Legend
| Code | Activity | Lane / Role | Type |
|---|
Select a value stream from the sidebar to view the BPMN diagram.
Click on a subprocess to drill down into its details.
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
| Name | Role | Department | Division | Location |
|---|---|---|---|---|
| Consulting — Richard Weiher, Consulting Director | ||||
| Logistics & Supply Chain — Core (DACH) | ||||
| Carlos Claure | Logistics Senior Consultant | Logistics & SC | Consulting | DACH |
| Jan-P. Oppermann | Logistics Senior Consultant | Logistics & SC | Consulting | DACH |
| Sascha Meier | Logistics Senior Consultant | Logistics & SC | Consulting | DACH |
| Uli Schneider | Logistics Consultant | Logistics & SC | Consulting | DACH |
| N.N. | Logistics Consultant | Logistics & SC | Consulting | DACH |
| Logistics & Supply Chain — On-/Nearshore | ||||
| Ulrich Hofmann | TP Planning / Production | Logistics & SC | Consulting | Nearshore |
| Gerrit Mueller-Ellermeier | Sol. Arch. Planning / Production | Logistics & SC | Consulting | Nearshore |
| Dirk Fischer | Sol. Arch. Planning / Production | Logistics & SC | Consulting | Nearshore |
| Diego Leotta | Planning / Production Consultant | Logistics & SC | Consulting | Nearshore |
| Logistics & Supply Chain — Offshore | ||||
| Srikanth Adukuri | Logistics Consultant | Logistics & SC | Consulting | Offshore |
| Riyansh Kovvuri | Logistics Consultant | Logistics & SC | Consulting | Offshore |
| Srinivas Attaluri | Logistics Consultant | Logistics & SC | Consulting | Offshore |
| Mukesh Lal | Logistics Consultant | Logistics & SC | Consulting | Offshore |
| Srikanth Raj | Logistics Consultant | Logistics & SC | Consulting | Offshore |
| Technology — Core | ||||
| Ovidiu Butisca | Technical Senior Consultant | Technology | Consulting | DACH |
| Johannes Hauck | Technical Solution Architect | Technology | Consulting | DACH |
| Dan (Brevis) | Technical Senior Consultant | Technology | Consulting | DACH |
| Olaf Grossert | Senior Solution Architect | Technology | Consulting | DACH |
| N.N. | Technical Consultant | Technology | Consulting | DACH |
| Technology — Offshore | ||||
| Mahendra Reddie | Senior Technical Consultant | Technology | Consulting | Offshore |
| Lavanya Maaram | Technical Development Consultant | Technology | Consulting | Offshore |
| Dhruv Kadali | Technical Development Consultant | Technology | Consulting | Offshore |
| Arun Pandey | Technical Development Consultant | Technology | Consulting | Offshore |
| Finance (Practice) — Core | ||||
| Stephan Wenzel | Finance Senior Consultant | Finance (Practice) | Consulting | DACH |
| Franz Plakolm | Senior Finance Consultant | Finance (Practice) | Consulting | DACH |
| N.N. | Finance Senior Consultant | Finance (Practice) | Consulting | DACH |
| N.N. | Finance Consultant | Finance (Practice) | Consulting | DACH |
| Finance (Practice) — Offshore | ||||
| Ganesh Reddy | Senior Finance Consultant | Finance (Practice) | Consulting | Offshore |
| Srirama Rani | Senior Finance Consultant | Finance (Practice) | Consulting | Offshore |
| Business Operations — Lennart Hector, Director of Operations | ||||
| Sales | ||||
| Lennart Hector | Sales Manager (DACH) | Sales | Business Ops | DACH |
| Yvonne Spies | Inside Sales Manager (DACH) | Sales | Business Ops | DACH |
| Marketing | ||||
| Lucas Rocha | Marketing Executive | Marketing | Business Ops | DACH |
| N.N. | Marketing Assistant | Marketing | Business Ops | DACH |
| Project / Account Management | ||||
| Heiko Steinbach | Senior Project Manager | PM / Account Mgmt | Business Ops | DACH |
| Lisa Schnaitmann | Project Manager Jr. | PM / Account Mgmt | Business Ops | DACH |
| Kleudora Sulejmani | PM International | PM / Account Mgmt | Business Ops | International |
| Diego Leotta | PM Jr. | PM / Account Mgmt | Business Ops | DACH |
| Tulip | Admin Assistant & Quality Control | PM / Account Mgmt | Business Ops | Offshore |
| N.N. | Project Quality Control | PM / Account Mgmt | Business Ops | DACH |
| Finance & Controlling | ||||
| Elisabeth Hohmeyer | Accounting & Controlling | Finance & Controlling | Business Ops | DACH |
| HR & Administration | ||||
| Lucia Morandini | HR & Admin | HR & Admin | Business Ops | DACH |
| Staffing & Recruitment | ||||
| N.N. | Staffing Manager | Staffing | Business Ops | DACH |
| N.N. | Staffing Executive | Staffing | Business Ops | DACH |
| N.N. | Staffing Executive | Staffing | Business Ops | DACH |
Legend:
Permanent
Contract
Key Hire
-
BL Consulting UG | H2W Consulting GmbH
-
ConsultingRichard Weiher
-
Logistics & Supply Chain
-
Team Leader
- Carlos ClaureLogistics Sr. Consultant
-
Core
- N.N.Logistics Consultant
- Uli SchneiderLogistics Consultant
- Diego LeottaPlanning / Production
-
On-/Nearshore
