SCOPE OF WORK

Price Optimization
Revenue Enhancement
Strategic Procurement
Operational Efficiency
Salesforce Optimization

PRICE OPTIMIZATION

ANALYSIS Analyze business book, segments, products, COGS, and margin.

PRICE INCREASE STRATEGY & PROCESS Based on analysis, develop price increase model and post-price strategies for client attrition. Implement processes for post-increase validation and valuation.

VALIDATION & VALUATION Create processes for post-increase validation and valuation.

REVENUE ENHANCEMENT

ASSESSMENT Assessed fee implementation and modeled impact.

REPORTING Developed reporting to monitor fee implementation and value creation.

IMPLEMENTATION Implemented revenue enhancement fees (e.g. finance charges, security monitoring fees, credit card processing fees, etc.).

Strategic Procurement

VENDOR REPORTING & RECOMMENDATIONS Create a new vendor report by company for accurate savings tracking. Provide vendor recommendations for Executive Leadership.

RENEGOTIATION Renegotiate service provider and vendor contracts.

MONITORING Implement monitoring and verification.

OPERATIONAL EFFICIENCY

SOP ANALYSIS Develop a thorough understanding of SOPs over entire customer experience.

DOCUMENTATION Document and codify SOPs, creating an operations playbook.

IMPLEMENTATION Assist with implementing operations playbook with legacy team.

IMPROVEMENT OPPORTUNITIES Develop strong perspectives on existing opportunities to improve OpEx.

SALESFORCE OPTIMIZATION

ANALYSIS & DETAIL Complete market analysis and detail market and sales segmentation, go-to- market strategy, organizational approach, and best opportunities for capital growth allocation.

OPTIMIZATION Optimize Salesforce.

REPORTING Consistently measure and conduct KPIs and KPI reporting.

PRICE OPTIMIZATION

3.47%

Lift on Revenue
on a goal of 2.5% in 2020

0.5%

Planned Revenue Increase
in 2019 with no attrition

REVENUE ENHANCEMENT

1.26%

Lift on
Revenue

10%

Lift on
Topline Revenue

STRATEGIC PROCUREMENT

7.5%

Lift on
Gross Margin

OPERATIONAL EFFICIENCY

15.3% 14.3%

Reduction in OpEx from 15.3% to 14.3%
in one month