Risk management
A method of performing risk assessment for a service provider, includes creating a sales prospect. The method also includes determining conflicts and risks for the prospect based on answering a plurality of questions relating to the prospect. The method further includes determining whether or not the prospect should be allowed as a new client based on the determined conflicts and risks. If the prospect is determined to be allowable as a new client, the method includes: a) determining conflicts and risks for an opportunity to be performed for the prospect based on answering a plurality of questions related to the opportunity, and b) based on the determined conflicts and risks, either accepting the opportunity or not accepting the opportunity.
1 . A method of performing risk assessment for a service provider, comprising:
creating a sales prospect;
determining conflicts and risks for the prospect based on answering a plurality of questions relating to the prospect;
determining whether or not the prospect should be allowed as a new client based on the determined conflicts and risks;
wherein, if the prospect is determined to be allowable as a new client:
determining conflicts and risks for an opportunity to be performed for the prospect based on answering a plurality of questions related to the opportunity; and
based on the determined conflicts and risks, either accepting the opportunity or not accepting the opportunity.
2 . The method according to claim 1 , wherein the plurality of questions include questions related to persons working for the service provider and their relationships to the prospect.
3 . The method according to claim 1 , wherein the plurality of questions include questions related to monetary strength of the prospect.
4 . The method according to claim 1 , further comprising:
performing an audit for the service provider by providing answers to a plurality of questions related to a particular audit.
5 . The method according to claim 4 , further comprising:
inputting an audit plan and the answers to the plurality of questions to an audit module.
6 . The method according to claim 4 , further comprising:
performing monitoring of the audit on a periodic basis.
7 . The method according to claim 1 , wherein the plurality of questions are provided on a graphical user interface screen, for answering by at least one user.
8 . The method according to claim 7 , wherein the plurality of questions are each assigned a particular priority level, and wherein the answers to the plurality of questions are also assigned the corresponding priority level.
9 . The method according to claim 8 , wherein the risk assessment is computed as a percentage value based in part on the answers to the plurality of questions.
10 . A system for performing risk assessment for a service provider, comprising:
a first database for creating a sales prospect;
a second database for determining conflicts and risks for the prospect based on answers to a plurality of questions relating to the prospect;
wherein the first database determines whether or not the prospect should be allowed as a new client based on the determined conflicts and risks; and
a third database for creating a new customer corresponding to the prospect when the first database determines that the prospect should be allowed as a new client.
11 . The system according to claim 10 , wherein the first database inputs information corresponding to a new opportunity for the prospect,
wherein the second database determines conflicts and risks for the opportunity based on answers to a plurality of questions relating to the opportunity, and
wherein, if the opportunity is determined to be accepted based on the determined conflicts and risks, the opportunity is entered as a new opportunity in the first database.
12 . The system according to claim 10 , wherein the plurality of questions include questions related to persons working for the service provider and their relationships to the prospect.
13 . The system according to claim 10 , wherein the plurality of questions include questions related to monetary strength of the prospect.
14 . The system according to claim 10 , further comprising:
a fourth database for performing an audit for the service provider by providing answers to a plurality of questions related to a particular audit.
15 . The system according to claim 14 , further comprising:
means for performing monitoring of the audit on a periodic basis.
16 . The system according to claim 10 , wherein the plurality of questions are provided on a graphical user interface screen, for answering by at least one user.
17 . The system according to claim 16 , wherein the plurality of questions are each assigned a particular priority level, and wherein the answers to the plurality of questions are also assigned the corresponding priority level.