- Jan-P. OppermannLogistics Sr. Consultant
- Sascha MeierLogistics Sr. Consultant
- Gerrit Mueller-EllermeierSol. Arch. Planning
- Dirk FischerSol. Arch. Planning
- Ulrich HofmannTP Planning / Production
- Olaf GrossertSenior Solution Architect
-
Offshore
- Riyansh KovvuriLogistics Consultant
- Srinivas AttaluriLogistics Consultant
- Srikanth RajLogistics Consultant
- Srikanth AdukuriLogistics Consultant
- Mukesh LalLogistics Consultant
-
-
Finance
-
Core
- N.N.Finance Sr. Consultant
- Stephan WenzelFinance Sr. Consultant
- N.N.Finance Consultant
-
On-/Nearshore
- Franz PlakolmSr. Finance Consultant
-
Offshore
- Ganesh ReddySr. Finance Consultant
- Srirama RaniSr. Finance Consultant
-
-
Technology
-
Core
- Ovidiu ButiscaTechnical Sr. Consultant
- Johannes HauckTechnical Solution Architect
- N.N.Technical Consultant
-
On-/Nearshore
- Dan (Brevis)Technical Sr. Consultant
-
Offshore
- Mahendra ReddieSr. Technical Consultant
- Lavanya MaaramTechnical Dev. Consultant
- Dhruv KadaliTechnical Dev. Consultant
- Arun PandeyTechnical Dev. Consultant
-
-
-
OperationsLennart Hector
-
Project / Account Mgmt
- Heiko SteinbachSr. Project Manager
-
PM
- Kleudora SulejmaniPM International
- Diego LeottaPM Jr. German
- Lisa SchnaitmannPM Jr. German
-
PMO
- N.N.Project Quality Control
-
Business Development
-
Marketing
- Lucas RochaMarketing Executive
- N.N.Marketing Assistant
-
Sales
- Lennart HectorSales Manager (DACH)
- Yvonne SpiesInside Sales Mgr (DACH)
-
-
Business Operations
-
Finance
- Elisabeth HohmeyerAccounting & Controlling
-
HR & Admin
- Lucia MorandiniHR & Admin
- TulipAdmin 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 System | Target System | Data / Trigger | Stream | |
|---|---|---|---|---|
| Apollo / Expandi / Sales Nav | → | Close CRM | New leads, contact data | 1 → 2 |
| Close CRM | → | DocuSign | SOW / MSA for signature | 3 |
| DocuSign | → | MOCO | Signed contract triggers project setup | 3 → 4 |
| MOCO | → | MS Project | Project plan & milestones | 4 |
| MOCO | ↔ | Jira | Tasks, hours, delivery status | 4, 7 |
| Jira | ↔ | Confluence | Documentation & specifications | 4, 7 |
| MOCO (time entries) | → | DATEV | Invoices, revenue recognition | 5 |
| Close CRM | → | MOCO | Renewal / upsell triggers new project | 6 → 3 |
| RecruitCRM | → | DocuSign | Employment contract for signature | 8 |
| RecruitCRM | → | MOCO | New consultant added to resource pool | 8 |
| MOCO | → | DATEV | Payroll data, consultant costs | 8, 9 |
| DATEV | → | M365 (Excel/PPT) | Financial reports, margin analysis | 9 |
| Confluence / Knowkit | → | Teams / Slack | Process improvements, SOP updates | 10 |
H2W Solution Architecture
Sales & Marketing
Lead Generation
Apollo.io
Prospecting & Enrichment
Prospecting & Enrichment
Expandi
LinkedIn Automation
LinkedIn Automation
Sales Navigator
Lead Intelligence
Lead Intelligence
Contracts
DocuSign
E-Signatures
E-Signatures
Core Operations Platform
CRM & Pipeline
Close CRM
Pipeline & Deals
Pipeline & Deals
RecruitCRM
Talent Pipeline
Talent Pipeline
MOCO — Central Operations
Project
Management
Management
Time
Tracking
Tracking
Resource
Planning
Planning
Invoicing
Budgeting
MOCO
hundertzehn GmbH
hundertzehn GmbH
Utilisation
Expense
Tracking
Tracking
Reporting
Client
Management
Management
Contracts
Forecasting
Capacity
Planning
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
Digitalisation — Infor ERP Reference Architecture
Web Portals
External Users
E-Procurement
Supplier Exchange
Supplier Exchange
E-Procurement
Customer / Dealer Portal
Customer / Dealer Portal
PIM Product
Information Mgmt
Information Mgmt
Internal Users
Employee Portal
Infor OS
Middleware
Infor ION
Workflow
Workflow
Infor ION
Integrations
Integrations
Infor LN
Automated
Document
Processing
Document
Processing
CRM
CAD
WMSWarehouse Mgmt Sys
Procurement
Service
Quality
Freight
Sales
Infor LN
Cloud Suite / on premise
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?
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
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
| Role | Code | Day Rate |
|---|---|---|
| Program Manager | PMM | € 195 |
| Solution Architect, Sr. | SSA | € 195 |
| Solution Architect | SA | € 185 |
| Project Manager, Sr. | SPM | € 185 |
| Project Manager | PM | € 165 |
| Consultant, Sr. | SC | € 165 |
| Consultant | RC | € 155 |
| Consultant, Jr. | JC | € 145 |
| Project Management Office | PMO | € 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
View Governance Controls →
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
View RACI Framework →
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
View ICP Framework →
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
View Customer Journey →
| Code | Activity | Value Stream | Lane / Role | Type |
|---|