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CONSULTING, CONTRACT, AND INTERIM MANAGEMENT SERVICES

 Management Consulting

Startups

  • Ideation & Concepting

  • Research

  • Financial planning & budgeting

  • Financial modelling and analysis

  • Business plan development

  • Organizational structuring

  • Legal structuring

  • Operating agreements

  • Non-disclosure agreements

  • Advisory boards

  • Fund sourcing

  • Team selection

  • Essential paperwork

  • Secure document management

  • Task & workflow visual management

  • Supply chain development

  • Space planning

  • Banking

  • Branding

  • Patents, trademarks & trade secrets

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Early Stage & Growth Companies 

  • Strategic planning

  • Strategy validation & iteration

  • Course adjustments & pivoting

  • Technology road mapping

  • Product & Portfolio road mapping

  • Prioritization of opportunities

  • ROI vs. strategy assessment

  • Processes and team structuring for scalable growth

  • KPIs

  • Visual team and workflow management solutions

  • Organizational maturity development for scalable growth

  • Quality Management Systems (ISO9001, API Q1, etc.)

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Mature Businesses

  • Strategic planning &  gap analysis

  • Strategy validation & iteration

  • Capability-Maturity assessments

  • Organizational, team, and process structuring for scalable growth

  • Support systems selections & implementations

  • Portfolio management

  • R&D value optimization

  • Quality Management System upgrades and streamlining

  • Scalability assessments

  • Acquisition due diligence and implementation

  • Management transition planning
     

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 Portfolio Management

Align your strategic programs and project portfolios at the executive level

 

  1. Are your strategic priorities clear, defined and communicated?
     

  2. Do your Sales, Marketing, Engineering, R&D, IT, and Manufacturing projects and KPIs align? 
     

  3. How do you resolve conflicting priorities, funding and resource constraints?
     

  4. Do you have the right program and project management processes, people and systems in place to support your evolving strategy?

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We can help to build clarity, consensus, and accountability into your portfolio management process and avoid costly gaps and overlaps.

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Manage your projects and portfolios with 24/7 visibility at all levels.

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 Deal Advisory

Due diligence

  • Commercial - markets & competitive analysis

  • Operational - business processes and workflows from quote to cash

  • Intellectual Property assessment

  • Technical regulatory compliance

  • Product portfolios

 

Implementation planning & execution

  • Post-merger integration

  • Architecting and delivering organizational integration

  • Consolidation focused on value expansion and value capture

  • Skills & capabilities assessment

  • Technology, and product portfolio road mapping and integration

  • Supply chain assessment

  • Quality Management Systems implementation

  • Space planning

  • Risk management

  • Visual progress tracking & issue resolution

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Performance Management & Improvement

  • Value capture and value expansion through organizational and process streamlining

  • Capability-Maturity assessment​

  • Technology road mapping

  • R&D, Engineering, Product development improvement

  • Technical Regulatory Compliance 
     

R&D, New Products

Optimize and transform your New Product Development (NPD) and R&D

 

With over 25 years experience in R&D and New Product Development in companies of all sizes, we have "been there and done that".  It boils down to these essential questions:

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  1. Does your R&D portfolio and your NPD project priorities align with your strategic plan?
     

  2. Are you achieving the value creation and ROI you planned for?
     

  3. How do you scale up value creation from your new product driven revenues while shortening development times without compromising quality?

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Our solutions include:

  • Portfolio management

  • Portfolio prioritization

  • Strategic plan alignment

  • NPD process development and implementation (Stage-Gate, Agile, Design Thinking, ...)

  • KPIs

  • IP management in R&D: 
    avoiding traps and creating competitive advantages

  • ​Competitive reaction and counter moves

  • NPD to production: avoiding KPI collisions

  • Insourcing, augmenting, and outsourcing assessments

  • Project status visibility at all levels

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 Strategy

Architecting and evaluating

long-term business strategies

  • Strategic planning

  • Product & technology road maps

  • Capabilities assessment vs. strategy

  • Gap identification and prioritization

  • Opportunity, strength, and risk assessments

  • Value capture planning

  • Value expansion planning

  • Risk avoidance and mitigation planning

 Process Optimization

Business processes alignment with strategic plan

 

We help organizations achieve scalable growth through business process visualization, value stream mapping, and workflow automations.

 

Independent of your company's maturity, ask yourself these questions:

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  1. Are your processes clearly defined, documented, controlled, easy to find,  and simple to follow? 
     

  2. Do your processes scale up when your business triples and quadruples?
     

  3. Where are your process choke points?  Why?  How do they change with volumes?
     

  4. Do your processes support LEAN operations, not just in manufacturing but also in sales, marketing, engineering, purchasing, finance, AP/AR, quality and service?

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Our process management tools enable organizations to build custom workflow apps in a code-free environment. 

 

Run projects, processes and everyday work in a simple and highly visual environment.

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 Project Management

Interim Program and Project Management

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If you need interim support, or augment your project or program management capabilities, we can help.  

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Please contact us to discuss your needs.

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 IP Strategy

Leverage your IP strategy to support your growth plan

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  1. Do you have a defined IP strategy that aligns with your value creation plan?
     

  2. What IP and technology gaps do you need to fill and how?
     

  3. Patents, Trade Secrets, Trademarks, Domain ownerships and websites can be used offensively or defensively.  What is your approach?
     

  4. How do you manage your IP budgets and expenses vs. your strategic plan, competitive threats, and rapidly evolving technologies?

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Regulatory Compliance

Hazardous Area Product Design

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We provide IECEx, ATEX, CE, UL, and CSA certification consulting services for the oil and gas and agricultural industries. 

 

We assist manufacturers with preparing ATEX and IECEx certification documentation and support them during the entire certification process.

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Our design expertise includes product design for hazardous area locations to meet and exceed the requirements of:

  • IECEx (IEC 60079 series)

  • ATEX & CE 

  • Various US and Canadian standards

 

We can assist you with:

  • Compliance road mapping

  • Certification documentation

  • Design and user documentation

  • Design assessment vs. regulations

  • Test preparation

  • Quality Management System design and implementation to meet:
      - ISO 9001:2018
      - IEC / ISO / EN 80079-34
      - API Spec Q1

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API-8C and API 7-1 Product Design

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Our design expertise includes product design to meet and exceed the requirements of:

  • API 8C

  • API 7K

  • API 7-1 and API 7-2

  • API RP 7G

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Quality Management

Quality Management System Design and Implementations

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We have implemented multiple QMS systems in companies ranging from startups to mid-size (~$300M).

 

We can help you "get there" with easy to understand QMS documentation in a very short period of time.

 

Our expertise is in the following areas:
 

  1. ISO 9001:2015
     

  2. IEC / ISO / EN 80079-34 for Ex product manufacturing.
     

  3. API Spec Q1

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Our work scope includes:

  • Design and implementation of an easy to use Quality Management Systems (QMS) structure and documentation.

  • Visual process management

  • Process automation

  • System implementations from the ground up, starting at zero.

  • System upgrades to higher levels of compliance.

  • System updates to revised standards.

  • Auditing preparation

  • Internal auditing

  • Performance measurements

  • KPIs

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