President
Management consulting firm using Qualitative & Quantitative Market Research to help improve operations and marketing efforts within Small to Medium Size firms. All client engagements began with a discovery meeting on Management's overall objectives. We would then interview and map their employees within the various Operational & Marketing departments. Once we had a clear picture of their current internal situation, we would then collect Qualitative & Quantitative Data from outside the organization in the form of statistics, public & private data sources and interviews with their customers.The information collected from outside sources allowed us to identify gaps & correlations between where they are currently (internally) and what is going on externally (customers, competitors, suppliers, etc.). This allowed us to create the Strategy, Processes, Proceedures & Metrics to reach the client's objectives on taking them from where they are currently, to where they want to be in the next 1 to 5 years.Clients included Community Banks, PEO's, Software Companies, Video Surveillance firms, Hotel portfolios and Insurance Agencies. It was through the PEO and Insurance projects with Farmers and Independent Agents that the opportunity for a Risk Management consultancy for Design Professionals was identified. This is what led to the creation of The Risk Specialty Group.