Overview of Balanced Growth Consulting Services

Transcription

1 Overview of Balanced Growth Consulting Services Strategic and Operational Innovation January, 2010 By Jason M. Bordui One Magnificent Mile 980 North Michigan Avenue Suite 1400 Chicago, IL 60611

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3 The BG360⁰ Method = Value Creation Customer Value Organization Performance BG360⁰ Value Creation Revenue Generation Productivity Improvement Costs Savings

4 BG Value Proposition The Innovation and Operations Experts Innovation is a mindset that is never satisfied with the status quo. The passion to envision a brighter future and to make it a reality is our expertise and the unifying element of our company. Integrated Business Solutions Balanced Growth (BG) is known for solving complex business problems and developing comprehensive models, strategies, and plans that establish a clear direction for the future. Winning Track Record of Success For 20 years, the principals of BG have delivered hundreds of successful projects. This track record of success translates into a tailored engagement that will deliver the results you expect. Active Collaboration & Authentic Business Relationships Balanced Growth is set apart for its ability to work alongside our clients in a collaborative fashion to build the best solutions with the highest probability of internal acceptance and success. Exceptional Value for the Fees BG delivers exceptional value for the investment. Our BG360⁰ Method focuses on creating value and delivering a balanced set of business results that make a meaningful and sustainable impact.

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6 Balanced Growth Consulting Services Innovation Operations Performance Transformation

7 Balanced Growth Consulting Services Innovation Customer & Market Insights Business Opportunity Assessment New Venture Business Plan Operational Strategy Sales & Service Excellence Operations Business Analysis & Answers Business Process Design Organizational Design & Optimization Performance Business Management Processes Professional Training Series Transformation Executive Facilitation Transformation Leadership Project Management

8 Innovation Services Customer & Market Insights Discover objective insights about your customers and target markets as the basis for innovation and improvement. Business Opportunity Assessment Design and evaluate new, business- building product and service concepts following a proven stage gate process. New Venture Business Plan Develop comprehensive business plans for new concepts focused on articulating viable business and economic models.

9 Operations Services Operational Model & Strategy Develop operational strategies to deliver value; minimize cost; and maximize agility, productivity, and scalability. Sales & Service Excellence Optimize customer-facing functions to increase revenue, improve retention, and enhance the customer experience. Business Analysis & Answers Analyze and solve specific strategic or tactical problems following a rigorous business analysis process. Business Process Design Design sustainable processes to enhance speed, lower cost, maximize efficiency, and ensure quality.

10 Performance Services Organizational Design & Optimization Design an effective organizational model to ensure alignment to and accountability for critical business objectives. Business Management g g g g Processes Define a business intelligence plan for measuring and managing organizational performance. Professional Training Series Elevate the skills of your high potential performers and leaders through interactive professional training.

11 Transformation Services Executive Facilitation Conduct expert-guided sessions to generate ideas to energize your company and improve the bottom line. Transformation Leadership Initiate and lead an integrated program of meaningful and sustainable changes to elevate your business. Project Management Follow rigorous, yet flexible project management disciplines to drive one or many projects to successful completion.

12 Balanced Growth has a unique ability to see both the strategic and operational sides of issues, and also is quite adept at dealing with technology-related projects. I strongly recommend them to any organization looking for an outstanding consultant. ourexperience Art Middlebrooks Executive Director Kilts Center for Marketing The University of Chicago Graduate School of Business

13 Case Study The American Academy of Pediatrics (AAP) is the leading organization of pediatric caregivers in the United States with over 60,000 members. Objective The AAP was interested in identifying creating value for members, parents, and patients and identifying new sources of revenue. Results Conducted market research to evaluate the possibilities for a digital platform for delivering child health information. Completed an Opportunity Assessment to determine the size of the market, to estimate the economic potential for a potential venture, and to evaluate various business models. Developed the Business Plan for a new online venture to generate millions in sustainable revenue. The Business Plan was approved by the AAP Board of Directors and launched to a US and international audience in December In addition, the AAP has retained Balanced Growth to develop a Business Plan for its most important revenue initiative to deliver value added services to 20,000 pediatric practices nationwide.

