Business Consulting Services: Diagnostic, Benchmarking, and Value Roadmaps
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Start with a diagnostic to set a clean baseline. Add external benchmarking to see where you stand and how leaders operate. Build a value driver tree, translate it into a roadmap with targets and owners, then run an OKR and review cadence so actions move scorecard metrics and cash outcomes.
Want a CFO-ready baseline, benchmark pack, and value roadmap? Talk to a consultant
Why Diagnostics, Benchmarking, And Value Roadmaps Matter
| Idea | Focus | Source |
|---|---|---|
| Use a shared process taxonomy for comparisons | PCF and standard KPIs | APQC PCF |
| Connect strategy to measures across four lenses | Balanced Scorecard | HBR; HBS Online |
| Map levers to value with a driver tree | ROIC and cash | McKinsey |
| Tie projects to outcomes | Benefits realization plan | PMI |
| Set objectives and key results | Quarterly OKRs | re:Work |
30-60-90 Delivery Plan
First 30 Days: Baseline Diagnostic
- Confirm scope, objectives, constraints, and data sources. Stand up a light PMO and a reporting cadence.
- Build the baseline using existing systems and a short data request. Include volume, quality, cost, cycle time, and customer measures.
- Tag each measure to a PCF process and a Balanced Scorecard lens.
Days 31 To 60: External Benchmarking And Targets
- Run performance and practice benchmarking to surface gaps in numbers and ways of working.
- Draft the value driver tree from revenue and cost lines down to operational levers.
- Set target ranges and guardrails. Note data quality risks and upstream dependencies.
Days 61 To 90: Value Roadmaps And Execution
- Translate the driver tree into a roadmap with initiatives, owners, timing, and forecast impact. Add a benefits realization plan with entry and exit criteria.
- Set OKRs at company, function, and team levels so actions roll up to the scorecard.
- Lock a monthly review: actuals vs plan, root causes, and next actions. Keep one page per initiative for status and risks.
Core Components
- Diagnostic Pack: baseline KPIs and process views tied to PCF and the four scorecard lenses.
- Benchmarking Set: external performance ranges and practice notes that explain the gap.
- Value Driver Tree: cause and effect map from line items to operating levers.
- Value Roadmap: initiatives with targets, owners, timing, benefits, and risks, plus a benefits plan.
- OKR And Review Cadence: quarterly OKRs with monthly results reviews.
Workstreams, Moves, Metrics, References
| Workstream | Typical Moves | Metric | Reference |
|---|---|---|---|
| Diagnostic | Baseline KPIs, process map, data lineage | Baseline complete on time | APQC PCF |
| Benchmarking | Performance and practice comparisons | Gap to top quartile | APQC: types |
| Scorecard | Financial, customer, process, learning views | Balanced set of KPIs | HBR |
| Value Tree | Link P&L to operating levers | Driver coverage | McKinsey |
| Benefits Plan | KPIs, timing, validation steps | Benefits realized vs plan | PMI |
| OKRs | Quarterly objectives and key results | Percent of KRs met | re:Work |
Frequently Asked Questions
How Detailed Should The Diagnostic Be?
Deep enough to set credible targets and choose the first moves. If work slows, reduce scope and keep the core KPI set and a few process views.
How Do We Pick Benchmarks?
Use PCF measures for performance ranges and add practice notes from respected sources. Favor recent, sector-specific ranges when available.
What Makes A Good Value Roadmap?
Clear links from drivers to initiatives, owners, dates, and validation. Add a benefits plan so finance can confirm realized value.
How Do OKRs Fit With The Scorecard?
Scorecard views describe what the business must watch. OKRs state what must improve now. Reviews track both so teams can adjust quickly.
Related Reading
- AI Strategy To Value: Benefits Of AI Consulting
- Post Merger Integration: Strategy And Execution
- Ten Ways To Improve Your Brand Strategy
- AI Strategy Consulting For Measurable Business Outcomes
- AI Strategy Consulting Guide 2025
- Auto Procurement Strategy For Cost
- Automotive Procurement Transformation
- Brand Strategy Consulting For Positioning
Sources
- APQC. Process Classification Framework overview and downloads. https://www.apqc.org/process-frameworks
- APQC. Introduction to PCF. https://www.apqc.org/resource-library/resource-listing/introduction-apqcs-process-classification-framework-pcf
- APQC. Four types of benchmarking. https://www.apqc.org/resources/blog/what-are-four-types-benchmarking
- ASQ. What is benchmarking. https://asq.org/quality-resources/benchmarking
- HBR. The Balanced Scorecard — Measures That Drive Performance. https://hbr.org/1992/01/the-balanced-scorecard-measures-that-drive-performance-2
- Harvard Business School Online. What is a Balanced Scorecard. https://online.hbs.edu/blog/post/balanced-scorecard
- McKinsey. What is value-based management. https://www.mckinsey.com/capabilities/strategy-and-corporate-finance/our-insights/what-is-value-based-management
- McKinsey. Putting value back in value-based management. https://www.mckinsey.com/~/media/McKinsey/Business%20Functions/Strategy%20and%20Corporate%20Finance/Our%20Insights/Putting%20value%20back%20in%20value%20based%20management/Putting%20value%20back%20in%20value%20based%20management.pdf
- PMI. Benefits Realization Management Practice Guide page. https://www.pmi.org/standards/benefits-realization
- PMI. Benefits realization guidelines. https://www.pmi.org/learning/library/guidelines-successful-benefits-realization-9909
- Google re:Work. Set goals with OKRs. https://rework.withgoogle.com/intl/en/guides/set-goals-with-okrs
About the Author
Aykut Cakir, Senior Partner and Chief Executive Officer, has a demonstrated history in negotiations, business planning, business development. He has served as a Finance Director for gases & energy, pharmaceuticals, retail, FMCG, and automotive industries. He has collaborated closely with client leadership to co-create a customized operating model tailored to the unique needs of each project segment in the region. Aykut conducted workshops focused on developing effective communication strategies to ensure team alignment with new operating models and organizational changes.
