262-573-4657

Smart Transformations
Smart Transformations

262-573-4657

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Capabilities & services

Introductory Session

Operational Excellence

Introductory Session

Outcome: Exploratory discussion on your business needs and constraints. What are your bottlenecks in growth, profitability, quality, or other areas? 


  • We will also discuss your goals, objectives, and current/desired positioning of your business, including exit strategies. 

Schedule Appointment

Business Strategy

Operational Excellence

Introductory Session

Outcome: A roadmap for driving Growth and Sustainability. 

  • This includes a three-year strategy plan, a one-year operational plan, a quarterly scorecard, a succession plan, SWOT and competitive landscape.
  • The business planning deliverable is a simple and highly useable XLS template (designed for weekly use).

Schedule Appointment

Operational Excellence

Operational Excellence

Operational Excellence

Outcome: A definitive roadmap for executing on your one-year objectives and quarterly objectives. including timelines, change management, risk mitigation practices, and operating rhythms. 

  • Identify areas within your operations that are prohibiting growth, productivity, creating muda and impacting profitability.

Schedule Appointment

Go To Market Planning

Digital Transformation Services

Operational Excellence

Outcome: A roadmap for market access & partnering with direct sales, channels, and target accounts by industry & applications. 

  • Market Segmentation using GE’s CECORE (calibrate, explore, create, organize, realize) process will be used. Market sizing including (total available market, product available market, and served market) is also covered.

Schedule Appointment

Account & Industry Marketing

Digital Transformation Services

Digital Transformation Services

Outcome: A roadmap focused on role centric (persona-based) messaging by an industry that highlights why buyers and influencers should pay attention to your product or solutions. 

  • The session also includes account-based marketing, website design, branding concepts, video production, use of focused social media, blogs, marketing spend,  budgets, leading, in-process, and lagging marketing KPIs.

Schedule Appointment

Digital Transformation Services

Digital Transformation Services

Digital Transformation Services

Outcome: Develop roadmap from current state to your future state of production and operations.  This many be for a single site, multiple sites, or an enterprise roadmap.  Typical groups affected include production, manufacturing supply chain, and IT. 

  • We are experts in this area with 25 years+ experience in providing solutions to F1000 companies.
  • We will explore, safety, throughput/yield, quality or reduce costs with ROI and payback modeling.  Technologies and systems include IIoT, Robotics, Control Systems, DCS Systems, MES, & ERP Integration. 

Schedule Appointment

People & Performance

Leadership & Talent Development

Commercial Excellence

Outcome:  A roadmap for recruiting (talent acquisition), retaining, performance managing, growing,

 Outcome: A roadmap for recruiting (talent acquisition), retaining, performance managing, growing, and rewarding your teams. 

  • Build a culture of performance linked fun, high integrity, and low turn-over.
  • Variable compensation including defining commission plans for commercial teams is also covered. 
  • Also discussed, spot awards for maximizing team impact, aligning of leading, in-process, and lagging KPIs with incentives.

Schedule Appointment

Commercial Excellence

Leadership & Talent Development

Commercial Excellence

Outcome: a roadmap for formalizing your commercial sales process to drive repeatable and sustainable success. 

  • Discussion topics include sales process, methodologies, cycle times, KPIs, opportunity qualification process and top of sales funnel activities.
  • We will discuss the importance of sales & operational planning.
  • Additional time will be spent discussing the transforming of your sales teams from product-focused to consultative focused.

Schedule Appointment

Leadership & Talent Development

Leadership & Talent Development

Leadership & Talent Development

 Outcome: An in-person or distance-based leadership training program for your 

high-potential employees. 

  • The LDP program is based on the Jack Welch Leadership Development Center MDC Program 
  • Topics: Leadership, Growth as a Process, Social Corporate Responsibilities, Setting Strategies, Operational Excellence, People & Performance Management, Finance 101, Innovation, and Globalization Consideration

Schedule Appointment

Sales Team Development Programs

Sales Team Development Programs

Leadership & Talent Development

Topics Include (distanced based or instructor lead):

  • Strategic Selling & Large Account Management (based on Miller Heiman methodology),  account management and prospecting, 
  • Wallet share expansion with existing accounts and how to break into new accounts.
  • Understanding customer budget cycle (Cap-Ex versus Op Ex), negotiating, first meeting imperatives and objection handling

Schedule Appointment

Quality Management

Sales Team Development Programs

Product Development

Outcome: A roadmap for your quality management process and methodologies. This session includes how to implement customer feedback into your QMS using the Net Promoters Score (NPS developed by Bain & Company). 

  • Also discussed will be Quality KPIs.
  • An overview of implementing a Quality defect process including Incident reporting, root cause (Toyota 5 Why Process), communication and risk mitigation plans.

Schedule Appointment

Product Development

Sales Team Development Programs

Product Development

  

Outcome: A roadmap for your software development lifecycle and your 

multi-generation product planning process. This session will also discuss either waterfall or agile development approaches, technology platforms and architectures. 

  • We will also review your voice of customer process and how that process is being used to drive input into your development process. Lastly, we will review your processes around defect tracking, maturity levels, and your release cycle process.

Schedule Appointment

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