Thursday, February 14, 2019

Consulting Questions

Time for a quick brain share.
My years of consulting have harvested some common questions that can quickly get to the point and help you as a consultant, understand what your client is in need of and then hopefully you are positioned to offer solutions to their needs.

Questions for IT

• How is your organization planning to handle the business expansion into new markets, retail locations, and product lines?

• Do you need to own data in private cloud or public cloud?

• What are your 2 biggest pain points?

Questions for CEO

• What are the top 2 or 3 initiatives of your company?

•  What the top KPI’s that you use to manage your organization and what are you missing?

• You just acquired a new company what are the 2 biggest challenges of the acquisition?

• How do you view the (IT) dept's strategic role in the business. 

• What are the root causes of deficiencies in culture of collaboration , delayed product launches, recruiting and customer service?

•  Have you considered outsourcing any business functions?

Questions for the CFO

• What are you top 2 or 3 pain points?

• Is your current cost structure appropriate?

• Any compliance issues or concerns related to reporting and tax?

• What are the difficulties in your month-end close and reporting process?

Questions for VP of Operations

• What are 2 or 3 goals for company operations?

• What level of integration is planned into the current processes?

• Do you feel you have the resources today to accomplish this in the timeline desired?

• Do you or the organization have any preconceived opinions of NetSuite or other ERP solutions

• What are the top KPI’s you monitor to manage the business?  Are you getting this information today?

• What do you think is the root cause of the issues?