Technology

Strategy & Operations

Overcome your biggest obstacles. Build the business you’ve always envisioned.

You’re faced with increasing customer demands, but product isn’t going out the door fast enough — and you can’t spot the breakdown. Or perhaps your organization has set goals to tap new markets and expand its vision, but your strategic plan hasn’t come to fruition and is collecting dust on the shelf.

Every organization, regardless of its size or history, has encountered barriers to its growth goals. And more often than not, those barriers are invisible to the people on the front lines. When you’re already pressed for time and focused on the day-to-day demands of running your organization, it may seem impossible to look at the big picture and identify solutions to problems or deploy strategies to scale.

But that’s where an experienced, proven partner can make all the difference. With vast experience helping thousands of organizations overcome obstacles and achieve their strategic goals, Wipfli’s seasoned professionals can bring valuable insight from the outside to help your organization solve its most pressing challenges and thrive well into the future.

Operations and Strategy

Staffing pressure. Supply chain delays. Technology hang-ups. Wasteful processes. Rising costs.

If you struggle with any of the above, you’re not alone. Resolving these headaches and pushing back against inefficiencies can feel like a constant, frustrating battle — and a race against the clock when you have customers, vendors and employees hanging in the balance. At Wipfli, we take a unique, holistic approach to helping organizations resolve operational challenges and improve processes. Here’s how we can help you.

What’s the Root of the Breakdown?

The first step is to identify and investigate the illness at the core of your operational issues, not just the symptoms. We accomplish this through a root cause analysis workshop, in which we take a step back and analyze your processes from start to finish. Where are your bottlenecks? What is wasting valuable time and money? We focus on slowing down your processes to show you how to speed them back up.

Using lean six sigma techniques such as value stream mapping, we work collaboratively with you to map out critical steps at every level and function of your organization, so we can evaluate and make meaningful changes to resolve your problems. Depending on your challenges, industry and area of focus, we also can help ensure your operational processes are compliant and sound through regulatory standards and financial process reviews.

What Is the Solution?

Once we’ve mapped out your processes and pinpointed inefficiencies at a detailed level, we brainstorm solutions and ideas with you and your team in order to create lasting change and improvement.

With broad knowledge across industries, you can leverage Wipfli’s consultants to refine your operational processes, remove waste and ensure every aspect of your organization is not only functioning the way it should but also positioned to keep pace with continued growth and demand. Solutions may include guided software selection to patch technology gaps and improve productivity, process redesign workshops encompassing various levels of your organization, or comprehensive training so that all employees are well-versed in your new processes and can execute them efficiently.

How Can You Manage Operational Change Successfully?

Deploying new processes and improving operations are not “one and done” actions. To ensure success and ultimate effectiveness, you must have the full commitment and attention of your entire organization.

The good news is that you don’t have to go it alone. Once we’ve retooled your processes and introduced solutions, our team can stay onboard to help you navigate the implementation phase and measure success if you don’t have the bandwidth. We provide additional workshops, technology support, tools and more to help you manage change and navigate shifts in process with ease.

Regulatory updates. Technology innovations. Evolving market conditions and customer demographics. No matter your industry, your organization likely will be faced with disruptions, large and small, as you move into the future. And your ability to grow and thrive will depend on your readiness to adapt to those changes — which is where your strategic plan comes into play.

But maybe you’ve already developed a vision for the future and have struggled with putting tactical plans into place to execute on it. Perhaps you’ve started and stopped the strategic planning process to allocate time to short-term responsibilities.

There’s more to achieving your long-term strategic goals than simply having a plan in place. We’re here to help you get on track — and stay there. As one of the nation’s leading authorities in strategic planning, Wipfli’s consultants help you develop and implement an innovative strategic solution that generates higher performance and real, tangible results. Here’s how you’ll benefit from our process.

Evaluate Your Mission, Vision and Core Values

We start by sitting down with you and your leadership team to evaluate the very foundation of your organization: your mission, vision for the future and the core values that define everything you do. Are you setting strategic priorities and plans to fulfill your vision? How often are you reviewing your long-term strategy? Is it inspiring action or is it stagnant? Together, we take a holistic, comprehensive look at where your organization stands today, and assess where you plan to go in the future.

Conduct Internal and External Analysis

To develop an effective and actionable strategic plan, you need input from all of the stakeholders that will be affected by your efforts, both internally and externally. Leverage Wipfli’s resources and tools to gather critical feedback on your strategic priorities, including a SWOT analysis, which will allow you to identify your strengths, improve or mitigate weaknesses, uncover opportunities in the marketplace and minimize threats presented by disruption or the competition.

Define Your Strategic Priorities

Based on the results of your SWOT analysis, work with Wipfli’s consultants to build the broad, strategic priorities needed to achieve your vision. We meet with you on-site to drill down actionable priorities and craft a plan that is adaptable, results-oriented and realistic to increase your likelihood of success. We help you enlist broad participation in the planning process across your organization, in order to encourage teamwork, facilitate positive and productive discussion and promote adoption of your strategic priorities.

Regulatory updates. Technology innovations. Evolving market conditions and customer demographics. No matter your industry, your organization likely will be faced with disruptions, large and small, as you move into the future. And your ability to grow and thrive will depend on your readiness to adapt to those changes — which is where your strategic plan comes into play.

But maybe you’ve already developed a vision for the future and have struggled with putting tactical plans into place to execute on it. Perhaps you’ve started and stopped the strategic planning process to allocate time to short-term responsibilities.

There’s more to achieving your long-term strategic goals than simply having a plan in place. We’re here to help you get on track — and stay there. As one of the nation’s leading authorities in strategic planning, Wipfli’s consultants help you develop and implement an innovative strategic solution that generates higher performance and real, tangible results. Here’s how you’ll benefit from our process.

Create Meaningful Measurements

It’s hard to know when and how you’ve accomplished your strategic goals if you don’t know what success actually looks like. Our team will assist you in developing formalized financial and performance-based metrics and benchmarks to help measure the success of your strategic planning efforts on a frequent basis.

Outline Your Goals and Strategies

Too many strategic plans fail because they aren’t tied to tangible, actionable steps organizations can take to fulfill their vision and hold themselves accountable. Benefit from the decades of proven experience and knowledge Wipfli’s consultants bring to the table to develop defined, measurable and realistic goals to make your strategic priorities a reality.

Take Action

Move forward with confidence and rely on the Wipfli team for assistance with putting your goals and strategies into action, assigning responsibilities and creating realistic timelines for execution. We help you monitor your progress and tie your core operational processes to your action plan, so you can achieve your strategic objectives efficiently and effectively.

Engaging Wipfli’s operations and strategy consultants means you benefit from some of the most respected and sophisticated resources in the field today. We offer tools that help you and your leadership team navigate decision making, change management, cultural shifts, process improvements and other critical organizational functions.

The Predictive Index (PI) Assessment

The PI assessment provides organizations with valuable information on workplace dynamics. By unpacking behavioral drives and motivations of employees, as well as assessing cognitive learning abilities, your organization can learn what it needs to do to better manage change, which is essential to facilitating effective strategic planning and operational and process improvements. Learn More >

Human Synergistics

As recognized thought leaders in the field of organizational development, Human Synergistics develops tools, resources and strategies that empower organizations to achieve sustainability, build effective teams and foster stronger cultures. Tools such as the Organizational Culture Inventory® and the Organizational Effectiveness Inventory® are valuable inputs to the strategic planning process and provide illuminating insight into the systems, technologies, skills and qualities that shape your culture and performance. Learn More >