Operational & Financial Excellence

Running and growing a healthy business requires accurate measurement, supportive tools, consistent processes, smart pricing, and a scalable team.

Operational & Financial Excellence Projects

Each project has an establish approach that can be tailored based on your situation and desired outcomes.

You are empowered to accurately measure what matters in a clear, repeatable manner:

Gather current KPI data and determine alignment with business goals
Evaluate the priority, accuracy and timeliness of data
Review data from sales & marketing, operations, finance, delivery and management
Establish a business data review cycle with the most relevant KPIs in a consolidated scorecard

Your process are stress tested and improved to ensure accurate measurement, use of tools, and consistency in delivery:

Review processes across for sales & marketing, operations, finance, project management, resourcing and people management
Analyze and identify areas of improvement or addition
Revise or add processes where needed
Document processes and create internal communications
Create and implement change management plan

Your tools are setup to work together and work for you:

Evaluate the accuracy and connectivity of existing business tools
Review tools for sales & marketing, operations, finance, project management, resourcing and people management
GAP analysis and comparison to alternate tools
Generate a recommended tool integration plan

Your pricing gets aligned with your reality and goals:

Gather data on current engagement types, costs, bill rate, utilization and financials
Leverage our bill rate calculator for guidance
Develop a revised pricing strategy and decision tree
Option to include pitch and account growth calculators

You align on resource and staff plans that align with your growth goals:

Review organizational structure, audit resource data
Gather feedback on processes and tools from resourcing, people & culture and talent acquisition
Establish or update utilization targets and measure actual performance
Provide recommended updates to structure, processes and tools
Based on growth goals, establish or update staffing process and organizational structure