Operational excellence isn’t just about mastering the day-to-day needs of your organization — it’s about ensuring your long-term success. But getting a high-level view of performance can be challenging when leadership is focused on dealing with immediate concerns.
Whether you’re managing modernization, regulations or new growth, Wipfli’s operations outsourcing team and fractional COO support can provide the guidance and strategy you need to transform.
Why Wipfli?
Wipfli brings extensive experience in a wide range of industries to help you improve processes and compliance as you focus on growing your organization.
We’re ready to help you identify obstacles, evaluate plans and execute strategy to achieve greater operational efficiency. And we maintain a close relationship with your teams, communicating regularly so that we can better fulfill our role as part of your organization.
Breakdown of our services
Our outsourced operations services help set up your organization for continued success by:
- Translating strategy into actionable steps
- Implementing organization-wide goal setting.
- Guiding annual operations planning.
- Examining critical processes or areas of concern.
- Providing day-to-day support for projects and initiatives that support operational excellence.
- Documenting employee productivity.
- Overseeing performance management.
We also help drive growth by transforming how you interact with customers, helping you document customer journeys and supporting you in key customer experience projects and implementations.
Our outsourced chief operating officer services guide your organization at the highest level, helping you overcome obstacles to growth by:
- Assisting in strategic planning and operations strategy.
- Building culture.
- Setting and implementing an organizational vision.
- Determining hiring levels.
Our team
Christina Trapp, CPA, MST
Christina Klein Trapp brings over 25 years of leadership experience to our team. She has partnered with businesses of all sizes to realize creative, innovative financial solutions ranging from chief financial officer (CFO) and controller services to tax planning and business advisory solutions.
Robert H. Zondag, CTP
Robert H. Zondag brings leadership experience as an entrepreneur and executive in financial services. His clients have included financial institutions, technology companies, healthcare organizations and government entities. Robert is passionate about bringing clarity to his clients when they face complex business issues and regulatory matters.
Karen A. Mitchell
Karen Mitchell brings more than 25 years of experience in the financial services and nonprofit industries, as well as industry and regulatory perspectives to her work. Karen currently provides consulting services in the areas of risk management, particularly enterprise risk. She assists clients in obtaining the highest level of success by helping to identify and navigate the risks associated with achieving strategic objectives.
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