The investigation and research actually took place in several stages: 1 in the early stage of communication, that is, writing a project proposal-preliminary investigation; Second, in-depth investigation began after the project was established.
About the preliminary investigation:
1. The customer shall provide the investigation conditions and materials, and send contact escorts to prepare for the system introduction; The consulting institution shall set up a consulting investigation team, appoint a consulting team leader, draw up an investigation plan, and prepare a questionnaire when necessary.
2 during the investigation, the investigation team should first listen to the main leaders of the enterprise and the leaders of the main departments to introduce their respective work, as well as the present situation and existing problems of the whole enterprise and department.
3. Visit the whole enterprise and form an intuitive impression of the enterprise. After the investigation, the consulting group should study the materials provided by the enterprise, including the general situation of the enterprise, financial reports, production and operation statistics, etc. ; By consulting the comparative data of the same industry, we can understand the gap between the advanced level of the enterprise and the same industry and the market situation of the industry, and have a basic grasp of the opportunities and threats in the enterprise environment, the key factors of competitive success, the advantages and disadvantages within the enterprise and the key problems of customers.
In-depth investigation:
On the basis of the previous investigation, we conducted an in-depth investigation around the consulting topic to find out the details of the problem and the relationship between various factors.
1, conduct a comprehensive investigation to find out the details and causes of the problem. At this stage, enterprises should cooperate with consultants, implement assistance departments and personnel, and implement tasks and responsibilities; Hold a briefing on the enterprise, and the senior leaders of the enterprise and the heads of relevant departments will introduce the management of their respective functions; The consultant interviewed the person in charge of the key department of the enterprise and related personnel to obtain relevant information; According to the needs, the consultant can obtain the consent of the enterprise to conduct a questionnaire survey; Use various analysis and investigation tools to analyze information; Summarize the situation of individual investigation and classify the problems.
2, special investigation, explore the possibility of solving the problem. Consultants should go deep into the production and operation site of enterprises and collect first-hand information; Interview site managers and operators to listen to their opinions and ideas on problems, causes and solutions.
3. Submit an interim report to the enterprise. The intermediate report can be informal and take the form of oral report or written report; The focus of the interim report is to explain the causes of the problem and the ways to solve it. Consultants of various topics should determine the survey objectives step by step, make survey plans, define the survey scope, and implement them after being reviewed and coordinated by the consulting team leader. The consulting team leader is responsible for guiding the investigation work of each research group and controlling the investigation progress.