Services

Strategy and Transformation

We can help you structure a long-term roadmap for sustainable profitability and growth.
Strategy and Transformation
Client-Focused

Grounded in Strategic Experience and Research

Our team has the know-how to quickly assess your current state and the expertise to help you achieve your strategic business goals. We adjust our perspective based on the roles, industry and expertise of your team and customers. Using proven methodology, we enable you with insightful and actionable roadmaps for your business.
What We Do
Our Proven Methodology Provides You With Actionable Recommendations
Our strategy and transformation consulting is grounded in years of hands-on experience and enabled by our leading CFO Evolution® research. We transform the way you do business to drive innovation, increase productivity, reduce costs and improve controls.
Strategy Listen
Listen
Conduct group sessions and individual stakeholder discussions
Strategy Assess
Assess
Identify the core challenges and opportunities with your people, processes and technology
Strategy Analyze
Analyze
Benchmark your organization against the industry and common business practices
Strategize
Strategize
Enable you to build a competitive advantage and execute a strategic roadmap
Strategy Report
Report
Offer new processes, systems and process flows
Strategy Recommend
Recommend
Define the optimal future state of your business

Our Approach

Scaled to Meet Your Needs

As your strategic partner and advisor, we can build a practical plan that considers your budget, resources and objectives.

Flexible Methodology

We excel at crafting strategies that rapidly identify your goals, problem areas and opportunities. We then develop possible solutions and requirements that include fit-to-purpose Design Thinking exercises. This culminates in the design and implementation of a personalized framework that can scale with your organization for years to come.

Attaining Your New Future State

Our deep expertise in business transformation provides you with the resources you need to reduce complexity in your processes, increase transparency with your people and data, and improve your sales execution.

Services

Transform Your Business

Strategy & Advisory

We work with your decision-making team to improve your finance, operations and marketing strategies to revamp your roadmap.

  • Corporate Strategy – Approach your organizational structure and goals from the top down
  • Strategic Advisory (C-Suite) – Assess what technologies can streamline your processes
  • Benchmarking – Support and evaluate your approach against competitor baselines in your industry and service lines

Business Transformation

Inefficient business processes slow down productivity. We can assess what resources you possess to address these issues in-house, through a third-party specialist or via automation.

  • Operations Improvement – Identify potential areas for improvement to achieve scalability, growth and sustainable profitability at all levels
  • Organization Change Management – Create a framework or strategy for addressing change from your current state to a future state
  • Automation – Evaluate job functions that can be streamlined through tools like robotic process automation (RPA)

Technology & Data Leadership

For your organization to surpass your competitors, simply expanding the amount of data you’re tracking is no longer enough. You need to make your data a strategic asset by creating metrics that lead to tangible results. Our team can assess your entire technology stack, advise you on areas of redundancy and recommend tools that can improve your data analysis capabilities.

  • Technology Strategy & Assessments – Uses a technology-agnostic approach to assess your business systems and build a plan according to your strategic vision
  • Application Rationalization – Eliminates unnecessary solutions and improves existing ones to get the same functionality more efficiently
  • Data Analytics Strategy & Assessments – Provides education on how to look at your data the right way and recommends tools that fit your specific needs
Are you making the most of your business investments?
Business Assessments
Are you making the most of your business investments?
Get a holistic review of your current business ecosystem and needs.
Success Stories
Case Studies
Case Study
Life sciences company needed to focus on improving its business processes for greater efficiency to meet growing demand.

July 31, 2019
Case Studies
Case Study
Nonprofit Marin Humane Society turned to Armanino's Strategy and Transformation team to help them improve efficiencies ...
Case Studies
Case Study
Growing BLKBX Creative Group turned to Armanino to develop "bulletproof" long-term financial planning strategies to ena...
Experts
Ted Flom - Consulting | Armanino
Partner
Ted has over 30 years of financial statement audit, internal audit and consulting experience.

St. Louis, MO
Jeremy Sucharski - Partner, Consulting - San Ramon CA | Armanino
Partner
Jeremy is a partner in Armanino’s Strategy and Transformation consulting practice.

San Ramon, CA
Judy Clarke - Director, Consulting - San Francisco CA | Armanino
Director
Judy has over 20 years of consulting experience including ERP and CRM implementations.

San Ramon, CA
Resources
News, Tips & Insights
3 Reasons Why Your Nonprofit Needs to Implement an ESG Strategy
Article
An effective ESG strategy can help your nonprofit prioritize ethical business practices and attract top-tier talent.

November 19, 2021
CPM Software Provider Aims at International Scalability With Modernized Back Office
Case Study
A company implements a highly automated control infrastructure for better day-to-day business efficiency.

November 13, 2021
Homegauge Case Study
Case Study
Eliminating manual tasks and automating a portion of the revenue cycle enables a business transformation.

November 10, 2021
Need to Talk?

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