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How can you scale OR projects effectively?

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Operations research (OR) is a discipline that applies analytical methods to solve complex problems and optimize decisions. OR projects often involve large-scale data analysis, mathematical modeling, simulation, optimization, and algorithm development. However, scaling OR projects effectively can be a challenge, especially when dealing with multiple stakeholders, dynamic environments, and limited resources. In this article, you will learn some tips and best practices to help you scale OR projects effectively and deliver value to your clients or organization.

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Harsh Sharma

AI/ML/OR Engagement Leader | Product & Program Management | LinkedIn Top Voice in Operations Research | Supply Chain |…

1 Define the scope and objectives

One of the first steps to scale OR projects effectively is to define the scope and objectives clearly. You need to understand the problem, the context, the constraints, the criteria, and the expected outcomes of the project. You also need to communicate these aspects to your team, your client, and any other relevant parties. Having a clear scope and objectives will help you avoid scope creep, align expectations, and measure progress.

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Harsh Sharma

AI/ML/OR Engagement Leader | Product & Program Management | LinkedIn Top Voice in Operations Research | Supply Chain | Manufacturing
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Again, scope creep isn’t something to look down upon. Gone are the days of waterfall development. Solution development along with the businesses strategies they support need to be agile. New features as long as they add incremental value should be considered.

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Andrés Acevedo Ojeda

I help leaders discover their best self and create more conscious, balanced, and effective workplace cultures. Follow me for insights on learning, mindful living & personal growth. Meditate with me: todomente.com
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Engage with stakeholders early and often to refine the project's scope and objectives based on their priorities. Incorporate stakeholder feedback to ensure the project remains aligned with the overall strategic goals of the organization or project, and adapts to changing needs or constraints.

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2 Choose the right tools and methods

Another step to scale OR projects effectively is to choose the right tools and methods for the task. You need to select the data sources, the analytical techniques, the software platforms, and the programming languages that best suit your project requirements and capabilities. You also need to consider the trade-offs between accuracy, complexity, speed, and scalability of your tools and methods. Choosing the right tools and methods will help you improve efficiency, quality, and reliability of your project.

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Harsh Sharma

AI/ML/OR Engagement Leader | Product & Program Management | LinkedIn Top Voice in Operations Research | Supply Chain | Manufacturing
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Absolutely align that while MVPs are what most prefer to quickly demonstrate value, it often is a better approach to evaluate holistic needs of a project which has to scale so further iterations/scale builds incrementally on top of MVP build. In other words, build an MVP for scale and not as a throw away product.

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Andrés Acevedo Ojeda

I help leaders discover their best self and create more conscious, balanced, and effective workplace cultures. Follow me for insights on learning, mindful living & personal growth. Meditate with me: todomente.com
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Implementing Agile Methodologies can enhance flexibility and responsiveness to change. Agile approaches allow for iterative development and continuous improvement. This can be particularly useful in complex OR projects.

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3 Manage the project lifecycle

A third step to scale OR projects effectively is to manage the project lifecycle properly. You need to plan, execute, monitor, and control the various phases of your project, such as data collection, data cleaning, data analysis, model building, model testing, model implementation, and model evaluation. You also need to document, report, and present your results and recommendations to your client or organization. Managing the project lifecycle will help you ensure timely delivery, stakeholder satisfaction, and project success.

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Harsh Sharma

AI/ML/OR Engagement Leader | Product & Program Management | LinkedIn Top Voice in Operations Research | Supply Chain | Manufacturing
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Agile is the way to go so you build and deliver value with every sprint. Makes it much easier to keep everyone including the client aligned on project’s value delivery progress and quick feedback to iterate better.

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4 Collaborate and communicate

A fourth step to scale OR projects effectively is to collaborate and communicate with your team and your client. You need to work together, share ideas, provide feedback, and resolve issues. You also need to communicate regularly, clearly, and transparently about the project status, challenges, risks, and achievements. Collaborating and communicating will help you foster trust, teamwork, and innovation.

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5 Learn and improve

A fifth step to scale OR projects effectively is to learn and improve from your experience. You need to review your project performance, identify strengths and weaknesses, and capture lessons learned. You also need to apply your learnings to improve your skills, processes, and practices for future projects. Learning and improving will help you enhance your competence, confidence, and credibility.

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6 Follow ethical principles

A sixth step to scale OR projects effectively is to follow ethical principles in your work. You need to respect the data privacy, security, and ownership of your client and your organization. You also need to avoid bias, manipulation, and deception in your data analysis, modeling, and reporting. Following ethical principles will help you uphold your professional integrity, reputation, and responsibility.

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Andrés Acevedo Ojeda

I help leaders discover their best self and create more conscious, balanced, and effective workplace cultures. Follow me for insights on learning, mindful living & personal growth. Meditate with me: todomente.com
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Establish clear data governance policies that outline how data is collected, stored, processed, and shared. Beyond compliance and trust, a well-defined data governance policies enable the effective and productive use of data. It ensures that data is accurate, reliable, and available for the decision-making process.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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How can you scale OR projects effectively?

1

2

3

4

5

6

7

1 Define the scope and objectives

2 Choose the right tools and methods

3 Manage the project lifecycle

4 Collaborate and communicate

5 Learn and improve

6 Follow ethical principles

7 Here’s what else to consider

Operations Research

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How can you scale OR projects effectively?

1

2

3

4

5

6

7

1 Define the scope and objectives

2 Choose the right tools and methods

3 Manage the project lifecycle

4 Collaborate and communicate

5 Learn and improve

6 Follow ethical principles

7 Here’s what else to consider

Operations Research

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