Operations consulting

Wipfli’s process improvement team can help you optimize your operations and find new ways to reduce costs. We work closely with your team to find the root cause of issues, create a defined plan and align your team around changes.

Our operational efficiency consulting services include:

Traditional process improvement

Using value stream mapping and root cause analysis tools, our process improvement team can map process steps, identify process waste, define future state options and action plan the steps to get you there.

Lean process improvement

Wipfli can help your organization identify ways to eliminate or reduce waste in your processes so that you can focus on bringing value to your customers.  

Automation

Wipfli can help your organization improve performance and start doing more with less by identifying opportunities for automation. We support you through establishing requirements, development and testing so that you can deliver automation that helps you achieve your goals.

Documentation

Our team helps you get in-depth details about how your organization works, helping you review and document your business processes and identify how you can optimize them.

Job costing

Empower your organization to grow with Wipfli’s job cost optimization and advisory services. We analyze your business activities — including personalized guidance on your current processes — and tailor our recommendations to your specific needs.

Wipfli’s software selection services help you choose systems with the right functionality, partners and total cost so that technology investments directly support your long‑term goals.

Using a process-driven approach, we work to understand your organization as deeply as you do and help ensure software delivers the value and capabilities your organization deserves. We also support the entire software selection process, from requirements gathering to provider due diligence, technology demonstrations and project plan review and execution.

With Wipfli supporting your selection process, you can expect:

Detailed requirements gathering

Our skilled facilitators help set the foundation for success by capturing and prioritizing your software needs. We interview project stakeholders and employees who will use the software, exploring departmental relationships, success drivers and key pain points. By understanding both features and process workflows, our comprehensive documentation provides clear direction for the evaluation of potential solutions.

Data-driven vendor evaluation

Save time analyzing vendors by using Wipfli’s prioritization and scoring tools. Our comprehensive process allows you to compare systems against each other and drive an objective decision.

Customized software demos

We provide vendors with a demo script that’s based on your high-priority requirements and workflows, so vendor presentations stay focused on what you want to see, not what they want to show you.

Leadership from start to finish

Wipfli’s project management support allows your leaders and their teams to focus on core priorities during technology evaluation. We handle vendor communications, manage expectations and set your organization up for a smooth, precise evaluation and final decision.

Concise vendor communication

Our extensive experience working with a wide range of industries, systems and vendors means we know the software landscape language. We help streamline communications, creating effective and efficient conversations around your organization’s requirements so that any solution is aligned with your ultimate business objectives.

Let Wipfli help your organization minimize the disruption of a major implementation. We can guide your organization through change, helping you transform with:

New software and technology

Help ensure a smooth transition and high adoption rate with Wipfli. We help you build a strategy that supports employees, provides effective training, addresses potential resistance and clearly communicates about the new benefits and changes. 

Mergers and acquisitions

Wipfli can help you maximize the success of your integration with services to help your organization navigate complexities and minimize disruptions.

Procedural and organizational culture

Our team works closely with your organization to engage stakeholders and be proactive with communication so that you can successfully implement new processes, procedures and organizational culture shifts.

Wipfli offers project management services to help you ensure you achieve the highest success rate for your investments. Our team helps provide support in all areas of your implementation, including:

• Communication
• Critical tasks and task prioritization
• Budgeting
• Alignment

Business advisory services

Working at the intersection of your business and software vendors, we help you identify the key processes, data and decision points that are pivotal to your success while offering industry knowledge, experience and guidance around best practices and system design.

Operations consulting is a set of services designed to help organizations improve how work gets done by optimizing processes, adopting the right systems and managing initiatives successfully. The primary goal of operations management consulting is to identify inefficiencies and create more effective ways of working.

The benefits of operations consulting include:

• Improved efficiency
• Reduced waste
• Increased alignment around change initiatives
• Streamlined or automated processes
• Improved performance
• A clear path for implementing operational improvements

Wipfli’s operational consulting services help organizations identify operational challenges, determine their root causes and develop practical solutions. Our services include:

• Process improvement
• Automation
• Process documentation
• Job costing optimization
• Software selection
• Change management
• Project management
• Business advisory

Operations consulting can help address a wide range of challenges, including:

• Inefficient processes
• Escalating costs
• Disconnected systems
• Inconsistent workflows
• Automating manual work
• Organizational resistance to change

Operations consulting differs from strategy consulting in its focus and outcomes.

A strategy facilitator helps set direction, defining the desired future state for an organization and developing a plan to achieve it. An operations consultant focuses on improving the processes, systems and capabilities an organization needs to execute effectively.

Both services work together to help organizations improve performance. Once an organization knows where it wants to go, business operations consulting helps ensure it has the tools and operational discipline necessary to get there.

Project management in operations consulting helps organizations successfully execute important initiatives. Effective project management provides oversight throughout implementation, helping teams manage timelines, resources and risks while keeping projects aligned with business objectives.

Change management in operations consulting helps organizations successfully adopt new processes, technologies, cultural shifts or ways of working.

Even the best operational improvements can fall short if employees are not prepared to embrace change. Change management focuses on communication, stakeholder engagement, training and adoption strategies that help people transition successfully while minimizing disruption.

Organizations often hire an operations consultant when they face:

• Rising costs and increased margin pressure
• Challenges in identifying the factors limiting growth or performance
• Process inefficiencies and bottlenecks
• Rising costs or waste
• Complex initiatives or major organizational change
• Modernization efforts