Case Studies

Case Study One: Returning to Profitability

Problem: Business with strong client base and excellent product had lost its way and was making losses.

Actions

• Revised business plan to reflect SWOT analysis
• Restructured the company to meet it's objectives
• Implemented full new business programme to feed pipeline in challenging market
• Implemented marketing plan
• Implemented integrated job costing and accounting system that was vital to improving efficiency and margins
• Implemented management reporting structures
• Implemented HR programme and set PDR objectives in line with business plan
• Introduced incentive plan

Result

Turned company around to achieve consistent monthly profits and a provided a base to start maximising it's potential.

Case study two: Change Management

Problem: Family owned business needed support to enhance management reporting and organisational structures.

Actions:

• Provided business leadership for a family owned business that had outgrown its management structure
• Reviewed the objectives company and agreed a business plan
• Implemented management reporting structures
• Monthly board meeting agendas, reports and action points
• Weekly operational meeting agendas, reports and action points
• Monthly departmental meeting agendas, reports and action points

Result

• Increased profitability by 25% year on year through improvements to the recording of job costing information, systems and procedures, and enabled effective management and planning of cashflow

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