Execute Strategy
Procedures, Technology Enablers, People Management, Knowledge Transfer
Step 1
Transparently Map and Document Procedures
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Work Procedures provide managers and employees with context and understanding of the workflow across the entire customer life cycle. They consist of activities for:
- Product and Service Development innovation, development and management.
- Operations/Fulfillment to customers.
- Marketing Communications to build brand awareness and engagement.
- Sales to acquire, onboard, retain, up-sell, cross-sell, and win-back buyers.
- Human Resources to attract, engage and retain the right employees.
- Accounting and Finance to sustain viability.
- Information Technology to secure automate enablers of employees and customers.
- Facilities Management to enable on site and remote work.
Services
We provide the following methods and tools to help you:
- Assess your existing process maps, procedure documents, step-by-steps instructions, policies, and guidelines.
- Create process maps, procedure documents, step-by-steps instructions, policies, and guidelines.
- Facilitate Process Improvement updates to your procedure documents, step-by-steps instructions, policies, and guidelines.
- Train and Coach on how to map processes, procedure documents, step-by-steps instructions, policies, and guidelines.
Step 2
Ensure Technology Is Enabling Employees and Managers
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Deploy Technology Enablers to automate repetitive tasks, streamline manual work activities, continuously improve quality, and produce more output. It consists of:
- Sales and marketing – – lead management, sales activity dispositions, proposals, order management
- Operations – – warehousing, inventory, scheduling, MES, quality, safety and
- Accounting – – quoting, billing, collections, time tracking, expenses
- Customer Service – – inquiry ticketing, management, knowledge library, help desk
- Communications – – phone, email, messaging, chat, fax, mail
- Collaboration – – screen sharing, project management, shared files
- Productivity – – calendar, note taking, Office 365, Google Suite,
- Human Resources
Services
We provide the following methods and tools to help you:
- Assess technology availability, data structure, integrations, automation, up time, training and adoption by managers and employees.
- Document your complete data field hierarchies across departments and processes.
- Facilitate identification, evaluation and selection of technology vendors.
- Facilitate implementation of technology installation, upgrades and replacements.
- Train and Coach on how to use technology.
Step 3
Integrate Management Practices To Your Strategic Intent
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Management Practices translate your procedures into manager and employee skill requirements, personal responsibilities, and the foundation for self-accountability. They consist of:
- Hiring – – hierarchy, features, benefits of your offerings.
- Employee Onboarding– – how buyers use your offerings.
- Performance Goals and Evaluation – – item, bundles, discounts, terms and conditions.
- Compensation, Rewards and Recognition – – prioritization of sub-industries that buy your offerings.
- Training – – prioritization of where your offerings will be sold.
- Coaching – – insights, wants and needs by company hierarchy.
- Career and Leadership Development – – insights, alerts, positioning, and differentiation
Services
We provide the following methods and tools to help you:
- Assess your existing management process maps, procedure documents, step-by-steps instructions, policies, and guidelines.
- Create management process maps, procedure documents, step-by-steps instructions, policies, and guidelines.
- Facilitate Process Improvement updates to your management procedure documents, step-by-steps instructions, policies, and guidelines.
- Train and Coach managers how to map processes, procedure documents, step-by-steps instructions, policies, and guidelines.
Step 4
Provide Instant Technical and Non-Technical Knowledge Transfer
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Instant Knowledge Transfer enables managers and employees to access, find, understand, remember, and share information with each other, customers, and vendors. It consists of:
- Product and Service information.
- Applications of Products and Services information.
- Pricing Models and Discounts information.
- Competitor insights and comparisons.
- Customer Industry insights and comparisons.
Services
We provide the following methods and tools to help you:
- Document your product/service hierarchy, features and benefits, pricing and discount model, and competitor comparisons.
- Create process navigation guides to provide employees with instant access to information – – without memorizing and recalling information.
- Maintain updates to information in the process navigation guide.
- Communicate plans to investors, executives, managers, and employees.
- Train and Coach employees and managers how to use the process navigation guide.