We help our clients assess and optimize operations SaaS and Business Service companies across the lifecycle

Value Creation Levers

• Cost of Service
  • Customer Lifecycle
    • Onboarding / Provisioning
    • Support and success
    • Billing / Revenue recognition
  • Production (Hosting) operations
• Sales and Marketing
  • Customer retention / Churn analysis Salesforce productivity
  • Demand generation and conversion analysis (CAC, CAC Payback Period)
  • Productivity and metrics
  • Hunting vs Farming
  • Up-sell / Cross-sell
• Research and Development
  • Product Portfolio Assessment
  • Roadmap review, mix and alignment to business growth strategy
  • Technology and architecture, technical debt management
  • Agile Development methodologies
• General and Administration
  • Implement enhanced spending controls, approval processes and ongoing reviews
  • Delayer organization and increase supervisor / management leverage

More than ever before front and back office applications are critical to a portfolio company’s success providing essential data, operation support and insights… Or hindering them.

IT Big Bets – Clients choose A&M to pre-empt issues and deliver complex, high risk, systems initiatives:

• Assessments and roadmaps
• Vendor selections and negotiations
• Project structuring and kick-off
• Carve-outs and integrations
• Process / System optimization
• System consolidations

Implementation Remediation – Client’s call us when IT initiatives are over budget / overdue, under performing or crippling the business:

• Stabilize failing implementations
• Resolve data / reporting issues / discrepancies
• Address inventory inconsistencies
• Demystify development project budget and status
• Sort out integration issues and hang overs
• Separate and remediate process, training, implementation, and functionality issues
• Evaluate and recalculate estimates to complete
• Assess and address likelihood of success

Offering aims to identify and execute automation opportunities across the transaction lifecycle

Pre-Acquisition

• Assess RPA Potential
  • During IT and Operational Due Diligence
  • During Carve-out and Synergy Assessments
  • Specific Automation Assessments, General Performance Improvement Initiatives
  • Application Upgrades or Implementations
• Post-Acquisition
  • RPA Suitability Assessment
    • Light Benchmarking
    • Census Assessment
    • General Diligence Activities
    • Business Process Reviews
    • Applications Health Assessment
    • Full Benchmarking
    • Process Workshops
    • RPA Suitability Modeling
    • Direct Process Observations
    • Reporting Gaps/Timing issues
  • RPA Pilot / POC
    • Process Selection
    • Automation Requirements
    • A&M Bot Cloud Provisioning
    • Architecture and Solution Design
    • Bot Development
    • Testing and QA
    • POC Micro Rollouts
    • Expand or Scale Pilot
  • Implementation Advisory
    • Standup PMO and Governance
    • Tool Confirmation or Selection
    • Expansion to Additional Processes
    • Implementation Plan
    • Automation at Scale
    • Org Redesign
    • Resource Re-assignment / Re-allocation
    • Scale Program
    • Benefits Tracking