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REVIEW AND CONSULTANCY

We advise and guarantee our customers in the private sector and the third sector. Regardless of the context, from Due Diligence to Asset Management consultancy, all our consultancy assignments have one thing in common: we identify and manage opportunities to improve efficiency, minimize risk and ensure optimal customer value.

Review and consultancy are processes that involve the analysis and evaluation of a situation or activity, in order to provide guidance or suggestions for improvement. In finance, auditing and consulting may concern financial management, accounts, taxation or other related matters.
Due diligence is a process of in-depth research and analysis that is conducted before undertaking a transaction or investment. It is a way to evaluate the risks and opportunities associated with a transaction and fully understand the financial, legal, operational and commercial aspects involved. Due diligence can be performed by an internal team or external consultants.
Project monitoring concerns the constant supervision and control of the progress of a project to ensure that it achieves stability objectives. This process involves evaluating performance, monitoring time, costs and quality of work performed, as well as identifying and managing risks. Project monitoring can be carried out internally or with the support of external consultants.
Wealth management consultancy concerns the planning and management of a person's financial assets individual or an organization. A wealth management advisor works closely with the client to understand their financial goals, evaluate their risk profile and develop a personalized investment strategy. This may include investment allocation, asset management, tax planning, retirement planning and other aspects of wealth management.

It is important to note that to address specific audit, consultancy, Due Diligence or wealth management needs, it is advisable to seek the support of qualified professionals, such as financial advisors, lawyers or experts in the relevant field.

PROJECT MANAGEMENT

Project management is the activity of planning, organizing, coordinating and controlling the resources, activities and times necessary to achieve the objectives of a project. Project management involves a set of processes and practices that help guide and control the entire project lifecycle, from inception to closure.

Here are some key elements of project management:

Before starting a project, it is essential to clearly define the objectives you want to achieve. Goals should be specific, measurable, achievable, realistic and time-bound (SMART).
Planning is a crucial phase in project management. It involves defining the activities necessary to achieve the project objectives, estimating the necessary resources, creating a logical sequence of activities (timetable) and assigning responsibilities.
It is important to identify and assign the resources needed to perform project tasks. This includes staff, budget, equipment and materials. Resources must be assigned based on skills and availability.
During project execution, planned activities are carried out and resources are deployed. It is essential to carefully monitor the progress of the project, manage any risks and problems that may arise and ensure that the project proceeds according to the expected timetable and budget
Project control involves evaluating performance against stability plans. This involves monitoring project progress, identifying variations from the plan, and implementing corrective measures necessary to get the project back on track.
Effective communication is essential to the success of the project. Project managers must establish clear and regular communication channels with all stakeholders, including the project team, clients, sponsors and other stakeholders. Communication should include sharing information about project progress, managing expectations, and resolving issues.
At the end of the project, it is important to evaluate the results obtained compared to the set objectives. An analysis should be made of the lessons learned during the project and identify strengths and areas for improvement. Finally, the project is formally closed, ensuring that all tasks have been completed, documents and deliverables have been stored properly, and all closing conditions have been met.

Project management requires leadership, planning, communication, problem solving and resource management skills. Using specific methodologies and tools, such as the Project Management Body of Knowledge (PMBOK) or Agile, can provide a structured framework for project management.

INTEGRATED DESIGN

Integrated design is an approach to design that involves different disciplines and professionals collaboratively from the early stages of the design process. Instead of tackling the different phases of the project sequentially and separately, integrated design promotes a holistic approach in which the various disciplines work together from the beginning to achieve better and more sustainable results.

architects, engineers, mechanical and electrical system designers, sustainability experts and other professionals work as an integrated team to develop innovative solutions. This approach promotes the sharing of knowledge, the integration of ideas and the creation of more effective and sustainable solutions.
include reducing building construction and management costs, improving energy efficiency, optimizing the use of resources, creating healthy and comfortable environments and promoting environmental sustainability. Integrated design can be applied to different sectors, such as construction, urban planning, landscape architecture and civil engineering.
a collaborative process is needed in which professionals involve their specific skills and knowledge to develop integrated solutions. It is important to involve all stakeholders from the beginning of the process to ensure that different points of view are taken into account and that balanced and mutually satisfactory results are achieved.

In conclusion, integrated design is a collaborative approach that involves different disciplines to create innovative, sustainable and efficient solutions. Promote the integration of skills and sharing of knowledge to achieve optimal results in terms of costs, performance and sustainability.

CDM

CDM coordinators (Coordinator for Safety in the Design and Execution Phase) are professional figures required by Italian legislation on workplace safety in the construction sector. The term CDM derives from the acronym of Legislative Decree no. 81 of 2008, which establishes the provisions regarding the protection of health and safety in the workplace.

CDM coordinators are responsible for coordinating safety activities during the design and execution phases of construction works. Their main function is to ensure compliance with safety regulations on the construction site in order to prevent accidents and protect the health of workers.

In particular, the CDM coordinator has the following tasks:

During the design phase, the CDM coordinator must evaluate possible health and safety risks during the execution of the works. He must therefore draw up a Security Plan and Coordination (PSC) that contains all the preventive measures necessary to avoid accidents.
During the execution phase of the works, the CDM coordinator must monitor the application of the safety measures provided for in the PSC. He must also coordinate the activities of the various parties involved in the construction site, such as project managers, suppliers, subcontractors, to ensure correct safety management.
The CDM coordinator must keep the documentation relating to safety updated, such as the accident register, the register of companies present on the construction site, the register of materials used, etc.

It is important to underline that the CDM coordinator is not directly responsible for safety, but plays a coordination and support role to ensure compliance with safety regulations on the construction site.

Construction safety consultancy services are offered by professionals who are experts in the field of workplace safety and building regulations. These consultants provide support to companies and clients to ensure compliance with safety standards during the construction of a construction project. Consultancy services may include risk assessment, drafting of plans safety, worker training, construction site audits, conformity assessment and more.

Construction consultancy services, on the other hand, concern the more general scope of consultancy in the construction sector. These services can cover different areas, such as architectural design, structural engineering, project management, cost evaluation, environmental sustainability, regulatory compliance, urban planning, and so on. Construction consultancy specialists offer their know-how and technical support to address the specific challenges related to a construction project, seeking to optimize results and resources.