Established Companies

War Gaming

This is a powerful way to role play competitors and customers; we perform this with both hard and soft motivators by getting into the soul and psyche of competitors and customers. We will work with you to develop competitor and customer profiles and then conduct a war gaming session in which each member of your team assumes a different competitor and customer role. We facilitate this session and record key insights achieved as you and your team see the market dynamics play out in real-time.

Financial Planning

We help you build dynamic and thoughtful financial plans linked to the company strategy and practically designed not only for the CFO, but also for each of your leaders to engage, understand, and own. We help you link the financial plans to the corporate enterprise that will be consistent with your company’s annual strategic planning exercise.

Organizational Design

We help you build the right organization that is consistent with the business strategy, motivates your people, and aligns talents in such a way that the heart of your people beats with that of the business unit.

New Market Entry

Entering into a new geography or new market segment requires precision and a no regrets approach. We help you identify the right customers, build the best commercial framework, and tailor the offerings that are critical to achieving a successful market entry.

Partnerships and Joint Ventures

Too often partnerships and joint ventures fail because of selecting the wrong partner, or more commonly, having misaligned goals and unrealistic expectations. However, partnerships can be highly beneficial to strengthen your offering and expand your market position. We will help you with the partnering strategy, selection, and commercial terms. Once a partnership is launched, the operationalization of the collaboration is important, and we will advise you appropriately.

Technology Validation

A technology needs to provide at least one of the following: low cost solution, significant value, bundle several offerings in a valuable way, or be the cornerstone of a power brand. Let us help you sort this out and evaluate your technology. Our access to technical experts means that our results are backed up by technical understanding.

Market Sizing

Let’s face it, when someone puts up their Total Addressable Market numbers, eyes roll backwards, and the BS detectors go off. We are the voice of reason and can validate your estimate with credibility and experience. Help yourself with a strong business case to engage with your corporate executives.

Customer Validation

Nothing matters unless the customer believes it matters. We will conduct risk free customer interviews and focus groups that will strengthen your customer understanding. In contrast to the typical “robo-surveys”, we deploy our EQ method of customer engagement by creating an environment where we listen empathetically to the customer to pick up on those subtle, yet crucial cues to help you position your products and services correctly.

Product Planning

Your technology is the soul of your business and can be molded into many offerings. We will collaborate with you to create the development roadmap, focused not only on customer needs and product development requirements, but also marketing, organizational development, customer selection, and commercial frameworks to make your product roadmap robust and complete.

Marketing Strategy

Positioning your product and services strategically is crucial for your business to thrive. We help you develop a consistent marketing strategy by identifying customers, building your story, and articulating your value. We will make sure key elements are addressed including price positioning, promotions, and leveraging your company’s brand and values.

Marketing Campaigns

Your customers want to know your story, and we will help you tell it in a memorable and engaging way. Our team is ready to take your marketing to the next level. We can bring your products and services to life and share your customer success stories to bring in high quality inbound leads. Your potential customers will understand your value and see how you can positively impact their business. All this will be done consistent with your corporate brand and in conjunction with your Marketing and Communications team.

Customer Understanding

We uncover your customers’ needs, wants, and pain points with customer interviews using our EQ method of customer engagement. Our analysis will also include the economic benefits of your product or service. After our discovery phase, we will then collaborate with your sales and marketing team to discuss our results in order to strengthen your company’s customer understanding. We deliver actionable insights to bring in new wins and renewals.

Marketing Content Design

Our marketing team can develop and design marketing content including website design, brochures, case studies, digital marketing content, videos, and other marketing materials to tell your story. We will ensure high quality and consistency in order to build your brand, articulate your value, and reach your target customers. These materials will be consistent with your company’s brand and overall approach as set out by your Marketing and Communications team.

Digital Marketing

Digital marketing allows you to interact with your target audience and is a necessary part of your marketing strategy. This is a cost-effective way of generating high quality leads and building your company’s brand. Our marketing team is ready to be your voice and build your brand on multiple digital platforms. We offer an annual plan so you can focus on nurturing leads while our team handles all aspects of your digital marketing.

Account Planning

We can assist you and your sales team in building robust account plans. Do not short circuit this critical strategic element that will help you drive sales - particularly with enterprise customers. We will develop customer personas, understand buying habits, and map decision rights within the organization of your key customers. Our account planning methodology is thoughtful, proven and ready to deploy for your company.

Trade Show Strategy

You can’t just show up to a trade show with a table and expect results. You need to select the right trade shows as well as develop a creative and thoughtful trade show strategy to successfully showcase your business’ products and services to set you apart. Our team can evaluate your current approach and pragmatically identify ways you can improve. We can develop a pre and post trade show engagement plan, design, create, or enhance your booth, plan customer and booth events, and design and order promotional products in order to increase traffic and maximize customer engagement.

Software Development

We will develop software tailored to your business priorities that can include off-the-shelf software with customized interfaces and features for your back office, customer facing presentations and deliverables, and CRM. We will work with you to make sure corporate protocols and existing systems and processes are followed.

Operational Planning

Your dreams are valid, and you need a plan to make it a reality. Let us work with you to develop a flexible operations plan that will ensure your delivery matches exactly what the customer needs for renewals, runs efficiently, and allows you to scale appropriately.

