Planning & Improvement

Transition your organization to the next level and drive its true value by making tactical plans that improve performance, reduce cost, generate cash flows, and raise capital

Overview

Taking the right actions, making sound decisions and implementing effective reforms are crucial to achieving strategic objectives and taking the organization to the next level. We believe that leaders should constantly monitor performance, evaluate progress and have updated tactical plans that can deliver the desired value on the shortterm, and successfully achieve the milestones set as part of the organization's long-term strategy.

At Ollen, we have designed an approach that develops practical plans aligned with set strategies and objectives to drive value, optimize resource allocation, improve performance and raise capital. Whether it is to launch a new business, turnaround and optimize an existing one, choose between products and/or services, evaluate historical performance or develop scenarios for the future, we are ready to help you.

Services

Whether it is to provide direction, raise capital from investors or obtain debt, having a business plan is vital for the success of your organization.

At Ollen, we provide business plan services covering the preparation of a new business plan, and the independent review and makeover of an existing one.

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BUSINESS PLAN

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OPERATIONS PLAN

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FINANCIAL PLAN

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TIMELINE

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SWOT ANALYSIS

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COMPETITOR ANALYSIS

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STRATEGIC DIRECTION

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VALUE PROPOSITION

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MARKETING PLAN

On many occasions new ventures or projects turn out to be underperforming and result in opportunity cost and/or loss of value.

At Ollen, we help you make informed decisions by developing feasibility studies that evaluate viability and provide a clear Go/No-Go recommendation.

ALTERNATIVE
SCENARIOS &
MODELS

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MARKET
FEASIBILITY

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TECHNICAL
FEASIBILITY

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FINANCIAL
FEASIBILITY

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ORGANIZATIONAL
FEASIBILITY

Many companies have limited access to funding, and with different available projects the choice of prioritizing becomes a critical decision to ensure maximized value creation.

At Ollen, we help you make informed decisions by developing detailed evaluations of proposed options and making recommendations on what projects to undertake and how to optimize the available investment budget. The process provides a detailed comparison of different aspects, including but not limited to strengths, weaknesses, costs, benefits, and risks involved.

Business
Case

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STRATEGIC &
TACTICAL
OPPORTUNITIES

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FORECASTS,
RESOURCES &
RETURN ON
INVESTMENT

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MAJOR RISKS,
CONTINGENCIES &
MITIGATIONS

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ALTERNATIVE
OPPORTUNITIES

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PROJECT
APPROVAL &
INVESTMENT

Many companies fail to develop effective marketing activities and bring added value from their marketing budget, either because their marketing plan is disconnected from their strategy, or the existing plan is not designed to maximize awareness through the right channels.

At Ollen, we help you maximize your return on marketing (ROM) by designing winning marketing plans that suit your needs and deliver the required impact.

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MARKETING
PLAN

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OBJECTIVES

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AUDIENCE/
CHANNELS

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CONTENT
PLAN

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EDITORIAL
CALENDAR

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BUDGET

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PROMOTION
WORKFLOW

Many companies spend time, resources and money to improve their processes, technology and services but still fail to deliver a satisfying experience to their customers because they are not improving the right touchpoints and/or they don't understand their customer needs, what they value and the journey they go through.

At Ollen, we know the impact that a well designed journey can have on your business growth, and our approach will help you optimize touchpoints to maximize customer satisfaction and retention.

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NEW
CUSTOMERS

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EXISTING
CUSTOMERS

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ACTIVE EVALUATION
PURCHASE DECISION
TRIGGER
INITIAL CONSIDERATION
LOYALTY
EXPERIENCE

Financial projections, budgeting, planning and reporting are usually an intimidating exercise for most companies and entrepreneurs, not only from a design perspective, but from inputs and assumptions aspects as well.

Whether you are starting a new business, expanding and/or fundraising, at Ollen we help you prepare top-notch integrated financial models in accordance with world-wide best practices.

Financial
forecasting
& analysis

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Planning

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Forecasting

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Reporting

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Analysis

Many companies look promising, but in most cases the reality is different. Many acquirers fall into the trap of buying businesses which turn out to underperform, mainly due to overoptimistic commercial assumptions or black holes in their financial health and performance.

