SENTINEL VANGUARDClient relationships
Proposals, scope conversations and the continuing relationship. One person owns each client.
Firm
One named lead, six functions behind it.
You deal with the lead for your engagement. Behind that person, six functions keep the work scoped, staffed, controlled and paid for.
Function
Function
Engagement delivery
Plans, schedules and tracks each engagement from scope to closeout, including the specialists and contractors on it.
Function
Specialist network
Qualified professionals in each discipline, introduced by name. Each one’s scope, designation and insurance are on file before they work on an engagement.
Function
Document control and quality
Locked formats, version history, independent review and verification before issue.
Function
Contracts, risk and insurance
Agreements, confidentiality terms and the coverage each engagement needs.
Function
Finance and administration
Time, cost and invoicing by engagement, so you can see what was done and what it cost.
Transparency
What you can ask to see.
Each function leaves a record. These are the records a client can ask for during an engagement.
| Function | What it does for you | What you can ask to see |
|---|---|---|
| Client relationships | Proposals, scope conversations and the continuing relationship. One person owns each client. | A scope in writing |
| Engagement delivery | Plans, schedules and tracks each engagement from scope to closeout, including the specialists and contractors on it. | The schedule and current status |
| Specialist network | Qualified professionals in each discipline, introduced by name. Each one’s scope, designation and insurance are on file before they work on an engagement. | The specialist’s scope and designation |
| Document control and quality | Locked formats, version history, independent review and verification before issue. | The version history and review record |
| Contracts, risk and insurance | Agreements, confidentiality terms and the coverage each engagement needs. | The agreement terms that apply to you |
| Finance and administration | Time, cost and invoicing by engagement, so you can see what was done and what it cost. | Cost by engagement |
Specialists
The network sits beside the firm.
Specialists are independent professionals. They carry their own designation and insurance, and they sign their own work.
Tell us what you are responsible for.
A short description is enough. If you need an NDA before you share detail, say so in your message.