Helping our clients deliver prime value by optimizing operational processes and creating frameworks for success.

What this engagement could look like:

• Auditing perceived deficiencies to identify opportunities for growth, including customer success and experience

• Identifying impediments to productivity and barriers to communication within the delivery chain

• Establishing, negotiating, or ending vendor and partner relationships to improve efficiency and profitability

• Engaging with top-tier end users or customers to stabilize and recover trust

• Leveraging and optimizing available roles and human resources to construct a more effective and lasting business story

• Development of technical procedures such as KPIs, OKRs, and functional identifiers to guide operations

• Process automation through the selection and implementation of technology tools and platforms

• Cost and revenue optimization through P&L ownership and pro forma cash flow modeling

How we engage:

• Typical engagements are recurring and retainer-based, giving us the time necessary to identify business improvements and focus on implementing solutions. Our work is guaranteed and operates under a confidential but open contract. Our word is our bond, our work is our bond.

• The engagement and commitment of the CEO or business unit leader to improvement is necessary for the success of lasting and impactful change.

Technology and Systems

Deploying tools and automating processes to reach efficiency and deliver results.

• Solution design and implementation for internal or customer-facing systems

• Short and long-term technical resource allocation for new projects and contracts

• Process and task automation

• Systems integration and testing

• Solution provider evaluation, selection, and project management

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High-functioning teams are engaged and focused on reaching the same goal.

• Change management - transition or transformation of an organization's goals and staff including restructuring

• DISC assessment to improve communication, productivity, and teamwork

• Formation and adoption of mission and value pivots

• People operations including organizational structure, roles and functional job descriptions

Financial Performance

Optimizing existing cash flow or preparing for a raise, numbers matter.

• Financial analysis and benchmarking

• Proforma modeling for fundraising

• Market research and data gathering

• Operational audits to identify revenue opportunities and optimize payments

• Distressed organizations, turnarounds

Let’s talk about your vision.

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