Business Blueprint

Stakeholders, process flow and business functions

A working view of who URFirst Energy serves, how work moves through the business, and which functions need owners. Functions are sorted into Direct Hit, Confident, and Probably Not Us for Looking Forward Consulting.

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Section 1

Key stakeholders

Every decision URFirst makes touches one of these groups.

Customers

Primary and all downstream users of the service

Suppliers

For example... solar panels manufacturer

Investors

Capital partners and reporting obligations

Employees

Internal team and culture

Contractors

Field and project delivery partners

Service Provider

For example...Veyo

Section 2

Business process flow

The path from first conversation to ongoing support.

1
Pre-sales
Lead generation and qualification
2
Scoping
Site and requirements definition
3
Close the Sale
Proposal, pricing, agreement
4
Legal
Contracts and compliance
5
Project Management
Procurement and contractor coordination
6
Project Closure
Commissioning and handover
7
Bill & Support
Invoicing and ongoing service

Essential business functions

Functions to stand up

Each of the 20 functions is sorted by how well it fits Looking Forward Consulting, with 10 landing squarely in our core competence.

Direct Hit

10 functions

Within our core competence, where we are confident we will excel.

UR Way

Culture, vision, mission

Website

Digital presence

Coaching

Leadership and team coaching

People Development

Skills and career growth

Onboarding

Employees, contractors, investors, customers (primary and all)

Marketing / Branding

Positioning and demand

Payroll

Compensation processing

HR Management

Policies and employee engagement

SOP Documentation

Standard operating procedures and process documentation

Admin Management

Back-office operations

Confident

5 functions

Things we can do, though they probably do not fit our core competencies.

Legal Support Management

Counsel coordination

Tech Support / I.T. / Cybersecurity

Systems, devices, security

Customer Support

Service and issue resolution

Accounting

Payables, receivables, taxes

Asset Management

Equipment and lifecycle tracking

Probably Not Us

5 functions

Not our area of expertise.

Community Engagement

Local presence and outreach

Project Management Office

Delivery governance and standards

Project Engineering / Scope

Technical design and scope control

Procurement

Sourcing and vendor management

Field Tech

On-site technical workforce