Once you have made the decision to have a Roadmap prepared, we will meet with company executives and designated staff to discuss the scope of the initiative. Then, an in-depth review/analysis of financial and administrative functions will be performed and the current state will be documented. At that time, the senior management team and designated stakeholders will be engaged to determine the optimal strategic financial objectives/requirements to include in the initiative. Finally, a detailed Roadmap will be submitted including a list of Recommendations and an Action Plan detailing a timeline, deliverables, cost estimates and anticipated return.
The Roadmap Action Plan addresses the factors that drive quantitative results to align and strengthen the organization, improve profitability, enhance access to capital, reduce overall risk, and maximize value.