SELECTED PAST PROJECTS

  • Re-engineer Call Center Operations & Reporting

    • Plumbing/HVAC Contractor

  • Select & Implement Field Management and General Ledger Systems 

    • Plumbing/HVAC Contractor

  • Design & Implement Property Inspection System

    • Ultra-HNW Family Office

  • Interim CFO

    • IT Security Firm

  • Facilities Maintenance Dept. Re-Engineering

    • Early Childhood Education Company

  • Interim CFO

    • Housewares / Home Décor Manufacturer

  • FP&A Department Build-Out

    • Paper & Pulp Manufacturer

  • Implement Real Estate Asset Mgmt. System

    • Ultra-HNW Family Office

  • Design & Implement Field Reporting Package

    • Early Childhood Education Company

  • Forex Exposure Analysis & Hedging Strategy

    • Diversified Global Manufacturing Co.

We worked with our $100M+ Plumbing/HVAC Services client to re-engineer their call center operations and implement a new reporting system.

The result:  CSR close rates increased from mid-60% to mid-90% and call abandonment declined from 15%+ to less than 5%

Our client realized substantial improvement in Revenue and EBITDA as well greater ROI on their advertising spend.

We Deliver Successful Outcomes