (DACH)

Marketing

Lucas RochaMarketing Executive
N.N.Marketing Assistant

Project / Account Management

Heiko SteinbachSenior Project Manager
Lisa SchnaitmannProject Manager Jr.
Kleudora SulejmaniPM International
Diego LeottaPM Jr.
TulipAdmin Assistant & Quality Control
N.N.Project Quality Control

Finance & Controlling

Elisabeth HohmeyerAccounting & Controlling

HR & Administration

Lucia MorandiniHR & Admin

Staffing & Recruitment

N.N.Staffing Manager
N.N.Staffing Executive
N.N.Staffing Executive
NameRoleDepartmentDivisionLocation
Consulting — Richard Weiher, Consulting Director
Logistics & Supply Chain — Core (DACH)
Carlos ClaureLogistics Senior ConsultantLogistics & SCConsultingDACH
Jan-P. OppermannLogistics Senior ConsultantLogistics & SCConsultingDACH
Sascha MeierLogistics Senior ConsultantLogistics & SCConsultingDACH
Uli SchneiderLogistics ConsultantLogistics & SCConsultingDACH
N.N.Logistics ConsultantLogistics & SCConsultingDACH
Logistics & Supply Chain — On-/Nearshore
Ulrich HofmannTP Planning / ProductionLogistics & SCConsultingNearshore
Gerrit Mueller-EllermeierSol. Arch. Planning / ProductionLogistics & SCConsultingNearshore
Dirk FischerSol. Arch. Planning / ProductionLogistics & SCConsultingNearshore
Diego LeottaPlanning / Production ConsultantLogistics & SCConsultingNearshore
Logistics & Supply Chain — Offshore
Srikanth AdukuriLogistics ConsultantLogistics & SCConsultingOffshore
Riyansh KovvuriLogistics ConsultantLogistics & SCConsultingOffshore
Srinivas AttaluriLogistics ConsultantLogistics & SCConsultingOffshore
Mukesh LalLogistics ConsultantLogistics & SCConsultingOffshore
Srikanth RajLogistics ConsultantLogistics & SCConsultingOffshore
Technology — Core
Ovidiu ButiscaTechnical Senior ConsultantTechnologyConsultingDACH
Johannes HauckTechnical Solution ArchitectTechnologyConsultingDACH
Dan (Brevis)Technical Senior ConsultantTechnologyConsultingDACH
Olaf GrossertSenior Solution ArchitectTechnologyConsultingDACH
N.N.Technical ConsultantTechnologyConsultingDACH
Technology — Offshore
Mahendra ReddieSenior Technical ConsultantTechnologyConsultingOffshore
Lavanya MaaramTechnical Development ConsultantTechnologyConsultingOffshore
Dhruv KadaliTechnical Development ConsultantTechnologyConsultingOffshore
Arun PandeyTechnical Development ConsultantTechnologyConsultingOffshore
Finance (Practice) — Core
Stephan WenzelFinance Senior ConsultantFinance (Practice)ConsultingDACH
Franz PlakolmSenior Finance ConsultantFinance (Practice)ConsultingDACH
N.N.Finance Senior ConsultantFinance (Practice)ConsultingDACH
N.N.Finance ConsultantFinance (Practice)ConsultingDACH
Finance (Practice) — Offshore
Ganesh ReddySenior Finance ConsultantFinance (Practice)ConsultingOffshore
Srirama RaniSenior Finance ConsultantFinance (Practice)ConsultingOffshore
Business Operations — Lennart Hector, Director of Operations
Sales
Lennart HectorSales Manager (DACH)SalesBusiness OpsDACH
Yvonne SpiesInside Sales Manager (DACH)SalesBusiness OpsDACH
Marketing
Lucas RochaMarketing ExecutiveMarketingBusiness OpsDACH
N.N.Marketing AssistantMarketingBusiness OpsDACH
Project / Account Management
Heiko SteinbachSenior Project ManagerPM / Account MgmtBusiness OpsDACH
Lisa SchnaitmannProject Manager Jr.PM / Account MgmtBusiness OpsDACH
Kleudora SulejmaniPM InternationalPM / Account MgmtBusiness OpsInternational
Diego LeottaPM Jr.PM / Account MgmtBusiness OpsDACH
TulipAdmin Assistant & Quality ControlPM / Account MgmtBusiness OpsOffshore
N.N.Project Quality ControlPM / Account MgmtBusiness OpsDACH
Finance & Controlling
Elisabeth HohmeyerAccounting & ControllingFinance & ControllingBusiness OpsDACH
HR & Administration
