SERVICES
Growth Strategies | Business Solutions
Continuous Improvement Process Approach
Control
How do we
sustain the gain?
Improve
How do we get from problem to desired goal?
Analyze
What is the root cause?
Measure
How well are we currently doing?
Define
What is the problem?
Ready to Get Started?
(361) 563-7939
Our 5 Pillars of Operational Excellence
Financial Acumen
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P/L REVIEW: Thorough assessment and analysis of profit and loss statements to identify areas for improvement.
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MARGIN GROWTH: Implementation of strategies to enhance profit margins and maximize revenue generation.
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EXPENSE MANAGEMENT: Streamlining and optimizing expenses to drive cost savings and efficiency.
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ASSET MANAGEMENT: Effective management and utilization of assets to maximize returns.
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ACCOUNTS PAYABLE IMPROVEMENT: Enhancing accounts payable processes for increased accuracy and efficiency.
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ACCOUNTS RECEIVABLE IMPROVEMENT: Strategies to reduce Days Sales Outstanding and optimize cash flow.
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Process Optimization & Technology Enablement
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LEAN METHODOLOGY: Applying LEAN principles to identify and eliminate wasteful steps, improving overall process efficiency.
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CREATING COMMON PROCESSES: Establishing standardized processes across the organization to enhance consistency and reduce complexity.
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PROJECT MANAGEMENT: Efficiently managing projects to ensure timely delivery and successful outcomes.
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DATA ANALYSIS: Utilizing data-driven insights to identify opportunities for process improvement and optimization.
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LEVERAGING TECHNOLOGY: (RPA, AI, Machine Learning) to automate transactional steps and improve overall process efficiency.
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TECHNOLOGY ASSESSMENT: Evaluate the extent of current technology utilization, its alignment with operational needs, and explore alternative options if applicable.
Procurement & Supply Chain Improvement
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SUPPLIER RATIONALIZATION & CONSOLIDATION: Evaluating and consolidating suppliers to achieve cost savings and improve operational efficiency.
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SUPPLIER RELATIONSHIP MANAGEMENT: Establishing strong relationships with suppliers to enhance collaboration and drive mutual benefits.
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SUPPLIER PROFITABLILITY ASSESSMENT: Analyzing supplier performance to optimize profitability and align with organizational objectives.
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DC/WAREHOUSING & INVENTORY MANAGEMENT: Streamlining warehousing processes and implementing efficient inventory management practices.
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PROCUREMENT CYCLE TIME: Improving demand to shelf process workload management and data analysis tools.
Sales & Account Development
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LEADERSHIP & TEAM DEVELOPMENT: Sales & Negotiation skills, relationship building skills, and customer success.
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CUSTOMER RELATIONSHIP MANAGEMENT: Driving the use of technology and defining account management principles for lead generation and sales funnel management.
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EXISTING CUSTOMER EXPANSION: Providing additional correlative Products and Services and developing account growth plan.
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PERFORMANCE MANAGEMENT & REPORTING: Identifying patterns, trends, and areas for improvement.
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SALES FUNNEL FORMULA: Developing formula for business to understand the process between prospecting and delivering the good or service.
Talent Development & Succession Planning
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COACHING & MENTORING: Providing guidance and support to develop and empower individuals within the organization.
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ORGANIZATIONAL DESIGN: Assessing and optimizing the organizational structure to enhance efficiency and collaboration.
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CHANGE MANAGEMENT: Assisting with managing organizational changes to minimize disruption and ensure successful implementation.
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ASSOCIATE DEVELOPMENT PLANNING: Designing personalized development plans to foster individual growth and align with organizational goals.
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SUCCESSION PLANNING:
Develop a plan to prepare new leadership in private and family business to run business without interruption of service.
Phases of Service
Assessment
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Identification of Improvement Areas
Implementation of Improvements to Desired State
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Acceptance
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Prioritization
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Role Support
Monitoring & Continuous Improvement
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Ongoing Monitoring and Optimization
Have Challenges? We Can Help!
PROCUREMENT & SUPPLY CHAIN CHALLENGES What are the key pain points or challenges you face in your procurement and supply chain operations? How do you currently evaluate the performance and reliability of your suppliers? Are there specific areas within your supply chain where you believe efficiency could be improved? How do you manage risks within your supply chain, especially concerning supplier disruptions or geopolitical challenges? Have there been instances where supply chain disruptions affected your operations, and how were they mitigated? What measures do you have in place to ensure supply chain resilience?
FINANCIAL MANAGEMENT CHALLENGES How do you currently approach financial planning and risk mitigation within your organization? Are there particular financial risks that concern you, and how do you address them? What benchmarks or metrics do you use to evaluate the success of your financial management strategies? How do you identify and control unnecessary expenses within your operations? Can you provide examples where cost optimization initiatives positively impacted your bottom line? What barriers or obstacles do you encounter when trying to optimize costs effectively?
TALENT DEVELOPMENT CHALLENGES How do you assess the skill gaps and developmental needs of your workforce? What initiatives or programs do you currently have in place for talent development and upskilling? Can you identify areas where improved talent development could directly impact operational outcomes? How do you foster a culture of learning and growth within your organization? Are there specific leadership skills or traits you aim to cultivate among your management team? What challenges do you face in ensuring that talent development aligns with your organizational culture and goals?
PROCESS OPTIMIZATION & TECHNOLOGY ENABLEMENT CHALLENGES How frequently do you assess and analyze your existing operational processes for potential optimizations? Are there specific areas where you believe process improvements could yield significant benefits? What challenges do you face in embedding a culture of continuous improvement within your organization? How do you encourage employees to contribute ideas for process enhancements or innovations? Can you share instances where employee suggestions led to process improvements or cost savings? What obstacles hinder the implementation of suggested process improvements? How do you evaluate and select technologies to support your operational objectives? What roadblocks or challenges do you encounter when integrating new technologies into existing systems? Are there specific areas where technology adoption could significantly enhance your operational efficiency? How do you ensure that employees are adequately trained to utilize new technologies effectively? What metrics do you use to measure the success and ROI of technology implementations? Are there instances where technology implementation failed to meet your operational goals, and what were the reasons behind it?
SALES & ACCOUNT MANAGEMENT CHALLENGES How do you currently gauge client satisfaction and retention rates? What strategies or tools do you use to understand your clients' evolving needs and preferences? Can you highlight areas where you believe your account management processes could be enhanced for better client engagement? How do you track and measure the effectiveness of your sales processes? Are there particular stages within your sales funnel where you encounter bottlenecks or inefficiencies? What improvements do you envision in your sales operations to increase revenue or shorten sales cycles?
