Business Optimization Services

Business Optimization Services (BOS) offer insight to your business with the evaluation of your business activities and processes. Imagine shaving time off daily procedures and eliminating unnecessary steps all while improving quality and customer service. It helps to have a third-party look objectively at your processes to identify opportunities to make a leaner, optimized office. If you find that the unknown in your business is causing you frustration, stress or you are delivering less than the best to your customers, now is the time to review your business. It begins with the Business Needs Assessment.


Business Needs Assessment (BNA)

As the business owner or executive, you may know what is falling through the cracks or have an idea of where the processes are breaking down. We take the time to listen to help you identify exactly which areas, processes, and functions need to be analyzed to give you the information you need to make changes that will greatly impact your productivity and improve your bottom line. The Business Needs Assessment is completed in 2 sessions:

1st Session - The Good, The Bad & The Ugly - We discuss what is going on your business, your goals and what you would like to achieve to become more organized and efficient.

2nd Session - Project Planning - We review the recommendations, review the priorities of the project and set the schedule to meet with the process owners and team members.


Short-term Action Plan for Long-term Results (SAP)

This is a systematic exploration of the way things are and they way they should be. Using the recommendations discussed during your Business Needs Assessment, we dig in and find out what is working and what's not. Depending upon the number of processes and people involved, it usually takes approximately 4-5 months to develop a complete action plan. The action plan is a report of our recommendations, in priority order, including estimated costs in time and money. Based on your goals and needs, you decide how you want to phase in the recommendations over the budget year.

Change Analysis/Implementation (CAI)

This is where the transformation takes place. Information without action results in no change. We help you take your action plan and begin making the changes that will positively impact your productivity and help you reach your goals. Based on your goals and the short-term action plan, your customized implementation services may include any of the following activities:

Business Process Modeling - We help you define and streamline your business processes to set expectations and accountability and a clear-cut path to success.

Policies & Procedures - We help you create or update your policies and procedures to match your processes and job functions.

Job Descriptions - We help you defined each job function to delineate the areas of responsibilities as well as ensure cross-training is established for risk management as well as professional growth of the individual.


Focused Mentoring Activities (FMA)
We want you and your team to continue the path to success by offering you ongoing, as-needed support. We are here for you, whether it is a face-to-face meeting, email correspondence or a phone call. We want you to have someone you can call when challenges arise as you and your company adapt to the changes to your processes.