Practice areas

Services

Most engagements draw on two or more of these practice areas. Each begins with a written scope and fee, agreed before work starts.

Operations and org design

Engagements typically begin when a function has outgrown its structure, or when leadership is weighing a move of work to a new location. The scope runs from warehouse operations to corporate shared services.

Typical work

Operating model designOrganization designCapacity and staffing modelsWork-shift and hub planningProcess redesignNew function standupsTransformation and PMOOperational due diligence
Examples

Strategy

Engagements typically begin with a growth or investment decision that needs a clear recommendation and a business case able to withstand CFO scrutiny.

Typical work

Growth strategyDistribution and channel strategyMarket entryPricing analysisBusiness casesLocation and footprint decisions

Research

Engagements typically begin with a decision that needs an independent, well-sourced view of a market or customer base before capital is committed.

Typical work

Market and competitive researchInvestment research writingCustomer surveysVoice of customer interviewsIndustry and technology scansExecutive briefings
Examples

Models and reporting

Engagements typically begin with a model or report that leadership relies on but no longer fully trusts. Rebuilds stay in tools the client already owns.

Typical work

Financial modelsForecasts and budgetsKPI and management reportingPower BI dashboardsWorkflow automationOperational tools for small teams
Examples

Process

How it works

  1. 1

    Initial discussion

    A complimentary conversation to understand the situation and the objectives

  2. 2

    Written scope

    Deliverables and fee agreed in writing before work begins

  3. 3

    Delivery

    Regular working sessions with the client team

  4. 4

    Handoff

    Documented outputs, owned outright by the client

Defined projects

A defined scope and timeline, ranging from a focused assessment to a multi-month program.

Ongoing advisory

A monthly retainer following an initial engagement, structured around the client's planning cycle.

Consulting firm support

Experienced operations and strategy support within another firm's engagement, under that firm's client relationship.

Diagnostics

A two to three week review of a single question, concluding with a written recommendation.

Start with a conversation

A brief description of the situation is enough to begin. The scope follows from there.

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