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Operational Excellence, Profitability, Sustainability, & Scalability Advisory Services

Operational excellence is a progression, not a formula.


It should be grounded in a situational analysis focused on the critical attributes of your present-day business. Your goals, priorities, competitive position, resources, constraints, internal ecosystem, and financial outputs.

Based on this assessment, you can understand the gaps that exist between current reality and your desired outcomes.  From this, we can create clear, actionable decision-making frameworks designed to connect operational choices and targeted outcomes, financial and otherwise.

It is worth observing that “operations” in client-focused distribution business refers to the neural hub of the business. It connects and integrates all core functions involving the delivery of a superior client interaction back to all internal people, processes, infrastructure, and technology responsible for creating that experience and the related growth and profitability characteristics derived from those efforts. Operational excellence must intelligently account for each function, and the interdependences between them, to understand impact on clients, growth, and profits—all within the unique context, circumstance, and culture of your business.

This is operational excellence applied.

Services

  • Functional / cross-disciplinary leadership and integration
  • Business and opportunity analysis
  • Profitability / efficiency assessment and improvement
  • Performance analysis and development
  • FP&A modeling and dashboards
  • Business planning, budgeting, and forecasting
  • Workflow / process enhancement
  • Automation integration
  • Evaluation of outsourcing opportunities and contractual arrangements
  • Strategic planning, perpetuation advisory and transition management, pre-sale valuation maximization.
  • Executive coaching and operational decision support
  • Premium yield optimization
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Services list not inclusive of all offerings.
Available via project basis, advisory or Fractional COO*
**Available on case-by-case basis to specific client situations.