Case Study

Strategy Alignment

Achieving Strategic Alignment for Rapid Expansion

A company experiencing explosive national growth, from single site to regional offices managing over $100 million in opportunities, needed to ensure alignment with a unified vision. Shivendra and Co. facilitated a strategic planning session. We analysed existing performance data, structured the session for executives and senior leadership, and guided them in mapping out a 12-month strategy aligned with the budgeting cycle. Initiatives were identified, grouped thematically, and assigned ownership within a technology platform. This collaborative process fostered alignment across the organisation. The clear and accessible strategy serves as a roadmap for monthly business reviews, ensuring everyone understands their role and contributes to achieving the established strategic goals. Our team’s ongoing support fortifies the client’s execution of their strategic plan with focus and clarity.

Phase	Input	Output
Objective	The client desired improved sales pipeline visibility to support growth.	Clear objective established: enhance sales pipeline visibility.
Option Generation with Measures of Success	Collaboratively identified options and key metrics. Designed a workflow to better understand pros and cons of each option solution. Identified bottlenecks and prioritised them.	Defined options, key metrics, or measures of success. Specifications and requirements list for potential technology integration.
Option Realization (Selection of Option)	Mapped the client’s sales process from opportunity to completion, pinpointing critical gates for decision-making and supporting activities. Selected a CRM vendor.	Detailed sales process map created. Chose a CRM solution suited to the client’s needs.
Execution Roadmap and Contingency Plan	Partnered with the selected CRM vendor for implementation. Developed an execution roadmap and contingency plan for smooth deployment.	Executed CRM implementation according to the roadmap. Prepared for potential challenges with contingencies.
Evaluation and Monitoring	Facilitated the development of Power BI reports tailored to stakeholder needs. Set up monitoring processes to track the effectiveness of the new system.	Achieved significant increase in sales pipeline visibility within three months. Enabled effective tracking and data-driven decisions.

Other Case Studies

Strategy Alignment

Achieving Strategic Alignment for Rapid Expansion

Other Case Studies

Power BI reporting

IT Integration

Strategy Execution