If you were to ask any member of the OMS team their favourite aspects of the work we do, chances are being on-site and working ‘in the field’ would rank at the top. It gives us the chance to work closely with our clients and better understand the challenges they face daily. Given the year that 2020 has been, traveling to our client’s sites has been difficult, and in some cases impossible. This means that to ensure we could support our clients, we have continuously embraced one of our key fundamentals: “Find a Way”.
Recently, one of our long-term clients asked us for support to compile their 2021 Asset Management budget. While the Outliers team is no stranger to remote coaching and services, creating a budget had a new set of challenges presented to us.
As everyone knows, the budgeting process is time-consuming, requires precision, and is iterative, which is challenging enough in normal times when you can work with people in-person. To ensure we could effectively support this work, we first needed to identify the new challenges we would face by not being able to be on-site with our client. Some of the challenges we identified were:
- All work would have to be done virtually
- Access to data would have limitations
- We were at the mercy of the availability and work environments of key stakeholders