Technology CEO Developed a Winning Transformation Strategy

Incoming managed services technology CEO lifted the organization to new heights with a winning business transformation strategy

Driver

New CEO of a growing managed services firm needed advisory support and thought partnership in creating overall business strategy and roadmap to optimize people, process, and technology aspects of organization

Outcome

The managed services CEO had the information he needed to drive lasting change through the organization and customer base

  • Developed actionable transformation roadmap

  • Helped the CEO gain the trust of his customers and employees and get the right people in the right roles for the future

  • Initiated Agile transformation within PMO function

Approach

The FlexPoint Consulting team:

  • Conducted rapid assessment of organization’s people, process, and technology; collaborated with CEO to create compelling transformation vision and actionable roadmap

  • Stepped into Fractional Chief of Staff role to assist CEO in leading first phase of business transformation

  • Facilitated strategic planning workshops, led Board strategy discussions, and collaborated with functional leaders to ensure strategic priorities were executed on time and in the right way

  • Assisted CEO on strategic projects such as customer success, merger/acquisition evaluations, talent evaluations and hiring, and technology delivery approach

Services Highlighted

“In my current role as CEO at SunStream and in my previous role as CIO at Northmarq, I have worked closely with the FlexPoint team on several digital business strategy & business transformation initiatives.

FlexPoint is a true business partner. They have helped me create a strategic vision, map out business processes, identify technical requirements, and develop change management strategies to lift my organizations to new heights. Their guidance has been invaluable to me.”

— Dan Ritch, CEO at SunStream Business Services

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