Transcript from meeting with Stephen Wise, Partner at Lodestone

wheatauditorSoftware and s/w Development

Oct 30, 2013 (3 years and 7 months ago)

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Transcript from meeting with Stephen Wise, Partner at Lodestone

Background:

1.

He is responsible for all projects signed in Singapore office

a.

These include projects in Indonesia, Philippines, Malaysia, Taiwan, etc.

b.

He is involved in the whole lifecycle from
Opportunity (finding clients) to
Sales (getting contracts from clients) and to Projects (actual implementation)

c.

Stressed about the difference between Programs and Projects; Programs are a
group of related projects (company
-
wide rollout of ERP)

2.

Everything n
eeded, from initialization to delivery

a.

KPI : revenue, schedule, client satisfaction

b.

PM ideally comes in from the Opportunity phase to the end of the project

3.

Reporting schedule is usually:

a.

for Client:

i.

Monthly meeting, brief, with steering committee (CEO, C
FO, CIO of
client)

ii.

Weekly PM meeting


more detailed

b.

for Internal

i.

Monthly formal report

ii.

Weekly with partner/director

iii.

Frequent ad
-
hoc meeting

Strength

1.

None, process is not defined

a.

They are not a formalized business (not publicly listed), hence they are less

regulated

b.

They prefer more hands
-
on ad hoc work, not very process oriented

c.

Senior people more involved in projects than larger companies

2.

Project details hard to get because the PM would seldom know the details themselves.

Weakness

1.

Lack of Data, Lack of
Consistency of Existing Data

2.

Delays present

Opportunity

1.

He wants:

a.

Ease of Access through multiple devices & platforms

b.

Consistent & updated

c.

Looks pretty

2.

He has:

a.

iPad

b.

2 Android phones with different versions

c.

Laptop

d.

Note: other consultants have iPhones and so
me Blackberry

3.

No formal process, not no tool

Threats

1.

Lotus notes based app used by IBM

2.

No resistance

Takeaways:

Tell them what do we need from them for them to properly use our app

Client must be ready for the app, not just rollout and leave


We must
highlight things to work on mutually. The tool is not for pointing fingers at people
who are not doing their job right, but for the management to be able to help make every
project a success.