A forecast paints your financial picture - providing guidance for all operational planning. Our bottom-up approach facilitates an unprecedented level of rigor - outlining each resource, and the associated activity levels, outputs, and costs.

Planning Key Performance Indicators (KPI) operationalizes your financial picture. Our approach distills a forecast into simple operational outcomes spanning across all areas of activity.

Formalizing employee Roles is the first step to achieving KPIs. For each KPI, we help participants define operational roles and associated responsibilities.

Expectations define what the operation needs from each Role. We help participants pick predictive metrics and benchmarks for each Role, and associated team members.

Workflows drive Expectation achievement. We help participants outline standard operating procedures for each Role, to support team members in fulfilling their responsibilities most effectively, efficiently, and sustainably.

Routines facilitate Workflow execution. We help participants account for the routine events required to support each Workflow - and getting them scheduled, shared, and happening consistently.

All the steps above are designed for optimizing your operation for results. Each steps’ value is compounded by the completion of every other step.