We meet with the business owner(s) and/or management team, to discuss the ideas to be implemented and/or the issues to be resolved.  Once a working relationship has been established, we proceed using a three stage process:

Stage 1 (Clarify):  

• Clearly define the scope of the initiative and the desired results
• Obtain a working knowledge of the business and its culture
• Identify obstacles, challenges, and risk factors
• Determine available resources: human, financial, and operational (technology, processes, and tools).

Stage 2 (Develop):

• Analyze, strategize, and problem-solve, to design the “best” solution using the available resources.
• Translate solutions into processes, procedures, and best practices
• Create a step-by- step implementation plan

Stage 3 (Execute):

• Take action and execute the plan
• Teach, train, and coach
• Follow-up