Who we work with

We work with business leaders to create teams. We work with private corporations, family run businesses, and even a few enterprising non-profits. Our focus is on the whole organization. Our systems are enterprise wide.

Does this describe your business?

• Your business doesn't always achieve its strategic goals. Everyone has a different idea of what is important, what needs to be done and where the company is going.
• Your company is developing a new product and a team has been put together to ensure the success of the product. The product will succeed if all members of the team work as one, if finance understands marketing who understands product development who understands sales, etc. Are you all seeing the same information to make actionable decisions?
• Your company has multiple IT systems, data passed around in spreadsheets or paper. Not all the functional or business experts in the team can agree on the data and a path forward.
• Your company has just merged with a competitor and your team is now made up of people from both companies. No one knows where the data comes from? How to combines it? How does everyone work together from a single set of real time data? Can they?
• Your company is bleeding red ink and you need a new strategy and execution to turn the situation around. Every member of the management team needs to be on board to ensure the turnaround is successful. Everyone needs to have instant access to the KPI's to drive success. Do they have them?
• You are a small business owner with a small staff to support you. It is important that everyone in your company operates as one. That you have the same vision and the same objectives. Do you all have access to the latest data and information? Can you act on it from anywhere, at any time?

Our Ideal Client

Generally, we have found that companies that use our services are in sound financial position, realize there is room for improvement and appreciate that there are no quick fix solutions. They have a true desire to achieve their strategic goals and a passion for what they do. They are motivated but realize they need help to achieve their objectives in the desired time frame.

Clients

Click here to see a list of Netsuite customers

Click here to see a list of QPR customers

Click here to see a list of Best Year Yet clients

Click here to see a partial list of One Page Business Plan clients

Case Studies

Financial Services Sales Team
Problem: They were the worst performing sales team in the company with low staff satisfaction scores and continual attrition.
Results: We aligned them as a team and developed a focus on results. Within two years of working with us they rose to be the top team. They were the first region, ever, to break even against cost and staff satisfaction rose to a stunning 92%. Within 5 years the personal income of the sales team grew 87%.

HR division of a global software development company
Problem: The team became stretched as the company expanded.
Results: Better focus, coordination and communication. Over 25% of goals achieved in the first four months of adapting their business. The entire department became motivated and aligned resulting in continuous improvement. The new dashboards and collaboration tools helped them lead the way forward

The Board of a Non-profit organization
Problem: The Board was floundering with its mission and not motivated to do much about it. They were not proactive and waited to be told what to do.
Results: Widely recognized renewed enthusiasm, energy and motivation with a sense of purpose. They achieved their grant making duties in half the time and rewrote their vision and developed their first set of by-laws.

A multi-branch franchise
Problem: With branches all over the country it was difficult for the owner to keep track and for the branch managers to know what the other branch managers were doing.
Results: Each branch manager developed their own One Page Business Plan and outlined their objectives for the year. The owner was able to track all results online. The entire team became better aligned and focused on what counts. Two years later the owner put the stores on Netsuite and with this combination his future has never looked brighter!