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Working Together

We have developed a five-stage process for working with clients that delivers the highest quality service, while allowing clients to maintain control at every stage through extensive consultation and joint decision making.

This process provides structure, focus and efficiency while retaining the built-in flexibility to respond to each client's unique needs.





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Preparation: Implementing investment process management (IPM) within an organization usually means changing some of the ways you think about, plan and execute your activities. We therefore carefully explain the IPM framework and methods to your key personnel so that together we can make informed decisions to deliver the greatest benefits.

We also ensure that all members of the team understand the specific benefits that your organization is seeking and agree on methods to determine success.

Roadmap: Preparing a project roadmap identifies all of the critical steps that must be completed to achieve the agreed goals, highlights key decisions that must be taken along the way and the effect of each decision on the project's path.

This roadmap can be dynamically updated at any stage, allowing the team to prioritize activities and providing intermediate checkpoints to monitor progress and ensure quality.

Design: We develop customized material to match your specific requirements. In addition to contributing our own skills and experience, we also work closely with key personnel within your organization. This ensures that their expertise is reflected in the final design, while providing an opportunity to improve their IPM skills through practical experience.

Implementation: Bdellium's primary responsibility is to ensure that the project's goals are fully achieved on time and within budget. We also transfer additional IPM knowledge and skills to your key personnel so that you can continue to improve your infrastructure, processes and performance after the project's successful completion.

Review: Continuous improvement is an explicit goal of Investment Process Management. Therefore after every engagement we conduct a detailed review with clients to confirm that we have achieved the mutually established objectives for the engagement, to share experience we have gained from working together and to identify opportunities for further improvement.