A curated survey sent to the employees of your organization designed to identify strengths and weaknesses across the entirety of your organizational infrastructure.

Most management consulting firms offer an Assessment. None will give your people (the stakeholders) the actual definitions of what best-practice is for their role. We will! Instead, these other firms (which are typically much larger) will ask your staff questions attempting to understand what they do in their role. We have a different approach. We give your stakeholders the definitions of what is best-practice and asked them to rate what they do compared to what we’ve seen in the industry. 

Over the last 35+ years, we have worked with many Fortune 500® financial service companies that have invested hundreds of millions in their infrastructure. We document and regularly update what we see as best-practices in key functional areas of the business. We call these “capabilities” and by our definition it must have four components; people, process, technology and information. This library has grown over the years. For example, in the year 2011, the Marketing Technology Landscape was a little more than 150 companies, By 2012, it was 350. By 2014 it was >1,000, by 2016 it was >3,500 and by 2018 it was >7,000. In the same way we have evolved our library to now include more than 200 capabilities with many having multiple technology and process dependencies.

Our approach is simple. We give these definitions of best-practice to your stakeholders who each may identify 10-15 of these capabilities which they have familiarity. We ask them to rate how your firm compares to the best-practice definition on each on a scale of 1-5 with an example of why they rate it so high or so low. We aggregate the results into a single, easy to read diagram that is color coded (heated) to the 1-5 scale and is supported by a document with their responses. The results show where your company’s strengths and weaknesses are relative to the best-practice definitions. This is compelling for any CEO or Board of Directors because our approach is purely the voice of the employees (not the consultants) identifying the suboptimized areas. Once identified, weaknesses are discussed and a roadmap for improvement is developed. This is where we separate ourselves from all others. We help implement the improvements, track the results, adjust the path mid-stream if necessary if the results aren’t what we want to achieve the stated goal. This is why your success stories are so impressive. We work with you to ensure your satisfaction through the entire improvement process.