Situation

  • Newly acquired private equity company that had tripled in size within three years.
  • The organization experienced massive growth and was not prepared to handle the increased capacity
  • Budget was insufficient to identify and evaluate variances
  • Desire to implement actual metrics and improvements
  • Expanded into new territories, but required help calculating expansion and operating costs

Bespoke Solutions

  • Deeply analyzed operational decision making process to understand cost and revenue drivers
  • Built sensitivity budget to calculate variances at neighborhood territory levels and build route restructuring
  • Successfully bridged operational statistics to financial outcomes
  • Reviewed historical operational performance and coordinated with operational leaders to set goals that were then translated to financial targets in a budget

Leading With Results

  • 27.2% increase in revenue resulted from successfully implementing our new business model
  • 2% of revenue recovered from corrected raw material forecasting variance
  • Shifted profitability management from a reactive to proactive process by implementing our more accurate budget
  • 20% increase, over 700 people, in back-office staff budgeted in a staggered hiring plan
  • 200M gallons of gasoline budgeted and managed. Produced more realistic, flexible, and scalable budgets with our system by tying operational statistics to financial outcomes