Assessments
A skilled and timely assessment of an organization’s situation is critical to defining the best path forward. Our experience allows us to resourcefully assess a situation, our approach means we define a path forward quickly so results are visible right away.
Many of our assessments are 3-4 week, fixed-fee projects. We use a time-boxed approach to identify the areas of the business which, when improved, can most positively impact financial results.
While every project is unique, below is an example:
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
- COGS/ COS
- 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