Case Study

Establishing a Longe-Range Planning Process for 800M Division of 24B Global Building Automation Conglomerate

"Establishing and managing a complete Long-Range Planning (“LRP”) process of a complex matrix organization to drive an updated strategy and foster accountability."


  • An $800M division of a $24B publicly traded Building Automation Products company had undergone leadership change to reset the business growth trajectory
  • Primary objectives were to drive growth in stagnant business, reduce bloated costs, and reposition innovation and technology leadership
  • Long-Range-Planning traditionally was a top-down process with no defined accountabilities
  • Lines of responsibility were blurred due to complex matrix structure within the parent company
  • SLKone was hired to establish, manage, and deliver a consolidated LRP

Bespoke Solutions

  • Developed standardized templates that were distributed to all key players; templates used underlying detail to quantitatively roll-up to a 6-line Profit & Loss
  • Designed qualitative input templates to identify key drivers of the global business at regional level as well as potential risks and opportunities
  • Worked iteratively with key players to understand and validate projections for credibility and robustness with risks and opportunities identified
  • Developed a dynamic consolidation model that allowed management to adjust key drivers and determine their global impact

Leading With Results

  • Designed and orchestrated LRP process. Developed a template to facilitate initial submissions by Regional and Functional Finance Leaders. Led working sessions to guide creation, consolidated individual submissions
  • Alignment of Strategic Goals. Independent review of individual and consolidated 5-year plan. Reviewed alignment to new management’s strategic goals; support the revision process as appropriate
  • Provided ongoing support during carve-out of division. Final LRP was used during diligence to support the business case to bidders. Facilitated all diligence related requests to future projections
Case studies and expertise may represent projects and engagements performed by SLKone team members prior to their employment at SLKone