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Engagement Process | Virtual COO

Our approach comprises 3 stages:

Practice Review

  • This is a diagnostic/health check stage designed to identify the firms needs and issues


  • Stage 2 is about getting agreement from key stakeholders around the issues and prioritise projects
  • Defining scope of key projects

Service Delivery and Implementation

  • In-depth analysis of issues of each project
  • Detailed requirements gathering
  • Identifying appropriate solutions
  • Implementing solutions
  • Training users
  • Monitoring success & collecting feedback

Note: Each stage is a go-no go stage where the firm may decide not to proceed to the next stage.