Process Management Mastery Protocol

The Process Management Mastery Protocol™(PMMP)

The Process Management Mastery Protocol™ is a seven-step unique process that enhances a partner’s service capabilities for delivering a scaled positive client implementation experience. The process starts with creating and documenting best practices, publishing a system for tracking and disseminating internal processes as well as using checklists to track and manage external projects. The process then works to identify and delegate gap tasks, comprehensively train internal stakeholders, support implementation tasks for the partner’s clients and provide administrative solutions for ongoing process and project management.

Key Benefits:

1. Enhanced Service Capabilities: PMMP improves partners’ ability to deliver a consistent and positive client implementation experience by standardizing best practices and processes.
2. Structured Documentation: The protocol ensures that all implementation, project management, and communication processes are thoroughly documented, providing a clear and accessible reference for the entire team.
3. Efficient Process Tracking: By implementing a system for tracking and disseminating internal processes, PMMP helps partners manage external projects more effectively using checklists and other tools.
4. Gap Identification and Delegation: PMMP identifies gaps in current processes and provides recommendations for delegating tasks to fill these gaps, ensuring comprehensive support for administrative, implementation, and process management needs.
5. Comprehensive Training: The protocol includes extensive training for internal stakeholders, ensuring they are well-equipped to manage, maintain, and operate the new Process Management System confidently.
6. Unified Process Management System: PMMP integrates all support processes into a single, cohesive system, enhancing transparency and efficiency both internally and externally.
7. Ongoing Support and Sustainability: The protocol provides administrative solutions for ongoing process and project management, ensuring sustainable operations and continuous improvement.
8. Reflective Reporting and Recommendations: At each step, PMMP offers detailed reports and recommendations, helping partners make informed decisions and continuously optimize their processes.
9. Stakeholder Engagement: The protocol involves stakeholders in every step, ensuring their input and active participation, which fosters a sense of ownership and commitment to the new processes.
10. Operational Confidence: By the end of the protocol, partners have a well-documented, tested, and trained Process Management System, giving them the confidence to operate and maintain it independently if needed.

Process Management Mastery Protocol™ (PMMP)

The Implementation Strengths Discovery™

Interview stakeholders
Conduct 3 scheduled meetings
Provide recordings and reflective report

The Effective Process Management Builder™

Compile and document current processes
Publish first pass Process Management System
Review and edit documented processes
Select and subscribe to Process Management System
Provide written documentation

The Optimized Delegation Matrix™

Evaluate and document process gaps
Determine support capabilities
Review gap analysis and recommendations
Sign off on Delegation Recommendation Document

The Integrated Process Management Builder™

Define and document support processes
Publish within greater process checklists
Review and sign off on integrated process checklists
Integrate support process checklists
Provide SOW for optional unique processes

The Comprehensive Stakeholder Training Protocol™

Train stakeholders on roles and responsibilities
Conduct training sessions
Train administrative and implementation team
Administer test with minimum score of 80%
Provide training recordings and operations manual
Report test results

Platform Transition™ is a Sage Intacct® Marketplace Partner. The Multi-Dimensional Data Conversion Solution™ is a workflow intended to quicken and ease the transition to Sage Intacct®.