Featured Projects

Q3 Operational Planning & Implementation

March 2024 - May 2024

Overview
The owner of an accounting firm sought to create effective plans for the 3rd quarter of the company's financial year to achieve company goals.

Challenges
The client faced difficulties in meeting annual goals due to competing priorities. They needed a way to prioritize and implement initiatives aligned with the company's goals.

Solutions
The client participated in a 90-Day Planner Session to develop a tailored 90-Day Operation Plan. Subsequently, they engaged in 4 weeks of accountability sessions. These things entailed:

• Utilizing the Objectives and Key Results framework to align team objectives with company goals and strategy, and determining metrics for progress measurement.

• Determining weekly objectives breakdown to focus on activities essential for achieving 90-day goals.

• Identifying inefficient workflows and providing recommendations for improvement.

• Conducting weekly accountability sessions to review progress, address challenges, and adjust plans.

Results
The client achieved a significant milestone, realizing a 30% reduction in operational costs within the specified timeframe.

Recruitment Planning

March 2024 - April 2024

Overview
A small team within an Accounting Firm sought to develop a high-performing team to help them achieve their objectives.

Challenges
The client faced difficulties in finding the right people for roles within their team, leading to mismatches in skills and redundancies in some cases.

Solutions
Through a 6-week engagement, we developed a tailored recruitment plan, which included:

• Identification of the daily operations of the team and the gaps in capacity and skills based on the organization's overall strategy.

• Determination of role(s) needed in the short, medium, and long-term.

• Customizable job descriptions outlining clear duties and associated KPIs.

• Workflow design of the full cycle recruiting process: Preparing, Sourcing, Screening, Selecting, Hiring, Onboarding. Complete with Tech Stack recommendations and customizable assets that can be adapted for future use.

Results
As a result of the engagement, the client successfully onboarded two new employees who were able to hit the ground running. These new hires contributed to completing a major client deliverable within the same month.

Workflow Redesign

March 2024 - April 2024

Overview
A manager within a marketing agency sought to eliminate redundancies in the team's workflows and reduce wastage.

Challenges
The client's team often had to work late to meet unexpected deadlines due to poor workflow management. Working in silos led to duplication of tasks and process redundancies, wasting the team's time and resources. Productivity levels were at an all-time low, sometimes causing disruption in service to external clients.

Solutions
Through a 6-week engagement, we worked alongside the team to streamline their workflow, which included:

• Conducting a complete audit and assessment of the current workflow to identify effective parts, gaps, redundancies, and other wastage.

• Creating workflow diagrams with decision trees to empower team members to make certain decisions without Team Lead involvement.

• Implementing a project management tool for the team and introducing them to other tools for their tech stack, to utilize in daily task management.

• Creating Standard Operating Procedures (SOP) for established and optimized processes to maintain quality output.

Results
The team saved 10 hours per week on administrative tasks.

Go-To-Market (GTM) Strategy

January 2024 - March 2024

Overview
An entrepreneur from a Technology Solutions Provider sought to expand the company's services into a new region.

Challenges
The client needed a comprehensive GTM Strategy to increase awareness and effectively market their services in the new market.

Solutions
Through an 8-week engagement, we developed a tailored Launch Playbook, which included:

• Market research to identify target segments and needs.

• Service offerings, strategic business development, and marketing strategies for short, medium, and long-term implementation.

• Customizable marketing, sales, and after-sales assets that can be adapted for future use.

• Workflow design from Lead Generation to Sales Conversion to Service Delivery, to Customer Success and beyond. Complete with Tech Stack recommendations and customizable templates.

Results
The client expressed high satisfaction with the delivered work, stating it "exceeded all expectations." They noted that without our assistance, it might have taken them a year to achieve similar results, emphasizing the quality and efficiency of our approach. Furthermore, the client praised the Launch Playbook as a versatile framework for future expansions into other regions under consideration.

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