Task: Review Client Profile

As more and more time is spent with the Client working on a Service Engagement , the Service Engagement team will naturally gather more information and intelligence that will provide a better understanding of the Client, especially their corporate goals and objectives, business environment and key personnel. Any new findings should be documented in the Client Profile.

Throughout the Service Engagement, the team will continue to maintain and develop their relationships with the counterparts from the Client organization and as such they may be able to gather further information and intelligence about the Client. By collecting this information, and passing it onto the Service Engagement team, it can be used to better understand the Client and identify additional opportunities for future work.

Any information about the Client can be considered useful, however the following categories could provide the expected benefits to Capgemini:

Corporate goals and objectives.
expansion plans.
new markets.
new products or services.
new strategies.
Changes to business environment.
changes to senior personnel.
changes to the way the client does business.
client’s user community.
implementation in additional sites or divisions.

It is the responsibility of the Engagement Manager (and/or Account Manager) to gather this information from the Service Engagement team on the Client side, with any new findings documented in the Client Profile and passed onto the account team.