Case Study: Advisory Services

Overview

  • Company – Small web design, development and strategy agency
  • Owner wanted insight into why his business profits were declining

Objective

  • Determine the cause and potential solutions to the decline
  • Keep project costs low

Approach

  • Interview staff, look for trends in the financial data

Results

  • In the first day, I identified the issue – the change that correlated to the financial decline was the owner taking on a CIO for hire role taking 32 hours per week of his time

Value

 

  • The identification of the issue was easy.  Explaining to a budding entrepreneur that he WAS the business, and the organization was not mature enough to operate effectively without him was the tricky part