Methodology
Diagnose → Analyze → Optimize → Implement → Monitor. A board-ready delivery system designed to convert insight into durable profit action.
1
Diagnose
Rapid financial health check, data readiness, and visibility gaps. Establish the baseline and decision-critical questions.
Deliverables
- Executive summary (decision-ready)
- Board-level KPI & performance narrative
- Action plan with owners, cadence, and controls
2
Analyze
Profitability and cost structure analysis across products, customers, departments, and geographies. Identify leakage and margin drift.
Deliverables
- Executive summary (decision-ready)
- Board-level KPI & performance narrative
- Action plan with owners, cadence, and controls
3
Optimize
Pricing and margin optimization, cost transformation levers, and governance design. Build the board-level KPI model.
Deliverables
- Executive summary (decision-ready)
- Board-level KPI & performance narrative
- Action plan with owners, cadence, and controls
4
Implement
Controls, SOPs, execution cadence, and stakeholder alignment. Turn recommendations into operating behavior.
Deliverables
- Executive summary (decision-ready)
- Board-level KPI & performance narrative
- Action plan with owners, cadence, and controls
5
Monitor
Continuous performance monitoring, variance signals, and board-ready reporting. Sustain gains and prevent regression.
Deliverables
- Executive summary (decision-ready)
- Board-level KPI & performance narrative
- Action plan with owners, cadence, and controls