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The Background to this project What Mungo Dunnett Associates delivered What were the benefits to the business of carrying out this project

What Mungo Dunnett Associates delivered

Business Efficiency: summary of strategic and operational strengths and weaknesses, with key improvement areas addressed as follows:

Multiple unnecessary meetings without clear agenda and outcomes

Repeated process problems causing client rework and time slippage

Recommended new internal communication practices, based on specific meetings and briefings occurring at set points and with stipulated outcomes

Creation of amended ‘Practice Secretary’ role, with overall responsibility for communication

Identified underlying reasons for rework, project slippage and client dissatisfaction, and introduced new procedures allowing easier monitoring of progress to plan


Team structure: assessment of the job roles, and overall effectiveness, of Senior Partners and Project Architects, with findings and recommendations as follows:

Ambiguity regarding key responsibilities and deliverables of senior staff

Activity driven largely by habit and personal preference, without people being allotted the tasks they were best suited for

Recommendations for internal streamlining, based on certain client and administrative activities being seen as of critical importance, and others being relegated

New job descriptions and personal responsibility/accountability for Senior Partners, cascading to Project Architects, Designers and Technicians

 


Database and Management Information: insufficient hard data to support decisions regarding client servicing, pitches, and areas for further investment, as follows:

Timesheet management poor: no consistent method, and the resulting information not producing robust profit data

Projects not adequately understood in terms of their actual profitability

Pitches not adequately understood, both in terms of their actual cost, and the reasons why pitches were unsuccessful

Created full client profitability, indicating true cost to service hitherto ‘key’ projects

Created full understanding of pitch costs

Recommended formal client database, linking the existing accounts package with project plans, to draw together project information and key financials


Communication with clients and prospects: assessment of current means of prioritising clients and prospects, and remaining in contact, as follows:

Client communication currently limited to informal ‘networking’ by certain Senior Partners

Focus was heavily on professional clients, not personal clients

Client focus not being driven by robust understanding of their potential (and past) profitability

Created regular series of relevant, industry-specific communications

Prioritised clients using profitability database, allocating clients into three tiers of commercial attractiveness

Identified key private clients for inclusion in mixture of networking and specific communications

Put in place evaluation mechanism to determine ongoing effectiveness of client communications and networking

 
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