Offerings

Planning and KPIs

Free up executive capacity by linking execution to strategy.

• Drive planning sessions

• Create corporate and department KPIs

• Run status meetings

• Own strategic projects

Customer Value Audit

Improve Customer Lifetime Value by increasing retention.

• Calculate lifetime value and customer KPIs

• Identify true drivers of customer retention

• Recommend organization, process and tool strategies

Tech Sourcing Audit

Cut costs and focus technology spending on strategic priorities.

• Review hardware, software and services spend

• Identify largest savings opportunities

• Suggest process improvements 

Post-Merger Integration

Achieve merger revenue and cost goals quickly with focused interation.

• Create post-merger plans with corporate leadership

• Drive execution against the plans

• Coordinate cross-functional support and issue resolution