CONSULTING
Excerpt from Professional Services Firm's Capabilities Brochure
Gaining Value from Your Professional Relationships

When you need assistance from a professional services firm, you probably look for someone who can relate to your industry, to your problems, to you. You want a leader in the field, of course, one who is technologically up-to-date and can bring all the resources needed for your situation. But you also want someone you can talk to—who listens intelligently, offers honest feedback, and devises workable solutions. You want more than a technician; you want a sound business advisor.

At (Firm) we pride ourselves on this kind of client relationship. We believe that every business solution or opportunity—no matter how technical—begins and ends with people communicating with one another. As you'll see in the case studies that follow, it is through this kind of relationship that our clients gain the insight, skills, and assistance they need to succeed. It is through this kind of relationship that they gain value.

 CONSULTING

 
Excerpt from Control and Compliance Capabilities Brochure
Case Study

The Need: An insurance company wanted to assess the adequacy of its controls over financial reporting and evaluate the business processes—500 in all—that fed into the financial statements. The company wanted all of its business units in North America involved, and ultimately more than 400 managers participated.

The Solution: (Consulting Firm) planned the project, objectives and methodology. We employed our (Proprietary Program) to implement self-assessment, and provided training, installation, and ongoing support. We also performed a quality assurance review, documenting the adequacy of control policies and procedures.  

The Result: The company’s managers now have greater awareness of their roles and responsibilities. Information is available to them when they need to take corrective action. They are better equipped to adapt as the company’s needs change. Audit efforts—both internal and external—are more highly focused, leading to added value. In addition, there is now adequate support for public statements regarding the company’s internal control environment.

Excerpt from Proposal Cover Letter Written for Consulting Firm

Thank you for meeting with us and giving us this opportunity to present our capabilities to (Company).

As you requested, this proposal addresses:

  • how (Company) might differentiate itself in the market

  • how ERP can enable that differentiation

  • how (Consulting Firm) can assist (Company) in making that differentiation a reality.  

The brief discussion that follows explains our approach to achieving these three objectives. Throughout, this proposal provides our insights into significant new business fundamentals that may apply to (Company’s) continued differentiation as a brand leader.

Excerpt from Trade Magazine Article Written with Consultant
 Tell-Tale Signs of Corporate Problems

Companies can avert poor performance by being watchful for the following eight symptoms of trouble:

  • Lack of a clear company mission. People work toward goals and objectives that are inconsistent with the corporate mission.

  • Organizational complexity and duplication. Headquarters operations are a gargantuan structure with many departments performing similar functions, or having dubious purpose and value.

  • Poor communication.  Headquarters doesn’t communicate with the field in a timely or effective manner, or communicates conflicting directives.

  • Ineffective systems. Systems do not meet the company’s needs in terms of the flow and control of field or management information…. 

Excerpt from Company Profile in Business Magazine 

In (company president’s) eyes, communication is important in building relationships. When writing a proposal for a new client, (she) makes certain it is clear and concise. The proposal enables the client to see exactly what will be done and how much it will cost. “Our proposals, like our conversations, are in plain English,” (she) added, “not techno-babble.” With a clear-cut proposal, the client knows exactly what is involved. Then upon completion, the project is turned over to the client, who is trained in how to make the best use of the improvement and how to troubleshoot. “We’re there for support,” (she) added, “but we like to make people as self-sufficient as possible. They truly appreciate that aspect of our service."