+ BANKING INDUSTRY TRAINING AND DEVELOPMENT FIRM CASE STUDY
Background: This firm works primarily with organizations in the banking and related industries who are seeking to maximize their human capital. They provide a host of professional development programs to banks, third party marketers, industry associations, vendors, and insurance companies. They offer a range of services, including:
- Long-term group professional development programs
- One-day seminars/retreats
- Organizational & Executive Consulting
- Keynote speaker for events
Their proprietary integrated methodology leads to proven, positive change in both employees and the companies where they work.
Problem: The organization needed to determine how to grow beyond its current capacity.
Solution: We worked on a number of projects including:
- Developed a 3 year plan to leverage their talent and expertise more effectively.
- Researched on-line communities that could be used as models for their on-line community
- Conceptualized components for their on-line community
- Created job descriptions and evaluation criteria for potential facilitators
- Identified potential facilitators and business development resources
- Saved more than $20,000 by recommending that they not invest in television programming
- Created a plan to generate supplemental revenue streams from potential training and coaching strategic alliances
- Identified professional and personal development topics which could be offered as follow on courses
- Researched potential strategic partners
- Initiated discussions with potential strategic partner
+ COMMUNICATIONS SKILLS TRAINING AND COACHING CASE STUDY
Background: A successful communications skills coaching and training practice had a number of clients and products. Most of its business came from existing clients.
Problem: Increase sales to new clients.
Solution: Berger Business Advisors restructured the sales process and identified areas to improve sales productivity. We helped them rethink the direction of the organization. Our time management techniques, tools and coaching increased their sales executives’ productivity.
+ MEDICAL DEVICE DEVELOPMENT COMPANY CASE STUDY
Background: A medical device development firm has grown from a one man shop to a thriving company with more than 30 employees and two locations.
Problem: Increase sales capability and rebrand company
Solution: We worked with them in a variety of sales and marketing related projects including:
- Design the initial sales process
- Analyze and recommend changes to their contact management system
- Define sales person selection criteria
- Evaluate sales candidates
- Recommend sales compensation packages
- Identify sales training and marketing providers
- Coach sales people.
- Identify potential internet marketing firms to update their website
- Evaluated sales training vendors
- Evaluate potential rebranding options
+ PROJECT MANAGEMENT CONSULTING FIRM CASE STUDY
Background: A successful project management consulting firm was facing a down economy. Over the years, it had developed a large number of products and services. Most of its sales were generated from repeat business from existing clients. The amount of repeat business was falling.
Problem: Increase new client sales
Solution: Berger Business Advisors helped modify the sales process. We recommended changes in product positioning and redirected their marketing tactics to attract decision makers and buyers. We researched and selected an appropriate contact management system to track the sales pipeline. We designed and implemented a marketing campaign which dramatically increased leads and more profitable sales.
+ INTERNET MARKETING COMMUNICATIONS CASE STUDY
Background: A successful website design firm recognized that their industry was changing. The nature of their business required incorporating newer internet tools and additional expertise to design, develop and implement increasingly complex client projects.
Problem: How to manage the various projects, resources, and timelines more effectively
Solution: We worked with the management team to implement a more effective project management system to manage multiple projects simultaneously. This resulted in:
- Better reporting information
- Shortened project implementation time
- Increased annual revenues
