Consulting firm

Raman Operations Partners · Consulting firm · Pittsburgh, PA

Priya Raman leads Raman Operations Partners, a five-person operations consultancy in Pittsburgh, and she uses this to see every client engagement, its deliverables and each consultant's hours on one dashboard, so she knows which engagements are slipping before the client does.

Legal and professional ProjectsDashboards5 tables · 6 views · 1 form · 2 dimension sets · 1 dashboard · 1 document · 1 notification · 1 stage rule set · 1 row action · 1 agent

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Engagement board

Engagements

Proposal3

Bellwether Mutual — Underwriting workflow digitization roadmapRO-26-044Bellwether Mutual Insurance

Cascade Ridge — Warehouse slotting redesignRO-26-045Cascade Ridge Foods

Larkfield — Care-team scheduling modelRO-26-054Larkfield Senior Living

Kickoff3

Evergreen Pet — Co-packer network assessmentRO-26-039Evergreen Pet Nutrition

Meridian Rail — Order-to-cash process mappingRO-26-046Meridian Rail Supply

Ironbridge — Estimating and quoting cycle timeRO-26-051Ironbridge Fabrication

Active8

Harlan Valley — Discharge process redesignRO-26-031Harlan Valley Health System

Cascade Ridge — Plant changeover time reductionRO-26-032Cascade Ridge Foods

Meridian Rail — Branch inventory and replenishment reviewRO-26-033Meridian Rail Supply

Tri-County Water — Maintenance planning and work-order backlogRO-26-035Tri-County Water Authority

Larkfield — Staffing model and agency spendRO-26-037Larkfield Senior Living

3 more

At risk3

Bellwether Mutual — Claims intake operating modelRO-26-034Bellwether Mutual Insurance

Sable Creek — Dock scheduling and yard flowRO-26-038Sable Creek Logistics

Tri-County Water — Capital planning decision frameworkRO-26-049Tri-County Water Authority

Wrap-up3

Ironbridge — Shop-floor scheduling pilotRO-26-036Ironbridge Fabrication

Quarry Hill — Packaging line downtime trackingRO-26-042Quarry Hill Brewing Group

Ardent Orthopedic — Quality system documentation sprintRO-26-048Ardent Orthopedic Devices

Complete4

Pinecroft Schools — Transportation routing and bus contract reviewRO-26-041Pinecroft School District

Harlan Valley — Supply and linen spend baselineRO-26-043Harlan Valley Health System

Sable Creek — Carrier scorecard and bid supportRO-26-047Sable Creek Logistics

Pinecroft Schools — Facilities cost and energy reviewRO-26-053Pinecroft School District

Tables

Engagements

24 sample rows · 15 columns

Every consulting engagement: the client, the practice area, the dates, the contract value and how much of it has been delivered.

Engagement	Engagement code	Client	Practice area	Status	Starts	Ends
Pinecroft Schools — Facilities cost and energy review	RO-26-053	Pinecroft School District	Cost reduction	Complete	Feb 22, 2026	Aug 16, 2026
Sable Creek — Carrier scorecard and bid support	RO-26-047	Sable Creek Logistics	Supply chain	Complete	Feb 8, 2026	Aug 23, 2026
Pinecroft Schools — Transportation routing and bus contract review	RO-26-041	Pinecroft School District	Cost reduction	Complete	Mar 22, 2026	Sep 20, 2026
Harlan Valley — Supply and linen spend baseline	RO-26-043	Harlan Valley Health System	Cost reduction	Complete	Apr 19, 2026	Oct 4, 2026
Ironbridge — Shop-floor scheduling pilot	RO-26-036	Ironbridge Fabrication	Process redesign	Wrap-up	May 31, 2026	Oct 25, 2026
Quarry Hill — Packaging line downtime tracking	RO-26-042	Quarry Hill Brewing Group	Digital operations	Wrap-up	May 17, 2026	Oct 25, 2026
Bellwether Mutual — Claims intake operating model	RO-26-034	Bellwether Mutual Insurance	Operating model	At risk	Jun 28, 2026	Nov 1, 2026
Ardent Orthopedic — Quality system documentation sprint	RO-26-048	Ardent Orthopedic Devices	Operating model	Wrap-up	Jul 5, 2026	Nov 1, 2026
Sable Creek — Dock scheduling and yard flow	RO-26-038	Sable Creek Logistics	Supply chain	At risk	Jul 12, 2026	Nov 8, 2026
Meridian Rail — Branch inventory and replenishment review	RO-26-033	Meridian Rail Supply	Supply chain	Active	Jul 26, 2026	Nov 15, 2026
Larkfield — Staffing model and agency spend	RO-26-037	Larkfield Senior Living	Cost reduction	Active	Aug 16, 2026	Nov 22, 2026
Harlan Valley — Discharge process redesign	RO-26-031	Harlan Valley Health System	Process redesign	Active	Aug 9, 2026	Nov 29, 2026

