Our services

Process Design & System Implementation
Having well-designed, maintained and adhered to business process is the key to smooth operations, timely and quality data reporting, and happy employees and customers. At times, individual improvements are not enough to move the needle. Holistically re-designing end-to-end processes is often essential to accessing true streamlined operations.
Designing & implementing a successful process includes discovery, analysis, collaboration, feedback, buy-in, approvals, testing, training and communication. Complexity increases as stakeholders, handoffs and interactions occur cross-functionally - this is our sweet spot. We partner with you to start high-level and get aligned before defining the necessary intricacies. Most process efforts require solutioning, system updates and/or implementations. We are often the IT business partner through these implementations to ensure the end result meets the needs of the business process or use case.
Data Strategy & Reporting Design
Data-driven, proactive management begins with leaders having the required, accurate data available at the right time. This is necessary to monitor, adjust and manage their teams, businesses, clients, products and/or services. The complexity behind having visibility to accurate reporting is driven by:
The number of tools used across various functions & business units and their level of integration
Whether or not data is aligned or defined and documented across the business
The level of adherence to well-defined processes that promote accurate and timely data collection
How well the design of current management, financial and operational reporting aligns to the insights needed to run the business today and in the future
Partner with us to design a plan to align data across your organization to achieve accurate visibility.
Strategic Planning & Prioritzation
Each organization has unique requirements for their strategic planning, budgeting & prioritized roadmapping process that enable holistic & transparent execution. We work with clients to develop & implement strategic planning processes, improve existing processes, and facilitate holistic & effective strategic planning with the following outputs: clearly prioritized, strategic roadmap, budget and tracking process to monitor and manage.
During transformations and post-acquisition, it is challenging to manage through the collision of an in-flight strategic roadmap and newly developed roadmap. We facilitate holistic re-prioritization working sessions to ensure there is a clear path moving forward.
Cross-Functional Program Management
We offer the highest quality strategic cross-functional program management services to ensure that complex initiatives are managed effectively, efficiently and transparently. We bring leadership and collaborative facilitation to all executive status meetings and are thoughtful in escalating risks and issues working closely with our clients, respecting their time, while remaining communicative and transparent.
During post-acquisition and transformation initiatives, our IMO/Transformation Office Leadership & strategic cross-functional program management is key to successful monitoring and tracking key activities such as: synergy realization, value creation, ERP goal achievement & related risks.
Post Acquisition Integration Strategy
Acquisitions create organizations with disparate operations 100% of the time. We partner with you to understand & develop your strategic future-state organizational design, synergy and value creation goals, post-acquisition.
We’ll guide you through defining operational & visibility strategies that feed into strategic planning sessions, outputting cost-effective short and long-term roadmaps that 1) minimize re-work, 2) realize goals and 3) align to a well-designed future-state way of operating. We also offer operational integration execution services such as process and tool integration execution to ensure execution is aligned to the strategy and future-state goals.
Data Analysis & Financial Modeling
Data-driven decisions and business cases for revenue-generating, cost-saving or operational improvement initiatives involve analysis to understand impact, opportunity and/or risk and are key inputs to strategic planning, budgeting and roadmapping.
We work with leaders, BI & finance, systems admins, analysts, etc. to understand the data available within your organization and develop a transparent methodology to model these scenarios in the most accurate way. During post-acquisition engagements, analysis & modeling around synergy realization and value creation is often a supplemental service we provide to ensure that the integration decisions & projects being executed are driving the value expected from the acquisition. During Transformations, business cases can inform timelines and Phasing of rollout depending on modeled costs.