The Strategy Advisory Services category is a collection of our most popular services that can be applied to any industry or organization.  Each service can be customized depending on your specific needs.  In each of the service cards, you’ll find a brief description as well as a client case study to illustrate some of our recent work. 

We commonly start our project engagements with a thorough assessment of your current situation followed by a customized statement of recommendations, outlining a path forward with next steps.

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HOW WE HELP

What happens during the engagement

We are passionate about helping to craft the right strategy and plan that moves people and organizations towards potential. We typically start most of our engagements with our strategic planning service. Included are six phases of work that are required to establish, launch and operationalize the plan:

 

  • crafting the right strategy and structure for your organization
  • facilitate executive / senior management sessions to develop the strategic plan
  • develop the communication strategy to cascade the plan for execution
  • develop the system and processes to operationalize the plan

 

Our engagements cover all the facilitation for the formal sessions, output, recommendations, documentation, possible software integrations as well as regular, on-going advisory with an executive sponsor (s) outside the formal session schedule.

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WHAT OUTCOMES YOU CAN EXPECT

What happens after the engagement

Following custom, strategic planning engagements, organizations can expect:

 

  • to communicate an inspiring direction and purpose for their organizations
  • to have a defined, goals and outcome based plan that is action-oriented
  • a repeatable process that can be embedded in the organization's operational cadence
  • to strengthen overall performance, engagement and growth

 

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HOW WE HELP

What happens during the engagement

From different customer segments to industries, there are several different kinds of markets to which your products and services have value. Knowing which markets are the best path for your business and how to gain traction is a big challenge for any organization. Through our 5-step process, we help you:

 

  • define the markets with the strongest potential for your business
  • identify capability gaps required to access certain markets
  • access and activate new markets with a value proposition that resonates
  • strengthen penetration in existing markets
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WHAT OUTCOMES YOU CAN EXPECT

What happens after the engagement

Following custom consulting engagements that focus on market expansion, organizations can expect:

 

  • a detailed strategy and roadmap to expand the business to new markets
  • a tactical project plan to advance new expansion from test to scale
  • to build a new organizational capability
  • a multi-year path to sustainable and repeatable growth
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LEAD THE MARKET

Innovation

Lack of innovation, if not addressed, can have a significant impact on the long-term of health of your business, leading to painful and debilitating periods of customer defect and flat-to-no sales growth. If you want to matter to your customer now and in the future, you need to be bringing insight-led products, services and experiences to market. Five-year compounded growth rates of innovative companies is 84% as compared to 28% of all the rest.

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HOW WE HELP

What happens during the engagement

Developing an innovation strategy is absolutely critical to creating repeatable, sustainable and predictable growth. Being relevant in your market is no longer a choice, it’s table stakes. From solving problems in your organization to identifying unmet needs within your target customer segments, innovation is at the heart of value creation. Through our 5-step process, we help you:

 

  • research, identify and define the right opportunities for innovation in your business
  • execute multi-phase development and rollout strategies for new innovation
  • establish a long-term roadmap and cadence for bringing new innovation to your business and / or markets
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WHAT OUTCOMES YOU CAN EXPECT

What happens after the engagement

Following custom consulting engagements that focus on innovation strategy, organizations can expect:

 

  • increased brand equity and a path to industry leadership
  • to build a new organizational capability
  • To build an innovative culture and become a sought-after employer for top talent
  • a multi-year path to sustainable and repeatable growth
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HOW WE HELP

What happens during the engagement

Whether you’re looking to grow through acquisition or needing to think through an exit strategy for your own business, we can help. Successful acquisitions don’t just add revenue (ie: elimination of competitor or consolidation), they bring new capabilities that unlock access to previously untapped value for the acquirer. We employ a regimented process to help you:

 

  • develop specific criteria for and understand possible acquisition opportunities
  • identify and select the right acquisition targets for your particular strategy
  • integrate eventual acquisitions into your strategy, structure and culture
  • if selling your own company, we help you prepare your business for eventual sale
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WHAT OUTCOMES YOU CAN EXPECT

What happens after the engagement

Following custom consulting engagements that focus on your acquisition strategy, organizations can expect:

 

  • prioritization of acquisition targets based on predetermined criteria
  • a new set of organizational capabilities in an acquired target that unlock full potential for your organization
  • a multi-phase strategy to prepare your business for sale at maximum value to a well-qualified suitor
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HOW WE HELP

What happens during the engagement

Executing strategy well often depends on your organization's’ approach to serving and developing customers. We bring outside expertise to help organizations think differently about how they segment, organize and deliver value to their customers. Through a multi-phase process, we help organizations:

 

  • understand how their customers perceive their current experience and relationship
  • develop customer journey maps that allow for optimizing key, customer touch points
  • segment and organize customers to deliver a relationship-oriented experience and on-target value
  • develop unique partnership-centric systems that create mutual value for organizations and their customers
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WHAT OUTCOMES YOU CAN EXPECT

What happens after the engagement

Following custom consulting engagements that focus on your customer development strategy, organizations can expect:

 

  • healthy, long-term customer relationships that are partnership-focused
    enhanced loyalty and advocacy
  • collaboration, clear direction and communication between sales and marketing
    overall revenue and profit growth
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HOW WE HELP

What happens during the engagement

We love helping organizations improve overall performance - but, we do it very differently than most. We’re reframing performance ‘management’ into performance ‘development’. Essentially, our advisory work in this area helps organizations move from ‘managing’ people to ‘developing’ people. There’s a big difference! This service is commonly engaged-in following our strategic planning process, as organizations begin to cascade their plans throughout their teams. We help you:

 

  • establish the right process for cascading your strategic plan
  • work with leaders throughout your business to implement the right accountability, coaching and development to move the plan forward
  • implement a repeatable and sustainable performance development system that your leaders will rely on, not dread
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WHAT OUTCOMES YOU CAN EXPECT

What happens after the engagement

Following custom consulting engagements that focus on enhancing performance, organizations can expect:

 

  • improved communication across your organization
  • strong execution of key priorities and activities
  • enhanced employee engagement
  • retention and attraction of top talent

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