šŸ - Iā€™m at a small software dev firm, presenting financial modeling isnā€™t my strong suit, so I figured Iā€™d ask here. I have a client thatā€™s looking to transition from a competitor to us (contā€™d)

like
Posting as :
works at
You are currently posting as works at

You can make a timeline cost chart on excel and paste it in pretty format in the email. Easy to understand and looks crisp

likehelpful

1) regarding content: need to identify what exactly you want the client to see. If itā€™s cost savings, you can do a stacked bar or clustered bar with a line showing your value prop vs competitor. If you want a more comprehensive look at your plan, you can get super fancy w a dashboard in Powerbi (free w office). Everyone loves them and they are easy to create.

2) regarding pasting: I recommend playing around w the pasting options as they offer a slightly different output which can help w the crisp outlook

like

...and has asked us to model out the costs and savings over time.

I have a spreadsheet with a plan and tons of numbers (e.g. remove two competition people in May, add two of our people in May, how this affects cost, etc.). Whatā€™s the best way to present this kind of info / story via email? No power points please, she hates them.

like

How you are beating your competition is how you present your model. If youā€™re making a one time investment and writing off some costs, go with the total annual cost for this year. If youā€™re beating them on rate - then share that - and then extrapolate over the project term.

Only long form alternatives to PPT are written reports and... Posters? Long live academic tradition and all, but I'd think thrice if a consultant came to me with a poster lol
You're going to have to take a page from Amazon and write a report for this one.

Related Posts

like

Wondering is there a client you wouldn't represent based on your morals & ethics?

like
like
like

Any advice on shifting towards the manager role? Iā€™m finding it hard to maintain focus and energy with IM questions (interruptions) from the team and others and with reviewing / driving progress on the parts of my project scope that I enjoy doing less myself to begin with ?

like
like

Any particularly effective strategies to manage client asks to treat everything as a zero markup pass through?

like

When youā€™re about to give notice but they are bringing you on new client projectā€™sā€¦. Sorryā€¦

like

Hello Fishes,

I have a genuine query for TCS,

1. Can you please let me know what is hiring/ immediate manager in TCS?

2. Will i get the project for the technology i was interviewed for as if i have interviewed for devops can tcs change my project scope ?

Please let me know as i need a genuine guidance related to onboarding.

Thanks for answering!!!

like
like

Hi All,
I'm looking for Management Consulting or Project/Product management roles. Currently serving notice period and available to join in 10 days.
YOE:4.5 Years(B.E.+MBA-IIM Raipur)

Please let me know in case of any opportunities in your organisation.

like

How do you go about getting your first project manager job

like

Whatā€™s the best structure for a Creative Brief? Iā€™m trying to train my account team + our main client into sticking to a one pager (right now itā€™s all over the place)

My friend is working in Microsoft as a project manager. Got an offer to join make my trip as a technical program manager. Current salary is 15l (base 11.5). Yoe 5+ years How much should he ask for? Microsoft MakeMyTrip

like

Given the option of (A) running a small-mid size recruiting dept in a smaller agency, or (B) recruiting client-side / in-house marketing department ā€” which would be preferred, and why?

like

Started dating someone recently and just got staffed on a travel project through end of year. We both want to make it work. Any advice about being a relationship while traveling all the time?

like

On a project with higher level teams, and my partner and I canā€™t seem to crack the brief or keep up. Can anyone else relate? Will it always feel this way?

like

I want to join siemens having 6 years of experience in java backend technologies but wants to know more about types of project, IT team strength...!!

like

Any insight on Deloitte SAP Manager/Project Manager salaries? 6 ish YOE

like

Anyone else feel like family law is toxic and detrimental to the attorneyā€™s health/quality of life? My client was served w/ an order of protection against herā€”her ex is abusive and is gearing up for a custody battle. Of course the OP was filled with outrageous lies. My home-office phone and cell were ringing from 9:00pm- 12 am after she was servedā€¦..I am in my first trimester of pregnancy with my 2nd kid and suddenly feel like I donā€™t want to/cannot handle this type of toxicity.ā€¦continuedā€¦.

like

More Posts

Declined two offers to go to EY some time backā€¦I tried applying recently and automatically got rejected. Whatā€™s the possibility that Iā€™m blacklisted? I know my resume is a fit given Iā€™ve had consulting experience at a Big4 previously

like

What is the best example of someone in the entertainment industry who was actually an authentic, real-world type of person? I want to know if it is even possible for people not to get conceited after making it big.

like

I am recent Post Graduate with focus in Finance in Vancouver. I am attempting CFA L1 and with non tech and a non CPA background, any words of wisdom if I should apply in the current spring recruitment cycle at KPMG Canada?

I have 18 months of derivatives Portfolio analyst

Majority of the positions require a preference towards CPA and even non CPA posting indicate a preferred preference towards CPA. Should I still apply or preferably seek other positions? Also seeking referrals for the same

like

How do I strategically discuss or negotiate remote work abroad in an interview or when verbally handed the offer?

I am currently interviewing a few of companies. I want to be able to travel (abroad) and work. Time zone isn't an issue, I can work at the same time zone or ensure significant time overlap.

