R&D best practices on Operations & Client Management

Do your customer management and core processes use best Research and Development practices ?


Access to detailed best practices of Research, Development or Engineering on Core processes and Customer management:

Customer management:

  • Customer needs 
  • Tender management (for project engineering industries)
  • Requirements management
  • Change management
  • Contract & warranty (for project engineering industries)

Core processes:

  • Technical process
  • Development process
  • Resource staffing
  • IT Systems and tools

Perform an in-depth evaluation of your R&D or Engineering Core processes and Customer management

The best practices are in a structured questionnaire enabling evaluations of your practices compared to our benchmark

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Access questions and best practices

Carry out an evaluation if you wish

Invite additional participants or add options later

Completely free of charge, without any obligation

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Service price

Price: Free

The purchase gives you access to the best practices of this area. You can upgrade the service to perform evaluations with them later. The purchase gives you the right to access to the best practices and to use the questionnaire to carry out an evaluation by yourself or the people you invite, taking advantage of our optimised web interface

Service detailed description


42 best practices structured into 2 categories and 9 domains, enabling to get a detailed and a consolidated view 

Two uses are possible:
  • learn R&D product development management best practices
  • evaluate the R&D practices in relation to the best thanks to the online questionnaire functionality

The evaluation embeds Lean develoment / Engineering practices assessment.

Wevalgo Core processes and Client management framework for Research, Development or Engineering

Technical processes and Client management evaluation framework for Research, Development or Engineering

Summary description of the best practice model

Customer needs
  • Customer needs: methods for identifying and prioritizing needs
  • Tender management: tender response process, allocated resources (for project engineering industries)
  • Requirements management: requirements inventory, performance and non-functional requirements, compliance control,
  • Change management: end-to-end process (formalization, analysis, decision, communication...)
  • Contract and guarantee: process of contractualization and monitoring of the contract and guarantees (for project engineering industries)

Core processes :
  • Technical process: technical methods (design, implementation...) for each technical field
  • Development process: key steps and controls in the research and development cycle
  • Resource staffing : system for monitoring resource use, anticipating needs and allocating resources to projects
  • IT systems and tools: technical, management or communication tools supporting research and development

Example of usage for evaluation

Perform a detailed evaluation of your R&D focused on Operations and Customer management to:

  • precisely understand Operations and Customer management strengths and weaknesses through quantified data allowing internal and even external comparisons
  • define new Operations and Customer management ways of working, trainings, or other improvement actions
  • define targeted areas to monitor closely on Operations and Customer management
  • easily compare improvements and progress at different points in time

Get instant and full access to reports as soon as evaluations are completed.

Gain multi-level analysis on several axis that can be explored in varied depths and dimensions through a user friendly results menu. A few samples of the results report are shown below

Heat map
Visualise the performance and their drivers at a glance across all categories and sub-categories
Results by organisational dimension
Compare performance across your own, relevant and entirely customisable organisational dimensions. For example by geographical locations, departments, hierarchical levels or any other you see fit. Zoom in to breakdowns by category, subcategory and/or question
Results by evaluator and category
You can see detailed results to better understand the causes of your organisation performance
Wevalgo excellence model Results
Get valuable insight into areas and axes of progress thanks to our embedded Wevalgo model. Other analytical models may be incorporated, see key concepts for more information)

To see a full example of report result,

We have expert consultants on hand to build their own evaluations, assist you and interpret your results. Select the Expert Review option on the purchase menu.

Technical Requirements

In order to use the services, the technical environment must comply with the requirements below. 

Browser requirements
  • Chrome: 62 and above
  • Internet Explorer: 11 and above
  • Safari: 10 and above
  • Firefox: 45 and above
  • Opera: 42 and above
  • desktop or laptop usage, no mobile version
  • javascript enabled
  • Firewall authorising Wevalgo website 

If you choose to use other browsers or settings other than the ones listed here, the site's pages may not display properly, and you may encounter problems that Customer Service may not be able to resolve.

These technical requirements apply to all the participants of the service.


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