Clients who have moved to their next level include 
pre-revenue start-ups to publicly traded corporations,
 and non-profit agencies.  

Equipment Manufacturer
Conducted business analysis to identify reasons for stalled sales.  Assisted owner in realigning management team; coached owner and managers in assuming planning responsibilities; guided owner and sales manager through customer research and development of their first formal sales and marketing plans in 28 years.

Luxury Goods Transportation Services
Worked with owner to differentiate roles and responsibilities, increase the effectiveness of staff capabilities and refine business growth plans, identify and implement work process improvements.

Software Design Company
Guided owner in focusing management attention to support anticipated product sales growth of 400 percent over 12 months.  Developed operating plan to direct hiring and development of new technology and service staff.  Established achievable growth goals and cash management strategies. Positioned client for acquisition.

Hardware & Software Testing
Led business partners through activities to improve productivity and make company ready for sale.  Reorganized functional responsibilities, hired key project management staff, and put job descriptions, position ladders, and performance management in place.  Instituted project planning and management. Sale successfully transacted.

Professional Corporation
Facilitated partner and associate retreat to establish criteria for a transition plan from founding partners to second generation.  In conjunction with developing the firm's first marketing and financial plans, coached new partners on assuming management and marketing responsibilities.  

Licensed Promotional Products
Assisted $200 million corporation in initiating new business processes and team building among senior management.  Designed / facilitated senior management team building retreats focusing on "acquiring a targeted client" to formulate new processes, accountabilities and commitment to achieve corporate goals.

Healthcare Services and Management Provider
Identified system-wide information technology errors in claims processing.  Brought on five experienced IS project managers to manage $2 million in projects to improve processing accuracy, and develop marketable products.  Changes resulted in successful merger with market leader.

Transportation Agency
Supported work process improvement team in identifying ways to accelerate recruitment and selection process.  Conducted work process analysis, mapping and report development.  Developed streamlined process which shortened time-to-hire by 57 percent, increased Human Resource Department productivity, and eliminated redundant activities throughout the organization.

Multinational Aide Organization
Guided the Business Process Re-engineering team in an eight month process to redesign key processes. The analyses of 20 core stages of work identified $1.2M in potential costs savings through automation and streamlining of manual activities.  Recommended process changes that could eliminate up to more than 25% of the manual steps, and shorten record processing time by 30% within one year.

Multiple Agencies
Worked with Executive Directors and Boards of Director to identify critical issues for each organization.  Developed agendas for retreats and follow-up planning meetings, taking organizations from concept through strategic and operating planning to accountable work plans.

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