Lucia MorandiniHR & AdminHR & AdminBusiness OpsDACH
Staffing & Recruitment
N.N.Staffing ManagerStaffingBusiness OpsDACH
N.N.Staffing ExecutiveStaffingBusiness OpsDACH
N.N.Staffing ExecutiveStaffingBusiness OpsDACH
Legend: Permanent Contract Key Hire
  • BL Consulting UG | H2W Consulting GmbH
    • Consulting
      Richard Weiher
      • Logistics & Supply Chain
        • Team Leader
          • Carlos Claure
            Logistics Sr. Consultant
        • Core
          • N.N.
            Logistics Consultant
          • Uli Schneider
            Logistics Consultant
          • Diego Leotta
            Planning / Production
        • On-/Nearshore
          • Jan-P. Oppermann
            Logistics Sr. Consultant
          • Sascha Meier
            Logistics Sr. Consultant
          • Gerrit Mueller-Ellermeier
            Sol. Arch. Planning
          • Dirk Fischer
            Sol. Arch. Planning
          • Ulrich Hofmann
            TP Planning / Production
          • Olaf Grossert
            Senior Solution Architect
        • Offshore
          • Riyansh Kovvuri
            Logistics Consultant
          • Srinivas Attaluri
            Logistics Consultant
          • Srikanth Raj
            Logistics Consultant
          • Srikanth Adukuri
            Logistics Consultant
          • Mukesh Lal
            Logistics Consultant
      • Finance
        • Core
          • N.N.
            Finance Sr. Consultant
          • Stephan Wenzel
            Finance Sr. Consultant
          • N.N.
            Finance Consultant
        • On-/Nearshore
          • Franz Plakolm
            Sr. Finance Consultant
        • Offshore
          • Ganesh Reddy
            Sr. Finance Consultant
          • Srirama Rani
            Sr. Finance Consultant
      • Technology
        • Core
          • Ovidiu Butisca
            Technical Sr. Consultant
          • Johannes Hauck
            Technical Solution Architect
          • N.N.
            Technical Consultant
        • On-/Nearshore
          • Dan (Brevis)
            Technical Sr. Consultant
        • Offshore
          • Mahendra Reddie
            Sr. Technical Consultant
          • Lavanya Maaram
            Technical Dev. Consultant
          • Dhruv Kadali
            Technical Dev. Consultant
          • Arun Pandey
            Technical Dev. Consultant
    • Operations
      Lennart Hector
      • Project / Account Mgmt
        • Heiko Steinbach
          Sr. Project Manager
        • PM
          • Kleudora Sulejmani
            PM International
          • Diego Leotta
            PM Jr. German
          • Lisa Schnaitmann
            PM Jr. German
        • PMO
          • N.N.
            Project Quality Control
      • Business Development
        • Marketing
          • Lucas Rocha
            Marketing Executive
          • N.N.
            Marketing Assistant
        • Sales
          • Lennart Hector
            Sales Manager (DACH)
          • Yvonne Spies
            Inside Sales Mgr (DACH)
      • Business Operations
        • Finance
          • Elisabeth Hohmeyer
            Accounting & Controlling
        • HR & Admin
          • Lucia Morandini
            HR & Admin
          • Tulip
            Admin Ass. & Quality Control
      • Staffing & Recruitment
        • N.N.
          Staffing Manager
        • N.N.
          Staffing Executive
        • N.N.
          Staffing Executive

CRM & Sales

Close CRM

Close.com
Primary CRM for pipeline management, deal tracking, and customer relationship management.
Stream 1: Market to Lead Stream 2: Lead to Opportunity Stream 3: Opp to Contract Stream 6: Customer Success

