Case Examples of Past Work

Client: Paving Company

Project Objective: Train the CFO to perform role more effectively and efficiently

Key Deliverables:

Established understanding of financial statements and how to use them as a strategic tool
Established understanding on what Key Performance Indicators (KPIs) are, how to use them, develop and manage KPIs for the business
Established understanding on the types of financing options available, the purpose for each, how to access them, and successfully present the proposal

Client: Oil and Gas Software Company

Project Objective: Develop a market entry plan for the US to allow the Company to determine if increasing US sales is the direction the Company wants to pursue

Key Deliverables:

Conducted market research of the US market
Conducted competitor analysis
Determined market potential
Recommended market entry strategy and regional focus
Recommended strategic positioning
Identified potential partners and customers in the US market

Client: Manufacturer

Project Objectives: Perform financial review, identify reason(s) for cashflow issues, and look for cost savings and efficiencies

Key Deliverables:

Established understanding of the business and the key areas in order to conduct financial assessment
Conducted financial assessment
Identified the cashflow issues and provided solutions on how to remedy it
Recommended strategies to increase efficiency and reduce costs, while not compromising on quality or service

Client: Custom Home Builder

Project Objectives: Assess the Company and develop a strategic plan, investigate the right market and positioning for the Company, and develop a detailed action plan on how to set up operations

Key Deliverables:

Conducted an assessment of the business, its offering, its resources, and its current market and market position
Established the Company's vision, objectives, values, value proposition, new market segments, and new products and services; in conjunction with the President
Developed a strategic plan
Conducted a nation-wide competitor analysis
Researched the market and key trends
Investigated and researched the best geographic location to serve, based on the new market segments and objectives
Identified the gaps the business had and recommended ways to fill those gaps
Developed a 12 month plan and established key steps for setting up operations
Developed a sales forecast for the next 3 years

Client: Construction Company

Project Objective: Identification of key opportunities to optimise financial and operational departments

Key Deliverables:

Conducted interviews with key personnel in each department of the company to learn about the current situation and key issues
Conducted a review of the financial management
Reviewed all documentation, processes and procedures
Conducted an assessment of the operational management, both in the office and on-site
Established Key Performance Indictors (KPIs)
Provided recommendations of key opportunities to optimise the financial and operational management
Established a detailed action plan outlining suggested actions, timelines, and implementation

Client: Indigenous Group of Companies

Project Objectives: Assist with the development of a strategic plan, develop criteria for investments, and provide management with tools to help make good business decisions

Key Deliverables:

Determined overall objectives and goals, in conjunction with management
Established criteria for evaluating investment/business opportunities
Evaluated current investments with the established criteria to check for fit
Reviewed management structure of the Group and provided recommendations on how it should be structured
Established reporting processes and KPIs to improve management of the businesses and to ensure performance meets expectations