aperture overview updated
TRANSCRIPT
Aperture PartnersShining light. Revealing value with sharp focus.
Bruce Murchison, Consulting Principal
www.apertureptrs.com
My Background/Experience
MBA (Univ. of Texas), Finance/Accounting
Senior Consultant - Deloitte Consulting (Certified Management Consultant)
Chief Administrative Officer – two regional law firms and Padgett Stratemann, CPAs
IT/Software Business Development Principal – Document Management/ Workflow, ERP, financial, HR, and related applications as well as IT infrastructure
Independent Management Consultant (Certified Lean Implementer Candidate)
Focus on small and mid-sized businesses, professional firms, and non-profit organizations
LinkedIn Profile – www.linkedin.com/in/brucemurchison/
Situations Where Aperture Partners Can Add Value
Relevant Services Menu
Business Planning
Strategic Analysis and Written Plan - We can help you develop or refine your
plan and capture it in a succinct living document which continues to guide
your team
Mission, Vision, and Values Development - These core principals matter if you
want to build a sustainable business; they'd better be more than what's on the
plaque in the lobby
Financial Planning and Budgeting - Let us help you reduce the time and
increase the usefulness of the budgeting process, including timely key metrics
Business Succession Planning – We can help you maximize your company’s
value for outright sale or transition to family members or employees
SBA Loan Package Assistance
501(c)(3) Application Assistance for Non-Profits
Implementation Guidance - This can be done on a consulting or coaching basis
Relevant Services Menu – cont’d.
Business Process Improvement
Process/Data Gathering and Analysis - When you have a broken process, you
must find the root cause(s) to fix the problem; we know how to map
processes, gather data, and apply analytical tools to chart improvement
Automation Opportunities - Many processes can be dramatically improved
through IT automation tools, but only after the process has been fixed or
improved through simplifying and standardizing
Metrics for Ongoing Monitoring/Continuous Improvement - You can manage
what you can measure; we'll show you how to capture and monitor
meaningful metrics so your team can continue to improve processes with
customer retention and bottom line impact
Relevant Services Menu – cont’d.
Team Building/HR Development
HR Documentation and Processes - To feel like team members, employees
need clear company expectations and direction; get your documentation and
processes right to grow your people, not just employ them
Practical Personality Coding - Several good tools exist; we use one recently
developed, being integrated in Harvard Business School curricula, and can be
used by any team member to quickly code self and others as a tool for
improved communication and team work
Executive Coaching/Team Dynamics - Little is done in growing companies
outside of teams; we can coach key executives to enhance their leadership
and develop teams with improved morale, purpose, and results
Relevant Services Menu – cont’d.
Marketing/Product Development
Market Research and Analysis - This exercise can be daunting but absolutely
necessary; we can help you get the most for your efforts when looking at a
new product/service or expanded market
Market Segmentation and Tactics - How you differentiate and develop your
customer groups and referral partners has a huge impact on your revenues;
let us help you get it right
Make vs. Buy Decision Analysis - Specialized outsourcing options for products
and services are available
Prospective Clients
Professional Firms – Health Care, Law, Accounting, Engineering,
Architecture, IT
Contractors – General and Specialty/Commercial, Industrial and
Residential
Financial Services and Real Estate
Logistics/Supply Chain and Distribution/Wholesale Companies
Light Manufacturing
Entrepreneurs (solo to 5 employees) – primarily coaching
Start-Ups, including Non-Profits (selective)
Companies in transition – new product, rapid growth, new acquisition,
succession consideration, crisis (selective)
Core Approaches
To ensure ROI-based results occur, projects integrate selected tools
from “best practices” of Project Management, Process Management,
and Change Management
Return on Investment is forecast whenever possible and ROI is
measured and verified
“Partners” is in the name for a reason – collaboration with trusted
professional peers with specific complementary expertise to bring
even more value to clients
Project Management Change Management
Process Management
Results
Actual Project ResultsReturn on Investment
Labor time savings is where gains will be realized from this project. The key to capitalizing on this type of soft savings is to hold individuals accountable through good supervision, reporting, and monitoring to actually take on more productive and/or higher level tasks requiring a like number of hours saved by leaning out and automating their processes. You should also be in position to scale transaction processing volumes higher with existing personnel.
Once the project hits the Control phase post-DMS implementation, we estimate annual labor savings of 1320 hour at an average fully-burdened rate of $15.50 per hour for an annual recurring labor savings of $20,460. The savings are detailed in the table below and do not include two sub-processes not yet mapped which may yield more time savings.
One-time/first year project expenses include: Consulting fees $3,800 Software costs $3,000 First year software maintenance $ 600 Total $7,400 Recurring annual software maintenance $ 600 1st year return 176% 2nd-4th year return (assuming 4 year life cycle) 3300%
Actual Project Results
Actual Project Results