14 Case Study HealthyChildren.org is the premier destination for child health information for parents and caregivers on the Web and is the only site backed by the full force of the American Academy of Pediatrics. Objective The AAP is the gold standard for child health content and is a major book publisher with over 8 million copies in print. The AAP hired Balanced Growth to manage the strategy and execution of its new online business venture to reach 30 million families. Results Managed all aspects of the new business venture including putting an internal and external team in place; implementing the revenue strategy; selecting the technology vendor; working with the vendor and team to design, develop, and test the site; and developing the branding, marketing and launch strategies. Successfully launched HealthyChildren.org in less than one year to a US and international audience in December In addition to being the premier destination for child health information on the Web; the site generated revenue prior to launch and is ahead of revenue projections. Additionally, the digital platform will enable new innovations such as mobile applications and multimedia.

15 Case Study Security Benefit Corporation (SB) is a Financial Services holding company consisting of multiple business units including Rydex Investments, Security Global Investments, and se 2. Objective In response to the financial crisis of , SB needed to improve its ability to harvest critical business intelligence across its multiple business units. Results Developed an enterprise-wide Transformational Business Intelligence Strategy focused on delivering information and insights to shape the company s business direction. Introduced a comprehensive solution framework to address the needs of SB s Asset Management, Retirement, and Third Party Administrator (TPA) businesses. Focused the organization on addressing information, process, structure, and technology issues for six key management disciplines including: Product Portfolio Management, Business Development, Asset Management, Operations, Financial, and Risk Management.

16 Case Study se 2 is a Third Party Administrator for the Life Insurance and Annuity sector that has grown to over $40M in annual revenue since its inception in Objective se 2 wanted to improve its ability to articulate, manage, and price its complex portfolio of technical service offerings for the Life Insurance and Annuity industry. Results Evaluated a portfolio of dozens of services that consisted of hundreds of functions by conducting over 50 interviews with subject matter experts from across the company. Repositioned the service portfolio focusing on 10 major service offerings to bring increasing levels of clarity and value to the marketplace. Documented the strategic, operational, and technology details of the major service offerings to improve the ability to scope and manage projects. Compiled a complete inventory of services to establish a consistent baseline for pricing and to ensure greater profitability in one-time conversions and ongoing g outsourcing services.

17 Industry Focus Healthcare Healthcare Associations Insurance Financial Services Professional Services

18 Jason Bordui is an outstanding business advisor who adds value in every e interaction. He works effectively ect e with people e of all levels and disciplines. I've been particularly amazed at how well he dissects complex issues, engaging people in problem solving process and motivating them into action. Roland Jacobs President & CEO AspireUp biography

19 Jason M. Bordui Proven Leadership Founder and President, Balanced Growth Enterprises, LLC. Previously, Managing Director, Keane Worldzen and Senior Vice President, Keane Consulting Group. Twenty years in Management Consulting with expertise in Strategic Innovation, New Venture Planning, Operations & Technology Strategy, t Business Process Design, Organizational Development, and Transformation Leadership. Differentiated consulting services with a balanced focused on customer value, revenue growth, productivity improvement, cost savings, and workplace transformation. Industry-leading and award-winning service for dozens of clients in numerous sectors including Healthcare, Insurance, Financial Services, Professional Services, Information Technology, and Associations. Healthcare clients have included: American Academy of Pediatrics, American Dental Association, Amerigrioup, National Institutes of Health. Other clients include: Allianz Life, Aon, Baker Hughes, Chubb, CNA, Prudential, se 2, Security Benefit, State Street, and many more. Graduate with Distinction of the Indiana University Business Honors Program with degrees in Marketing & Finance; International Studies at University of Cambridge (England).

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21 Contact Us Balanced Growth Enterprises, LLC One Magnificent Mile 980 North Michigan Avenue Suite 1400 Chicago, IL Jason Bordui Mobile: Office Phone: Fax: Toll Free: