Our Services
We work at the intersection of people, systems, data and numbers to maximize the value of operational assets.
Our service model has been developed to maximize impact. We are operations experts helping companies figure “it” out and do “it” better … based on intuition and experience built from 30+ years, 170+ companies, 35+ states, 6 countries, and reverse-engineered 20,000+ reports.
Whether providing deeper due diligence around operational, talent and data in M&A transactions or serving in fractional C-Suite roles, our team is uniquely experienced to add exponential value from day one.
We Are A Blend Of:
Cost & Financial Optimization Leaders
System agnostic – Access systems, validate/ triangulate operational data to financials
Forensic Data Analysts
Business Empaths
Acclimate quickly, build trust, evaluate what’s real and valuable, vet out core problems
Synthesize collective intelligence for AI solution development for Robotic Process Automation (RPA), Generative AI (Gen AI), Agentic AI
Organizational Intelligence / AI Solutions Architects
Our Distinctions:
- We know where to look, and we know how to ask questions differently, forging a path to increased value quickly!
- Listen, learn and synthesize knowledge to build a solid foundation for change
- Engage with leadership to establish open lines of communication and trust
- Leverage current people and technology more effectively
- Quantify the operational changes to demonstrate increase in sale value
- Reverse engineered over 20,000 reports… We know about information and data!
- Validate and streamline sources and uses of data, for cleaner and easier access and sharing
- Create an environment of engaged employees who are dedicated to better performance
What We Do
We Turn Obstacles to Opportunities
Business Landmines
Opportunity Goldmines
Conflicting Directives
Unified Clear Goals and Path
Misaligned Communication
Smooth Communication
Cost Centers
Profit Centers
Data and Systems Chaos
Value Added Systems and Information
What We Do
Continued
Data, Communication and Money are the lifeblood of a company
The lifeblood gets drained/lost/misused due to:
- Conflicting directives between management, operations, IT, and sales
- Dependence on outdated or inefficient systems/processes built based on “the way it has always been done”
- Cultural/Systemic resistance and distrust due in part to fear, false starts/failures of past consultants/advisors
- Siloed thinking and myopic solution development
- Redundancy, data inaccuracies, multiple sources of the truth, obsolescence, costly urgency and reactivity
- Solutions that solve symptoms vs. core problems — not learning what they don’t know
- Lack of Process Controls and Visibility: Undocumented, unvalidated, non-standardized procedures — Lack of automation tools and underutilized technology
- Inaccurate and Untrusted Underutilized Systems and Workarounds: ERP or CRM system surrounded/”supported” by an ecosystem C drive spreadsheets
- Cash flow issues – AP, AR and Inventory: Limited visibility and mismanagement of product, customer, and vendor activity
Our work prepares companies for growth, investment and/or transition.
