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Exploring Opportunities
for Collaboration
Areas of Specialization
• General Management
• Hands-On Operations and Plant Management
• Mergers and Acquisitions
• Start-Ups
• Re-Starts
• Supply Chain and Logistics
• Technical Management of New Products and Markets
• Turn-Around
• International Operations Start-Ups
• Employee Health and Safety
• Mexico Feasibility Assessment
Quick Read Read My Plant-NOW!
Quick Read: Accelerated Assessment of Existing Operations
Duration: 3-5 days (on-site)
Targeted toward business owners, CEOs, and COOs, this intensive three-day, on-site
assessment of plant operations is accomplished through a series of staff and
line interviews, plant tours, hands-on floor presence and observations, and review of
reporting systems and information requirements.
Optimize Operations will provide actionable recommendations that are process
and methods driven, NOT capital intensive or generated through employee reductions.
Short-term quantifiable results and achievable results will be identified
for Management action.
Typical Project Deliverables
A plant assessment that will anchor strategy development and:
Optimize production/capacity
Improve productivity and efficiency
Reduce material and operating costs
Improve safety performance
Quick Read for Private Equity Investors
Quick Read: Accelerated Assessment of Potential Investment Opportunity
Duration: 3-days (on-site)
Business risks are difficult to find. Entrepreneurial investors and leadership at
private equity firms know that the due diligence process can be time consuming
and extensive. Getting it right the first time is critical. Optimize Operations will execute
a preliminary evaluation of an investment target before extensive due diligence
resources are deployed. Working directly with your equity partners,
we will customize a Quick Read Assessment process that will minimize risks and
enhance key project success drivers.
Typical Project Deliverables
Business assessment that will anchor investment or acquisition strategy by addressing:
Cash Flow…..Liquidity
Opportunities for Improvements….Upsides…LOW HANGING FRUIT
Product Line Rationalization…Differentiation
Expense Control
Industry/Market Specific Metrics
Mexico Feasibility
Understanding the Opportunity
and Weighing the Risks
Feasibility Study: Mexico
Duration: 3 -5 weeks
Near-shoring decisions are becoming more complex. Does near-sourcing to Mexico
make sense for your business? Is a major OEM pressuring you? Is this move tactical
or strategic?
A complete analysis of the total costs and potential risks involved in outsourcing
a production line will enable leadership to make informed decisions.
Typical Project Deliverables
Viability study
Short term recommendations outlining potential opportunities and preparation
necessary for launch of a Mexican manufacturing/distribution platform
Raw material supply chain analysis- MISSION CRITICAL
Board-Ready Presentation and Written Report
Personal Sounding Board….Coach
or Mentor for Your High Potential Managers
Business Sounding Board
Duration: six monthly, 4-hour, on-site consultations (renewable)
Optimize Operations will help you explore tough business issues over a six month
period and provide the objective perspective you need before making major moves.
Learn to recognize challenges and identify hidden opportunities that emerge during
times of change including cultural shifts, mergers and acquisitions,
marketplace adjustments, global uncertainty, or entering a new market or industry.
Discuss ideas and identify potential problems regarding human resources,
organizational design, operations, market strategy, and international expansion.
Typical Project Deliverables
Key Initiative Review (ongoing interaction, exchange, and calibration)
Monthly on-site follow up and exchange
Access and Sustained Follow up, Exchange, Feedback
Market and industry research to facilitate growth initiatives (as required)
http://optimizeopps.com/index.html

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OPTIMIZE OPERATIONS copy

  • 2. Areas of Specialization • General Management • Hands-On Operations and Plant Management • Mergers and Acquisitions • Start-Ups • Re-Starts • Supply Chain and Logistics • Technical Management of New Products and Markets • Turn-Around • International Operations Start-Ups • Employee Health and Safety • Mexico Feasibility Assessment
  • 3. Quick Read Read My Plant-NOW! Quick Read: Accelerated Assessment of Existing Operations Duration: 3-5 days (on-site) Targeted toward business owners, CEOs, and COOs, this intensive three-day, on-site assessment of plant operations is accomplished through a series of staff and line interviews, plant tours, hands-on floor presence and observations, and review of reporting systems and information requirements. Optimize Operations will provide actionable recommendations that are process and methods driven, NOT capital intensive or generated through employee reductions. Short-term quantifiable results and achievable results will be identified for Management action. Typical Project Deliverables A plant assessment that will anchor strategy development and: Optimize production/capacity Improve productivity and efficiency Reduce material and operating costs Improve safety performance
  • 4. Quick Read for Private Equity Investors Quick Read: Accelerated Assessment of Potential Investment Opportunity Duration: 3-days (on-site) Business risks are difficult to find. Entrepreneurial investors and leadership at private equity firms know that the due diligence process can be time consuming and extensive. Getting it right the first time is critical. Optimize Operations will execute a preliminary evaluation of an investment target before extensive due diligence resources are deployed. Working directly with your equity partners, we will customize a Quick Read Assessment process that will minimize risks and enhance key project success drivers. Typical Project Deliverables Business assessment that will anchor investment or acquisition strategy by addressing: Cash Flow…..Liquidity Opportunities for Improvements….Upsides…LOW HANGING FRUIT Product Line Rationalization…Differentiation Expense Control Industry/Market Specific Metrics
  • 5. Mexico Feasibility Understanding the Opportunity and Weighing the Risks Feasibility Study: Mexico Duration: 3 -5 weeks Near-shoring decisions are becoming more complex. Does near-sourcing to Mexico make sense for your business? Is a major OEM pressuring you? Is this move tactical or strategic? A complete analysis of the total costs and potential risks involved in outsourcing a production line will enable leadership to make informed decisions. Typical Project Deliverables Viability study Short term recommendations outlining potential opportunities and preparation necessary for launch of a Mexican manufacturing/distribution platform Raw material supply chain analysis- MISSION CRITICAL Board-Ready Presentation and Written Report
  • 6. Personal Sounding Board….Coach or Mentor for Your High Potential Managers Business Sounding Board Duration: six monthly, 4-hour, on-site consultations (renewable) Optimize Operations will help you explore tough business issues over a six month period and provide the objective perspective you need before making major moves. Learn to recognize challenges and identify hidden opportunities that emerge during times of change including cultural shifts, mergers and acquisitions, marketplace adjustments, global uncertainty, or entering a new market or industry. Discuss ideas and identify potential problems regarding human resources, organizational design, operations, market strategy, and international expansion. Typical Project Deliverables Key Initiative Review (ongoing interaction, exchange, and calibration) Monthly on-site follow up and exchange Access and Sustained Follow up, Exchange, Feedback Market and industry research to facilitate growth initiatives (as required)