Our Process

An advisory relationship built
on trust, expertise,
and delivery.

We view our role as being a sounding board and trusted advisor to you in the spirit of a partnership. From initial discussions and brainstorming, to scope of project agreements and engagements, we're with you each step of the way.

engagement process

our process

Every client's journey is unique. Although we can offer a comprehensive process, all the way from initial diagnostics, through to strategic management and final implementation and iteration, we view our client journey as a flexible ecosystem that offers the solutions necessary to your specific requirements.

Typically, our client engagements include one or more of the following:

  • Initial discussion diagnostics - A discovery process to explore our fit, identify aspirations, key challenges and how we might deliver the greatest impact together.
  • Deep dive diagnostic - comprehensive operating assessment, deficit and recommendation reporting
  • Client Objectives/Recommendations now (quick wins)  
  • SOP Draft agreement - develop scope of project and a collective understanding of ROI, roles, responsibilities for an engagement agreement to encompass any of the following:
  • COFFE© Sales Productivity
  • Talent Optimization
  • Strategy

our solutions

COFFE© Sales Productivity

Cognitive Operational Forecasting for Enterprises© Find the fingerprint for your organizational success, then replicate it at scale. No more guesswork. No more poor team fits. Our AI engine predicts the hires that will help you sell, scale, and succeed.

Learn more
Organizational Diagnostics

Our diagnostic process comprises analysis from thousands of organizations across a diversity of sectors and contexts, giving you concrete benchmarks against which to measure your business performance.

Learn more

Gauge your business's current operational effectiveness, diagnose core issues, and determine which value drivers represent the best opportunities for growth - then grow sustainably.

Learn More
Strategic Management

A strategy management practice that offers unparalleled partnership and delivery, creating effective frameworks for growth, firmly rooted in objective data.

Learn More
Talent Optimization

Leverage data, create better teams and achieve peak performance. Talent Optimization helps you hire better, develop powerful people strategies, and lead more effectively.

Learn more
Implementation ROSE℠

Implementing ROSE℠ helps leadership teams improve organizational health and increase value by providing concrete solutions to complex problems, at every level of your business.

Learn More