The key to successful working capital transformations and revenue stream discovery lies in:

  • Refocusing your current assets in an operationally efficient way
  • Controlling your current liabilities in a fiscally manageable manner
  • Leveraging engineered management metrics to maximize growth


The approach to client collaboration in developing solutions varies according to the desired goals, the scope of the required work, and the nature of the solution design. To deliver successful change in a minimally disruptive and seamless manner we typically employ the following methodology:

  • Initiation and Leadership Management

    Agree on client situation and goals, conduct stakeholder analysis, provide leadership counseling and coaching, obtain executive sponsorship commitment, establish and assign members and roles for steering committees and cross-functional project teams, and agree on project stakeholders time commitment

  • Assessment and Analyses

    Conduct quantitative investigation of client situation (strategy, financials, business process/procedures, operations, management metrics, technology capability, organizational structure), conduct statistical data analysis to generate initial findings and collaborative agreement (SWOT, FMEA, internal and external gap analyses, and root causes), develop value proposition (collaborative design, simulation and verification, risk assessment), and draft time/cost-framed implementation design

  • Integrated Results Delivery

    Facilitate client-led delivery of a right-sized solution, leveraging Integrated Project Management to manage results generation, organization impact minimization (results reporting, strategic and tactical communications, coaching), integrate reporting tools and action mechanisms to ensure success, buy-in and transition. This involves:

    • Refinement- of proposed strategy, business processes and procedures, organizational structure and roles/responsibilities, management and operational metrics, and business and technology drivers/tools.
    • Proofing/Installation- via testing, verification, installation, and training of new and improved business capability – strategy, processes, tools, technology, and organizational realignment.
    • Transition- continuous improvement planning and support for scaling up solutions to achieve and sustain sufficient levels of competence and results


Transforming your organization involves multi-faceted changes that impact:

  • Leadership’s focus
  • Competitive strategy
  • Operational business processes
  • Target management measures
  • Organizational awareness to goals
  • Technology focus
  • Visibility to metrics via management tools

Navigating such terrain involves:

  • Coaching your project champion(s) to communicate expectations
  • Managing organizational emotions and reactions that come with change
  • Developing a risk response plan to deploy during change
  • Monitoring, controlling, and sustaining an “eye on the prize” mindset