SSG CFE Value Engine Consultant-AI-Powered Business Consultant

Example

Creating and managing a detailed checklist for new client onboarding, including essential tasks like introducing the CRM system, analyzing current and past contracts, and conducting initial meetings with key stakeholders.

Scenario

A new client, XYZ Corp, is being onboarded. The consultant utilizes the onboarding checklist to ensure a smooth integration of XYZ into the SSG ecosystem, facilitating initial meetings and providing an onboarding package.

Example

Conducting a deep dive analysis into a client's digital presence, capabilities statements, and organizational structure to identify strengths, weaknesses, and areas for improvement.

Scenario

For client ABC Technologies, the consultant reviews their digital assets, evaluates their current market positioning, and provides a summary report with recommendations for enhancing their online visibility and effectiveness.

Example

Developing a strategic plan that includes pipeline creation, partnership development, and project management tool setup like Asana.

Scenario

Working with DEF Industries, the consultant identifies potential partnerships and sets up Asana for project tracking, ensuring that DEF's strategic goals are actionable and measurable.

Example

Offering a catalog of support services such as payroll and bookkeeping, alongside compliance checklists tailored for government contracting.

Scenario

GHI Services, a government contractor, receives guidance on setting up compliant payroll systems and undergoes a compliance audit to ensure adherence to government standards.

Example

Assisting companies in preparing for an exit by developing a comprehensive strategy, including valuation tools and a finalization checklist.

Scenario

As JKL Enterprises prepares to sell, the consultant helps in evaluating the company’s value and ensuring all necessary steps, such as contract novation, are completed for a successful sale.