Services
Services
Strategic planning will help you answer existential questions, provide solutions to business challenges, identify your next moves, and clarify your roadmap to meeting your objectives. Using our Visionary Framework, you will be able to align your stakeholders and plan your next 3-5 years with confidence.
Using our proven Visionary Framework, we help you answer 4 key questions using our 4-step approach:
1. What is our current situation and how did we get here?
2. What options are available to us and what should we do going forward?
3. What are the steps we need to take to meet our objectives?
4. How will we measure performance as we move forward?
Our capabilities will enable you to formulate a cohesive game plan, clearly communicate that game plan to your teams, align your resources, and move forward with confidence as profits increase over time.
Research key factors and trends impacting your industry, competition, and your business’ competitive position
Assess opportunities and threats
Assess strengths, weaknesses, core competencies and capabilities
Stakeholder positioning and alignment
Financial assessment
Review your mission, vision, values, and core purpose
Set clear goals, targets, and objectives
Identify and assess strategic alternatives by conducting in-depth qualitative and quantitative analyses
Strategy formulation, value proposition and change management
Strategic alignment
Financial strategy and forecast
Strategy selection and formulation
Roadmap design and implementation plan
Change management
Define metrics and Key Performance Indicators (KPIs)
Performance management system to monitor progress of your strategic plan and its relationship to profitability
Services
Strategy execution is where most businesses struggle. According to Harvard Business Review, 67% of well formulated strategies fail to be executed. Value creation of your strategies lie in its execution, not on paper. We are experts in strategy execution. Our capabilities will help you identify the changes that need to be made in order to meet your business objectives. As your partner of choice, we are here to help you every step of the way.
We look at five domains that are essential to any business and how they need to be changed to accommodate your strategy.
Governance structure
Program and project management
Responsibility accounting
Decision making framework
Delegation of authority
Organizational design
Competencies
Resourcing and capacity planning
Job design
Performance management system
Business process design and optimization
Systems design and implementation
Strategy tool to communicate business strategy
Performance measurement system
Services
Measuring and managing performance at the organizational, divisional, and employee level are of extreme importance to successfully execute strategy. These components must be in alignment to reach your goals and objectives.
Key Performance Indicators (KPIs) must also correctly reflect and measure the elements that are most important to your strategy. These include both leading and lagging indicators across domains, not just financial.
Our expertise will help you both ensure alignment across your business and ensure that you are measuring the right KPIs. What gets measured gets managed.
We typically start by reviewing your current strategy and related performance management system to assess its alignment with one another. With this assessment, we can propose key solutions:
A tool used to communicate and align strategy across your business.
This is an extension of the Strategy Map. This tool is used to measure and monitor the key drivers behind the execution of your strategy.
Assess alignment of your business unit with the organization’s business strategy.
Services
Transforming your finance function by leveraging technology and data analytics is an integral part of being a business partner. We have helped CFOs through dozens of transformation initiatives. We work hand in hand with your finance leadership to help design and implement your finance organization of the future.
As Certified Public Accountants, we understand your financial, management, and regulatory reporting complexities. We are familiar with complex requirements, system limitations, and manual workarounds within financial operations. Our capabilities have helped several CFOs reach their objectives.
Using industry leading tools and techniques, we can help you design your finance function and your target operating model. This will give you a clear picture of where you are positioned today, and what your finance organization will look like in the future.
Our project management office capabilities will allow for the right governance structure and project management methodologies as they relate to your business environment. Since we are also experts in financial systems and processes, this allows for better project planning and execution. This translates into reduced costs, higher quality, and timely delivery.
Our expertise in implementing financial systems is one of our core competencies. We have managed end-to-end deployments with the ability to deliver in waterfall, agile, and hybrid delivery models. Our expertise include:
Business requirements elicitation and documentation
Functional specifications
Testing design and execution
Migration and system conversions
System deployments and post-implementation support
Our experts will help you assess your current business processes and document your future state business processes using a holistic view of your finance organization, systems, and people.
The people aspect to change is often overlooked during finance transformation initiatives, and this can be a major setback. We are here to help you communicate your vision, build capabilities, and support your teams every step of the way.