Apollo.io

Apollo.io
Lead intelligence and prospecting platform. Contact data enrichment and outbound sequences.
Stream 1: Market to Lead Stream 2: Lead to Opportunity

Expandi

Expandi.io
LinkedIn automation for outreach campaigns, connection requests, and drip messaging.
Stream 1: Market to Lead

LinkedIn Sales Navigator

LinkedIn / Microsoft
Advanced lead search, account targeting, and relationship intelligence on LinkedIn.
Stream 1: Market to Lead Stream 2: Lead to Opportunity

DocuSign

DocuSign Inc.
Electronic signature and contract management for SOWs, MSAs, and NDAs.
Stream 3: Opp to Contract Stream 8: Hire to Productive

Project Management & Delivery

MOCO

MOCO (hundertzehn GmbH)
Central operations platform: project management, time tracking, resource planning, and invoicing.
Stream 4: Contract to Delivery Stream 5: Delivery to Cash Stream 8: Hire to Productive Stream 9: Plan to Report

Jira

Atlassian
Issue tracking and agile project management for technical delivery and product development.
Stream 4: Contract to Delivery Stream 7: Product Idea to Revenue

Microsoft Project

Microsoft
Project scheduling, Gantt charts, and milestone tracking for larger engagements.
Stream 4: Contract to Delivery

Knowledge & Collaboration

Confluence

Atlassian
Wiki and documentation platform for project documentation, runbooks, and process definitions.
Stream 4: Contract to Delivery Stream 10: Govern to Improve

Knowkit

Knowkit
Internal knowledge base for best practices, templates, and consulting methodologies.
Stream 8: Hire to Productive Stream 10: Govern to Improve

Microsoft Teams

Microsoft
Primary communication and video conferencing platform. Integrated with M365.
All streams

Slack

Salesforce
Messaging for specific project channels, partner communication, and integrations.
All streams

SharePoint

Microsoft
Document management, file storage, and team sites. Central file repository.
All streams

Finance, HR & Administration

DATEV

DATEV eG
Accounting, payroll, tax filing, and financial reporting. Core finance and HR system.
Stream 5: Delivery to Cash Stream 8: Hire to Productive Stream 9: Plan to Report

Microsoft 365

Microsoft
Productivity suite: Outlook, Excel, Word, PowerPoint. Foundation for all business operations.
All streams

RecruitCRM

RecruitCRM
Applicant tracking and recruitment pipeline management for consultant hiring.
Stream 8: Hire to Productive

System Landscape

Acquire (Streams 1–3)
Apollo.ioProspecting & enrichment
ExpandiLinkedIn automation
Sales NavigatorLead intelligence
Leads flow into
Close CRMPipeline & deal management
Won deals signed via
DocuSignContract execution
Deliver & Earn (Streams 4–7)
MOCOProject mgmt, time tracking, invoicing
Projects tracked in
MS ProjectScheduling & Gantt charts
JiraTechnical delivery & product dev
Documentation in
ConfluenceProject docs & runbooks
Invoices & payroll to
DATEVAccounting, payroll, tax
Enable (Streams 8–10)
RecruitCRMRecruitment pipeline
New hires onboarded in
MOCOResource planning & utilization
Payroll & contracts via
DATEVHR payroll & compliance
Knowledge captured in
KnowkitBest practices & methodologies
Foundation Layer (all streams)
Microsoft 365Outlook, Excel, Word, PowerPoint
Microsoft TeamsChat, video, meetings
SlackProject channels & integrations
SharePointDocument storage & team sites
DocuSignE-signatures (contracts & HR)

Key Data Flows

Source SystemTarget SystemData / TriggerStream
Apollo / Expandi / Sales NavClose CRMNew leads, contact data1 → 2
Close CRMDocuSignSOW / MSA for signature3
DocuSignMOCOSigned contract triggers project setup3 → 4
MOCOMS ProjectProject plan & milestones4
MOCOJiraTasks, hours, delivery status4, 7
JiraConfluenceDocumentation & specifications4, 7
MOCO (time entries)DATEVInvoices, revenue recognition5
Close CRMMOCORenewal / upsell triggers new project6 → 3
RecruitCRMDocuSignEmployment contract for signature8
RecruitCRMMOCONew consultant added to resource pool8
MOCODATEVPayroll data, consultant costs8, 9
DATEVM365 (Excel/PPT)Financial reports, margin analysis9
Confluence / KnowkitTeams / SlackProcess improvements, SOP updates10

