Case Studies

Operations Case Studies

Successful Growth of Early-stage Software Company

Challenge:

Provide business planning, vendor oversight, project management, advisory board development and coaching to help early-stage financial services software company.

Execution:

  • Performed financial analysis and business modeling
  • Created an operations action timeline
  • Project managed activities
  • Negotiated pricing with software developer
  • Hired business analyst for testing and documentation
  • Introduced management to lawyer, accountant and developers selected to facilitate the company's launch and growth
  • Supported company in meetings with lawyers, designers and prospects

Result:

Vision was created, software vendor was contracted and proper talent was brought in. CEO was able to successfully have his software developed, start a pilot, and successfully grow a profitable business in the fintech space with thousands of financial advisor subscribers.

 

Cost Reduction of $200,000 and Operations Changes That Supported Rapid Growth.

Challenge:

Fix lack of structure and focus to increase efficiency, improve client retention and improve financial health of direct marketing call center.

Execution:

  • Performed Operations Assessment which included analyzing current structure, operations and sales compensation
  • Changed pay structure to improve incentives and lower costs
  • Researched and implemented leading technology predictive dialing system to increase capacity 50% and to allow for more efficient call recording
  • Created training practices for operating team
  • Helped company hire new accountant and implement proper accounting procedures and statements

Result:

Client realized cost reductions of $200,000 per year. Company gained the capacity and staff needed for driving increased revenue. Client was twice named to the "Philadelphia 100" list for rapid growth. Subsequently, company received a material acquisition offer and was successfully sold.

 

Productivity Improvements, Strategic Direction Clarity and $530,000 Added to the Bottom Line.

Challenge:

Publisher of regional lifestyle magazines and websites wanted to lower its printing costs, develop a strategic plan and improve advertising production workflow.

Execution:

  • Team developed a list of 12 magazine printers capable of printing jobs for publisher
  • Bids were prepared and then multiple rounds of negotiation took place for 3 year pre-press, printing and shipping contract
  • Conducted director level off-site strategic planning leading to strategic action plan
  • Researched and negotiated software for managing advertising and production processes

Result:

Client improved efficiency and saved over $530,000. Company gained a plan for visionary strategies. Productivity improved and client realized sizable increases in profitability.

 
 

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