At Ollen, we help you conduct a thorough financial, commercial and operational due diligences to assess the key issues facing the business, its assumptions, and potential deal breakers.

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FINANCIAL &
COMMERCIAL

PROPOSITION MANAGEMENT

COMPETITION FINANCIALS

CUSTOMERS ASSUMPTIONS

MARKETS PROJECTIONS

DUE DILIGENCE

DUE DILIGENCE

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TECHNOLOGY EXPERIENCE

DISTRIBUTION PROCESSES

PRODUCTS/SERVICES ROLL-OUT PLAN

BUSINESS MODEL PRODUCTIVITY

VALUE CREATION &
OPERATIONS

Many Leaders know their companies inside and out. Yet, they rarely know how much their company is worth. If you are unsure about the value of your organization? How much to raise capital and to give in ownership? You conducted a valuation exercise that needs review? Or you want to assess the value of your business units &/or portfolio of companies.

At Ollen, we help you assess the fair value whether you are a startup or an established organization, using different valuation approaches and provide you with an independent opinion. If you already did a valuation exercise, we provide you with an independent review.

Cash is king and positive cash flow is a sign of a healthy organization and is an important factor to sustain a business and reduce financial risk. In good and challenging times, a relentless focus on cash flow and efficiency is a crucial part to the success of an organization. If you are short on cash or about to run out of it, working capital optimization is the cheapest way to free up cash and rebalance your accounts.

At Ollen, we work closely with the finance, IT, supply chain and commercial teams to optimize working capital and create a balance between assets and liabilities, and since not all assets can be disposed or acquired on a regular or short time basis, we focus on optimizing the liquid assets and liabilities within the operational requirements.

Trade Payables

Payment Timing

Payment Frequency

Supplier Payment Terms

Supplier Performance

Inventory

Product Range Management

Demand Forecasting

Production Planning

Inventory Management

Slow Moving and Obsolete Stocks

Trade Receivables

Credit Risk Management

Invoicing Timing and Quality

Cash Collection

Dispute Management

Performance Measurement

Increasing competition, evolving economics, rapidly changing technologies and occurrence of unexpected disruptive events are driving many companies to find themselves in a distressed situation with lagging performance and challenging cost structures. Taking quick actions, adjusting, and innovating can begin a successful turnaround of the business that refocuses strategy and efforts towards positive cash flows and value creation.

At Ollen, we help you eliminate ineffective, nonessential spending, and redirect the savings to investments that will boost revenue, improve customer satisfaction, power your growth and realize cash, cost, capital, or revenue benefits.

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PERFORMANCE IMPROVEMENT

INITIAL CONSIDERATION INITIAL CONSIDERATION

MARKET PENETRATION
Lifetime Value & Profitability
Customer Experience
Market Demand
Brand & Marketing

SALES-IMPROVEMENT SALES-IMPROVEMENT

SALES
IMPROVEMENT

Sales Force Capability
Compensation Model
Channel Development
Sales Process Efficiency

PRODUCT-&-PRICE-PROPOSITION PRODUCT-&-PRICE-PROPOSITION

PRODUCT & PRICE
PROPOSITION

Profitability
Product Rationalization
Pricing Strategy
Product Lifecycle

COST-REDUCTION COST-REDUCTION

COST REDUCTION
Resource Allocation
Working Capital Optimization
OPEX Management
CAPEX Control

HUMAN-CAPITAL-OPTIMIZATION HUMAN-CAPITAL-OPTIMIZATION

HUMAN CAPITAL
OPTIMIZATION

Organizational Design
Workforce Engagement
Change Management
Culture & Leadership

OPERATIONAL-EXCELLENCE OPERATIONAL-EXCELLENCE

OPERATIONAL
EXCELLENCE

Sales & Operations
Manufacturing Process
Planning & Forecasting
Technology & Systems

SUPPY-CHAIN-EFFICIENCY SUPPY-CHAIN-EFFICIENCY

SUPPY CHAIN
    EFFICIENCY

Sourcing & Procurement
Production Scheduling
Inventory Management
Transportation & Logistics