Strategy Consulting

Align people, processes, and systems to enhance value
Value Enhancement


Execution of strategic initiatives to allow leaders to stay above the details

Coordinating and executing strategic initiatives throughout the organization

Evaluate and implement “return on working capital” philosophy for all cash flows

Evaluate and implement “customer experience-focused” philosophy for all departments

Evaluate cost of growth potential of existing, new & potential acquirable business units

People Alignment


Workforce planning, retention, and attrition required to align business needs and financial requirements

Evaluate workforce’s ability to support organizational needs and financial requirements

Prepare and execute reduction activities on behalf of the organization

Immediate creation of full departments, including processes and management

Process Improvement


Evaluation and improvement to ensure predictable outcomes of organizational processes

Ensure long-term change adoption through communication, training, and accountability

Evaluation and improvement of P2P to ensure predictable outcomes of processes

System Transformation


Evaluation, implementation, and improvement of systems to ensure predictable outcomes of organizational processes

Evaluation, identification, and alignment of business needs with system capabilities

Program management and coordination of system implementation, maintenance, and administration

Establishing intelligence storage, access, and analysis to support organization needs

Interim Management Solutions


Interim leaders assume responsibilities, maintain control of key business functions, and lead strategic enhancements before transitioning the role to the future position holder.


  • Plan, develop, implement, and direct the organization’s operational and fiscal function and performance
  • Lead short- and long-term financial planning
  • Create, improve, implement, and enforce policies and procedures of the organization that will improve operational and financial effectiveness of the company
  • Provide strategic input to enhance decision making, especially regarding the evaluation of potential mergers, acquisitions or partnerships


  • Organizational and operational alignment of people, processes,  and systems
  • Real-time financial visibility
  • Enhanced long-term financial planning
  • Bottoms-up budget and actionable plan management
  • Implement cash flow visibility and forecasting (13wk/12mo)


  • Cash flow and liquidity constraints
  • Business turnaround
  • Change of leadership or ownership
  • Bridge resource
  • Sell-side preparation
  • Inorganic growth
  • Value enhancement program management
  • System conversion


  • Develop a technical vision and governance for the organization
  • Development of technology strategies and investments (digital, go-to-market, IT roadmaps)
  • Ensure seamless technology operations, agility and management
  • Optimize technological spending


  • Improved cybersecurity
  • Reduced G&A expense
  • Enhanced customer experience


  • Business turnaround
  • Change of leadership or ownership
  • Bridge resource
  • Sell-side preparation
  • Inorganic growth
  • Value enhancement program management
  • System conversion
  • Need for specific skills to adjust to technology evolutions
  • Under-performing technology


  • Prepare, analyze, communicate, and utilize market target research
  • Evaluate areas of focus to ensure further corporate development
  • Develop, implement, lead, and support strategies at the company


  • Program manage initiatives to ensure strategic business plans are successfully executed
  • Implement Key performance indicators to tie value enhancement to performance
  • Implement acquisition target identification and solicitation process
  • Implement market share expansion and margin expansion programs


  • Organic / Inorganic Growth
  • Integrations
  • Change of Strategy or Leadership
  • Workforce Rationalization
  • Restructuring, Transformation, Turnaround


  • Activity and resource planning
  • Organizing and motivating a project team
  • Controlling time management
  • Cost estimating and developing a budget
  • Ensuring customer satisfaction
  • Analyzing and managing project risk
  • Monitoring progress
  • Managing reports and necessary documentation


  • Risk mitigation & elimination/identification of scope creep
  • Increased project status visibility and transparency
  • Higher probability of on-time and on-budget project completion 


  • System implementations
  • Integrations
  • Relocations
  • Workforce rationalization
  • Digital transformation

Project Leadership

Strategic Consulting Case Studies