Case Study

Strategy Execution

Streamlining Strategic Execution for Advancement

A rapidly growing company, now with a national footprint and managing over a hundred million revenues, needed to effectively execute its newly defined strategic plan. Shivendra and Co. implemented a program to prioritise and execute strategic initiatives. We established a technology platform to track progress and assign ownership of each initiative. Collaborative workshops facilitated the execution process, ensuring alignment across the organization. Monthly business reviews provided a forum for tracking progress and holding individuals accountable for achieving strategic objectives. This structured approach transformed the client’s strategic plan from theory to action. Clear ownership, ongoing monitoring, and regular reviews ensure initiatives stay on track. Supported by Shivendra and Co.’s expertise, the client is slated to translate its strategic vision into tangible results.

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.

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