Overview of Balanced Growth
    Consulting Services




 Strategic and Operational Innovation
                    January,...
valuecreation
The BG360⁰ Method = Value Creation
     BG360

                                                  Customer
                ...
BG Value Proposition

The Innovation and Operations Experts
Innovation is a mindset that is never satisfied with the statu...
consultingservices
Balanced Growth Consulting Services




            Innovation                                         Operations




    ...
Balanced Growth Consulting Services

                                                Innovation
 Customer & Market Insight...
Innovation Services



         Customer &                        • Discover objective insights about your
               ...
Operations Services


      Operational Model                  • Develop operational strategies to deliver
               ...
Performance Services


         Organizational                    • Design an effective organizational model
           De...
Transformation Services


                                           • Conduct expert-guided sessions to
            Execu...
“Balanced Growth has a unique ability to see both the strategic
and operational sides of issues and also is quite adept at...
Case Study
The American Academy of Pediatrics (AAP) is the leading organization of pediatric caregivers in the United Stat...
Case Study
HealthyChildren.org is the premier destination for child health information for parents and caregivers on the W...
Case Study
Security Benefit Corporation (SB) is a Financial Services holding company consisting of multiple business units...
Case Study
se2 is a Third Party Administrator for the Life Insurance and Annuity sector that has grown to over $40M in ann...
Industry Focus

           Healthcare


           Healthcare Associations


           Insurance


           Financial S...
“Jason Bordui is an outstanding business advisor who adds
value in e e y interaction. He works e ect e y with peop e o a
 ...
Jason M. Bordui

Proven Leadership
                p
Founder and President, Balanced Growth Enterprises, LLC. Previously, ...
elevateyourbusiness
Contact Us

 Balanced Growth Enterprises, LLC
                      p     ,
 One Magnificent Mile
 980 North Michigan Aven...
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Balanced Growth Consulting Overview2010

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Balanced Growth Consulting Overview -- Innovation. Operations. Transformation. Elevate Your Business.

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Balanced Growth Consulting Overview2010

