The Client Experience

At all times, the client's Executive Champion is informed. No surprises!




Understanding your needs is a crucial first step in forming a successful partnership. Everything we do is driven by what you are trying to achieve, not by a predetermined solution.  The resources we provide and the solutions we develop together are specifically designed for you.

A partner will conduct a series of discussions with you to identify the needs and goals that must be achieved quickly. Together, we will specify the operations and key processes whose improvements are critical for your success.

2     ASSESS


In Phase Two, we develop supply chain opportunities through observations and analysis. Processes will be identified at a high level while noting potential improvements.

A key output of the Assessment is the Project Goal.  The Project Goal is the amount and timing of the project’s financial impact.  For example, a Project Goal could be a supplies inventory decrease of $2 million and an annual expense decrease of $4 million per year.

We will draft an implementation roadmap based on the observed opportunities and the need to achieve the project goal. This roadmap will be the basis for project execution and will include timing, work teams, tasks, milestones, and measurable interim results.


Work is Delivered in Phases


Project Structure

The project is organized into multiple workstreams. Each team is headed by a senior client leader and supported by at least one consultant. Our consultants bring both subject matter expertise and project management skills to the teams.

Each team develops a charter that builds upon the roadmap that clearly states the scope, deliverables, checkpoints, and metrics for their workstream. Each team sets goals, defines tasks, creates schedules, and plans resources.

Project Leadership

The “Executive Committee” consists of the Executive Champion, the senior Team Leaders responsible for the project, and our Director and Engagement Manager.  Meeting every two weeks, this team reviews progress based on quantifiable measures and the project teams’ reports. The Executive Committee ensures barrier removal, strategic alignment, performance to the plan, and communication to the organization.

The “Working Committee” meets weekly and consists of the Team Leaders, a senior finance person, the Director, and the Engagement Manager. Each team reports progress qualitatively and quantitatively.  These meetings are informal and intended to resolve critical issues.

Change Management

Change Management helps individuals transition to a new system and process.  It is essential to understand the expectations and address concerns of all affected employees. Our team will work with your Human Resources group on:

  • Leadership alignment
  • Supervisory training
  • Job definition and skills training
  • Communication strategy
  • Selection of communication channels (e.g., meetings, flyers, posters, e-mails)
  • Comprehensive communications with project teams and all employees

Process Change

The changes we implement with you are specific to your operations and based on your current needs and the roadmap for change. Because the project is specifically tailored for you, there is no “canned” solution.

Some process improvement streams are analytically intensive (e.g., spend analysis) while others focus on the implementation of “lean” approaches. Our group will work with your existing IT system to use available data optimally. Every operational team will identify operating metrics, set measurable goals, and institute tracking mechanisms as needed.

4     REWARD


The business case, developed during the Assess Phase, provides a weekly projection of benefits and the investment required. Each project requires a weekly measure of the overall progress toward the Project Goal.

In the Reward Phase, we will bring our experience to assist your financial staff in quantifying the impact. Your financial staff will do the weekly reporting so that you know the results are correct.



In Phase Two, we develop supply chain opportunities through Client organizations are often stressed due to the significant change required to meet Project Goals.  The disciplines installed in the Execute and Reward Phases must be maintained to provide a continued return on your investment. Sustained benefits result when management continues to use metrics reporting to monitor compliance and reward success.