- OpEx Digital is a Houston-based consultancy that uses lean, six sigma, and agile methodologies to improve operations, strategy, and technology projects for clients in various industries such as oil & gas, logistics, and software. - They offer management consulting services including supply chain optimization, operations improvement, and marketing/sales strategy. They also provide custom software development and help clients transition to agile development practices. - Case studies describe projects involving supply chain analysis, identifying revenue leakage, catalog management, and transitioning project teams from waterfall to scrum development. Engagements can be short process assessments or longer continuous improvement programs.

1. Operational Excellence | Digital Transformation
Jason Assir,
Principal Consultant
E: jassir@opexdigital.us
C: 832.398.9801

2. Who are we?
• We are a boutique strategy, operations and technology
consultancy based in Houston, Texas
• We use lean, six sigma, and agile software development
methodologies to improve topline and bottom line
performance
• We’ve worked on operations, strategy and technology
projects in the following industries:
• Upstream Oil & Gas
• Emergency Response
• Software & Technology
• Warehouse & 3rd Party Logistics
• Import & Export
• Non-profit / Public Sector

3. Our management consulting capabilities
• Operations & Supply Chain
• Lean transitioning & implementation
• Supply chain & warehouse optimization
• Site Analysis
• Work standardization
• Corporate planning & post merger integration
• Value stream analysis & cost reduction
• Operational due diligence
• ERP preparation
• Marketing & Sales Projects:
• Catalog & category management
• Marketing & sales strategy
• Pricing analysis & strategy
• Competitive response
• New product creation

4. Our performance improvement capabilities
• With deep process improvement experience based in Lean, Six
Sigma, and Scrum, OpEx Digital Consulting can help improve
operations by:
• Reducing costs and non-value added steps in your processes
• Increasing throughput enabling more to get done with less
• Increasing the speed of delivering value to customers and
shareholders
• We do this through:
• Short duration “Kaizen” workshops to remove non-value added
work in business processes
• Structured end-to-end assessments and improvement projects
• Client continuous improvement program creation & support

5. Our custom software development capabilities
• We can help assess and correct the problems getting in the way of
your digital transformation by helping to:
1. Align agile team goals to company performance
2. Removing organizational & IT debt impeding velocity
3. Aligning core enterprise processes with agile development team
processes
• We can help design, develop, and deploy a broad spectrum of
custom software solutions
• In the downstream space, we are uniquely positioned to develop
solutions in the following areas:
• Human Capital Management
• Project/Quote management
• Recruiting
• Cost Tracking
• Time Capture
• Purchasing
• Billing, Payroll & Forecasting

6. We ensure project ROI through Scrum
• We use the Agile project management methodology known
as Scrum as the primary means of delivering value to our
clients.
• Why?
1. Client-consultant scrum teams typically out-perform
regular project management teams by 400-800%
2. Clients are involved in the solution delivery process
thereby ensuring that solutions are sustainable beyond
the consulting engagement
3. Clients projects can flex to accommodate shifting client
priorities
4. Clients have full visibility on the impediments getting in
the way of delivering value
• As a result, we deliver project results faster, with greater
transparency, and more reliably than many of our
competitors

7. Case: West Coast Expansion & Site Analysis
Scenario:
A Florida CPG company wanted to understand where to
locate its West Coast-based 3rd Party Warehouses given
customer demand, warehouses locations, and ports of
entry
Our Work:
We analyzed the different supply chain scenarios using
cost inputs like ocean freight; harbor drayage; monthly
storage and activity-based costs; and distances to
customer distribution centers to find the optimal site
locations
Our Solution:
Our analysis showed that lower port costs in Oakland and
warehouse costs in Reno did not defray the costs of long
haul routes up the west coast.
We recommended a customer hub approach to West
Coast expansion by using two 3PLs (one in Seattle the
other in Oakland) to serve two different customer
groupings

8. Case: Revenue leakage on the Texas-Mexico
border
Scenario:
A Texas based import exporter was losing revenue year over
year but did not understand why. They wanted OpEx Digital
Consulting to identify the source for revenue leakage and
suggest ways to turn the business around
Our Work:
We examined 5 years of revenue and customer data to
identify root cause of the revenue leakage. We also examined
sales processes to understand sales interactions and customer
buying habits
Our Solution:
• The team identified that the client was losing revenue from
three primary customers who were making fewer
purchases with lower total basket sizes.
• We also found the client’s sales processes were reactive vs.
proactive (e.g. sales captured orders, but did not use past
purchasing behavior to inform suggestive selling).
• We developed a sales recommendation framework whereby
sales use past purchasing histories to suggest frequently
bought items to increase average customer basket size

9. Case: Salesforce.com Catalog Stabilization Project
Scenario
A Texas industrial service company struggled to get adoption
of a Salesforce.com catalog solution. The client contracted us
to investigate the root cause of the problem.
Our Work:
We interviewed IT, Sales, Procurement and Operations to
understand the current state of the project. Investigation of
catalog item growth, sales processes, and IT system
integration helped us identify immediate and long term
solutions
Our Findings:
Our analysis revealed that the catalog project masked multiple
issues impeding progress:
1. Sales – the client did not have a defined product sales
strategy which led to excessive inventory and an ever-
growing catalog (3,200 SKUs / year)
2. System Silos & data integrity – the SalesForce.comproject
never defined a “System of Record” or enabled
integration to ensure synchronization of systems

10. Case: Transitioning from waterfall to scrum
Scenario
An IT service and software-as-a service (SaaS) company
in the industrial services and the construction industry
wanted to use agile to support their flagship client and
ensure projects were delivered on schedule.
Our Work:
Over a six month engagement, our Scrum Master worked
with the customer software support team, the customer
project manager, and the company founders to transition
the team to using scrum to manage maintenance and
custom solutions
Our Results:
Through our work, the customer support team removed
internal impediments to team performance and improved
development team velocity over 600%.
The team performed so well that they eliminated internal
development bottlenecks allowing them to use excess
capacity to accelerate development efforts on their SaaS
offering

11. Engagements tailored to suit your challenges
• Shorter duration projects could be single process assessments, facilitated front line
employee trainings, team walks, or facilitated kaizens workshops
• Examples of longer duration projects would involve setting up continuous
improvement programs
• Establishment of a steering committee, program charter & goals
• Development of project selection criteria, including voice of the customer (VOC)
input

12. We look forward to working with you!