  1. 1. Overview of Balanced Growth Consulting Services Strategic and Operational Innovation January, 2010 By Jason M. Bordui One Magnificent Mile 980 North Michigan Avenue Suite 1400 Chicago, IL 60611
  2. 2. valuecreation
  3. 3. The BG360⁰ Method = Value Creation BG360 Customer Value Organization Revenue Performance Generation BG360⁰ Value Creation Productivity Costs Improvement Savings 980 North Michigan Avenue Suite 1400 Chicago, IL 60611 312-988-4885 877-252-6589 www.balancedgrowth.com
  4. 4. BG Value Proposition The Innovation and Operations Experts Innovation is a mindset that is never satisfied with the status quo. The passion to envision a brighter future and to make it a reality is our expertise and the unifying element of our company. Integrated Business Solutions Balanced Growth (BG) is known for solving complex business problems and developing comprehensive models, strategies, and plans that establish a clear direction for the future. Winning Track Record of Success For 20 years, the principals of BG have delivered hundreds of successful projects This track years projects. record of success translates into a tailored engagement that will deliver the results you expect. Active Collaboration & Authentic Business Relationships Balanced Growth is set apart for its ability to work alongside our clients in a collaborative fashion p y g to build the best solutions with the highest probability of internal acceptance and success. Exceptional Value for the Fees BG delivers exceptional value for the investment. Our BG360⁰ Method focuses on creating value and delivering a balanced set of business results that make a meaningful and sustainable impact. 980 North Michigan Avenue Suite 1400 Chicago, IL 60611 312-988-4885 877-252-6589 www.balancedgrowth.com
  5. 5. consultingservices
  6. 6. Balanced Growth Consulting Services Innovation Operations Performance Transformation 980 North Michigan Avenue Suite 1400 Chicago, IL 60611 312-988-4885 877-252-6589 www.balancedgrowth.com
  7. 7. Balanced Growth Consulting Services Innovation Customer & Market Insights Business Opportunity Assessment New Venture Business Plan Operations Sales & Service Business Analysis & Operational Strategy Business Process Design Excellence Answers Performance Organizational Design & Business Management Processes Professional Training Series Optimization Transformation Executive Facilitation Transformation Leadership Project Management 980 North Michigan Avenue Suite 1400 Chicago, IL 60611 312-988-4885 877-252-6589 www.balancedgrowth.com
  8. 8. Innovation Services Customer & • Discover objective insights about your customers and target markets as the Market Insights basis for innovation and improvement. Business • Design and evaluate new, business- Opportunity building product and service concepts Assessment following a proven stage gate process. New Venture • Develop comprehensive business plans for new concepts focused on articulating Business Plan viable business and economic models. 980 North Michigan Avenue Suite 1400 Chicago, IL 60611 312-988-4885 877-252-6589 www.balancedgrowth.com
  9. 9. Operations Services Operational Model • Develop operational strategies to deliver value; minimize cost; and maximize agility, & Strategy productivity, and scalability. Sales & Service • Optimize customer-facing functions to increase revenue, improve retention, and Excellence enhance the customer experience. Business Analysis • Analyze and solve specific strategic or tactical problems following a rigorous & Answers business analysis process. Business Process • Design sustainable processes to enhance speed, lower cost, maximize Design efficiency, and ensure quality. 980 North Michigan Avenue Suite 1400 Chicago, IL 60611 312-988-4885 877-252-6589 www.balancedgrowth.com
  10. 10. Performance Services Organizational • Design an effective organizational model Design & to ensure alignment to and accountability Optimization for critical business objectives. Business • Define a business intelligence plan for Management g measuring and managing organizational g g g g Processes performance. Professional • Elevate the skills of your high potential performers and leaders through Training Series interactive professional training. 980 North Michigan Avenue Suite 1400 Chicago, IL 60611 312-988-4885 877-252-6589 www.balancedgrowth.com
  11. 11. Transformation Services • Conduct expert-guided sessions to Executive generate ideas to energize your Facilitation company and improve the bottom line. Transformation • Initiate and lead an integrated program of meaningful and sustainable changes g g Leadership to elevate your business. Project • Follow rigorous, yet flexible project management disciplines to drive one or Management many projects to successful completion. 980 North Michigan Avenue Suite 1400 Chicago, IL 60611 312-988-4885 877-252-6589 www.balancedgrowth.com
  12. 12. “Balanced Growth has a unique ability to see both the strategic and operational sides of issues and also is quite adept at issues, dealing with technology-related projects. I strongly recommend them to any organization looking for an outstanding consultant.” Art Middlebrooks – Executive Director ourexperience Kilts Center for Marketing – The University of Chicago Graduate School of Business
  13. 13. Case Study The American Academy of Pediatrics (AAP) is the leading organization of pediatric caregivers in the United States with over 60,000 members. Objective The AAP was interested in identifying creating value for members, parents, and patients and identifying new sources of revenue. Results Conducted market research to evaluate the possibilities for a digital platform for delivering child h lth i f hild health information. C ti Completed an O l t d Opportunity A t it Assessment t d t t to determine th size of th i the i f the market, to estimate the economic potential for a potential venture, and to evaluate various business models. Developed the Business Plan for a new online venture to generate millions in sustainable revenue. The Business Plan was approved by the AAP Board of Directors and launched to a US and international audience in December 2009. In addition, the AAP has retained Balanced Growth to develop a Business Plan for its most p important revenue initiative to deliver value added services to 20,000 pediatric practices nationwide. 980 North Michigan Avenue Suite 1400 Chicago, IL 60611 312-988-4885 877-252-6589 www.balancedgrowth.com