12 more rows

Clients

12 sample rows · 5 columns

The companies the firm advises, with the executive who sponsors the work.

Client	Industry	Company size	Executive sponsor	Sponsor phone
Ardent Orthopedic Devices	Manufacturing	200–1,000	Gunnar Selvaag	(412) 555-0150
Bellwether Mutual Insurance	Insurance	1,000–5,000	Francesca Aldine	(412) 555-0144
Cascade Ridge Foods	Consumer goods	200–1,000	Walter Pemberton	(412) 555-0142
Evergreen Pet Nutrition	Consumer goods	50–200	Imani Oyelaran	(412) 555-0149
Harlan Valley Health System	Healthcare	1,000–5,000	Dr. Lucinda Marsh	(412) 555-0141
Ironbridge Fabrication	Manufacturing	50–200	Hollis Vandermeer	(412) 555-0146
Larkfield Senior Living	Healthcare	200–1,000	Beatriz Anand	(412) 555-0147
Meridian Rail Supply	Distribution and logistics	200–1,000	Odalys Quiroga	(412) 555-0143
Pinecroft School District	Education	1,000–5,000	Marguerite Delacour-Bell	(412) 555-0151
Quarry Hill Brewing Group	Consumer goods	200–1,000	Abel Tesfaye-Roberts	(412) 555-0152
Sable Creek Logistics	Distribution and logistics	200–1,000	Dwayne Kolbe	(412) 555-0148
Tri-County Water Authority	Public sector	200–1,000	Reggie Thibodeaux	(412) 555-0145

Staffing

45 sample rows · 7 columns

One line per consultant per engagement: the hours planned, the hours worked so far and the rate billed.

Staffing line	Engagement	Consultant	Role on the engagement	Hours planned	Hours to date	Billing rate per hour
Claims intake operating model — Priya	Bellwether Mutual — Claims intake operating model	Priya Raman	Engagement lead	369	349	$340
Discharge process redesign — Priya	Harlan Valley — Discharge process redesign	Priya Raman	Engagement lead	352	238	$340
Post-merger plant consolidation plan — Priya	Ardent Orthopedic — Post-merger plant consolidation plan	Priya Raman	Engagement lead	506	221	$340
Claims intake operating model — Elias	Bellwether Mutual — Claims intake operating model	Elias Brandt	Analyst	246	210	$260
Packaging line downtime tracking — Tobias	Quarry Hill — Packaging line downtime tracking	Tobias Wren	Engagement lead	187	185	$215
Dock scheduling and yard flow — Elias	Sable Creek — Dock scheduling and yard flow	Elias Brandt	Engagement lead	216	167	$260
Discharge process redesign — Noor	Harlan Valley — Discharge process redesign	Noor Haddad	Analyst	288	159	$235
Quality system documentation sprint — Camila	Ardent Orthopedic — Quality system documentation sprint	Camila Duarte	Engagement lead	148	157	$185
Capital planning decision framework — Priya	Tri-County Water — Capital planning decision framework	Priya Raman	Engagement lead	234	153	$340
Branch inventory and replenishment review — Noor	Meridian Rail — Branch inventory and replenishment review	Noor Haddad	Engagement lead	176	150	$235
Post-merger plant consolidation plan — Elias	Ardent Orthopedic — Post-merger plant consolidation plan	Elias Brandt	Analyst	414	147	$260
Claims intake operating model — Noor	Bellwether Mutual — Claims intake operating model	Noor Haddad	Subject expert	205	140	$235

33 more rows

Deliverables

42 sample rows · 7 columns

What each engagement owes the client, when it is due and where it stands.

