Management Consulting Firm

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Are You Ready to Revolutionize Your Business?

Before we jump on the road to 15X, let’s take a quick analysis of your current business condition. You may have been in business a long time or are relatively new. Do you have any of the following symptoms?

If you identified one or more of these in your self-diagnosis, then you may qualify for the “Roadmap to 15X”.

Roadmap To 15x

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Holistic Business Organization

View 365 is pleased to introduce you to the holistic business organization hub called Wispa. It is the key element in your “Roadmap to 15X”. At View 365, a division of Lake Hart Associates, we faced all the same issues above. There had to be a better way to run a professional services business. We presented our dilemma and out of the box solution to a top-notch software developer and the results were just amazing. Gone are the traditional methods replaced by a cloud based interactive system that keeps the client fully engaged while simultaneously having 100% visibility and control of the project from the head office.

Why The Focus On Client Engagement? It Is About Creating A Lasting Partnership!

At View 365, we understand the critical distinction between client commitment and client engagement. It is essential to recognize that commitment alone may fade over time, resulting in a diminished need for our services. However, true engagement is what forges a lasting partnership, where clients, executives, departmental heads, and staff actively immerse themselves in our tools and solutions. They not only embrace our offerings but also generate genuine excitement about the anticipated outcomes.

When clients are fully engaged, the impact of our solutions becomes permanent rather than a temporary fix. By ingraining our system into their daily operations, they witness tangible benefits that reinforce the value of our collaboration. As a result, we become an integral extension of their team, continually sought after, and relied upon.At View 365, we have consistently demonstrated our ability to deliver on these principles. Time and time again, we have proven our unwavering commitment to achieving remarkable results with absolute certainty. Our track record speaks for itself, as we have cultivated enduring partnerships through the power of client engagement.

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At View 365, we have consistently demonstrated our ability to deliver on these principles. Time and time again, we have proven our unwavering commitment to achieving remarkable results with absolute certainty. Our track record speaks for itself, as we have cultivated enduring partnerships through the power of client engagement.

Guarantees Success

To fully understand the power of the “Roadmap to 15X” let’s take a look at a hypothetical client from a management consulting firm’s process from start to finish. While not indicative of all consulting firms, you may recognize some of the issues that are presented. It is a bit long but bear with us to see the value of the “Roadmap to 15X”.

Guarantees Success

What is the “Roadmap to 15X”? Based on our experience at View 365 we found a path that literally guarantees success while simultaneously giving you the ability to scale your practice. It does not matter if you are large or small, the system works the same. The bigger the firm the bigger the 15X. The potential is mind boggling. To fully understand the power of the “Roadmap to 15X” let’s take a look at a hypothetical client from a management consulting firm’s process from start to finish. While not indicative of all consulting firms, you may recognize some of the issues that are presented. It is a bit long but bear with us to see the value of the “Roadmap to 15X”.

Step 1

Find a potential client. Utilizing a CRM for tracking, the firm finds a potential client through telemarketing, email marketing, direct rep visit, social media, or referral.

Step 2

Assess potential client’s problems. Although some firms do this remotely, most likely the firm sends their staff to the potential client’s business location to get a firsthand look at the issues, interview the client and their employees face-to-face, review their financial condition, and work with the home office to determine the next steps.

Step 3

Prepare a project proposal. Good news, the firm can help this potential client and save them $300-400K per year in bottom line profit. They have a major problem with bidding, estimating, and controlling project costs. The firm has a solution but there is an underlying problem, their organization is a mess. Unless that is corrected, it will be difficult to achieve the results.

Step 1

We have found a good project

We have found a good project. The firm’s marketing and client acquisition arm has found a potential client with problems we can solve. There are good problem costs, and we can save him substantial money.

There are 4 key areas that need addressing:

The client is quoted a project cost plus travel expense and the time to complete. There will be 1 consultant on site to perform the work, train the owner and his staff, and monitor the project success. The client is excited but wants the results sooner. The firm proposes 2 consultants instead. The client agrees, signs the contract and is excited to get his problems resolved.

Project Sold; Let’s Get It Staffed!

Step 2

The project gets started. The 2 consultants arrive. They have a startup meeting with the client and key management. One consultant tackles the organization issues while the other works on the financials to have reliable numbers for the estimating and job costing. There is interaction as needed with the client to show progress or get decisions made. The consultants generate a constant stream of documents, procedures, how to conduct meetings, delegation of authority, flow charts, and have short periodic meetings with the client. The owner sees the consultants are really busy. At the first milestone we have a review meeting with the client and give him his first invoice. The owner seems calm, asks a few questions, gets us our check and we are on to next milestone.

WARNING SIGN #1 – THE CLIENT IS REALLY BUSY, NODS HIS HEAD YES TO EVERYTHING, AND IS DIFFICULT TO SPEND QUALITY TIME WITH. IT SEEMS WE ARE IN DIFFERENT SILOS.

WHAT IS MISSING?