  14. 14. Case Study HealthyChildren.org is the premier destination for child health information for parents and caregivers on the Web and is the only site backed by the full force of the American Academy of Pediatrics. Objective The AAP is the gold standard for child health content and is a major book publisher with over 8 million copies in print. The AAP hired Balanced Growth to manage the strategy and execution of its new online business venture to reach 30 million families. Results Managed all aspects of the new business venture i l di putting an i t M d ll t f th b i t including tti internal and external l d t l team in place; implementing the revenue strategy; selecting the technology vendor; working with the vendor and team to design, develop, and test the site; and developing the branding, marketing and launch strategies. Successfully launched HealthyChildren.org in less than one year to a US and international audience in December 2009. In addition to being the p g premier destination for child health information on the Web; the site generated revenue prior to launch and is ahead of revenue projections. Additionally, the digital platform will enable new innovations such as mobile applications and multimedia. 980 North Michigan Avenue Suite 1400 Chicago, IL 60611 312-988-4885 877-252-6589 www.balancedgrowth.com
  15. 15. Case Study Security Benefit Corporation (SB) is a Financial Services holding company consisting of multiple business units including Rydex Investments, Security Global Investments, and se2. Objective In response to the financial crisis of 2007-09 SB needed to improve its ability to harvest critical 2007-09, business intelligence across its multiple business units. Results Developed an enterprise-wide Transformational Business Intelligence Strategy focused on enterprise wide delivering information and insights to shape the company’s business direction. Introduced a comprehensive solution framework to address the needs of SB’s Asset Management, Retirement, and Third Party Administrator (TPA) businesses. Focused the organization on addressing information, process, structure, and technology issues for six key management disciplines including: Product Portfolio Management, Business Development, Asset Management, Operations, Financial, and Risk Management. 980 North Michigan Avenue Suite 1400 Chicago, IL 60611 312-988-4885 877-252-6589 www.balancedgrowth.com
  16. 16. Case Study se2 is a Third Party Administrator for the Life Insurance and Annuity sector that has grown to over $40M in annual revenue since its inception in 2004. Objective se2 wanted to improve its ability to articulate, manage, and price its complex portfolio of technical service offerings for the Life Insurance and Annuity industry. Results Evaluated a portfolio of dozens of services that consisted of hundreds of functions by conducting over 50 interviews with subject matter experts from across the company. Repositioned the service portfolio focusing on 10 major service offerings to bring increasing levels of clarity and value to the marketplace. Documented the strategic, operational, and technology details of the major service offerings strategic operational to improve the ability to scope and manage projects. Compiled a complete inventory of services to establish a consistent baseline for pricing and to ensure greater p g profitability in one-time conversions and ongoing outsourcing services. y g g g 980 North Michigan Avenue Suite 1400 Chicago, IL 60611 312-988-4885 877-252-6589 www.balancedgrowth.com
  17. 17. Industry Focus Healthcare Healthcare Associations Insurance Financial Services Professional Services 980 North Michigan Avenue Suite 1400 Chicago, IL 60611 312-988-4885 877-252-6589 www.balancedgrowth.com
  18. 18. “Jason Bordui is an outstanding business advisor who adds value in e e y interaction. He works e ect e y with peop e o a a ue every te act o e o s effectively t people of all levels and disciplines. I've been particularly amazed at how well he dissects complex issues, engaging people in problem solving process and motivating them into action.” Roland Jacobs biography President & CEO AspireUp
  19. 19. Jason M. Bordui Proven Leadership p Founder and President, Balanced Growth Enterprises, LLC. Previously, Managing Director, Keane Worldzen and Senior Vice President, Keane Consulting Group. Twenty years in Management Consulting with expertise in Strategic Innovation, New Venture Planning, Operations & T h l Pl i O ti Technology St t Strategy, B i Business P Process D i , O Design Organizational i ti l Development, and Transformation Leadership. Differentiated consulting services with a balanced focused on customer value, revenue growth, p productivity improvement, cost savings, and workplace transformation. y p g p Industry-leading and award-winning service for dozens of clients in numerous sectors including Healthcare, Insurance, Financial Services, Professional Services, Information Technology, and Associations. Healthcare clients have included: American Academy of Pediatrics, American Dental Association, Amerigrioup, National Institutes of Health . Other clients include: Allianz Life, Aon, Baker Hughes, Chubb, CNA, Prudential, se2, Security Benefit, State Street, and many more. Graduate with Distinction of the Indiana University Business Honors Program with degrees in Marketing & Finance; International Studies at University of Cambridge (England). 980 North Michigan Avenue Suite 1400 Chicago, IL 60611 312-988-4885 877-252-6589 www.balancedgrowth.com
  20. 20. elevateyourbusiness
  21. 21. Contact Us Balanced Growth Enterprises, LLC p , One Magnificent Mile 980 North Michigan Avenue Suite 1400 Chicago, IL 60611 Jason Bordui Mobile: 312-545-5365 312 545 5365 Office Phone: 312-988-4885 Fax: 312-214-3510 Toll Free: 877 252 6589 877-252-6589 www.balancedgrowth.com 980 North Michigan Avenue Suite 1400 Chicago, IL 60611 312-988-4885 877-252-6589 www.balancedgrowth.com

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