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Possible topics for engagement

Financial Profitability

Systems & Process Alignment

Financial Profitability

  • Detailed margin analysis from any angle 
  • P&L review, reorganization and monitoring dashboards  
  • Order-to-cash cycle process review, alignment and documentation 
  • Vendor selection, management, cost negotiations and relationship maintenance 
  • Bookkeeping review & cleanup including reconciliation and gain/loss account alignment

Supply Chain Efficiency

Systems & Process Alignment

Financial Profitability

  • Create or refine KPI used to monitor supply chain vendors through data driven dashboards 
  • Strengthen inventory management and demand planning through analytics and data visibility 
  • Manage and evaluate factories and/or warehouse operations to improve lead times, reduce costs and minimize disruption 
  • Identify and document fulfilment SOP (both 

  • Create or refine KPI used to monitor supply chain vendors through data driven dashboards 
  • Strengthen inventory management and demand planning through analytics and data visibility 
  • Manage and evaluate factories and/or warehouse operations to improve lead times, reduce costs and minimize disruption 
  • Identify and document fulfilment SOP (both internal and external) modifying if necessary to improve efficiency and performance

Systems & Process Alignment

Systems & Process Alignment

Systems & Process Alignment

  • Manage or support ERP migration or implementation through evaluation, scope creation, cost negotiation, development, testing and launch
  • Review existing and potential tech tools / plug ins / integrated systems to increase efficiency and enable scalable growth, provide recommendations for e-infrastructure and manage or support rollout
  • Cleanup

  • Manage or support ERP migration or implementation through evaluation, scope creation, cost negotiation, development, testing and launch
  • Review existing and potential tech tools / plug ins / integrated systems to increase efficiency and enable scalable growth, provide recommendations for e-infrastructure and manage or support rollout
  • Cleanup data discrepancies, create datasets for analysis, design linked dashboards from automated data exports
  • Evaluate and modify company workflows / SOP to increase efficiency
  • Document, organize and consolidate all company and system processes and workflows into a team resource guide

Data is like garbage. You’d better know what you are going to do with it before you collect it.


- Mark Twain

DATA DRIVEN Results

Improve Profitability

Scale for Hyper-growth

Improve Profitability

Creating financial dashboards to review P&L through a new lens enabled me to target areas for change.  Identifying financial quicksand and actioning change added 6% to the bottom line in the first year.


Increase Efficiency

Scale for Hyper-growth

Improve Profitability

Standardizing workflow, documenting process and choosing the right tools enabled a client to open up capacity for 43% more orders, without adding additional resources.

Scale for Hyper-growth

Scale for Hyper-growth

Scale for Hyper-growth

One size does not fit all.    By finding the right tools and deploying a new system one client shipped 1000% more units YoY to meet customer demand, and continue expanding.

Reduce Costs

Shorten Lead Times

Scale for Hyper-growth

Packaging, inefficient freight, warehouse oversight - making changes within each of these expense centers reduced logistics overhead by 27% over 6 months.

Shorten Lead Times

Shorten Lead Times

Shorten Lead Times

Identifying the right metrics and distributing scorecards to factory partners reduced production and transit lead times by up to 30 days.

Provide Insight

Shorten Lead Times

Shorten Lead Times

Realizing visibility was needed into all areas of a growing company, we developed simple  consolidated dashboards to measure inventory health, fulfilment and accuracy from more than 100 data points. 

Does any of this sound familiar?

Let's talk about your challenges

IN DEPTH EXPERIENCE WITH THESE PROVIDERS


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