Appleton Greene & Co – Transitional Optimization
Appleton Greene & Co Ms Bennett is an approved Senior Consultant at Appleton Greene and she has experience in finance, information technology and management. She has achieved a Bachelor of Accounting and is a Certified Public Accountant. She has industry experience within the following sectors: Banking & Financial Services; Biotechnology; Consultancy; Construction and Technology. She has had commercial experience within the following countries: United States of America, or more specifically within the following cities: Denver CO; Tampa FL; Phoenix AZ; San Diego CA and Salt Lake City UT. Her personal achievements include: founded a technology company; sold company 1000 investor return; developed citywide small business program; due diligence multi-million buyout and technology systems development saving millions. Her service skills incorporate: transitional growth; systems development; entrepreneurial development; execute strategy and financial forensics. Appleton Greene & Co
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Executive summary
Transitional Optimization
All business is in a transitional growth stage at some level now and in the future. Transitional Optimization relates to companies that compete in aggressive markets, markets in decline or ones experiencing stagnant growth. Companies in these industries or markets must find ways to find additional revenue streams while also reducing costs to improve margins and increase profitable growth. Parallel focus into new product lines, add-ons to existing products/services, additional complementary marketing channels, joint ventures with companies with complementary products, mergers and acquisitions are all areas to be explored. A deep dive into existing product lines provides initial low hanging fruit to provide add-on product/services to existing customers or marketing to a new line of customers with only a slight modification to the current offerings. Analyze and understand the company strengths and identify the dysfunctional areas for retrofit and developing sustainable solutions to provide cost cutting and profitability. This initial analysis provides the company with an initial smoothing and enhancement of processes/procedures/development to minimize the risk inherent in executing a strategic plan. Phases would include focus narrowing in on essential opportunities and relevant risks that will affect the organization’s strategic plan, plan that will move the plan toward its vision, align with budgets to begin execution/ phased implementation to be rolled out that optimizes accountability and clarity. Lastly, continue monitoring as the plan(s) are executed establishing monitoring phases with objectives. Appleton Greene & Co
Service Methodology
Initially, I would find the bright spots in the existing operation coinciding with the strategic plan/project. Using the clients existing environment carefully listening and understanding the company’s desired mission and vision. Working with the company’s identified team building on what is working and identify areas for improvement in line with the strategic plan that could create risk. Specifically script the critical moves giving clear direction, engaging the departments, employees and stakeholders. Point to the destination and clearly identify benefits to employees. Shrink the change degree perception would enable and grow the people to embrace the changes and build habits for the new processes and procedures with an open forum to keep developing new and better processes and procedures. Combine people, processes and technology leaving time to execute phases either simultaneously or linear with time built in to pivot and improve the processes along the way. Collaboratively developing a clearly defined mission with accountability and responsibility will drive execution. Appleton Greene & Co
In partnership with the Board of Directors and executives, I develop a collaborating and learning environment for not only defined plan execution but sustainability for company growth and profitability. Real time accountability will be developed to ensuring that the activities resonate with all stakeholders. Updated data is used to determine areas of greatest potential growth and risk. During the project, I continually use key stakeholders feedback to reorient and refine strategic priorities. To ensure a successful execution a continued accountability will be agreed upon and followed by the team and reported as agreed. Appleton Greene & Co
Service Options
Companies can elect whether they just require Appleton Greene for advice and support with the Bronze Client Service, for research and performance analysis with the Silver Client Service, for facilitating departmental workshops with the Gold Client Service, or for complete process planning, development, implementation, management and review, with the Platinum Client Service. Ultimately, there is a service to suit every situation and every budget and clients can elect to either upgrade or downgrade from one service to another as and when required, providing complete flexibility in order to ensure that the right level of support is available over a sustainable period of time, enabling the organization to compensate for any prescriptive or emergent changes relating to: Customer Service; E-business; Finance; Globalization; Human Resources; Information Technology; Legal; Management; Marketing; or Production. Appleton Greene & Co
Service Mission
I guide companies through the process of transitional optimization supporting the strategic plans and tactical actions through the challenges and opportunities in their business. My role is as a trusted advisor and teacher providing objective and results-orientated analysis, planning, solutions and execution planning. I work to innovate, transform and lead with the company’s stakeholders and team to help the company take decisive action with sustainable results. My focus is to assist in directing the activities so management can focus on the day’s business activities and to help contribute to the company’s success through utilizing the company’s capabilities and expertise. Methods I follow in the service mission are to question assumptions for true innovation, develop good design considering the task at hand, strive for progress with perfection, always be watchful and consider the details, continually design for new business growth and optimal profits. Appleton Greene & Co
My approach and activities encompass the following core values which form an integral part of my identity and my service methodology. and objectives. Honesty and objectivity in research and analysis for transparent objectives. Value creation leading to real company benefits. Consideration and respect in all company, colleagues and competitor relationships. I work in an ethical and transparent manner. I use knowledge gained through numerous consulting engagements in transformation optimization for growth/revenue, increasing value in exit planning, continuing education, developing my own companies and teaching and mentoring business stakeholders in the United States and abroad. Appleton Greene & Co
For More Information
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Client Telephone Conference (CTC)
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