Specialized Expertise

Post Merger Integration Leadership

Provide all leadership support, guidance and tools to the clients IMO (integration management office).

• Knowledge transition from the M&A due diligence efforts to the IMO.

• Establish integration guiding principles and value driver objectives based on the deal model thesis.

• Create the overall integration governance model with all key stakeholders, including "2 in a box".

• Develop the detailed integration activity plans including work dependencies, risk and issues mitigations for each workstream.

• Develop an overall cost and revenue opportunity synergy management plan.

• Execute the integration plans and provide progress details through dashboards, reports and regular read outs with the governance teams (i.e. SteerCo and Board Committees).

• At conclusion of the integration, present a complete lessons learned and executive summary report.

Platinum Strategic Priority Setting

Develop a multi year business or company wide strategic plan that is aligned both with the financial and people resources capabilities of the organization.

• Support the development of all the necessary working session data and business information required.

• Provide all leadership support and facilitation for each “walk the wall” planning session.

• Utilize tools and templates to clearly arrive at the major priorities with clear functional dependencies understood.

• Document issues and risk implementation challenges and applicable mitigation efforts.

• Provide executive summary and full roadmap.

Creating a Culture of Customer Excellence

Build an outside-in focus driven passion to deliver outstanding customer service resulting in superior NPS (net promoter scores)

• Understand all aspects of the customer's experience with the organization through a detailed analysis utilizing journey mapping.

• Obtain senior level investments commitment by demonstrating customer loyalty ROI.

• Implement KPI's, dashboards and reports that drive awareness, change management and applicable operational changes.

• Provide a communications roadmap and program that ensures organizational learning, behavioral changes and rewards and incentives that are aligned to clear financial metrics.

• Create a MGP (multi generation plan) that includes major milestones to achieve.

Increase Profitability Through Operations Excellence

Identify and implement operations improvement programs that allow margin improvement to be realized year after year.

• Complete a financial and operational expense trend analysis.

• Determine what inefficenecies are impacting Inquiry to Order and Order through Cash workflows.

• Implement project rigor at each function level to trend towards industry spend best practices.

• Recommend operational change management opportunities that will achieve efficiency benefits.

• Link operational excellence projects with supplier partnerships to leverage internal/external sources.

• Implement full activity tracking, reporting and management dashboards.

• Create an internal "Team Challenge" rewards and recognition program with visibility to C-suite.

Executive Coaching

Assist senior leaders in improving their professional and business acumen by fine tuning their skills in collaboration, messaging and how results are achieved..

• Establish trust that creates the environment necessary for candid discussions to explore feedback the senior leader has received.

• Understand and explore what significant professional successes the leader has had throughout their career and dive into what are the key strengths and development opportunities.

• Utilize relevant data and information such as company culture, norms and expectations along with the leader’s own 360 feedback and personality assessments, to develop a customized coaching plan.

• Meet regularly and have sessions that focus on specific development objectives. Utilize role play for up coming crucial conversations the leader will be involved with and anticipate/plans to mitigate any potential negative outcomes.