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Accelerating
Generating
Revenue
( Case 1 / Case 2 / Case
3 )
Case
1
Client:
Financial Services
Topic: Strategy Implementation Situation
Our client was:
-
A large company in the financial industry
- Wanting
to ensure that their future needs were identified and planned
for
- In
need of a operational strategy around their existing corporate vision to ultimately
generate more revenue for their business
Challenges
The challenges facing us were in:
-
Acquiring information involving the input of groups threatened
by the changes - those who would stand to potentially work themselves
out of a job, and whose input therefore had potential biases
- Encouraging
team members to think of the corporate good rather than their personal good while
contributing to the process
- Dealing
with distribution issues that needed to be addressed in a manner
that was adaptable and scaleable
- Introducing
a dramatic shift in thinking
- Creating
a paradigm shift, while understanding and creating new ideas that
could prove profitable both currently and 10 years down the road
Actions
The actions we took to address these challenges were:
- Brought
together all of the differing points of view into something that could be understood
and used to determine the direction of the company
- Promoted
constructive participation by those who were put at a personal
disadvantage with some of the proposed changes
- Identified
the strengths and weaknesses of existing processes and the core processes that
needed to be re-aligned
- Assisted
the client in developing a presentation for proposed changes by putting their
vision into concrete, attainable terms
Results
Our actions resulted in:
- Successful
implementation of the initially difficult but ultimately rewarding changes
- Visioning
strategies that are still reflected on and continue to maintain an affect on employees
and the organization as a whole
Case
2
Client:
Energy Services
Topic: Outside Shareholder Pressure Situation
Our client was:
-
A company in the energy distribution industry
- Under
pressure to generate more profit and revenue
- In
need of strategic planning unique to its specific needs and issues
Challenges
The challenges facing us were in:
- Dealing
with two major outside shareholders, with differing agendas and pressures
- Maintaining
sustainable longevity in a time of market fluctuation by generating additional
revenue
Actions
The actions we took to address the challenges were:
-
Developed a future-adaptable, forward-looking plan that the company could adhere
to in the years to come
- Provided
direction in the development of strategic planning initiatives
designed to fulfill the goals and objectives of the company
- Identified
and analysed existing and potential markets for increased revenue
- Customised
and adapted the approach taken to the unique needs of this project and our client
Results
Our actions resulted in:
-
The expansion and growth of the company into new areas and increased revenues
- Successful
development and implementation of strategic plans, the vision of which is still
adhered to
Case
3
Client:
Small Business, Family Owned Manufacturing
Topic: Reaching Higher Levels of
Profitability Situation
Our client was:
- A
small, fairly successful family-owned and operated company
- Producing
a high-quality product that was doing well
- Aspiring
to take their business to a higher level
- In
need of help defining and directing its vision and strategy in order to take their
product and business to the next level of growth and profitability
Challenges
The challenges facing us were in:
-
Dealing with concerns regarding the economic downturn at the time
and its affect on our client's business
- Addressing
a lack of clarity regarding job roles, titles and responsibility
- Providing
sound and well-planned advice on growth and expansion in a volatile
market
Actions
The actions we took to address the challenges were:
- Assessed
existing job roles and assisted in defining/clarifying each role's responsibility
and core capabilities needed to perform the job well
- Provided
executive coaching and strategic planning advice to the client in order to assist
in guiding their growth
- Identified
major issues and barriers to the increased profitability of the company
- Assisted
in the development of effective plans to overcome the barriers identified
Results
Our actions resulted in:
-
A clear focus for the company
- Identification
of the main areas to concentrate on for sound growth and expansion
in the years to come
- Identification
of the core strengths to draw upon and the core weaknesses to avoid in order to
maintain a successful enterprise, even in times of economic uncertainty
- A
forward-looking vision for this company
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