Our Expertise
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What We Do
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1. Management Team Review
2. Review key processes and procedures
3. Identify potential or real operational bottlenecks and pinch points
4. Evaluate current productivity tools and technology being used
5. Assess Adoption of Corporate Culture and Values
6. Management Meeting and Accountability Evaluation
7. Sales Process Review
8. Key resource evaluation (RPRS)
9. Employee engagement and turnover
10. Talent acquisition and development -
1. Highlight Key Partners and Relationships
2. Outline Key Activities
3. Determine Key Resources
4. Define Value Proposition & Customer Loyalty Objectives
5. Highlight Optimal Sales Channels
6. Identify Highest Return Customer Segments
7. Conduct SWOT Analysis -
1. Returning to pre-COVID revenues
2. Assessing new markets or trends
3. Expanding market share
4. Creating and launching new products or services
5. Commercializing innovation
6. Evolving competitive advantages
7. Increasing customer retention
8. Developing global reach -
1. Create a strategic sales plan
2. Evaluate resources and find necessary talent
3. Craft unique selling propositions
4. Train and certify sales leadership
5. Put optimal processes in place
6. Manage the sales team
7. Build a long term growth plan
8. Provide tools to drive sustainable growth
9. Find your best customers
10. Grow your bottom line -
1. Key Performance Indicators
2. Balanced Scorecard Development
3. Legal Entity Design and Structuring
4. Capital Raise Preparation
5. Advisory and Director Boards Set Up
6. Merger and Acquisition Evaluation and Recommendations
7. Financial Management Modeling (P&L/Balance Sheet/AR/AP)
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1. Identifying next generation technologies that would provide value to customers
2. Identifying business areas for improved technology solutions
3. Optimized Scaling of business through technology
4. Automating manual processes
5. Optimizing virtual workforce through technology
6. Solving other key business problems with technology
7. Implement Accountability Model through clear and relevant KPI's
8. Improved Meeting Methodology -
1. Prevent operational interruptions as a result of crisis or disaster
2. Help the organization quickly return to a state of "business as usual"
3. Major Threat Analysis
4. Succession Planning
5. Risk Mitigation & Response Plan - Proactive and Reactive Measures Identified
6. Scheduling of "fire drills" regularly to ensure plan will perform as anticipated and hasn't "grown stale" -
1. Program and Project Management Methodology
2. Create visibility and accountability through Integrative Project Plans (Gantt Charts)
3. Identify critical path items
4. Separates Strategic versus Tactical Priorities
5. Link Major Corporate Initiatives to Objectives
6. Accurate and Reliable Capital Planning
7. Outline Deadlines and Create Clear Expectations
8. Facilitate Alignment Across Entire Organization -
i. Commercial
ii. Retail
iii. Industrial
iv. Office
v. Multi-Family
vi. Property Management