Consulting Process

The process was designed with you, the business owner, in mind. Our goal is for you to be comfortable with the process and confident in the path you choose.

We understand your desire to invest both time and money in your company to achieve your goals. We use proven techniques and methods to form the foundation required to help ensure a successful outcome. The six phases typically span six months or more and offer you the flexibility to set a schedule that works for you; minimizing the impact on workload and cash flow. Call us today to schedule your complimentary consultation.

Initial Consult – Gather information specific to your vision of a successful business and communicate details about our process in this one- to two-hour meeting.

Action Plan – Present your personalized Action Plan which incorporates your goals and objectives, and identifies the major components of the strategic plan.

Discovery – Perform a comprehensive onsite review of your business financial health and operations, including your processes, procedures, and software tools.

Solution Design – Create an integrated solution consistent with your vision and develop a project plan to achieve your goals while minimizing the impact to your business operations.

Implementation – Partner with you and your employees to execute your project plan and provide training on your new infrastructure.

Success Management – Provide initial support focusing on review and adjustments to the revised operations with subsequent services supporting your continued success.