Strategy, Service Management and Operational Efficiency
From assessing your markets and competitive options to implementing strategic change, we can ensure you are maximising your capabilities and resources. We will help you ensure you are profitably meeting the needs of your customers.
Strategy
Service management
Operational efficiency
Communication, Change and Employee Engagement, Mentoring and Counselling
Effective communication with all your stakeholders is vital; we can help deliver your key messages and ensure they are heard and acted upon. We will work with you so your team understand and align themselves to achieving your goals. We can talk to you personally and confidentially to address key issues affecting you and your business.
Communication
Change and employee engagement
Mentoring and confidential counselling
A one-to-one off-site meeting with the CEO discussing the challenges and opportunities for their organisation. This allows a confidential "no holds barred" discussion, for example about future direction, the team, exit strategies etc. with an independent, expert and challenging partner. This discussion day is followed up by a formal report of roundwindow’s observations and recommendations.
An in depth review and report of your business, its performance, culture, people, processes and systems, giving you expert independent feedback on what’s working well, what could be better and what needs to change. This programme can look at the whole business or particular elements as required.
Facilitation of Strategic Planning with the CEO and the Management Board. We bring an independent critical eye to the process of planning the business’ future, using roundwindow’s experience in analysis, option building, selection, implementation, measurement and review.
An independent inward looking review of your marketing, sales and client management processes, ensuring your standards are effective and service commitments from first contact to long term client are delivered.
We can critically appraise your core business processes to assess and compare them to industry practice. We can advise on both quick win improvements and also deliver complete process redesign where improved effectiveness or efficiency is necessary.
Ensuring your business performance measurement and standards properly address the key elements of effectiveness and efficiency of the organisation, allowing you to build the strength of your business and differentiate from the competition.
Ensuring your people measurement is properly aligned to your strategy. We ensure that the communication of corporate strategy to staff is effective and that the way all your team is motivated and rewarded truly supports the long term business strategy.
We offer the design and preparation of speeches, articles and reports for conferences, presentations and publishing. Offered on a global basis, this service can be of particular interest for authors and speakers whose principal language is not English.
Either formally or informally as you require, we can offer a non executive director service, acting as an independent source of support and challenge to you and the board of your business. We have multi-industry, multi-country experience in this important arena of corporate governance.
Each of our services can be tailored to your individual needs. Please contact us to discuss your particular requirements. We’ll be delighted to help.
roundwindow is a business to business consultancy service specializing in Strategic Management Development, helping CEOs and their companies define and develop their strategy, structure, process and people.
We have real proven experience in:
John Brehcist has worked in the fast developing Asset Based Finance industry for over thirty years with clients ranging from start ups to market leaders in both emerging and developed countries.
Non-Executive Director of a pioneering UK Finance Company
Consultant Advocacy Director to FCI, the Global Trade Association for the Receivables Finance Industry
Coordinator of the EU Federation for the Factoring and Commercial Finance Industry (EUF), a lobbying and information organisation representing 97% of the EU 28 Industry
Strategic advisor to CDFI FinTech provider, developing strategy, credit and underwriting policies
Supporting the development and launch of a new-start factoring business in a highly regulated operational regime
Working with an independent factor in the UK that wanted a strategy refresh to create a differentiated approach from similar competitors
Author of the EUF’s “Whitepaper on Factoring” research paper objectively identifying invoice finance as a low loss given default source of funding
Offering mentoring services to a multi operation multi stream finance organisation CEO
Focusing message and creating strategic presentation for a large global independent invoice finance group
Reviewing and developing marketing information and presenting at conference for a major Industry IT provider
Well established author in trade press and conference speaker on a range of strategy and marketing led issues
Editor of an edition of the BCR Publishing "International Factoring Yearbook"
Working with the Strategic Board of a major independent invoice finance company to assess current strategy and approach
Design of an automated underwriting system for invoice finance deals, creating consistency and making time to focus resource where most needed
Development of an acquisition marketing propensity model, facilitating targeted identification of potential new business
Non-Executive Director of Independent UK Factoring Company
Carrying out a full strategy review for an independent invoice finance provider, delivering the analysis and insight to support the Board in setting their future business direction
Facilitating strategy reviews for two high profile international trade organisations, enabling them to clarify their directions and priorities
Enhancing a major trade organisation’s marketing development strategy
Ensuring management teams are fully engaged and aligned in adopting and delivering corporate strategy in a market leading organisation through delivery of a comprehensive range of strategy led business meetings and conferences
Creation of a Customer Service Charter, delivering Industry leading client confidence, goodwill and reputation
Creation and implementation of a new approach to measuring and reacting to client satisfaction levels, leading to a radical reduction in preventable client losses and profit enhancement
Delivery of a full review of acquisition opportunities in UK and Europe for a leading ABL provider, identifying and prioritising potential targets
Set up of a green field satellite office operation for an invoice finance company creating a substantial new profit centre
Redesign of an established business structure from geographic to solution based, delivering major cost and efficiency improvements
Working with major international consultancies (from project management to steering team level) to develop new IT systems and implement opportunities to improve business efficiency and effectiveness