1. Creating a Passive Revenue Stream
Our Approach
To create a new passive revenue stream, our team analyzed existing offerings to spot opportunities. We collaborated with the client to develop engaging video course content, designed a structured learning flow, and built a paywalled website to host it. We packaged the courses as a marketable product and developed a business strategy, financial forecast, and marketing plan to drive success.
Outcomes
- Launched new product, creating scalable passive revenue stream
- Enhanced business strategy boosts annual revenue by 50%
- Identified opportunities for additional products via discovery phase
2. Modernizing Tools & Workflow
Our Approach
To address data management challenges, our team analyzed and optimized existing processes and explored automation opportunities. We then standardized reporting templates and put governance measures in place to ensure data was accurate and reliable. Finally, we transitioned manual reports to automated templates, streamlining workflows and ensuring consistent, efficient data management across the organization.
Outcomes
- 25% reduction in organization's data processing time
- Enhanced data accuracy with real-time updates and standardized data governance, ensuring consistency across teams.
- Streamlined executive reporting, featuring standardized formats and intuitive color coding to highlight critical issues for faster decision-making.
3. Optimizing Project Schedules
Our Approach
To simplify project scheduling, our team identified common tasks, durations, and dependencies to create reusable scheduling templates. We validated these templates against existing project schedules to ensure accuracy and reliability. Finally, we trained team members on how to efficiently build schedules using dynamic templates and that enable critical path analysis, giving them the ability to quickly assess how program changes impact timelines.
Outcomes
- Implemented three standardized templates for project planning, ensuring consistency and reducing repetitive manual work.
- Enabled a dynamic scheduling tool, allowing teams to see real-time impacts of delayed deliverables or milestones.
- Provided critical path visibility, empowering teams to proactively identify opportunities to accelerate the schedule.
4. Optimizing Staffing Plans
Our Approach
To optimize resource allocation, our team identified gaps in staffing visibility and data aggregation. We then built a centralized capacity planning tool that provided a clear, real-time view of employee availability, project demands, and budget utilization—all in one place. Intuitive dashboards helped decision-makers proactively adjust staffing levels, ensuring resources were aligned with business priorities.
Outcomes
- Enhanced Visibility – Leadership gained real-time insight into resource availability, staffing needs, and budget allocation.
- Optimized Staffing – Balanced workloads reduced burnout while preventing underutilization.
- Stronger Financial Planning – Improved data clarity enabled more accurate headcount forecasting and financial planning.
- Scalable Growth – The solution provided a long-term framework that will scale with the organization’s needs.
5. Creating an Innovation Framework
Our Approach
To secure funding for product innovation, our team evaluated prototype concepts against strategic priorities, mapped resources, and forecasted potential benefits. We then estimated annual costs and developed a proposal that outlined ROI, funding needs, and project scope. Finally, we built operational plans and budgets to keep deliverables, spending, and overall impact on track.
Outcomes
- Actionable Feedback – Valuable input on desirability, pricing, and market insights.
- Strategic Financial Modeling – Established a scalable investment vs. ROI framework to guide future funding and annual planning.
- Innovation Showcase – Showcasing prototypes reinforced the company’s commitment to product innovation, enhancing brand credibility and industry recognition.