Your Needs for Better Procedures and Processes
Start by viewing the five profiles listed above and the recommended solutions for each. Look for similarities to your own scenario and opt for the suggested solutions that best address your situation.
You're also invited to tell us exactly what your needs are by contacting us directly via phone, email or fax. We'll listen and help.
Small Business - Planning for growth
“We need quick and inexpensive employee policies.”
John Jakes
Age 31
Owner, JJ Remodeling
Background:
Launched home remodeling firm 2 years ago.
Employees: 11
Revenue: $2.8MM
Scenario: Planning to double size over next 24 months.
Needs:
- Tips on how to develop policy/procedures
- Inexpensive employee policies for regulatory compliance
- Industry-specific procedures for his business
Recommended Solutions:
- E-book bundle (How to Develop Procedures) $89.95
- Employee Handbook Download 59.95
- Industry-Specific Supplement $89.95
- Total Package $239.85
Midsized - Adapting to change
“I'm tasked with recommending ways to improve our day-to-day operations.”
Cynthia Robbins
Age 47
Office Manager, Excel Printing Company
Background:
Manages several functions, including purchasing, payroll, bookkeeping. Reports to VP.
Employees: 84
Revenue: $15.8MM
Scenario: Family-owned firm is transitioning generations and wants to update operations.
Needs:
- Policy & procedure templates for accounting and HR.
- Easy to use, editable format with updates.
- Fast delivery and satisfaction guarantee.
Recommended Solutions:
- E-book bundle (How to develop procedures) $89.95
- CFO Controller Accounting Management Series $1,495.00
- Total Package $1,584.95
Corporate - Improving Results
“My firm hired me to improve company performance using a stronger control structure.”
Ted Powell
Age 55
CFO, Amtech Industries
Background:
Recently appointed firm's first CFO. Eager to make a mark by strengthening internal controls.
Employees: 288
Revenue: $56MM
Scenario: Outside audit report cited accountability lapses in critical areas, undermining integrity of financials and compliance.
Needs:
- Consistent, company-wide procedural manuals.
- Process development instruction for key managers.
- Document control system.
Recommended Solutions:
- CEO Management Series $1,995.00
- Process Development Training (on-site, 2 days) $3,000.00 plus travel
- Total Package $4,995.00 plus travel
Enterprise - Strengthening our organization
“We need a full-service team to deliver solutions that get results.”
Linda Butler
Age 46
Sr. VP Business Development,
California Leather Goods
Background:
Successful local retail chain is launching 400 store nationwide franchise system within year.
Employees: 6000 (proj.)
Revenue: $150MM (proj.)
Scenario: Financing for expansion is contingent on establishing an effective management program.
Needs:
- Outside expertise to analyze business requirements.
- Project management team to guide development.
- Customized training for effectiveness program.
Recommended Solutions:
- Phone Consultation no fee
- Gap Analysis $2,500.00
- Consulting Project hourly fee
Consultant - Advising my client
“I'm serving my client by finding resources to help them achieve their goal of ISO certification.”
Najif Hayat
Age 52
Quality Manager, Chimed Group, LTD
Background:
Technology client company
Employees: 1230 (client)
Revenue: $88MM (client)
Scenario: Client needs to be ISO certified to win major contract and has hired Chimed to manage project and outsource training and other certification requirements.
Needs:
- Quality Management System documents and forms.
- Indoctrination training on ISO 9000.
- ISO Auditor Certification.
Recommended Solutions:
- ISO Quality Manager Series $1,199.00
- 6-User "Intro to ISO" Online Training $720.00
- 2-Day Internal Auditor Training $895.00
- 5-Day Lead Auditor Training $1,595.00
- 2-Day Process Development Training $995.00
- Total Package $5,404.00
