Category: Management report/tool development

Challenge.  U.S. Government Agency Program had incurred excessive overtime expenditures in recent fiscal years and, as part of a Headquarters-directed, enterprise-wide initiative, Region leadership was charged to reduce overtime expenditures in the current fiscal year to 25% of base year levels.  To help evaluate its effort, Region leadership sought a simple, user-friendly labor execution reporting…
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Challenge.  The monthly customer meetings (hereafter, “Event”) hosted by U.S. Government Financial Management organization generated sparse and irregular attendance among the target audience – extra-organization personnel responsible for budget management in their respective programs.  Moreover, there didn’t seem to be any type of performance tracking by which to measure and improve performance. Approach.  As part…
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Challenge.  The funding allocation process (hereafter, “Funding Process”) at Regional Headquarters of U.S. Government Agency traced its origins to the Unfunded Requirements List (“UFR List”) and was designed to provide Region Program Directors (RPDs) and Installation Commanders an alternative source of funding to Command Headquarters-issued funds through which to purchase programmatic requirements. The existing funding…
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Challenge.  The client, an executive at an international chemical manufacturing company, was seeking a Microsoft Excel-based tool that he could use to help him better evaluate the credit risk of and issue credit to his company’s B2B customers.  He wanted a more rigorous, data-based decision-making methodology to improve the process his credit administration team was…
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Challenge.  The corporate sponsorship chair of the local chapter of a national professional association wasn’t happy with the current document her team used in their sponsorship procurement activities and sought a new document that better represented the organization and communicated the benefits and value of partnership to prospective sponsors. Approach.  Working collaboratively with the sponsorship…
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Business Valuation Explained It’s said that your business is worth what a buyer is willing to pay for it, but in a competitive, free-market economy in which people have varying degrees of information and limited time to make decisions, how does a prospective buyer determine how much he or she is willing to pay for…
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