- Metrics: Build a data-driven culture by designing metrics, key performance indicators, dashboards and scorecards to measure efficiency and top and bottom line contribution.
- Alignment: Assess how closely business services activities align with firm goals, and help firm leaders plan and implement structural and operational changes to increase alignment.
- Processes: Quantify the cost and impact of core business processes supporting the firm’s profitability; modify processes for greater efficiency and effectiveness.
- Data: Design and implement processes around client data that improve the quality and usability of available research to drive recommendations and decisions.
- Technology: Assess the firm’s CRM, email marketing, social media, web content, event management, prospect management, and analytics to help streamline and optimize available technology