Understanding of Client Needs
- Meet client to gain an understanding of needs, objectives, and expectations
- Gather information related to the Company such as structure, issues, staffing requirement, and volume of transactions
- Submit proposal to the client.
Detailed Planning
- Develop a detailed plan based on the information gathered
- Prepare the work procedures to be used during engagement execution
- Prepare the report format for engagement deliverables
Execution
- Perform our work according to the agreed procedures
- Prepare reports and review work results
Delivery and Assessment
- Submit final reports
- Communicate suggestions to improve efficiency and effectiveness in the execution of work