H2W Solution Architecture

AI & Automation
AI Assistants
Claude
Anthropic
ChatGPT
OpenAI
Copilot
Microsoft
Process Automation
Power Automate
Microsoft
Zapier
Integrations
Security
Microsoft Entra ID
Sales & Marketing
Lead Generation
Apollo.io
Prospecting & Enrichment
Expandi
LinkedIn Automation
Sales Navigator
Lead Intelligence
Contracts
DocuSign
E-Signatures
Core Operations Platform
CRM & Pipeline
Close CRM
Pipeline & Deals
RecruitCRM
Talent Pipeline
MOCO — Central Operations
Project
Management
Time
Tracking
Resource
Planning
Invoicing
Budgeting
MOCO
hundertzehn GmbH
Utilisation
Expense
Tracking
Reporting
Client
Management
Contracts
Forecasting
Capacity
Planning
JiraIssue Tracking & Agile
MS ProjectScheduling & Gantt
Finance & HR
DATEVAccounting & Payroll
DATEVTax & Compliance
API Integrations Close ↔ MOCO ↔ DATEV Webhooks Zapier / Power Automate
Knowledge & Collab
ConfluenceDocumentation & Wiki
KnowkitBest Practices & Templates
TeamsVideo & Meetings
SlackMessaging & Channels
SharePointDocument Storage
GitHubCode & Version Control
Microsoft 365 (Outlook, Excel, Word, PowerPoint, OneDrive)
Microsoft Azure / Entra ID (Identity, SSO, Conditional Access)

Digitalisation — Infor ERP Reference Architecture

Intelligent Process
Mapping
AI / ML
Artificial
Intelligence
Machine
Learning
BI Reporting
Reporting
Planning
Cyber
Security
Web Portals
External Users
E-Procurement
Supplier Exchange
E-Procurement
Customer / Dealer Portal
PIM Product
Information Mgmt
Internal Users
Employee Portal
Infor OS
Middleware
Infor ION
Workflow
Infor ION
Integrations
Infor LN
Automated
Document
Processing
CRM
CAD
WMSWarehouse Mgmt Sys
Procurement
Service
Quality
Freight
Sales
Infor LN
Cloud Suite / on premise
Invoicing
Engineering
Financials
Warehousing
Manufacturing
Planning
Common
DMS (IDM)Document Mgmt System
Ming.leCollaboration
Factory Track
MESManuf. Execution
IBP Integrated Business Planning
SCMSupply Chain Mgmt
S&OPSales & Ops Planning
CPQ configure, price, quote PLM Product Lifecycle Mgmt
3rd Party SaaS
Credit Mgmt
TMSTreasury Mgmt Software
EPMEnterprise Performance Mgmt
FX Risk Mgmt
HCMHuman Capital Mgmt
WFMWorkforce Mgmt
Other Middleware Tools?
Data Factory (DWH, Data Lake)
Cloud Infrastructure in AWS / Azure

Products & Services

Service Lines & Industry Focus

Digital Transformation

Consulting & Implementation

End-to-end digital transformation programmes — from strategy and roadmap through implementation and change management.

ERP Advisory

Consulting & Implementation

ERP selection, migration planning, process optimisation, and full CloudSuite Industrial Enterprise implementations.

AI Advisory

Consulting

AI readiness assessments, use-case identification, and advisory on integrating AI capabilities into enterprise workflows.

Industry Verticals
Discrete Manufacturing Machine Building Aerospace & Defence

Delivery Models

Staff Augmentation

Time & Material

Individual consultants embedded in client teams. Roles staffed from Core, On-/Nearshore, or Offshore based on project needs.

Managed Services

Time & Material

H2W takes ownership of a defined scope with a dedicated team. Resource mix (Core/Shore) determined by project requirements.

