Review current operational reports, dashboards, data sources, and reporting capabilities.
Evaluate the completeness, consistency, and integrity of operational data and metric definitions.
Identify gaps in workload visibility, including work performed outside core workflow platforms, rework, manual activities, and outsourced operations.
Assess current data accessibility and reporting capabilities needed to effectively manage the business.
Evaluate the governance of operational metrics, including ownership, accountability, standard metric definitions, and cross-functional alignment across Operations, Technology, Data Intelligence, and Finance.
Assess the data required to support staffing models, capacity planning, forecasting, productivity measurement, automation, and operational planning.
Identify opportunities to simplify, standardize, and strengthen operational reporting and measurement capabilities.
Develop a prioritized roadmap that identifies recommendations, dependencies, sequencing, estimated effort, and quick-win opportunities.
Recommend a sustainable governance model to maintain the integrity and consistency of operational metrics.
Evaluate the effectiveness of the current organizational structure, role alignment, capacity, and skill sets supporting operational data and reporting, with recommendations to optimize the team for future-state operating and data management needs.
Deliverables
Current-state assessment
Gap analysis
Prioritized roadmap
Measurement governance recommendations
Staffing model and operational planning data recommendations
Executive summary presentation
Success Criteria
Upon completion of the assessment, Operations should have:
A common understanding of the current state and key improvement opportunities.
Clear ownership and governance of operational metrics.
A trusted framework for measuring workload, productivity, capacity, and operational performance.
A prioritized roadmap to strengthen measurement capabilities.
A sustainable measurement foundation that enables better decisions, supports future growth, and positions Operations to stay ahead of the business.
Guiding Principles
Recommendations should be practical, actionable, and appropriately phased to balance quick wins with longer-term capability development. The assessment should emphasize simplification, improved confidence in operational metrics, reduced complexity, and the establishment of sustainable measurement practices that support the long-term success of the organization.
QUALIFICATIONS
10+ years of relevant experience in data analytics, business intelligence, data visualization, or a related field.
Proven consulting mindset with the ability to assess the current data landscape, evaluate the existing state, and recommend improvements.
Strong leadership and strategic thinking skills, with the ability to provide insights and recommendations to stakeholders.
Strong technical expertise in data visualization and business intelligence tools, such as Power BI, Tableau, or similar platforms.
Ability to analyze existing data environments, identify gaps and opportunities, and provide actionable recommendations.
Platinum Resource Group is a professional level consulting firm, providing resources to Fortune 1000 client companies in the areas of technology, human resources, accounting, finance, business systems and supply chain, on a contract and interim basis. PRG has operations in Orange County, San Diego, Los Angeles, and San Francisco. As a W-2 employer we offer our consultants direct deposit bi-weekly payroll, health, dental, vision benefits, and referral bonuses.
Numbers & Facts
Location
Newport Beach, CA
Industry
Staffing/Employment Agencies
Salary
$95.07 Per Hour
Company Size
20 to 49 employees
Year Founded
2008
Website
http://www.platinumresourcegroup.com
About Company
Platinum Resource Group is a professional level consulting firm, providing resources to Fortune 1000 client companies in the areas of technology, human resources, accounting, finance, business systems and supply chain, on a contract and interim basis. PRG has operations in Orange County, San Diego, Los Angeles and San Francisco. As a W-2 employer we offer our consultants direct deposit bi-weekly payroll, health, dental, vision benefits, paid holidays, and referral bonuses.
Skills
Accountingunmatched
Automationunmatched
Business Intelligenceunmatched
Business Intelligence Softwareunmatched
Business Solutionsunmatched
Capacity Managementunmatched
Consultingunmatched
Cross-Functionalunmatched
Data Analysisunmatched
Data Managementunmatched
Data Qualityunmatched
Data Visualizationunmatched
Establish Prioritiesunmatched
Financeunmatched
Financial Systemsunmatched
Forecastingunmatched
Fortune 1000 Customersunmatched
Gap Analysisunmatched
Green Businessunmatched
Human Resourcesunmatched
Leadershipunmatched
Metricsunmatched
Operational Auditunmatched
Operational Improvementunmatched
Operational Measurementunmatched
Operational Supportunmatched
Operations Planningunmatched
Outsourcingunmatched
Power BIunmatched
Reporting Dashboardsunmatched
Reporting Skillsunmatched
Standards Developmentunmatched
Supply Chainunmatched
Tableauunmatched
Technical Operationsunmatched
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