Our approach
From rapid assessment to results that are audited
A disciplined, practical approach to identifying opportunity, building an actionable roadmap, implementing improvement and sustaining measurable results. Five stages, each ending in something leadership can act on.
The five stages
Each stage ends with something leadership can act on
Not every engagement runs all five. Most start at the first and stop where the value stops.
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2 to 3 days
Rapid Assessment
Executive findings, a preliminary benefit and ROI range, immediate priorities and the recommended next step.
On an engagement Leadership interviews, frontline observations and process mapping identified the performance gaps across maintenance, materials management and warehouse operations at a public transit agency. Read the engagement
What it includes
- Leadership interviews and stakeholder input
- Focused operational and financial data review
- Site observations and process walk-throughs
- Identification of performance gaps and constraints
- Preliminary opportunity and benefit sizing
Deliverables
- Executive findings and observations
- Preliminary benefit and ROI range
- Immediate priorities and 90-day actions
- Key risks, constraints and recommended next step
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30 business days
30-Business-Day Diagnostic
Validated opportunity portfolio, baseline KPIs, financial business case and a sequenced implementation roadmap.
On an engagement Current-state processes, data, governance and inventory policies were evaluated for an asset-intensive operator, producing a future-state roadmap and more than $50M of identified opportunity. Read the engagement
What it includes
- Operational and financial baseline development
- Process and value stream analysis
- Root cause validation
- Opportunity definition and prioritization
- Benefit, investment and resource sizing
- Multi-site and organizational considerations
Deliverables
- Validated opportunity portfolio
- Baseline KPIs and financial business case
- Benefit and ROI estimates
- Prioritized, sequenced implementation roadmap
- Governance, resource and change requirements
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Scope dependent
Implementation Support
Initiative mobilization, PMO leadership, process redesign, change management and benefits tracking.
On an engagement Pull Planning, Pulse Boards, 5S and visual daily management were established on a plant floor, taking the routine maintenance backlog from 1,338 work orders to 879. Read the engagement
What it includes
- Initiative mobilization and governance
- Project and PMO leadership
- Process redesign and implementation
- Change management and stakeholder engagement
- Benefits tracking and performance reporting
- Executive status reports and steering committee updates
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Ongoing
Sustainment
Performance routines, leadership accountability, training and knowledge transfer, periodic audits and corrective action.
On an engagement Governance and benefits realization processes carried opportunities from identification through approval, implementation, measurement and sustainment, with $84.3M in realized annual savings. Read the engagement
What it includes
- Performance management and reporting
- Leadership routines and accountability
- Training and knowledge transfer
- Periodic audits and corrective actions
- Continuous improvement planning
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Post delivery
Audits and Post-Delivery Support
Benefits validation, KPI and governance health checks, priority refresh plans and follow-up reviews.
On an engagement Leadership routines, performance reporting, implementation governance and execution disciplines were strengthened at an integrated energy company holding more than $22M in recurring annual savings. Read the engagement
What it includes
- Post-implementation audits and benefits validation
- KPI, control and governance health checks
- Corrective action recommendations and priority refresh plans
- Targeted leadership coaching and knowledge reinforcement
- Follow-up reviews and continuous improvement priorities
Commercial arrangements
Where the baseline can be established, part of the fee can be tied to validated results.
Engagements may be structured as fixed fee, time and materials, or a hybrid. Performance-based compensation is considered when the baseline, scope, benefit measurement method, client responsibilities and validation period can be clearly established. Selected arrangements combine a base professional fee with a success fee tied to validated results.
Discuss an engagement structure
Where it leads
Engagements that started with an assessment
$84.3 million saved across procurement and supply chain
Enterprise transformation across procurement, contracting, warehousing and materials management for a large mining and resource organization.
Read the engagement- $84.3M Realized annual savings
- $35M+ Further opportunity identified
- $5M to $10M Contract recoveries identified
$22 million in recurring savings in downstream energy
Operational assessment, Lean maintenance and work management improvement across multiple business units of a large integrated energy company.
Read the engagement- $22M+ Recurring annual savings
- 23% More maintenance work completed
- 32% Reduction in contractor headcount
Rapid Assessment
Two to three days to find where the value is
A focused review of a site, a function or a single operational problem. Leadership receives a fact-based view of the performance gap, the likely value, the immediate priorities and the right next step.