Key Processes for Excellence

Do you have processes that set you apart, or are they setting you back? Let us look at your key processes including sales, operational delivery, sourcing and project management to reveal areas of inefficiency. You can be world-class in execution to reinforce your world-class products and services. Also, we will help you leverage those corporate processes that help your business grow and identify those processes that are cumbersome. We can help you articulate to management why certain processes need to be changed or else tailored to fit your business requirements.

Project Management and Delivery

Whether you offer a product or service, there cannot be any slippage to deadlines or quality. We can work with you to evaluate each process step to make sure it contributes to customer delivery success and eliminates complexity or burdensome work that adds little value.

Metrics and Performance Management

We can help ensure that your leaders and organization are being measured on what matters and keeps them motivated and excited. Tie these metrics to compensation to get the maximum drive. We will develop scorecards that align to your business priorities and strategy and promote accountability within your team.

Smart Scaling

When should you build your organization to the next level, or invest in another facility? In our experience, companies do this way too early and end up burning tons of cash and lose sight on today’s urgent business priorities. We can assess your current growth plan and advise you on the necessary pivots to ensure your scaling efficiently supports your growth.

Organizational Structure

Functional, geographic, or matrix? You are the leader of a growing enterprise - you don’t have time to flip flop your organization around when things change. Your team does not have the capacity or the desire to go through endless change. Don't let your organization become confused or jaded. Start with the right structure that is scalable and adaptable to the changing business. Get your executive team onboard early and earn the clout your business needs.

Culture Assessment

Ensure your organization’s passion is as deep as your passion. Using our experience combined with our EQ approach, we will engage your team and draw out the good, the bad, and the ugly from their perspectives. The results can confirm that your organization is healthy is or can identify areas within the organization where issues need to be addressed. A healthy culture is necessary for your company to succeed. Our experience suggests that a buried hatchet brings greater pain later; communication lines need to be open, individual passions understood, and two-way commitments made at every level of the organization.

Organizational Coaching

You hand-picked your organization and understand that many on your team have the potential to grow into experts and leaders to drive more value for your company. We can coach individuals to help them fill bigger shoes while motivating them to take on larger responsibilities and providing confidence in the face of fear.

Reorganizations

The strategy changed or the organization evolved away from the strategy and the end result is the organization design, capabilities and incentives are no longer aligned to your strategic priorities. Whether it’s helping you blue print a new organizational design, or you need help going from today to a new design, we can help. Our experts have lead reorganizations, from mega-mergers to smaller changes. We bring passion and empathy to the effort, in addition to bringing the change that maintains business momentum and shifts your business performance to a new level.

Execution Assessment

Scorecards, Metrics, & Accountability

In a few days, we can conduct a health check on your business, insuring that your organization is moving in the same direction as your vision and strategy. We will identify performance and accountability gaps that could take you off the rails.

Competitor Assessment

We say NO to SWOT. It ends up getting buried with the other consulting frameworks that have no use to your organization. We will roll up our sleeves and dig deeper into your key competitors by understanding how they position themselves and understand how and why target customers select your competitors.

Performance Improvement

Every company could use a tune up. We will help improve sales velocity, delivery, aftermarket care, product development, and other key aspects of your business. We are laser focused on the improvement opportunities that matter now.

Triage Services

Sometimes it takes a village, and we are here to support you and your business. We will pour our passion, heart and soul into your organization and do all it takes to help you pull through.

Strategic Rationale

We will work closely with you to find strategic partners that will help advance your business, consistent with your corporate M&A policies and practices. Oftentimes a partner will allow you to provide a more complete solution, or help you rapidly penetrate new markets. We will help you make the case to the executive team.

Opportunity Due Diligence

Whatever questions you have about a potential target, we can quickly assess the target and ensure that their products and customers are robust, their financials are solid, and their future aligns with your business goals.

Negotiation Support

Your deal structure needs to align with your strategy and commercial goals, and deliver financial returns. Whether its upfront structuring or helping you get the deal done, we stand ready to be your support.

Integration

Once a deal is done, it is not over. Most deals fail during implementation. Integration and implementation fatigue sets in and malaise replaces excitement and passion. You cannot afford for this to happen! We will work with you to develop a robust integration plan complete with milestones and tracking mechanisms to help you lead and assess the progress of your integration. We bring decades of integration experience and can design a playbook for your integration from corporate mergers to business-level JV’s.

Executive Coaching

We know you have a larger than life ambition and strategy for your business. It can be lonely and the path is riddled with obstacles. Our coaching can go a long way towards providing you the support and empathy to help you push forward with confidence.

Leadership Training

Our team includes both functional and business leaders who have run large organizations. These leaders can work with a team or an individual in your organization to help them become stronger, more confident leaders, and help them advance and take on more responsibility.

Culture Building

How do you define you company’s culture? This definition is critical. How your people interact and respond to each other and to priorities can make or break your company. Define your company’s personality and win over the hearts and minds of your people.

Retreats

Get out of the office to focus on a strategic issue, or seek feedback on customer understanding, or just have fun as a team! We can design and implement a memorable, productive and impactful retreat to suit your needs.

Speaking Engagements

Bring an outside perspective to your retreat or strategic planning sessions. We can arrange for speakers to inspire your organization.