Step 3

With the basics covered, organization training begins while the focus shifts to bidding and estimating. One consultant is still focused with the owner and management on organization change and training. The other consultant is taking a deep dive into estimating and bidding. The owner and staff give “lip service” to the changes but are just not enthusiastic about all the changes. Milestone 2 is reached, another report, another review meeting, another invoice. The owner gets the check prepared and gives it to the consultants.

WARNING SIGN #2 – THE OWNER STATES “I THOUGHT WE WOULD BE SEEING MORE CONCRETE RESULTS AT THIS POINT.” CONSULTANTS STATE “WE ARE DONE WITH THE FUNDAMENTALS, YOU WILL SEE SOME PRETTY DRAMATIC RESULTS IN THE JOB COSTING ARENA”. “OK, I CAN’T WAIT”.

HAVE YOU FIGURED OUT WHAT IS MISSING?

This Looks Like A Great Project To Help The Client!

Step 4

Present project proposal to the client
The firm shows the client the problems and what it is costing them in lost profit. There are 4 areas that need addressing and the weeks to complete:
The cost will be $125,000 plus travel and will take approximately 8 weeks to complete. There will be 1 consultant on site to perform the work, train the owner and his staff, and monitor the project success. The client is excited but wants the results sooner. The firm proposes 2 consultants instead. The client agrees, signs the contract and is excited to get his problems resolved.

Step 5

The project gets started
The 2 consultants arrive and possibly a project manager (some do this remotely or one of the consultants does dual duty). They have a start up meeting with the client and key management. One consultant tackles the organization issues while the other works on the financials to have reliable numbers for the estimating and job costing. There is interaction as needed with the client to show progress or get decisions made.

Step 4

Our focus is on showing results. That last milestone meeting was a warning sign, so we need to up our game and focus on showing the client results more often. The time goes by quickly as the client and staff are heavily involved in the main reason for the project. Everything seems to be better now.
MAYBE THOSE SILOS ARE DISAPPEARING! The time goes by quickly as we finish up the current project work. We are happy that we were able to identify and show how, with the new training, the client will get the savings that were promised. During the process we found some other areas that should be addressed for additional savings and ease of operation. The final milestone 3 ends and we have our wrap up meeting. The results are presented, we give him a recommendation to fix some other areas, and an invoice is presented.

WARNING SIGN #3 – THE CLIENT GETS OUR CHECK AND SAYS, “HE WILL THINK ABOUT THE ADDITIONAL WORK”. WE BOTH WISH EACH OTHER WELL AND DEPART. GOOD NEWS, WE GOT PAID. BAD NEWS, TRIED TO FOLLOW UP BUT NO LUCK. ANOTHER ONE-OFF PROJECT

DID YOU FIGURE OUT WHAT WAS MISSING?

Step 7

With the basics covered, organization training begins while the focus shifts to bidding and estimating. One consultant is still focused for the week with the owner and management on organization change and training. The other consultant is taking a deep dive into estimating and bidding. The owner and staff give “lip service” to the changes but are just not enthusiastic about all the changes. End of the week, another report, another invoice. The owner gets the check prepared and gives it to the consultants.

The Life Of A Consultant Has Changed!

Before we answer the “What was missing?”, let’s take a quick look at how the life of a consultant has changed. Before major advances in technology and the extreme conditions related to Covid-19, a consultant’s life was on the road with very little down time. If you loved to travel and not in a relationship, it was an interesting life. For those in a relationship it could be a challenge, but the compensation was good, so you endured. Technology, Covid-19, economic business pressures changed the consulting landscape. More remote work was performed, reducing travel expenses, clients demanded reduced pricing, or put more pressure on getting more done in a shorter time frame. But guess what did not change? The same issues that were detailed in our hypothetical project.

THE ANSWER TO THE QUESTION IS ENGAGEMENT. THE CLIENT WAS JUST ALONG FOR THE RIDE BUT NOT TRULY ENGAGED. WITH PROPER ENGAGEMENT THE PROJECT WOULD HAVE BEEN EXTENDED

Warning Sign #2

The Owner States “I Thought We Would Be Seeing More Concrete Results At This Point.” Consultants State “We Are Done With The Fundamentals, Next Week You Will See Some Pretty Dramatic Results In The Job Costing Arena”. “Ok, Then See You Next Week”.

Step 8

Our focus is on showing results. The consultants have discussed the situation with the head office and/or project manager. They’re told to focus on showing the client results. Just two weeks left, and the project is complete. The week goes by quickly as the client and staff are heavily involved in the main reason for the project. Everything seems to be better now. At the end of week 3 you give him the report, show him the cost saving found, and give him your invoice. He seems to be happier and gives you your check. See you next week. OK, we are going to finish this project!

Step 9

Continue showing results and the pursuit of more work. The week goes by quickly as we need to wrap up the current proposed work. We are happy that we were able to identify and show how, with the new training, the client will get the savings that were promised. During the process we found some other areas that should be addressed for additional savings and ease of operation. The week ends and we have our wrap up meeting. The final results are presented, we give him a recommendation to fix some other areas, an invoice is presented, and the client gets a letter to sign of his satisfaction with the work.

