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Strategic planning & facilitation
A strategic assessment is an organization's comprehensive evaluation process to analyze and review your strategic direction, capacity, and performance.
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​ Our team of experienced consultants can conduct a variety of assessments that result in a strategic operating plan with prioritized goals and tactics:
Technology
transformation
Technology transformation is integrating digital technologies into all aspects of a business, fundamentally changing how it operates and delivers value to customers.
Technology is complicated. We have access to experts who can help you navigate and negotiate the best technology fit for your business.
Strategic Assessments
A strategic assessment is an organization's comprehensive evaluation process to analyze and review your strategic direction, capacity, and performance. This process helps determine the organization's strengths, weaknesses, opportunities, and threats (SWOT) to its strategic goals. Our team of experienced consultants can conduct a variety of assessments that result in a strategic operating plan with prioritized goals and tactics:
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Capacity Assessments: Examining the organization’s internal environment, including governance, staffing, business model, processes, and IT systems. The result is a gap analysis identifying where additional capacity and capabilities are required to achieve the desired outcomes.
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Risk Assessment involves identifying potential risks and challenges that could impede strategic goals and developing mitigation strategies. This includes operational risks, IT and cybersecurity risks, and business continuity planning.
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Strategic Options Development: Generating and evaluating potential strategies to achieve objectives, considering the organization’s strengths and weaknesses. This includes operational planning and plans for growth through mergers, acquisitions, and strategic alliances.
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Implementation Planning: Develop detailed plans for the chosen strategy, including timelines, resource allocation, and responsibilities.
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Monitoring and Review: Establishing metrics and monitoring systems to track progress and make adjustments as necessary.
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Strategic assessments are critical for organizations to ensure they are on the right track, adapt to changing conditions, and make informed decisions that align with their long-term vision.
Business process optimization
Business Process Optimization (BPO) is the art and science of improving the efficiency and effectiveness of a company’s business processes. This involves analyzing current processes, identifying areas of improvement, and implementing changes to enhance performance. The ultimate goal of BPO is to streamline operations, reduce costs, improve quality, and increase customer satisfaction.
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Process Mapping and Analysis: The first step involves mapping out the current processes to understand tasks' performance and identify bottlenecks or inefficiencies.
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Identifying Improvement Opportunities: Once the processes are mapped, opportunities for improvement are identified. This could include eliminating redundant steps, automating manual tasks, or re-engineering workflows.
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Designing the Optimized Process: To address the identified inefficiencies, a new or modified process design is developed. This may involve incorporating new technologies, revising workflows, or reallocating resources.
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Change Management: Managing the human aspect of process changes is crucial. This includes communicating changes, addressing employee concerns, and ensuring everyone is aligned with the new process.
By focusing on BPO, companies can improve operational efficiency, enhance customer satisfaction, and gain a competitive advantage in the market.
Technology transformation
Are you looking for ways to leverage technology to automate or enable business processes? Our partners and consultants have years of experience selecting and implementing technology to improve business operations. We are platform and tool-agnostic, meaning we believe in finding the best solution to your business challenges.
Examples of our projects include:
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Implementation of Microsoft Teams, SharePoint, and OneDrive.
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Developed the business requirements and facilitated vendor selection for a nonprofit organization's accounting platform. ​
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Identified the business requirements for a cloud-based phone system integrated with Microsoft Teams.
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Supported the conversion of Google Drive to Microsoft Sharepoint.
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Supported the implementation of a CRM integrated into Google Workspace
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Facilitated vendor selection for an IT-managed services provider (MSP)
Technology is complicated. We have access to experts who can help you navigate and negotiate the best technology fit for your business.
