A comprehensive assessment of client health, service delivery performance, and financial metrics to ensure strong client relationships and identify areas for improvement.
Report Objective
Track and analyze key client relationship metrics across satisfaction, service delivery, and financial performance dimensions to maintain strong partnerships and identify both risks and growth opportunities on a quarterly basis.
Client Health and Satisfaction
Analysis of client satisfaction trends and engagement levels
Questions to Consider:
How has overall client satisfaction evolved over recent quarters?
What is the distribution of client engagement levels?
Are there any concerning trends in renewal risk indicators?
What is the overall trend in client satisfaction?
Are there any significant drops requiring immediate attention?
How does this compare to our target satisfaction score?
Which engagement level is most common among our clients?
How does engagement correlate with renewal risk?
What percentage of clients are highly engaged?
Service Delivery Excellence
Evaluation of service delivery performance metrics
Questions to Consider:
What are the trends in on-time delivery rates?
How efficient is our resource utilization?
Are there any capacity constraints affecting service quality?
What is the trend in on-time delivery performance?
Are we meeting our service level agreements?
What factors impact delivery timeline variations?
What is the trend in resource utilization?
Are we operating at optimal capacity?
Do we need to adjust staffing levels?
Financial Performance
Analysis of revenue growth and project profitability
Questions to Consider:
How is revenue growth trending quarter over quarter?