Warning Sign #3

The Client Gets Our Check, Signs The Letter, And Says “He Will Think About The Additional Work”. We Both Wish Each Other Well And Depart.

Maybe Those Silos Did Not Disappear. Good News, We Got Paid. Bad News, Tried To Follow Up But No Luck. Another One-off Project.

This Would Not Have Happened If The Consulting Firm Was On The Roadmap To 15x!

We remember the great victories, but file away those one-off or even worse, projects that did not finish. Maybe your superstars are skilled enough to overcome this problem but what about the rank-and-file consultants? What happened to this client? The client was not engaged and did not buy into the organization process as presented. He was operating in one silo and the consultants were in another silo. The organization portion was boring, and he really only got excited when the project shifted to the “meat and potatoes” of estimating and job costing. When presented with more potential work he could not get the organization experience out of his mind. End of project!
THE ROADMAP TO 15X MAKES EVERYONE A SUPERSTAR!

This Would Not Have Happened

If The Consulting Firm Was On The Roadmap To 15x!
This was a hypothetical project but maybe you have faced this one time or another in your consulting life. We remember the great victories, but file away those one-off or even worse, projects that did not finish. Maybe your superstars are skilled enough to overcome this problem but what about the rank-and-file consultants? What happened to this client? The client was not engaged and did not buy into the organization process as presented. He was operating in one silo and the consultants were in another silo. The organization portion was boring, and he really only got excited when the project shifted to the “meat and potatoes” of estimating and job costing. When presented with more potential work he could not get the organization experience out of his mind. End of project!

The Roadmap To 15x Makes Everyone A Superstar!

View 365, utilizing the Wispa holistic business organization hub, has a 3-step process to revolutionize your firm and deliver results to your clients that will keep them for life. It is all about meaningful engagement from inside your firm, with the client in the project, and his business going forward.
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Dirty Little Secret.

Not Only Does Wispa Make Money For You But The Client Gets A Similar Return. It Is A Win-Win

I am going to keep this at a high level and not get too deep into all the feature details.  But if you are one of those detail persons then click this link and you will be returned here when finished.

Road Map 1

View 365 will install Wispa in your firm. It is cloud based, requires no IT expertise, and runs on any platform (Windows, Apple, IOS, Android). It is customized to your firm’s specific needs, supported remotely, and has industrial grade encryption. Training time is minimal for consultants as you already understand all the principles of organization; you just need to know how to navigate in Wispa. It will immediately transform the way you operate your firm internally, give you complete control over projects in real time and a new way to communicate with clients during the project and more importantly afterwards.

Wispa Is Not A CRM. It Is A WRM (Work Relationship Manger). Think Of A Crm As Finding Your Perfect Partner. The Wrm Is How You Keep That Partner For The Rest Of Your Life.

Wispa Pays For Itself

Wispa pays for itself many times over just using it inside any business that fully utilizes its features. Many of the common features are:

Work Relationship Manager (WRM)

It is the Work Relationship Manager (WRM) feature that makes Wispa standout for project management and retaining clients. It is unique in the market and will give you an advantage in delivering results to clients. Some of the features are:

A portal (with industrial grade security) that gives the client access to your firm and the staff assigned to the project.

Access to the client’s documents, spreadsheets, and other project documentation.

Consultants can upload project documents to the portal.

Clients can e-sign contracts and weekly reports eliminating mail or overnight services.

Client can communicate with the company publicly to his assigned team or privately to one individual for sensitive matters.

Allows the firm to have a constant progress report on the project eliminating surprises.

The portal is your way to keep the client engaged once the project is complete for future work opportunities.

Savings Tip: Utilize Wispa’s Remote Meeting Function To Keep The Project Manager In House And Available To Work On More Projects Without The Travel Costs. Bonus: With 5 Or More Simultaneous Clients, Your Wispa Is Free!

Roadmap Step #2

While the savings in efficiency in the Roadmap Step #1 can completely justify using Wispa in your firm, the real 15X is using Wispa in your projects in place of the traditional organization model. You still need to customize it to their business structureand train the client but the advantages for your project are enormous. Consider the following:

Not Finished Yet. There Is One More Step

Roadmap Step #3

While Step #1 and Step #2 will generate 15X, you can exceed this by leveraging the power of View 365 and Wispa in areas that you have avoided in the past due to not having access to the resources or the fear of losing your client to someone else.  Step #3 will give you access to new resources that you totally control. Once you are certified to install Wispa, you will join View 365’s list of certified installers for your consulting expertise.  You will also have access to other trades without the worry of losing business because you are in control.  For example, the community will have:

If you pick one of these, you get a residual or referral fee for the work they perform (based on the legal requirements for the state you are working with). You have the assurance that if you forward them work, they will not “steal” your client for the work you perform. Another benefit is that if any of their clients need consulting work you will be in the directory and will have an opportunity to pitch them.

Are You Ready For The Roadmap To 15x? Talk To An Advisor Today!

Get in Touch

Before we jump on the road to 15X, let’s take a quick analysis of your current condition. You may have been in business a long time or are relatively new. Call us now.