“Companies trust Fulcrum to help solve their most difficult challenges.”
Strategic planning is a process that helps leaders define where they want their organization to go and how to get there. A well-designed plan establishes the right priorities, guides effective decision-making and defines a path to achieve a company’s goals. Whether creating a plan for your organization, department or program, Fulcrum will help you achieve maximum benefits by providing everything needed to move from strategy to action and action to results in the following areas:
- Overall Business
- Digital
- Customer
- Operations
- Organization
- Product and service innovation
- Technology
Business transformation is the opportunity to own the disruptions that are happening to you and around you. It’s a powerful way to define an ambition that goes beyond incremental change and to rethink existing business and operating models to provide breakthrough value. Fulcrum’s business transformation services, tools, and accelerators cover many business needs, across functions, siloes, and channels that give our clients the confidence to pursue an effective path forward:
- Digitization
- Customer Profitability
- Back-Office Transformation
- Operations Improvement
- Risk Management
- M&A Integration
- Change Management
- Program Management
Companies must find the right balance between generating value for the customer and the business. To do that, Fulcrum helps clients evaluate their overall customer landscape, determine which segments they should focus on and then consistently engage with those customers in every interaction across products, services, digital solutions, and branding communications:
- Customer Growth Strategy
- Customer Segmentation
- Customer Experience Strategy and Design
- Operating Model Development
- Value Proposition Development
Companies often face demanding financial decisions and situations requiring expertise that's outside the realm of their internal resources. Maybe you're acquiring a target or integrating an acquisition, thinking of going public, facing legal matters or restructuring to better position your organization for changing market conditions. Perhaps you need financial reporting or process improvement help or access to more of your cash to help grow the business. Fulcrum’s Financial Advisory Consultants deliver the objective financial advice you need to clearly understand your options, opportunities and exposures:
- Value Creation
- Valuation
- Debt & Capital Advisory
- Private Equity Advisory
- Business Recovery Services
- Portfolio Advisory
Fulcrum’s M&A consultants have the experience to advise clients through each stage of the merger and acquisition process. We help clients develop appropriate growth strategies based on their goals so they'll be prepared to capitalize on opportunities during the merger, acquisition, or divestiture process. From strategy to due diligence to integration or divestiture, Fulcrum recommends established strategies and solutions to help provide the confidence and support clients need to achieve their growth objectives:
- Strategy
- Portfolio Strategy
- Strategic and Operating Model Assessment
- Target Screening
- Deal Structuring
- Readiness Review
- Integration and Divestiture
Executives are facing opportunities to be at the forefront of global business transformation. Digitization and the adoption of AI tools are revolutionizing the way companies distribute their products and services. The convergence of global trends and new digital technologies has left companies spinning in complexity and challenged to bring it to order. Fulcrum works with clients to transform operations to improve competitive advantage:
- Digitization
- Organizational Design
- Business Process Change
- AI
- RPA
- Change Management
Your company expects double-digit growth over the next three years which means filling some big holes in critical workforce segments, but which segments will be key for hitting the new growth targets? How many people will be required? Where will they come from? How much will they cost? How much top-line growth will they drive? Who will no longer be needed? Fulcrum’s Workforce Planning services help with identifying and filling predicted gaps in supply and demand for an organization’s key talent:
- Talent Strategies
- Digital Transformation
- Talent Management
- HR ERP Technology
- Workforce Analytics
- Demand Planning
- Labor Economics
Today’s organizations face significant risks posed by customer attrition, increased reliance on third parties, technological disruption, natural disasters, scandals, social media, and expanded regulations. You must ensure that the right plans, processes, and procedures are in place to remain successful and overcome adverse events. Fulcrum can help identify your enterprise-wide, business continuity and cybersecurity risks and then collaborate with you on mitigation strategies, executive preparedness exercises, and recovery plans designed to make sure your business is prepared to quickly bounce back from an unexpected event:
- Cyber Strategy and Governance
- Compliance Transformation
- Business Continuity and Crisis Planning
- Third Party Risk
- Fraud
Fulcrum provides a Customer Engagement Optimization service that delivers Holistic, technology agnostic services to enhance our Clients capabilities in their efforts to better serve their Customers. An enriched Customer experience that also leads to improved employee satisfaction … while lowering operating costs and achieving “Month 1 ROI” results.
- We analyze, advise, design and deliver improved Customer Experience solutions
- Take a Holistic view that considers People, Process and Technology requirements (with an eye on Network connectivity)
- Leverage our Automation Capabilities within the Contact Center
- Analyze and uncover best areas to automate
- Look to simplify processes and improve Agent experience
- Introduce best practices to enhance the Customer Experience
- Provide an opportunity to conduct a “Proof of Solution” scenario
- Achieve “Month 1 ROI”