Both project team members have different roles and responsibilities based on their experience and level of seniority

Baohe Consulting partners provide overall guidance and leadership:
• Utilize experience to create suitable frameworks/methods
• Manage senior customer relationships

The project manager of Baohe Consulting guides the project team:
• Provide expertise and quality control
• Manage daily project operations
• Assist the team in prioritizing project agendas
• Provide intellectual guidance
• Manage customer relationships and coordinate specific tasks

Baohe Consulting consultants and consulting assistants mainly focus on work modules:
• Collect data
• Organize interviews
• Analyze and summarize the research results
• Coordinate with colleagues

The main task of the client team is usually to bring in the client's existing organizational knowledge and experience, coordinate team to organization contacts, and become advocates for change.

Members of the Customer Guidance Committee provide high-level support:
• The ultimate decision-maker
• Change advocates
• Initiator of Implementation

Customer team manager co leads the team:
• Introduce the client's existing organizational knowledge and experience
• Provide timely feedback
• Coordinate efforts from multiple parties

Customer team members support project progress:
• Provide necessary data and information
• Provide internal contacts and assist in arranging interviews
• Provide timely feedback throughout the process

1. Final report - Almost all consulting projects have a final report. This report includes our formal recommendations for problem-solving, with most of the content such as methods, steps taken, research details, and analysis results already discussed in the midterm report or meeting.

2. Final Presentation - For most projects, PowerHelm will hold a closing meeting and present the final report results in detail.

A consulting project is only meaningful when its value is several times the consulting fee. Therefore, although our service prices are competitive, we still believe that pure "price" should not be the main driving factor in determining the hiring of consulting firms.

We focus on and believe that it is necessary to pay attention to the realization of expected "value", the quality and speed of solving key customer management issues and challenges, which are the determining factors of true management consulting.

1. Project Launch - At the kickoff meeting, our project team will review the project objectives, scope, timeline, deliverables, as well as specific individual roles and responsibilities. Sometimes, the client team also participates in the kickoff meeting. (For specific details, please refer to "Typical Team Composition") In this situation, both parties determine a working mechanism that is applicable to both teams, such as key contacts for both parties, contacts for each module, and a series of regular meeting schedules.

2. Project Work Plan - PowerHelm will work with the client to develop a work plan at the beginning of the project, defining each person's responsibilities and providing clear direction to team members, telling them what work needs to be completed within a specific time frame. PowerHelm's work plan often includes weekly milestones and key deliverables set according to specific time points.

3. Research and Analysis - Research and analysis are key factors in all projects, often taking up a significant amount of project time. The essence of these factors involves qualitative measures such as interviews and consumer research, as well as complex quantitative modeling. The PowerHelm team is responsible for these tasks, but typically requires your assistance in collecting data and information, as well as contacting relevant personnel, obtaining records or resources.

4. Mid term reports/meetings - In order to keep you updated on the progress, PowerHelm typically conducts a series of midterm reports during the project and arranges necessary meetings to explain the reports in detail. We will inform you of the work that has been completed and the work that will still be carried out. Similarly, we will also collect your feedback information so that we can adjust our next work plan accordingly.

What is your focus of work at this stage?

Avoiding micro management - Management consultants are qualified and excellent professionals who understand how to complete their work. They hope to receive guidance in the general direction, but do not need to be constantly monitored.

Providing the required information/data - For analysis purposes, it is crucial that your team responds to our requests to ensure that we receive the necessary materials in a timely manner.

Contact specific personnel - Most consulting projects require interviews with client employees. In order to effectively complete the information gathering work in this stage, we will need your assistance in arranging interviews with these personnel within the organization.

5. Mid term adjustment - We will collect your feedback information so that we can adjust our next work plan and project work accordingly.

A consulting project is only meaningful when its value is several times the consulting fee. Therefore, although our service prices are competitive, we still believe that pure "price" should not be the main driving factor in determining the hiring of consulting firms.

We focus on and believe that it is necessary to pay attention to the realization of expected "value", the quality and speed of solving key customer management issues and challenges, which are the determining factors of true management consulting.

Although no two clients or consulting projects are exactly the same, Baohe Consulting usually goes through the following process between meeting a new client for the first time and officially launching the consulting project.

1. Introducing the mutual understanding between the problem client and the consulting firm is usually the first step in establishing a consulting relationship. We will introduce our culture and our project experience in related industries or similar topics. On the contrary, we will ask you to introduce the challenges you are facing and the help you think you need from consulting firms like us.

2. Determine the scope of the project. We will work together with you to identify the problems and clearly determine the ones you would like us to help solve. At this point, we help you consider your own needs and prioritize your goals.

This step ends with a relatively formal process. You list the service requirements in the project proposal, summarize the basic organizational information, and identify the project or problem you hope PowerHelm consulting can solve.

3. We will submit a formal proposal to solve your specific problem. Considering the complexity of the specific issue, it may take 1 to 2 weeks or several weeks to formally submit the proposal to you.

Typically, our proposal includes a summary of the problem, solutions suggested by PowerHelm, PowerHelm's past work experience in the industry or related topics, project budget, proposed team structure, and preliminary project timeline.

What is your focus of work at this stage?

Define the problem, set clear project goals, and clearly tell us the areas you need help in and the content you hope we can help achieve.

