How

Delivered and presented to C-level leadership a comprehensive audit, assessment, recommendations report and suggested strategic plan.

This required the team to look both inwardly at how the company functioned and innovated and outwardly by casting a wider net to examine how it was positioned in the market compared to the competitive landscape.

A comprehensive companywide review and evaluation of all major business processes, staff, and supporting tools and technology were completed. This included site visits to critical facilities to observe processes in real time and meet the supporting staff.

To thoroughly understand the business environment at an industry and company level, the team carried out a Porter’s Five Forces analysis, worked with leadership to create a Strategy Canvas, and actively collaborated with the CEO and CFO to understand the company's short- and long-term strategic goals, plans, and current financial and market standing. Capturing and analyzing these aspects were essential to ensuring that the assessment and recommendations were aligned with actionable, fact-based strategies, that maximized customer and company value, and minimized costs and investments that did not align with company priorities or provide significant performance impact.

Results

The report and executive presentation identified over sixty (60) opportunities, issues, risks, areas for improvement, and presented the tactics needed to capitalize on or mitigate them. It communicated a clear path to help ensure a scalable, stable, secure, and innovative business and technology footprint aligned closely with the strategic goals and introduced the concept of framework thinking for the company to build on.

The company continued to dominate its industry, controlling nearly 70% of its market, grew to $1.5b in annual revenues, and became a desirable acquisition target.