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Transform Your Client Services and Business Operations

We help time and resource constrained teams perform more efficiently, while improving the consistency and quality of their work

Transform Client Services

Transform Client Service and Business Operations

 

We provide a useful blend of C-suite management, business operations and client services transformation expertise. We interact with your visionaries, and those who know 'how the sausage is made', to streamline (and automate when appropriate) team collaboration, task management, decision making and process workflows for both client facing and internal services:

  • Automating the identification of sought after experts or experienced persons within the organization

  • Capturing and leveraging industry expertise and institutional know-how buried in paper or IT systems

  • Agreeing ‘standards of reasoning’, to assure best practices are applied in client matter strategy assessment, formulation of desired outcomes and service delivery

  • Enhancing the way sponsors, subject experts and support casts interact - in the creation of matter strategies, procurement of resources and management of service delivery tasks

  • Automating matter planning, resources and budgeting modeling; and document drafting, proofing and electronic delivery

  • Objectively assessing whether business practices satisfy outside counsel and regulatory information governance compliance obligations; creating process, policy and supporting IT transformation plans that assure audit passing marks

  • Improving client services that aren’t broken, and quickly re-inventing services that are, through Co-Sourcing business partnerships  

  • Working with your leadership team to understand and address overhead allocations, carried resources and other profit eroding expenses

The outcome is services that are more cost and time efficient in use of talent, knowledge and technology.  Service commitments and profit targets are more consistently met as your organization leverages ‘strategies proven to work.’ 

Tees River Consulting Difference

Tees River Consulting gets together with you, and together we get right to it. We have a frank discussion about your business need and how Tees River can assist you.  If our conversation determines TRC is the appropriate adviser, we share our engagement approach and fee options.  If you would be better served by others, we will provide alternative organization recommendations.

Eliminating engagement overhead.  Ever attend a project organization meeting where introductions of the business partner team took 15 minutes?  "Outside Sales", "Inside Sales", "Sales Engineer", "Relationship Manager", various members of the executive team - and finally, the designated engagement consultant?  Tees River only fields consultants who deliver relevant business transformation know how. Period.

Grounding expectations in a Project Charter.  Charter development brings together sponsors and stakeholders to capture initiative goals, benefits, the envisioned solution, financial investment considerations, talent requirements and a phased delivery timeline. This time commitment creates a shared perspective early on, and assures the commitment of talent and decision making required for project launch.  The Charter is also a useful means for sharing ‘the big picture’ with others in the organization, and with supporting cast members as they are added to the project team. A Project Charter significantly improves the chance of your expectations being satisfied.

Avoiding getting lost.  Tees River transforms the engagement Charter into a simple road map depicting key activities, point persons, milestones and deliverables status.  In addition to providing the basis for TRC's refined engagement fee profile, the enhanced Charter facilitates project scope and progress management through the life of the initiative. Deviations from the plan are identified early on and addressed appropriately. Initiatives addressing complex business practices may surface justifiable project scope and goal refinements. Such accommodations should be an informed choice - not surprises sprung on sponsors and stakeholders.

 

Transformed service ownership. While Tees River may be tasked with managing elements of a business transformation and associated IT tools implementation, the end goal of our engagement is to assure your team has the skills to oversee and continue to evolve a transformed service as the business grows or changes. Knowledge transfer of responsibilities and know-how held by the TRC team completes the engagement. 

 

Almost…  Tees River believes there is value to profiling the improved performance, economics and quality assurance metrics of a transformed service.  An engagement summary is not only a valuable means of celebrating the success of the initiative, it enables you to provide a tangible expression of your organization’s innovative nature to prospective clients.

Tees River Consulting Difference

Your time is valuable, and you have a business concept you want assistance with. You want an appropriate adviser, and assurance the engagement will achieve your business improvement goal - producing meaningful ‘value for money’.  You don’t want to be sold to.

Consulting Services

Are You Audit Proof? Assure Firm Information Governance Compliance

Sound information governance and records management has always been a professional responsibility of law and professional services firms. Yet, in many organizations, client stipulated and applicable industry sector governance regulations relevant to an engagement may only be known to the matter attorney.  Matter team members and business support staff may be unaware of these further obligations for assuring information chains of custody, access controls, retention and destruction.  Increasingly rigorous compliance audits are exposing the gap in actual firm business practices relative to client expectations – creating awkward moments in client relationships.

While any new or existing business is at risk should the firm’s services be deemed non-compliant with governance standards, for organizations with significant portfolios of business in information sensitive industry sectors (financial services, healthcare, labor & employment, and government) the magnitude of potential business loss may be much greater than realized.  How so? click here 

Co-Sourcing - Opportunity Identification and Successful Transition Expertise

Co-Sourcing is a business model enabling organizations to improve services that aren’t broken; and quickly re-invent services that are. It involves the thoughtful incorporation of services expertise and technologies of specialized business partners, in turn allowing the leadership and knowledge workers of the organization to give greater attention to client services and business growth (reducing time spent ‘keeping the lights on’). Co-sourced services are economically efficient, enabling complex organizations to achieve greater service value-for-money and smaller organizations to acquire professional quality services found only in large entities. To learn more, click here

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