Case Studies
The selection of case studies illustrates how our partnership with clients helped them turn challenges into opportunities.
Startup Tech Firm
Challenge: Position the organization to be more profitable, and raise capital in difficult economic climate.
Opportunity: Streamlined the organization resulting in profitability. Developed a detailed funding strategy.
Solution: Prepared well-documented financial plan to raise funds through a targeted network of investors. Secured the funds to grow the global business.
Electronics Manufacturing Company
Challenge: Business highly concentrated in a single market and dominated by one major customer.
Opportunity: Identified potential adjacent markets addressable with existing corporate capabilities.
Solution: Evaluated and qualified a new target market. Completed a full market assessment, created a comprehensive business strategy with detailed implementation and financial plans.
Privately Held Design and Manufacturing Company
Challenge: Owners desired to initiate a long-term transition plan to build and transfer management to a strong executive team.
Opportunity: Established a viable organization structure and plan for key executive hires.
Solution: Defined job descriptions, hiring criteria, and implemented a search plan. Placed several top executives.
Small Tech Research, Development and Manufacturing Company
Challenge: Business growth was stalled and profitability was unstable. Objective was to double revenue and stabilize profitability.
Opportunity: Completed an assessment and diagnosis of market position, capabilities for growth, and financials.
Solution: Developed a top level financial milestones, identified potential market and customer growth areas, and assisted with initiating business development activities.
Fortune 500 Company
Challenge: Multiple Global Account Teams Required Sales Direction.
Opportunity: Sales teams changed and required accountability and strategic planning to achieve goals established by company.
Solution: Led three- to five-day global account planning sessions to help teams develop business plans. The program led to defined sales goals and tools to measure quarterly and annual performance.
International Business Systems Group
Challenge: Strategy to expand to technology markets in the United States.
Opportunity: Company needed a decision matrix to determine optimum expansion plan.
Resolution: Through extensive research, analysis, and documentation, we prepared a decision matrix outlining multiple variables, scoring, and a strategy to implement expansion.
Major International Bank
Challenge: Major developer/client defaulted on multiple loans.
Opportunity: Bank needed development and financial strategies for disposition and on-going management assistance to work out the large California development project.
Solution: With well-documented market research and financial scenarios, we assisted the Bank in stabilizing the development for disposition.
Federal Agency
Challenge: To determine potential administrative offices for expanding agency.
Opportunity: Use of evaluation criteria measured by rank and score of multiple variables.
Solution: The rank and score process led to decision matrices for agency planning and implementation.