key to our success is to provide quality service. We work onsite with
you and your executives to improve how you do business. We provide management
consulting services that meet your unique needs and leverage your company's
Typically, our services are broken out into
several groups depending on your needs.
Business Consolidations &
We work with owners of both targeted and acquiring companies to determine
value, calculate financial feasibility, facilitate the sale/acquisition
process, and ensure implementation of agreed upon sales programs and customer
service levels for beverage wholesalers. This could include several critical
- Financial Modeling (i.e. pro forma
P&L for new consolidated company, economic impact assessments).
- Valuation of Companies and/or Brands.
- Negotiations of Pricing and Conditions
- Organization Design /Staffing.
- Sizing Facilities.
- Evaluating Workflow.
- Developing New Operational Criteria and
- Management Training.
- Working with Accounting and Legal Professionals.
The key to our success is providing quality
As part of moving forward, you and your
staff will be addressing some tough issues. The need in the
marketplace for effective service continues to drive new ways of organizing
and thinking for many beverage suppliers and wholesalers.
Our beverage industry consulting experience includes projects targeting
improving customer service, distributor profitability and how supply-chain
vendors can grow their business on a national, state and local level.
Based upon your unique needs and requirements,
we provide a project proposal detailing the needed strategies and action
plans that should be considered. The project proposal identifies opportunities
and recommends activities to provide value-added service.
We meet with you and key members of your
management group to discuss your requirements and needs. We strive to
be as effective as possible in working with you and your management team
in determining how we fit into the change process by evaluating your current
service systems and capabilities of your staff.
- Business Planning
We meet with key executives to develop
a shared company vision, create a seamless organization, identify
systems implications and identify alternate strategies to leverage
your unique company values.This
- Executive Coaching - We provide both group and individual teaching
and training on collaboration, priority management, thinking together
- Institutional Planning - We work with management in the formal planning
process of developing and revising company objectives, strategies
and action plans for Sales, Operations and Administration.
- Creative Planning - We work with management in the creative planning
process. This process includes developing the company's vision,
values, service policy and organization while addressing issues
relating to financial performance, vendors, chain management and
execution, span of control and management's new role.
- Customer Service Systems - We work with management to identify improvement
opportunities for the entire customer service function including
distributor network communications, information flow, transportation,
order handling and billing, and sales services by market segment,
by distribution channel and by segment.
- Company Review
The purpose of the company review
is to provide you with a working document upon which future activities
are based. The underlying assumption is that you need to look at
all the issues. We determine, with you, how we fit into the change
process by evaluating your current service systems and capabilities
of your staff. This process includes describing the business by
identifying areas of overall strength and needed improvements.
We review several key strategic areas.
- Your company's organization structure.
- Customer service.
- Employee productivity.
- Compensation plans.
- Management Reporting.
The review process consists of interviewing
key people within your organization and discussing such items as
service policy, buying patterns, trade execution, compensation,
turnover and general work flow.
The result of the company review includes:
- Identifying the causes of any current
- Analyzing how problems are affecting
your company and hindering your ability to meet goals.
- Determining the order of magnitude
of your underlying strategic challenges.
- Developing practical recommendations
that will allow you to leverage your company's resources.
- Reviewing future plans including
defining our role in assisting your organization and developing
a company plan.
- Organization Design & Staffing
Many systems design issues are dependent
on who you are and what you want. One of the biggest errors of modern
management is the belief that improvements in parts of the system
will improve how the total system works. You need to focus on what
the total system-wide implications are of each phase of your business.
We help and guide upper management
through the organization planning process. This organizational planning
process provides the framework to reach your goals and improve profitability
through better management and communication. The organizational
planning process helps everyone buy-in to changes and improvements.
We work with you and your management
team to develop an organization and system that can provide the
needed flexibility to meet your unique, ever-changing market conditions.
We work with you and your management team to develop and define
sales management staffing needs and reporting systems requirements.
- Business Systems
We provide an objective, comprehensive
and in-depth analysis of your current information systems, management
reporting and automation needs. We identify available options regarding
current technology hardware, systems design, software and communications.
Our goal is to educate, inform and
assist our distributor and supply-chain clients about the level
of support, vendor capabilities and software functionality, before
they commit significant resources.
We guide you and your management team
in determining both general and specific systems requirements and
attributes. We profile current system deficiencies and specify the
desired system requirements. These systems requirements include
data management, job function, processing, communications, analysis
and reporting features.
We work with you and your management
team to provide an objective analysis of your current business systems
- Identifying current system strengths,
weaknesses and issues.
- Making recommendations on an ideal
1. Explaining selection of platform,
software vendors and usage
2. Providing estimates of total systems costs
3. Explaining the need for vertical software
4. Describing ideal vendor capabilities
5. Providing opportunity cost estimates regarding major dysfunction
in all key operating areas
- Proposing a best-case strategy
regarding use of personnel, consultants and vendors.
- Developing an implementation schedule.
- Identifying organizational changes
needed for success.
We work with you and your executive
staff to develop performance-based compensation plans for key management
and staff for Sales, Operations and Administration to motivate and
make jobs more desirable. These plans include determining the compensation
make-up and establishing how much base, commission, incentive or
bonus is appropriate by position.
Implementation, Training and Documentation
We provide ongoing program support by working
with you and your management team to implement all program elements to
your satisfaction. This includes reviewing and revising company planning,
redefining operations work flows, debugging systems, developing new policies
and procedures, revising work standards, monitoring compensation and performance
criteria, visiting the field, assisting in negotiations and following
up with management personnel to ensure program integrity.
All management personnel will receive appropriate
training in the use of related plans and systems. All systems, forms and
procedures developed as part of the program, will be documented in a manual.
We respect the intellectual property rights
of our clients, other consulting firms and sole practitioners and will
not use proprietary information or methodologies without permission.