Investor Services

Our Subject Matter Expertise in Customer Engagement and Supply Chain Technologies Offers Insight Into Valuation and Transformation Planning.

Software Vendor Assessment

Market-driven assessments of product development and go to market strategies designed to inform investors of operational readiness and growth potential for software organizations.

  • Investment Strategy Workshops

  • Brand Strategy Definition

  • Platform & Product Strategy Assessment

  • Sales Operations Assessment

  • Services and Support Assessment

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Customer Engagement Assessment

A strategic operations and technology assessment intended to define next generation customer experience needs and benchmark growth expectations and identify needed investments to achieve full potential.

  • Workshops Aligning Business Strategy, Operations, & IT Strategy

  • Operations Assessments Across Marketing, Commerce, Planning, and Execution

  • IT Assessment

  • Value Reporting & Calibration

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Supply Chain Assessment

A strategic operations and technology assessment that begins with defining customer fulfillment expectations, and follow by defining operational and technology investments to profitably realize them.

  • Workshops Aligning Business Strategy, Operations, & IT Strategy

  • Operations Assessments Across Marketing, Commerce, Planning, and Execution

  • IT Assessment

  • Value Reporting & Calibration

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