Fixed-Price Projects

Fixed Price (Milestone-based)

Application development and implementation projects delivered for a fixed fee, invoiced by milestone or in full upon completion.

Rate Card

RoleCodeDay Rate
Program ManagerPMM€ 195
Solution Architect, Sr.SSA€ 195
Solution ArchitectSA€ 185
Project Manager, Sr.SPM€ 185
Project ManagerPM€ 165
Consultant, Sr.SC€ 165
ConsultantRC€ 155
Consultant, Jr.JC€ 145
Project Management OfficePMO€ 135

Consulting Offerings

EDTEnterprise Digital Transformation
LNCSIEFull Migration On-Premise to Cloud
SCOSupply Chain Optimization
CRCloud Readiness Assessment
LNCSIETechnical Migration On-Premise to Cloud

Implementation Offerings

CSIECloudSuite Industrial Enterprise
FSCSIEFastStart CloudSuite Industrial Enterprise
FTFactory Track
BPPPartner Portal Development & Integration
DMSDocument Management System
LBILocalization Brazil & India
BIBusiness Intelligence
IONIntegrations & Interfaces
IONWorkflows
OSOperating System
HWHomepages & Widgets
EXTExtension Development

Training Offerings

KUTKey User CloudSuite & ERP Modules
CTSCustom Training Solution
IOTInfor OS
IONTInfor Intelligent Open Network
ISAIT & System Administration

Workshop Offerings

POWProcess Optimization
DSDigitalization Sparring
GAGap Analysis

H2W Labs — Product Innovation Pipeline

1
Idea
H2W or customer identifies a problem
2
POC
Labs team builds proof of concept
3
Commit
Customer commits to the solution
4
MVP
Build minimum viable product
5
Launch
Deploy to customer
6
SaaS Product
Scale if market demand exists

Consulting Concepts & Frameworks

Strategy & Positioning

SWOT Analysis

Strengths, Weaknesses, Opportunities, Threats
Evaluates an organisation's internal strengths and weaknesses against external opportunities and threats to inform strategic decisions.
Use: Strategic planning, market entry assessment, competitive positioning

Porter's Five Forces

Industry Dynamics Analysis
Analyses five competitive forces — rivalry, new entrants, substitutes, buyer power, and supplier power — to assess industry attractiveness and profitability.
Use: Industry analysis, competitive strategy, market entry decisions

BCG Growth/Share Matrix

Boston Consulting Group Matrix
Classifies business units or products into Stars, Cash Cows, Question Marks, and Dogs based on market growth and relative market share.
Use: Portfolio management, resource allocation, investment prioritisation

Ansoff Matrix

Product/Market Growth Matrix
Maps four growth strategies — market penetration, market development, product development, and diversification — based on existing vs new products and markets.
Use: Growth strategy selection, risk assessment, expansion planning

McKinsey 7-S Framework

7-S Model
Aligns seven interdependent elements — Strategy, Structure, Systems, Shared Values, Skills, Style, and Staff — to drive organisational effectiveness.
Use: Organisational alignment, change management, M&A integration

Analysis & Problem Solving

MECE

Mutually Exclusive, Collectively Exhaustive
Structures problems into categories that do not overlap (mutually exclusive) and together cover the entire problem space (collectively exhaustive).
Use: Problem decomposition, issue trees, data segmentation

Issue Trees

Logic Trees / Decision Trees
Breaks a complex problem into progressively smaller, manageable sub-issues in a MECE hierarchy to identify root causes and solutions.
Use: Root cause analysis, hypothesis generation, structured problem solving

80/20 Pareto Principle

Pareto Analysis
Identifies the vital few (20%) inputs, causes, or efforts that produce the majority (80%) of results, enabling focused prioritisation.
Use: Prioritisation, resource focus, quick wins identification

Root Cause / 5 Whys

5 Why Analysis
Iteratively asks "why?" five times to drill past symptoms and identify the fundamental root cause of a problem.
Use: Incident analysis, process improvement, defect investigation

Hypothesis-Driven Approach

Answer-First Thinking
Starts with a testable hypothesis, then gathers evidence to prove or disprove it — accelerating time to insight vs open-ended exploration.
Use: Consulting engagements, rapid problem solving, data analysis

Communication & Storytelling

Pyramid Principle

Minto Pyramid / Top-Down Communication
Structures communication by leading with the core message first, then grouping supporting arguments logically beneath using Logical Groups (similar statements connected by "AND") or Logical Chains (Situation → Comment → Resolution). Use Logical Groups when the audience agrees; use Logical Chains when you need to persuade through argumentation.
Use: Executive presentations, written reports, email communication, persuasive proposals

SCR / Logical Chain

Situation – Comment – Resolution
A line of argumentation that leads to a resolution: Situation (neutral, accepted fact) → Comment (introduces tension via "BUT" — what contradicts or challenges the situation) → Resolution (the "THUS" — a logical conclusion or recommendation). The core message should be diplomatic to minimise initial objections. Best used when the audience may disagree or needs to be persuaded.
Use: Persuasive proposals, stakeholder updates, case interviews, project status reports

Storylining & Storyboarding

Slide Storylining / Master File
The storyline is the backbone of a presentation — a hierarchical structure from title through chapters, sections, and individual slides derived from pyramid logic. The storyboard translates this into rough sketches: each sheet has an action title, a chart concept (business, conceptual, or text chart), and key data points. The result is a master file of handwritten charts before any PowerPoint is opened.
Use: Presentation design, proposal writing, workshop facilitation, consulting deliverables

Executive Summary

One-Pager / BLUF (Bottom Line Up Front)
Distils complex findings into a concise, action-oriented summary with key findings, implications, and recommended next steps.
Use: Board-level reporting, steering committee updates, decision memos

SEAL Quality Criteria

Similar, Exhaustive, Apt, Linear
A quality check for logical groups in structured arguments. Statements must be Similar (consistent structure and level of detail), Exhaustive (cover all relevant points), Apt (precise and focused — no filler), and Linear (mutually exclusive areas without overlap).
Use: Slide validation, argument quality assurance, peer review of deliverables

Primary Cuts

Categorisation Frameworks
Standard ways to slice a problem or topic into MECE groups: internal vs external, strengths vs weaknesses, short-term vs long-term, by region, by function, by business unit, or by the 4Ps (Product, Price, Place, Promotion). Choosing the right primary cut determines the structure of the entire argument.
Use: Structuring analyses, segmenting data, building issue trees, slide architecture

Relationships & Influence

Stakeholder Mapping

Power/Interest Grid
Maps stakeholders by their level of power and interest to determine the right engagement strategy — manage closely, keep satisfied, keep informed, or monitor.
Use: Change initiatives, project kickoffs, political navigation

RACI Matrix

Responsible, Accountable, Consulted, Informed
Clarifies roles and responsibilities for tasks and decisions — exactly one Accountable owner, clear Responsible parties, and defined communication channels.
Use: Project governance, role clarity, cross-functional collaboration

Trust Equation

Credibility + Reliability + Intimacy / Self-Orientation
Quantifies trust as a function of credibility, reliability, and intimacy divided by self-orientation — guides relationship-building with clients.
Use: Client relationship management, team leadership, sales

Customer Development Plan (CDP)

Strategic Account Plan · Account Development Plan
A structured, living document that drives proactive relationship management for strategic accounts. Built on four pillars: Account Profile (org structure, key contacts, buying process & budget cycles), Relationship Map (sponsor, champion, blocker, coach — updated at each touchpoint), Revenue Intelligence (history, active engagements, targets by service line), and Strategic Whitespace (open opportunities by department or service not yet unlocked). The CDP review cadence is agreed with the customer — monthly, bi-monthly, quarterly, or semi-annual depending on account revenue and strategic importance. Owned by the Account Manager; reviewed in every account management meeting.
Use: Strategic account management · renewal & expansion planning · stakeholder alignment · executive engagement · VS06 Customer Success

Change Management (ADKAR)

Awareness, Desire, Knowledge, Ability, Reinforcement
Guides individuals through change by addressing five sequential elements — from building awareness of the need, to reinforcing new behaviours.
Use: Transformation programmes, system implementations, process changes
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