What does it take to establish RApportTM?


Relationship Alpha Processes & Reporting (RApportTM) is the synthesis of information, process execution, and technology. It can benefit firms that want to turn their data and other information into actionable insights.

Properly implemented, RApportTM creates a virtuous cycle that ensures consistent execution, limits operational failures, and empowers employees to consistently reinforce the firm’s brand. When aligned with the Principles of Influence, persuasive marketing messages can be easily and systematically delivered.

While the output from RApportTM is easily consumed, the process to deliver those insights is somewhat complex. There are many sources of potentially useful information that must be brought together and processed through a number of technology tools.

In order to deliver a useful solution, firms should have a clear idea of realistic objectives and be willing to commit resources and leadership to ensure a smooth and efficient development process.



What are the elements of RApportTM?


Information must be consistently and effectively gathered, processed, and utilized

graphic showing RApport lifecycle stages and data elements

Information travels through a five-stage lifecycle. Once information enters the system, it must be cleansed, standardized, and prepared for analysis. Ultimately actionable insights are created and consumed via a variety of tools. Outcomes from the use of the insights create new information that is incorporated as the lifecycle repeats.



What does RApportTM require?


Successful implementation is dependent on several critical factors

rectanglar puzzle with six colorful pieces hanging

Senior Level Sponsorship

Leaders must be willing to allocate sufficient resources and communicate enthusiasm for the use of data-driven insights to improve performance. Both are necessary for optimal implementation and to drive cultural adoption

Consensus on Objectives

Stakeholders must agree on the objectives, scope, road map, and strategy as well as their respective roles. Senior managers should validate those decisions at the onset of the project. Otherwise, the initiative will become mired in inter-departmental conflict

Effective Leadership

Business and IT project leaders should collaborate on the execution of the strategy. Senior managers should monitor progress and drive accountability during regular update meetings that include all project leaders

Commitment of Resources

There are trade-offs between the quality and amount of resources allocated and the timeliness and effectiveness of an implementation. Leaders must recognize this and make prudent commitments identified by project leaders

Adoption of Modern Tools

Contemporary platforms have enabled rapid development and implementation of sophisticated capabilities without the historically high associated costs. Evolution is required to gain efficiencies, achieve competitive differentiation, and reduce operational risks

Technical Expertise

Qualified professionals must be engaged to perform the required work. Ideally, the project’s architect will have both industry experience and technical expertise. Such a skill set would help bridge business and IT requirements and expedite execution



What is the best way to get started?


The RApportTM adoption process usually follows these steps:

  • Have an exploratory discussion of a firm’s objectives, resources, and cultural readiness to potentially adopt a RApportTM solution
  • If it is determined that such a solution is desired and viable, arrangements should be made to conduct a more in-depth preliminary assessment. While the complexity of a firm’s situation will dictate the required length of the assessment, they are typically completed in a few weeks
  • The preliminary assessment process will document the desired outcomes, existing systems, and the quality and extent of processes and data
  • A report that details strengths; weaknesses; a high-level roadmap and timeline; and, an estimate of the required investment is provided to stakeholders
  • Firm’s leadership makes a decision about whether to proceed
  • Technical development and process design begin with a focus on incremental implementation that creates early wins and builds the foundation for a holistic solution

The assessment is developed in concert with a firm’s technology, development, and operations teams.

While this is our typical process, we are prepared to proceed in a manner that makes the most sense for your firm.


Let's discuss the best way for your firm to establish RApportTM