FINANCIAL SERVICES FIRM
This firm provided benefit programs to other companies and government organizations.
To Optimize Their
Assessed And Scored
To Optimize The
Based upon their current state and where they wanted to take the organization, over 150 recommendations were developed. To focus the organization on the most important recommendations, we used Company Expert’s scoring methodology – e.g., cost, impact, and execution confidence to further define and prioritize the list and sequenced these recommendations in a 2-year roadmap.
We sequenced in the smaller list of recommendations into a multi-year roadmap.
- Sales Maturity Curve
- 150+ Recommendations That Were Scored and Sequenced into a Transformation Roadmap
- Assessment and Heat Map of Their Sales Efficiency and Effectiveness Levers
- Interview and Survey Summaries
- Deep Analytical Reports to Help Inform the Roadmap
- Current State Assessment With 5 Major Key Them