Case Studies

Legion campaign 20051: 

Battening down the hatches for exponential growth

My client was very excited – the perfect storm was approaching, and she could see that significant growth was just around the corner. However, this situation also made her feel nervous. She was concerned that the processes in place for the back-end operations of her business, including payments, reconciliations, customer relationship and data management, would not be sustainable with the predicted volume increase.

Legion campaign 20011

Expansion plans

A wellbeing business had ambitious growth goals to diversify and scale both product offering and geographic presence. My client had lots of ideas but no definitive outcome or plans to get there. In addition, my client had other commitments unrelated to the business that had to be delivered. Running a business while trying to grow, especially when juggling other balls in the air is tough. My client needed a realistic, achievable growth plan for 2020-21.

Legion campaign 19091

Cashflow clarity

A relatively new self-defence school had worked very hard to establish its business and presence in the local community. My client had a solid business plan and specific goals; we had previously worked together to develop a two-year strategic plan.  

Cashflow is always tight in small business, but especially so in new enterprises. My client wanted a clear view on the activity required to meet financial and other targets.

Legion campaign 19081

Decision making in a professional services firm

A professional service firm was looking for assistance to develop a decision-making framework to reduce the reliance on the Managing Director (MD) having to make micro-level decisions. Through our initial discussion, the leadership team identified that they wanted to empower their people and to enhance transparency for staff on what decisions they could make without consultation….