It is unlikely that a single consulting project can solve multiple unrelated problems at once. If your problem is very complex and has multiple issues to solve, please allow us to suggest the areas that can bring the greatest value and the challenges that we believe should be addressed first. We have extensive and profound experience to help you find wise and practical solutions.

4. Adjust project details. Once we submit the proposal, PowerHelm will work closely with you to ensure consensus on all factors, including goals, scope, methods, budget, schedule, and team composition. We will jointly develop the details of the proposed contract. This is an interactive process, and both parties will need to spend time making necessary adjustments and readjustments to ensure that the final contract reflects a clear mutual understanding.

5. Sign the contract - Once you sign the contract with us, we will officially start the project and carry out the project work as soon as possible.

A consulting project is only meaningful when its value is several times the consulting fee. Therefore, although our service prices are competitive, we still believe that pure "price" should not be the main driving factor in determining the hiring of consulting firms.

We focus on and believe that it is necessary to pay attention to the realization of expected "value", the quality and speed of solving key customer management issues and challenges, which are the determining factors of true management consulting.

A consulting project is only meaningful when its value is several times the consulting fee. Therefore, although our service prices are competitive, we still believe that pure "price" should not be the main driving factor in determining the hiring of consulting firms.

We focus on and believe that it is necessary to pay attention to the realization of expected "value", the quality and speed of solving key customer management issues and challenges, which are the determining factors of true management consulting.

Most companies will collaborate with several favored consulting firms, leveraging their expertise, service quality, and trust in project team members who can achieve expected results. Although the requirements for each project are different, PowerHelm seeks the same standards across all consulting projects:

• Focusing on and committed to solving management problems for customers, creating real value
• Expertise in key areas and issues of the global economy, particularly in China
• Effective methods for addressing practical management issues
• Experience in solving similar problems proven by leading clients and projects in various industries
• Records of cooperation with enterprises or with companies known to management
• Demonstrate the ability to collaborate with various organizations
• Having a team that is trusted by customers, and trust comes from the correctness of the solutions developed

Since its establishment, PowerHelm has been one of the preferred management consulting firms for the most successful companies, and our practical experience strongly proves that we have all the key indicator factors mentioned above to contribute value to our clients. Baohe Consulting focuses on providing clients with scientific, systematic, and actionable consulting results. In our past projects, the actual quality of our output has consistently exceeded client expectations.

In order to maintain or gain a leading competitive position, all enterprises must identify the key drivers that affect their operations based on environmental changes. Therefore, they must constantly seek new advantages, make wise decisions, and coordinate strategic changes.

Most leading companies around the world often use consulting services to help them establish a competitive advantage.

In order to cope with special situations or situations that have not been encountered in the past, we have found that companies do not have sufficient expertise, time, or experience to develop solutions or make important decisions.

• How to understand the changing trends and strategic impacts of the business environment
• How to face new challenges brought by new competitors or immature new technologies at present
• How to expand into unfamiliar new businesses, countries, or activities
• How to obtain and cultivate sufficient resources and abilities
• How to build complex organizational changes through mergers, acquisitions, or transformations
• How to quickly establish a specialized organization and improve operational efficiency in the new field of enterprise upgrading and transformation

In situations beyond the scope of daily enterprise management, management consulting firms have high value. Experienced consultants at Baohe Consulting can assist and drive significant changes. We have renowned scholars and external experts from various industries both domestically and internationally who can serve as discussion partners and engage in dialogue with management with keen and objective perspectives.

PowerHelm utilizes our profound industry and management expertise to assist clients in solving all their management challenges and difficulties.
With years of experience in improving customer conditions, we have accumulated a series of strategic setting and organizational empowerment methods that are unique, practical, and have been validated in practice.
We have established a deep cooperative relationship with our clients, and their success is our success. Through collaboration, we have worked hand in hand with our clients to create achievements that cannot be achieved by any independent action.
PowerHelm does not believe in standardized industry solutions. We know that customized solutions for customers can help them gain maximum competitive advantage and value. Therefore, we develop solutions for our clients based on their actual operational methods and unique positioning in the market.
In the process of collaborating with each client, we continuously gain new business insights, assist in mobilizing client businesses to take action, drive tangible results, and enhance the overall capabilities of client organizations.

Our consulting services are mainly divided into three stages: pre project implementation, project implementation management, and project outcome delivery and training
The project implementation stage and actual work modules of Baohe Consulting

In all projects of Baohe Consulting, we attach great importance to the participation of client teams Only by involving important executors of future project outcomes in the design of project outcomes can we truly and effectively ensure the realization and implementation of management outcomes Typical team composition The project team is generally composed of members from PowerHelm and clients. The PowerHelm team typically consists of one or several partners, a project manager, and several consulting advisors and assistants. PowerHelm global industry experts will also provide intellectual support. Customer teams often consist of 5 to 10 cross departmental managers, who are the most organized and executing talents within the customer organization. In many cases, client team members spend 20% to 70% of their time and energy on projects rather than being fully engaged. Overall, the guiding philosophy of the PowerHelm team is to be a driver of work and ensure timely discovery of the quality of solutions. Specifically, members of the PowerHelm team assume different roles and responsibilities based on their experience and level of seniority.

We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions.

We provide specialized investment strategies across a range of asset classes, in public and private markets, to help investors worldwide achieve their investment goals.

We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology.

We offer sustainable investment products, foster innovative solutions and provide actionable insights across sustainability issues.

From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success.