Our philosophy brings back the art of problem solving into consulting.
Ground Assessment and Recommendations in Analysis.
Common Issues
 
Our Philosophy and Approach

A business unit CFO of a top-15 bank once called and said, "[the consultants recommended $150M in cost cuts . . . I have been given this target by the board, but I have no idea what data they used, how they arrived at this number or where I cut costs.]”

All of us have seen – analysis too high level, data perfunctory or “trust-us because we are big-name consultants” conclusions. Such recommendations rarely get implemented. Insights and conclusions supported by understandable/re-traceable analysis are key to any successful initiative.

Since the technology revolution, companies have become data rich (but continue to be information poor). We believe every client situation is unique. So, we work diligently with stakeholders to develop rigorous hypotheses, determine data needs and obtain/model that data (or its proxies).

We develop these analytical models not only to help the engagement at hand, but also as a leave behind for the client for use on an ongoing basis.

Case Study

A large national financial services client organized vertically along channels (each channel is a business unit) was struggling with cannibalization and capital allocation questions across channels in each region. Corporate Strategy and Finance were out of sync with the channels’ plans. Any strategic planning conducted was silo-ed and did not look beyond one year. Leadership across the Channels had deep mistrust of each other - hence the cannibalization.

We designed a new process and governance model for bringing together >100 stakeholders through a new channel strategy.

Additionally, we created a highly sophisticated and flexible analytical model by incorporating inputs from Strategy (market plans), Products, Customer segmentation and preferences, Finance, Marketing (brand awareness, projected spend), Channel economics and parameters, etc. Based on all these inputs, the client is able to analytically estimate optimal distribution mix in any geography (at county level and state level) in their footprint. This, then became a starting point for debating and implementing through a governance process that we designed and piloted. We facilitated these debates in time-boxed sessions at neutral locations (sometimes conference rooms at airport hotels.)

Sure, plans were developed and rolled out (immediate benefit). More importantly, the walls broke down and the culture started to change (sustainable benefit). The client deemed the repeatable and executable analysis (model) as a distinct competitive advantage.

Note: Examples shared are engagements that Amit led during his long consulting career (including when he was a member of other organizations).