Strategy Mapping

Bill completed several workshops for the management of a catering company, during which they agreed the vision and mission of the business. They were then able, with Bill’s help to create a Strategy Map of the business. The Strategy Map focuses on the four strategic categories which will deliver the vision: the financial, customer, internal process, and intangible assets perspectives. (Intangible assets are human resources, information resources, and organisational resources, such as culture and values.).

After completing the strategy map, Bill recommended the key measures for the business, so that the partners in the business can track their progress against objectives, via a Balanced Scorecard.

Market Studies

For an insurance company, Bill completed three studies of different sectors of the travel insurance market. These studies quantified the size of the market in each sector. Identified trends and competitive positions. Each study presented the client with several strategic options for improving their competitive position, as well as the risks and the benefits associated with each strategy.

Creative Presentations

Conducted a one-day workshop on creative presentations for the marketing team of a major UK retail business service company. The client felt that the marketing team, while creative in many ways, was not as successful as it could be in presenting ideas effectively. The workshop covered a broad range of topics from audience identification, presentation design, persuasive techniques, use of NLP, through to handling feedback. The attendees were actively involved in group and individual exercises to test the new concepts they had learned, and to build their skills.

Organisational Consolidation

A client in the pharmaceutical industry had acquired two service-related businesses with scopes very similar to one of its existing businesses. One of the client's immediate concerns was how to integrate the three businesses to take maximum advantage of the scale of the consolidated business, while avoiding the possibilities of external and internal competition. This project was complicated by several factors:

• The earn out of the owners of the two acquired businesses
• Differing brand identities of the three businesses
• The use of three different core software systems
• Historical competition for the business of the same customers
• Three different business locations

Having interviewed about 45 people, at various levels, in all three businesses, in depth, recommendations were put forward regarding:

• A single business development team
• The identity of the key players and the proposed organizational structure
• Disposition of the various software systems
• Business processes for the integrated business
• The handling of the geographic split

The executive to whom the three businesses reported said at the conclusion of the work: ‘We couldn't have done it without you!'