Deliverable	Engagement	Type	Status	Due	Owner
Stakeholder interview summary — Claims intake operating model	Bellwether Mutual — Claims intake operating model	Report	In progress	Oct 14, 2026	Priya Raman
Network and flow baseline — Dock scheduling and yard flow	Sable Creek — Dock scheduling and yard flow	Model	In progress	Oct 14, 2026	Elias Brandt
Stakeholder interview summary — Capital planning decision framework	Tri-County Water — Capital planning decision framework	Report	In progress	Oct 14, 2026	Priya Raman
Current-state process map — Maintenance planning and work-order backlog	Tri-County Water — Maintenance planning and work-order backlog	Report	In progress	Oct 28, 2026	Elias Brandt
Network and flow baseline — Distribution route density study	Quarry Hill — Distribution route density study	Model	In progress	Oct 28, 2026	Elias Brandt
Transition plan — Claims intake operating model	Bellwether Mutual — Claims intake operating model	Playbook	In progress	Oct 30, 2026	Priya Raman
Recommendation and business case — Dock scheduling and yard flow	Sable Creek — Dock scheduling and yard flow	Report	In progress	Oct 30, 2026	Elias Brandt
Operating model options paper — Capital planning decision framework	Tri-County Water — Capital planning decision framework	Report	In progress	Oct 30, 2026	Priya Raman
Future-state design and pilot plan — Discharge process redesign	Harlan Valley — Discharge process redesign	Playbook	In progress	Nov 5, 2026	Priya Raman
Future-state design and pilot plan — Plant changeover time reduction	Cascade Ridge — Plant changeover time reduction	Playbook	In progress	Nov 5, 2026	Elias Brandt
Savings roadmap — Staffing model and agency spend	Larkfield — Staffing model and agency spend	Report	In progress	Nov 5, 2026	Tobias Wren
Consolidation sequencing plan — Post-merger plant consolidation plan	Ardent Orthopedic — Post-merger plant consolidation plan	Playbook	In progress	Nov 5, 2026	Priya Raman

4 more rows

Also included

Engagement boardStage rules
Draft client status updateRow action
Engagement ending soonNotificationTells the engagement lead two weeks before an engagement's end date.
Engagement summaryDocumentThe one-page summary the principal sends a client sponsor at kickoff: scope, dates and fee.

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Cobalt Ridge — kickoff call	Kickoff call	—
Cobalt Ridge — collect records	Collect records	—
Cobalt Ridge — reconcile accounts	Reconcile accounts	—
Cobalt Ridge — review and adjust	Review and adjust	—

Ravencrest imaging system roadmap	EN-26-101	IT roadmap
Sedgewick drawing storage migration	EN-26-102	Cloud migration plan
Kestrelmoor branch network security assessment	EN-26-103	Security assessment
Tillinghast plant scheduling software selection	EN-26-104	Vendor selection

Nwachukwu: rear-end collision on Lomas	Auto collision	Intake
Echeverria: slip on a wet grocery aisle	Slip and fall	Intake
Albrecht: dog bite at a rental house	Dog bite	Intake
Okonedo: motorcycle hit at an intersection	Motorcycle crash	Intake

Disputed warehouse slip-and-fall claim	LJ-26-101	Insurance claim
Pre-hire screening for a freight dispatcher	LJ-26-102	Background check
Heir search for a farm estate in Yakima County	LJ-26-103	Missing heir
Witness locate for a contested lease dispute	LJ-26-104	Litigation support

Birth and marriage certificates for a spousal visa	SP-26-101	Spanish to English
Employment contract for a relocating engineer	SP-26-102	Japanese to English
Discharge summaries for a transfer patient	SP-26-103	Portuguese to English
Warranty booklet for a field sensor line	SP-26-104	French to English

Brandywine Roofing — 2025 Form 1120-S	ENG-26-101	Tax return
Hollis Ridge Dental — 2025 Form 1065	ENG-26-102	Tax return
Mercer Street Bakehouse — 2025 Form 1120-S	ENG-26-103	Tax return
Nwankwo Freight — 2025 Form 1120	ENG-26-104	Tax return

Engagement board

Tables

Engagements

Clients

Staffing

Deliverables

Also included

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