Engagement Operating Model
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Home › Target systems by stage
Target systems by stage 24 modules across 19 stages · Systems design 1. Identify opportunity 2. Qualify opportunity 3. Screen for conflicts 4. Price and propose 5. Assess and accept client 6. Complete client due diligence 7. Agree terms 8. Set up engagement 9. Mobilise team 10. Plan and baseline 11. Execute the work 12. Capture time and expense 13. Manage scope change 14. Assure quality 15. Prepare and issue bill 16. Collect and manage debt 17. Close engagement 18. Archive and retain 19. Capture lessons and references People records People records · Mobilise team · confirmed Skills and competency Skills and competency · Mobilise team · confirmed Billing and receivables Billing and receivables · Prepare and issue bill · confirmed Billing and receivables · Collect and manage debt · confirmed Expenses Expenses · Capture time and expense · confirmed Expenses · Prepare and issue bill · confirmed General ledger General ledger · Set up engagement · confirmed General ledger · Close engagement · confirmed Legacy timesheets Legacy timesheets · Capture time and expense · confirmed Access provisioning Access provisioning · Set up engagement · confirmed Access provisioning · Mobilise team · confirmed Access provisioning · Close engagement · confirmed Directory Directory · Mobilise team · confirmed Change control Change control · Manage scope change · confirmed Engagement register Engagement register · Assess and accept client · confirmed Engagement register · Agree terms · confirmed Engagement register · Set up engagement · confirmed Engagement register · Plan and baseline · confirmed Engagement register · Execute the work · confirmed Engagement register · Close engagement · confirmed Engagement register · Archive and retain · confirmed Planning and baseline Planning and baseline · Plan and baseline · confirmed Planning and baseline · Manage scope change · confirmed Resourcing Resourcing · Qualify opportunity · confirmed Resourcing · Mobilise team · confirmed Time capture Time capture · Capture time and expense · confirmed Time capture · Prepare and issue bill · confirmed Contacts Contacts · Identify opportunity · confirmed Contacts · Screen for conflicts · confirmed Contacts · Assess and accept client · confirmed Contacts · Collect and manage debt · confirmed Contacts · Capture lessons and references · confirmed Pipeline Pipeline · Identify opportunity · confirmed Pipeline · Qualify opportunity · confirmed Proposals Proposals · Price and propose · confirmed Financial reporting Financial reporting · Prepare and issue bill · candidate Financial reporting · Collect and manage debt · candidate Utilisation reporting Utilisation reporting · Qualify opportunity · candidate Client due diligence Client due diligence · Complete client due diligence · confirmed Conflicts search Conflicts search · Screen for conflicts · confirmed Sanctions screening Sanctions screening · Complete client due diligence · confirmed Archive and retention Archive and retention · Complete client due diligence · confirmed Archive and retention · Archive and retain · confirmed Archive and retention · Capture lessons and references · confirmed Quality review records Quality review records · Assure quality · confirmed Work product Work product · Price and propose · confirmed Work product · Agree terms · confirmed Work product · Execute the work · confirmed Work product · Assure quality · confirmed Carries this stage Platform decision still open (ITE Advisory Track) Rows are modules, not platforms: an interface has to attach to a module. Horizontal rules separate platforms. The twenty-five interfaces between these modules are a table, not a picture. See sheet 5 of the register workbook.