The first step is the discovery phase, where the goal is to learn the client’s business. We take the time to learn as much as possible about the business from the owner and employees. This can include touring the facility, meeting with the staff, analyzing the finances and reading all company procedures. During this process, we will uncover the details of a company’s mission and what operations are in place.

Once we have developed an in-depth understanding of the company, we enter the evaluation phase, where the goal is to identify where change is needed. This phase includes identifying the company’s strengths and weaknesses, as well as current and foreseeable problems. These issues can include problems that ownership and management have already identified, as well as new issues we discover. We identify opportunities to grow the business, increase profits and boost efficiency. 

In addition to identifying gaps and opportunities, we develop solutions to problems and plans for capitalizing on opportunities. During this phase, it’s important for the consultant and the company’s employees to maintain open and clear communication.