Locating the Buried Treasure
The process begins with a discussion to determine assumptions, gut feelings, and trends that we want to test.
What are we looking to accomplish and what have we always struggled to overcome?
A glimpse of where the company has been and where it’s going, all to be tested against the data at-hand.
Discovering Opportunity & Leaving No Stone Unturned
A key element of the Deep Dive is translating financial reporting into actionable financial intelligence, not just after-the-fact reports to collect dust. An unconventional look at your financial performance, all driven toward potential opportunities and actions.
Looking at existing data from a different perspective and making that data come alive relative to prior periods/years, as well as to performance overall.
Studying the findings to identify necessary actions
The deliverable of the Deep Dive involves a highly visual presentation to show significant change and trends to capitalize on in the near-term.
This includes unique looks at critical information like:
- Industry comparisons to see how you perform vs. your peers
- New ratios and creative measures to assess your business
Analyzing data by customers, divisions, and other categorizations to identify the greatest opportunities for you.
Turning findings and the plan into results
Ultimately, the presentation concludes with a clear road map action plan to address the findings and maximize the opportunities at hand.
Findings are presented as visualizations of your financials, and recommendations in an open-style conversation. Recommendations and chronological road maps of the next steps are outlined to you and your team.
And mechanisms to measure success are provided to ensure the plan is not just another great idea... but something that will make meaningful change for your company.