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Client Success - Case Studies 

The following are a few case studies of what we have achieved with some of our Clients. 

Identifying features of the case studies have been removed to protect Client confidentiality.  However our experience is that these situations are not unique, we have come across these needs in many organisations:

  1. Increasing profitability
  2. Improving employee alignment, engagement and performance
  3. Making the most of a new venture

If you identify with any of these case studies, please contact us, as we would love to assist you. 

1. Increasing profitability...

The symptoms

The problem

The solution

The result

The owner-manager of a medium sized service company was frustrated with the profitability of his company.  While sales had been increasing, so had his working hours, but not his profit. 

This was not a new problem, he had had it before and shrunk his business back down to relieve the headaches.  As a result of the quality of their work however, the business continued to grow.  He was contemplating scaling back for the third time when he engaged our services.

We conducted some business analysis to understand his business model, identify where he made his best profit and how he fitted into his market/industry. 

What we also discovered was the job cost/profit reporting was not timely or accurate which affected customer billing. Stock control was poor as was purchasing management.  Quality control was customer complaints (which were quickly rectified).  While training for new staff was almost adequate, there was a lack of accountability for staff performance which was exasperated by the independent nature of the business's work.

 

Based on what we learned from the business analysis  individual dashboards were set up for staff based on the KPI's relevant to their scope of work.

Staff were supported by increased training & management assistance. The operations manager spent more time on the job with them, understanding their strengths and helping with problems.  Work was assigned more on strengths.  A small increase in team interaction significantly increased personal accountability, willingness to help others and understanding of organisational objectives.

Inventory, purchasing and job costing systems were improved which had a significant impact on the accuracy of customer billing.

 

From a financial perspective gross profit margins increased from 32% to 47%.

From the customer's perspective the number of errors and rework jobs reduced significantly.

The owner gained more independence from his business, now having less hassles to solve.  In fact he was later away from his business for over 4 weeks, and his business continued to thrive without him.

These results were achieved through our

Do you want to achieve better results for your business?

Owner Manager Impact  Programme- a consulting programme where we work with managers to resolve the current problems in their organisation and achieve their specified results.

 2. Improving employee alignment, engagement and performance...

The symptoms

The problem

The solution

The result

A large national organisation (approx. 300 staff) was performing well.  They were industry leaders, had a clear business strategy and new initiatives were reasonably well implemented.

They had done a lot of work getting the right people in the right jobs which was now paying off.

However, due to the size of the organisation there was a bit of an 'us and them' attitude.  Engagement was variable and while many of the operational things that were strategically important  were done, there was a lot of grumbling and questioning. 

The whole organisation wasn't quite on the same page.  As a result of the development and growth of the business, middle manager's required greater management skills and business acumen as well.

 

Strategy was seen as a senior management responsibility.

While day to day operations were very aligned with core strategy, because the business strategy was not concisely presented to staff, or linked to operational and staff responsibilities, most staff felt excluded from the 'really important stuff'.  This meant initiatives were interpreted as another senior management request, rather than essential to the business's success.

Middle managers felt a bit like 'piggy in the middle' and needed and wanted more management skills to help, but were unsure where to go.  They had graduated from supervision type courses and most management courses were targeted at senior managers.

We spend some time with the general manager understanding, clarifying and summarising the core business strategy so it was relevant to all staff.

We also learned more about the business values and systems and then made recommendations where the systems and initiatives could be more explicitly linked to strategy.

The middle managers completed the Business Unit Management Course using the company strategy, systems and initiatives.  This increased their understanding and relevance of the strategy.

As part of the course they also received comprehensive training in a wide range of management disciplines, e.g. performance measures, employee management, process improvement, sales & marketing and finance.

 

The whole organisation had a unifying strategic summary that was relevant to all staff. the 'us and them' reduced and their was an easier flow of initiative implementation.

Day to day operations where aligned and clearly relevant to strategy.

Staff understood how their work related to the organisation's strategy and they felt more relevant and engaged as a result.

The middle manager's felt more strategically relevant and were far more confident in explaining senior management initiatives to their staff.  Their workplace based assignments helped improve the performance of their unit and their increased management skills made them more effective on a daily basis.

The whole organisation benefitted from a more strategically aligned management methodology.

These results were achieved through our



Strategic Management for Middle Managers Training Programme - a workplace based training programme that uses the manager's own organisational strategy and systems to increase their understanding and skills in achieving their organisation's desired results.

 

3. Being ready to make the most of a new venture...

The symptoms

The problem

The solution

The result

An owner manager identified a new opportunity that would make an acceptable level of profit, but more importantly would be a feeder for the very profitable part of his business.

The new venture required partnering up with two other parties.  Originally friendly and enthusiastic, friction formed between the two new parties, taking too much of the owners time away from the most profitable part of his business.

When one of the partners pulled out of the venture he engaged our services to help him set the venture up to be able to operate efficiently on minimal input from him on a day to day basis.

 

There was a loose definition of individual responsibilities which muddied the water, but more significantly there was a lack of accountability for individual performance.

There were not many systems in place to make operating efficient.  There was also a lack of collaboration between all parties involved.  (It tended to be more of a to-and-fro with the owner-manger caught in the middle.)

Clarification of responsibilities and standards of individual performance were established.

Simple systems to operate were established, e.g. customer management, costing, stock control & profitability reporting.

A regular meeting, with a specified agenda and regular KPI's helped resolve any issues, plan the next developments and keep everyone working together for the same objectives.

 

The owner manager became free to focus on the very profitable part of his business, confident that the new venture was functioning well on a day to day basis.  He was more informed about the performance of the new venture as a result of the new systems put in place.

The time and effort the new venture required of him was far more predictable, and the time he did spend on it felt satisfying as it was on the important issues that would contribute to the venture's success.

These results were achieved through our

Do you want to achieve better results for your business?

Owner Manager Impact Programme - a consulting programme where we work with managers to resolve the current problems in their organisation and achieve their specified results.

 

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