1
Initial Client Consultation:
Understand Client Needs and Establish Relationship.
This initial phase involves direct interaction with the potential client to assess their needs, challenges, and objectives. During this step, a dedicated consultant from Connex Corporate conducts an in-depth discussion either in-person or via a virtual meeting to gather essential information that will guide the consultancy process.
2
Client Onboarding to MyConnex:
Seamless Integration with Technology.
Following the initial consultation, the client is introduced and onboarded to the MyConnex platform. This step includes setting up their account, familiarizing them with the platform's features, and ensuring they understand how to communicate, manage documents, and follow project progress through MyConnex.
3
Needs Analysis and Project Scoping:
Detailed Planning and Resource Allocation.
Using information gathered during the initial consultation and further interactions on MyConnex, a comprehensive needs analysis is conducted. This phase involves defining the project scope, objectives, and deliverables, along with timelines and resource allocation, all documented and shared through MyConnex for transparency and approval.
4
Agreement and Contract Signing:
Formalise Engagement Terms.
With the scope defined, a formal proposal is prepared and shared with the client through MyConnex. This includes project specifics, timelines, costs, and terms and conditions. The client reviews this document and signs the contract digitally on MyConnex, formalising the consultancy agreement.
5
Project Execution and Management:
Deliver Solutions Effectively.
The project execution phase involves the rollout of the allocated resources to meet the agreed-upon objectives. Throughout this phase, Connex Corporate consultants maintain constant communication with the client through MyConnex, updating tasks, sharing progress, and adapting to any project shifts or additional requirements.
6
Delivery and Implementation Support:
Ensure Successful Implementation and Client Satisfaction.
Upon project completion, all deliverables are presented to the client through MyConnex. This is accompanied by support for implementation, including training sessions, documentation, and practical assistance to ensure that the client can effectively utilise the provided solutions.
7
Post-Implementation Review:
Evaluation and Strategic Assessment.
This critical step involves a thorough review of the project outcomes against initial objectives. Conducted through MyConnex, this step allows both Connex Corporate and the client to evaluate success, discuss any concerns, and document the outcomes for future reference.
8
Client Feedback and Continuous Improvement:
Enhance Services and Client Relationship.
Finally, client feedback is solicited through MyConnex to gauge client satisfaction and identify areas for improvement. This feedback serves as a vital tool for continuous improvement, helping Connex Corporate refine its processes and enhance client engagement for future projects.
