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.
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.
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.
Thank you very much for an outstanding piece of research, especially in such a short time frame. My address at the Conference received fantastic feedback, largely as a consequence of your sterling efforts!Carl Hackman Director CCI Credit Management
John served as Independent Director of our Company for seven years. He was recommended to us as a strategy consultant, but during our Board Meetings he showed his deep competences in Marketing, Brand Management, Sales, Innovation Management, Risk Control and Operational Cost Efficiency. He became an integral part of our team in our Strategic Planning sessions and turned out to be a talented moderator as well. He is one of the best Strategic Advisers I have ever met.Roman Ogonkov CEO NFC
John has a high level understanding of business infrastructure, marketing strategies and strategic thinking. He also understands the value of building long term relationships with his clients and has a very easy, friendly and engaging but also professional approach. He is a good presenter and knows how to focus on the fundamental issues that really matter to a business. I would have no hesitation in recommending John for senior level advice for overall business strategy and positioningMichael Bickers, MD, BCR Publishing Ltd
I've known John for a number of years, both in his previous Commercial Finance role and also from him working more directly with ABFA. In roundwindow, he combines a wide knowledge of the Industry and business with a rare ability to look at situations and quickly find sensible answers, making complex ideas easy to understand. He puts people at ease and works closely with them to get to the best outcomes, something I think is vital in effective consultancy. He's a good guy to do business with!Kate Sharp, CEO, Asset Based Finance Association (ABFA)
Bibby Financial Services UK Strategy Board engaged roundwindow to provide a professional external perspective on our approach. We found this experience very beneficial. John brings significant input in terms of industry knowledge, experience and alternative vision. He is challenging and supportive, creative and focused.Edward Rimmer, CEO, Bibby Financial Services Ltd
John, thank you for your wise and intelligent presentation as well as for practical observations and advice given during the panel. There was the great contribution of yours to make the panel live, interesting and full of content.Thank you once more!Tomasz Biernat, pp. Polish Factoring Asssociation, IInd Annual Conference, Warsaw
Thank you very much for your advices. I’ve read them several times and implemented. They are very useful and very impressive, I fully agree with you. You really are a professional; many thanks for your help.CEO, Commercial Finance Company, Emerging Market
John has contributed greatly since the foundation of TAM Faktoring. We have benefitted from his broad knowledge of factoring in every aspect of our firm. He is very good working with people from different backgrounds and nationalities. John motivates our team in TAM with his ideas, support and know-how. We are fortunate to have John with us while we aim high in TAM Faktoring!Hasan Anlar, CEO, TAM Faktoring AS
John has supported fidis in a number of projects. He combines excellent knowledge of the factoring business with a courteous personality; it is always a pleasure to work with him. His structured approach and critical review have been very valuable and a great benefit to us. Whenever appropriate, we will be happy to work with him again!Otto Johannsen, CEO, fidis GmbH
Dear John, on behalf of the Board and all of the members of Assifact, I wish to thank you personally for your kind and very interesting participation in our General Assembly.Alessandro Caretta, Il Segretario Generale, Assifact
Dear John, it was a great pleasure to get acquainted with you during the Academy in the summer. Your lectures were very interesting and useful and the study process was very impressive and inspiring. I greatly appreciated your wide experience, deep knowledge and extensive practical skills in different business directions. Thank you very much for your advice and recommendations.Tatiana Myrikova, GM Factor Rus
John was tasked by the Bibby Apex Executive team to facilitate and give input towards our annual strategic plan. His focus was to bring insight on international developments and trends in the Industry. Following this meeting, the team is gearing up to make further inroads into the market this year after an exceptional previous year.Brian Tressider, CEO, Bibby Apex
I have really valued working with you at both a personal and a business level over the last year. I very much hope we will have the opportunity to work together again!Martin Large, CEO, GLE Group
I wanted to thank you for your participation and your effective speech. The Quarto Forum Legale Credit PA had a great success and your contribution was fundamental!Fausto Galmarini, Direttore, Banca Sistema
John is one of the great brains that was recently behind the outstanding success of the Lloyds TSB Commercial Finance operation, one of the biggest in the world yet also one of the most innovative... Of all the big bank operations this was the one that possessed that indefinable thing called flair... A leading strategy planner with the medals to prove it. Time for a fresh look at your operation by an expert you do not need to spend a week briefing about the sector? (Issue 174)Bob Lefroy, The Editor, Business Money
John, thank you for speaking at our IFA Factoring Conference. Congratulations, this year's conference yielded the highest overall session ratings we have ever received. I appreciate you taking the time to prepare and give a presentation to the conference attendees. On behalf of the IFA and the entire factoring community, I want to thank you again for your assistance.Bert Goldberg, ED, International Factoring Association (IFA)
At IFG we have worked with John Brehcist as a strategic consultant to the Board of Directors. We were impressed by his knowledge and understanding of the international environment for factoring and ABL and by his skills as a facilitator in a strategic brainstorm. John's capacities of listening, involving all participants and proposing a clear synthesis of discussions have added great value to IFG's Board Meetings. We warmly recommend the strategic consultancy services of roundwindow to the entire Commercial Finance Industry.Erik Timmermans, Secretary General, International Factors Group (IFG)
John is a hugely experienced strategist who will work with you to deliver real benefit to your business. He worked with me to set out the strategic direction of the highly successful and market leading Lloyds TSB Commercial Finance business. He will challenge and support to bring the best solutions to the opportunities and issues you face. If you want out of the box but practical thinking, speak to him!Ted Ettershank, Former MD Lloyds TSB Commercial Finance Ltd
By working with roundwindow we were able to add structure to our strategic planning exercise through the clear guidance and experience of John Brehcist. The result is that our Business has an agreed, common sense way forward which will allow us to grow profitably within our competitive market whilst ensuring no compromise on service delivery and maintaining satisfaction for our committed team. John’s extensive industry knowledge and experience was undoubtedly a major contributor to the success of this process.David Totney, MD, Liquidity Ltd (now Santander Invoice Finance)
Working with John was so refreshing as he really understood our business and the challenges facing us. He worked closely with the directors and the management team to develop a strategic plan for the business. His coaching and mentoring of members of the team were invaluable and it was great to see people grow and acquire new skills. In my experience it is rare to find someone to work with that has both "soft skills" and such a depth of knowledge regarding technical issues and the market. I look forward to working with John again in the future.Tracy Ewen, MD, IGF
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