Case Studies

  • Industrial Distribution and Process Automation Provider

    The company and its subsidiaries is a single-source supplier of a total range of process control equipment, and field and control room instrumentation.  They are recognized throughout the process and manufacturing industries for their process applications knowledge, project engineering and control system integration.  They required assistance to create a viable, clearly articulated and unifying corporate ...
  • National Specialty Dairy Products Supplier

    The company was in the process of selecting a site for its new production facility. They asked us to assist in identifying and ranking those communities, and sites within those communities, that are suitable for the construction of a new production facility. We assisted them in defining company objectives, prioritizing critical location factors, collecting operating data, ...
  • Shrink Wrap Equipment Manufacturer

    The company is a manufacturer of horizontal shrink wrapping equipment and carton and bag closing equipment. The company wanted its engineering division to become a more efficient and productive component within its business. The company also wanted to focus on standard product development vs. custom development and to maintain a competitive edge through ...
  • Global Medical Technology Company

    The company is one of the world’s leading medical technology companies and conducts business in more than 120 countries. They wanted to develop a consistent strategic planning process for Environmental along with a strategic plan and performance metrics. We were also asked to facilitate the development and documentation of a Product Development Protocol ...
  • Non Profit Medical Quality Improvement

    This organization is an independent, not-for-profit, federally approved, health care quality improvement organization. They are contracted by the Centers for Medicare & Medicaid Services (CMS) to create and enhance programs, services, and collaborative relationships that improve healthcare quality in states of Tennessee and Arkansas. They initiated a new strategic planning process and we were ...
  • Financial Institution

    The Bank offers Estate Settlement Services that are an important part of its Investment management and Trust Business. The Estate Settlement Services group was suffering from consistently declining income. These services historically were delivered on a “loss leader” basis because they produced relationships that lead to cross-selling opportunities. However, changes in the marketplace ...
  • Public/Private Joint Venture

    This joint venture was developed in 1989 and is owned by a University, Utility and a City. The Technology Park was created to provided vision, philosophy, and direction and to facilitate interaction between business, government and industry. The Venture wanted to make an informed and collective decision about the future direction of the technology ...
  • Packaging Materials Manufacturer

    The company wanted to develop a strategic plan for their corporation. They needed a solid business plan to prepare for a strategic direction and to develop a process for a focused, detailed planning approach. We developed a detailed custom approach for them to develop a strategic plan for the corporation and subsequently for all their ...
  • Federal Munitions Manufacturer

    The Arsenal produces stores and demilitarizes conventional ammunition. They asked us to assist the arsenal conduct an A-76 competitive sourcing study. We assisted them develop a proposal for a “most efficient organization” that competes with bids from the private sector. We assisted the arsenal team to conduct a streamlined enterprise review, calculate the cost ...
  • Financial Services Holding Company

    The company is a five-bank, multi-bank holding company. The five banks range in size from $31 million in assets to $170 million. The company is growing at about 20% per year and was expected to be a $700 – $800 million bank holding company in the future. They had been conducting annual ...
  • State Government Planning Agency

    The agency is the regional planning agency serving a major metropolitan area and providing essential services to the region. The Council works with local communities to provide these critical services. The agency wanted to engage professional services to support the re-engineering of their Business Processes. The objectives of these services were to provide support and ...
  • Non Profit Medical Quality Improvement

    This is a non-profit company that provides quality improvement expertise and services through contracts with federal and state governments, as well as private organizations. Through a contract with the Centers for Medicare & Medicaid Services, They served as Alabama’s Medicare Quality Improvement Organization (QIO). They wanted to develop a strategic plan which would include ...
  • Manufacturer

    The company is a leading North American manufacturer of bath and kitchen products, and a world leader in manufacturing and installing air conditioning systems. We were engaged to facilitate the documentation, assessment and testing of the financial controls in compliance with Sarbanes-Oxley (SOX). The key tasks were to assist the financial management in their facilities thorough ...
  • Home Furniture Manufacturer in North America

    The company manufactures and distributes furniture and is one of the largest home furniture manufacturing companies. They have a rich history of success stories that illustrate its dramatic transition from a ‘virtual unknown’ to a significant force in the industry. For over half of a century, the company has remained committed to its Vision Statement: ...
  • Publishing and Printing

    The company business is publishing, printing, office products, and distribution. They specialize in newspaper and shopper FSI publishing and printing, commercial, and web printing, and delivery services. The company required the development of a strategic plan to help set the future direction of the overall business and its unique operating divisions. We were asked to assist ...
  • Global Diversified Technology Development Firm

    A large electronics manufacturing division of the company was seeing its defense related business volume shrink. We were asked to conduct a strategic analysis to identify opportunities to enter the commercial manufacturing environment. We conducted a competitive benchmarking study, identified competitive weaknesses, potential differentiations, and change in discriminators. We identified approximately $27 million in ...