How would you ask for remote work without setting anyone off?

likehelpful

For USI Onsite folks,

Has anyone received the tax filings from Deloitte yet? I had submitted everything in January but haven't received anything after that

like

Best resoures for realtors just starting out in their career?

like

I never want to hear the words ā€œleaning inā€ on another partner call

likehelpful

HSBC India Hello everyone,

My parents will accompany me while relocating to Kolkata, can I get the expense reimbursed for them as well. In offer it's mentioned for family but in structure it's written for spouse and children.

Anyone who can help me please?

HSBC India HSBC

Is a Mock case prior to first round truly a mock, or are you being scored on how you perform? BCG.

What is the internal hike cycle(month) in Paytm money, also what's the standard hike employees get there ?

like

Anyone has first hand experience of Accenture CN India? Hows the work culture and work life fit for supply chain?

TIA

like

I need some advice. Where does the accountability sit for determining resource allocation of engineers? For background, weā€™re working on a feature for a customer which has meant the team working on it have had to borrow engineers from another engineering squad to aid with build. Iā€™m being asked by the engineering manager when sheā€™s getting her engineers back. I feel like this is not something i should be deciding and asked she discuss it with her counterpart and head of engineering

like

Should I refinance a student loan of $9000 from 3.85% to 3.33%? I plan on paying within 15 months. Or is it better to invest?

like

I know that base is higher for FDD compared to audit like 10-15kish? But Iā€™ve also heard that bonuses are better. Can someone explain % cuz performance bonuses are just laughable for audit.

like

Hi Fishes, What should I do (pre-requisite) to be in the GRC domain. Currently serving as an IT Auditor with 1.5 years of experience in State Government Projects and 5+ years of overall experience?
KPMG Deloitte PwC EY Accenture
ISO/ISMS 27001-LA Certified, MS Azure Admin Associate Certified.

like

Do I need to inform the USCIS/DHS I gained another citizenship? FYI I'm on a working visa specific for a certain country.

like

Anyone return to work from maternity leave experience a major change in their role (i.e. getting sidelined or unofficially demoted in their role)? What steps did you take to address this?

like

Serving notice period skill : business analysis data analytics space, 8 YOE, have 1 offer . Not getting more calls for opportunities.

Lwd feb 23rd. Where should i update my profile? Is naukri enough?

Looking for comments

like

What do you do when compliance holds up your policy sale because they realize the person only wants the policy as an investment?

Additional Posts in Consulting

Should the airline industry be bailed out? Reports from Bloomberg show that they spent over 90% of cashflow over the past 10 years on stock buybacks and now are stuck holding the bag.

like

Best consulting firms in Nashville, TN besides the Big 4 and Accenture?

like

Is md at D the same as executive director in EY? Or is it the top of the specialist track ?

like

ACN Strategy or Strategy& šŸ : whatā€™s the best way to recruit into your programs if you didnā€™t recruit from that candidateā€™s undergrad program (besides getting a MBA)? Are lateral hires rare?

like

Went on three dates in last three weeks. Two of them backed out when they came to know that I travel everyweek. The one left was unhappy this morning when I got up at 4 to catch my flight. FML !

like

What are the best books on sales as it relates to consulting?

like

About to board a flight, see a guy with a sweatshirt that says, ā€œIā€™m a consultant. To save time, letā€™s just assume Iā€™m never wrongā€ šŸ˜‚

funnylike

Which Marriott property has the best bed? (E.g., Westin Heavenly) thinking of using my 40% off code.

like

Have a date coming over tonight but just got hit with an urgent deck fix request - shouldn't take long but worried that date will be bothered to wait around the apartment while I fix it up? But I'm also thinking it might be impressive to her to see that I'm working with a high-value client and high $ figures. Wanted to see what ya'lls take on this was... wish me luck!

funnylike

Looks like their may genuinely be a DHS ban on electronics (other than phones) on board planes coming soon. If so, I understand and respect the decision,though it will have a massive opportunity cost

like

Are all the Olive layoffs just due to preparing for the recession? So sorry to everyone who was laid off

like

Longevity/ happiness in this profession revolves around luck/ the lord placing you on good clients vs. bad ones.
Client 1 : miserable hours, working until 9pm everyday, a constant shit show. executive suite is rude/ canā€™t stand us, constant pushback on every hour charged.
Client 2 : We log off at 5pm every, 3pm on Fridays. We bill whatever we want hours wise, no budget issues on the client, they are nice to us and invite us to go to happy hours with them.

like

Other than skiing/snowboarding, any good weekend getaway ideas w S.O. close to nyc around this time of year.

like

Should I be expected to get birthday presents for my fiancƩe's siblings?

like

Feeling really burnt out, on H1B. Can't just take a break from work, also no utilization in this environment is detrimental. What can I do?

like

Going to New Orleans this New Years! Have our first anniversary. Tips on what to do? Where to eat?

like

Trying to leave Deloitte - came from Accenture (regret that now). Applied to KPMG for senior associate but got rejected. switch from ACN to D was seamless so it stung. Advice on other places to apply?

like

EY fish, what are the average number of years per level before promotion?

like

Only 2 more days till Consultant Friday!!

like

Any recent H1 transfers or certified LCAā€™s for EY? I would like to know about the current timelines and success rate for LCA and H1B transfers in premium processing.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a previewā€¦
Sign Up to see all discussions
  • Discover what itā€™s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See whatā€™s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal