Business Transformation Assessments

We evaluate client strategies and automation programs that are in place to drive business optimization and transformation. Specifically, we will:
  • Build out an automation program for the client’s core functions – HR, Finance, Supply Chain, Procurement, Customer Care, etc.
  • Evaluate and critique the existing automation and business optimization plans to determine areas of risk and outline gaps as well as methods to remediate the issues.
  • Support Private Equity, Hedge Fund and Family Office clients in assessing, reviewing and advising on potential investments and/or acquisitions. We are engaged as part of early stage due diligence to validate the investment thesis.
  • Assess/validate business processes, technology platforms, systems & infrastructure to confirm cost structure, determine scalability and evaluate key processes for stability and leverage potential.
  • Highlight challenges and opportunities with technology, sales pipeline, SG&A and key operational performance processes or metrics (if they exist)
  • Key focus areas include:
    • Business Process Assessments
    • IT Strategy & Architecture Review
    • Data Strategy, Privacy & Security Analysis
    • Talent/Skills Assessments, Organizational Design & Effectiveness


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