A fast, comprehensive assessment of an organization’s situation is critical to defining the best path forward. Our experience allows us to resourcefully assess a situation to get an organization moving quickly in the right direction. In many cases, we can start implementing change during an assessment as we see opportunities for immediate improvement.

With the collection of data, we can begin an engagement very quickly. While every project is unique, an assessment may roll out as follows:

Week One
Review, Observe, Analyze

  • Collect and Review Data
  • Employee Interviews
  • Data Review
  • Facility Tours
  • Strengths/ Weaknesses
  • Company Positioning
  • KPI/ Reporting Review
  • Budget Performance
  • Cash Flow Review

Weeks Two & Three
Conduct Focused Assessment

Key Lever Identification and Pareto Analysis
Focused Assessments and Analysis (vary by situation):

  • Integrated Financial Modeling
  • Working Capital Review
  • Demand Generation
  • Sales and Marketing
  • Vendor Management
  • Inventory (Turns, Dead, Active)
  • Utilization
  • Margins and Costing
  • Performance Management
  • Leadership Team Effectiveness
  • Technology Leverage for Business Process Effectiveness
  • Divisional or Geography Assessments
  • Position Review/ Cost Structure
  • Benchmarking
  • Capital Structure

Week Four
Formulate Recommendations and Options

  • Review key strengths & weaknesses
  • Identify & quantify key levers for financial and operational improvement
  • Review prioritized go-forward plan
  • Identify key contingencies