Client successes

• A manufacturer targeted a new market segment, leveraging their current knowledge and capital base, while significantly increasing the size of their market.

• A not-for-profit established a goal to substantially expand the number of people they serve, carefully identifying the steps necessary to grow their income stream to achieve it, while establishing plans to keep all interested parties involved, motivated and loyal.

• A financial institution determined how to differentiate itself in the market, and is pursuing an integrated marketing plan to accomplish it.

• A rapidly growing customer segment, providing opportunity for competitive differentiation and growth, was identified by a financial institution.

• A strategic audit conducted for a client revealed a potential shortfall in achieving financial goals based on existing plans and the resources, practices, and infrastructure available to implement them. The audit identified overlooked opportunities for synergies and growth to fill the financial gap.

• A strategic dashboard (an integrated measurement system) was created for a not-for-profit as a means of diagnosing and measuring progress against plans. The goal was to focus organization wide attention on successful implementation of plans for creating and delivering value.

• A company in the gift business developed a plan that reversed years of declining profits and achieved successive years of profits in the planning period.

• A retail store designed merchandising and operating programs that achieved increases in operating profits and margins.

• A manufacturer desiring to enter a new market identified necessary entry strategies and product modifications required to be successful