Case Study 1: A mechanical engineering exporting firm experiencing growth and marketing challenges.
Case Study 2: Organizational redevelopment of a high-end graphics software firm experiencing high growth.
Case Study 3: Successful producer of animation products for corporate and media customers; President has no formal management or administration training.
Case Study 4: High-end retailer of household furniture and interior design; consistently increasing sales without corresponding increase in profit.
 
 

Case Study 1: A mechanical engineering exporting firm experiencing growth and marketing challenges.

Newmarket; Firm size: 19

Project 1: January to March 1995

  • Created strategic plan.

Project 2: October to November 1996

  • Environmental scan;
  • Analysis of strengths and weaknesses;
  • Assisted CFO with creation of new policies for expense accounts and vacation;
  • Created new Policies and Procedures Manual.

Project 3: March to September 1997

  • Acting General Manager;
  • Implemented company reorganization and Policies and Procedures Manual;
  • Created Cash Flow Model;
  • Investigated merger opportunities;
  • Acquisition of Executive Assistant;
  • ISO 9002;
  • Supervised hiring of full-time General Manager


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  Case Study 2: Organizational redevelopment of a high-end graphics software firm experiencing high growth.

Toronto; Original size: 25 Current size: 60
 


Project 1: May to December 1995

  • Environmental scan with all employees;
  • Strengths and weaknesses analysis;
  • Workshops by department;
  • Management training;
  • Firm reorganization.

Project 2: September to November 1996

  • Follow-up interviews and analysis;
  • Moved from two-person partnership to single President and subordinate;
  • Advised creation of Special Projects section;
  • Participated in business plan seminars


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Case Study 3: Successful producer of animation products for corporate and media customers; President has no formal management or administration training.

Toronto; Firm size:30

 


August 1998 to January 1999

  • Review of strengths and weaknesses;
  • Recommendations made for remediation of problems;
  • Facilitating management meetings to train senior management in communications, production of a regular newsletter, job descriptions, performance reviews, goal setting, and creation of a policies and procedures manual.


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 Case Study 4: High-end retailer of household furniture and interior design; consistently increasing sales without corresponding increase in profit.

Toronto; Firm size: 4
 


May 1998 to June 1999

  • Needs a thorough review of the company's merchandising experience;
  • Experienced difficulty with developing a growth plan;
  • Work done so far on inventory controls and the creation of various growth models.
 

 

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