Business Strategy & Automation

Todd @ Build Great

(1)

Starting at

2,000

About this service

Summary

We offer strategic business planning and automation solutions designed to streamline your operations, boost productivity, and fuel long-term growth. Our focus on crafting personalized, data-driven workflows tailored just for your business, means everything runs smoothly and scales with ease. Plus, we’re here with ongoing support and tweaks to keep your business agile and thriving in a fast-paced market.

Process

Initial Discovery & Assessment

Initial Consultation

Begin with a comprehensive consultation to understand your business, goals, challenges, and current operations.

Gather information on existing processes, workflows, and data usage.

Needs Analysis

Identify specific needs related to strategic planning, process optimization, custom workflows, and data-driven decision-making.

Assess the current state of the business, including performance metrics and key pain points.

Strategic Business Planning & Goal Setting

Market & Competitive Analysis

Conduct an in-depth analysis of the market, competitors, and customer base to inform the strategic direction.

Identify opportunities for growth and areas where process optimization can yield significant benefits.

SMART Goal Definition

Collaboratively set clear, measurable goals aligned with your long-term vision.

Prioritize goals that will drive efficiency and scalability.

Roadmap Creation

Develop a unified strategic roadmap that outlines key initiatives for achieving the set goals.

Include timelines, resource allocation, and key milestones for each aspect of the strategy.

Process Optimization & Workflow Design

Process Audit

Conduct a thorough audit of existing business processes to identify inefficiencies and opportunities for automation.

Design Custom Workflows

Based on the audit, design customized workflows that streamline operations and align with the strategic roadmap.

Ensure that workflows are scalable and adaptable to future business needs.

Automation Integration

Identify key processes suitable for automation and select appropriate tools and technologies.

Integrate automation solutions within the newly designed workflows to reduce manual tasks and increase productivity.

Implementation of Data-Driven Decision-Making

Data Strategy Development

Establish a data strategy that aligns with the strategic goals and optimized workflows.

Set up systems for consistent data collection and management, ensuring all critical data points are captured.

Analytics & Insights

Implement data analytics tools to generate insights from the collected data.

Use these insights to inform strategic decisions, workflow adjustments, and process optimizations.

Decision-Making Framework

Develop a framework for making informed, data-driven decisions that align with the overall strategy.

Integrate this framework into the daily operations and strategic reviews.

Ongoing Strategy Support & Continuous Improvement

Regular Monitoring & Evaluation

Continuously monitor the performance of the strategic plan, processes, and workflows using established KPIs.

Evaluate the effectiveness of data-driven decisions and their impact on business outcomes.

Feedback & Adjustment Loop

Establish a continuous feedback loop with you to gather input on the implemented strategies and workflows.

Make iterative adjustments to the strategy, processes, and workflows based on ongoing evaluations and market changes.

Reporting & Communication

Provide regular updates and reports to you, highlighting progress, insights, and recommendations.

Ensure transparent communication to keep you informed and engaged throughout the process.

Final Review & Long-Term Strategy Alignment

Comprehensive Review

Conduct a final review of the entire process, from strategic planning to process optimization and data-driven decision-making.

Assess the overall impact on your business, including growth, efficiency, and scalability.

Long-Term Strategy Alignment

Ensure that all implemented solutions are aligned with your long-term vision and goals.

Provide recommendations for future enhancements and potential areas for continued improvement.

What's included

Strategic Business Planning
Develop a clear, actionable roadmap for your business to achieve your long-term goals and maximize growth potential.
Process Optimization & Automation
Streamline and automate key business processes to enhance efficiency, reduce manual tasks, and increase productivity.
Custom Workflow Solutions
Design and implement customized workflows tailored to your business needs, ensuring seamless operations and scalability.
Data-Driven Decision Making
Utilize data analytics to inform strategic decisions, providing insights that drive business success.
Ongoing Strategy Support & Adjustments
Continuous evaluation and refinement of your business strategy to adapt to market changes and ensure sustained success.

Example projects

Elevating Toronto’s Finest

Building Biostem Health

Recommendations

(5.0)

Michael Nowacki • TO's Finest

Client • Oct 8, 2024

Recommended

Working with Todd at Build Great was honestly one of the best decisions we made for TO’s Finest. From the first conversation, he really got what we were trying to do and built a Notion setup that completely transformed how we run things. It’s like he just knew how to make everything simpler and more organized, which has saved us so much time and stress. Todd’s been awesome to work with, super easygoing but totally focused on getting things right. Highly recommend working with Todd!

Duration

2 weeks

Skills and tools

Product Manager

Project Manager

Program Manager