About Me

I partner with clients who desire operational excellence to help them improve the quality and delivery of their services and/or products, retain employees, gain organizational efficiencies, implement change management and adoption and drive profitability.

I am passionate about bringing adaptable order and structure to businesses that, regardless of their maturity, recognize a need to create and/or improve their processes, systems and/or organizational culture,. I work with clients to identify their business challenges, propose solutions, implement the agreed upon solution, establish and track success metrics and utilize the insights to inform continuous improvement.

I consider operational strategy and execution my calling. It is a privilege to work alongside an organization’s leadership to deliver, measure and track success while staying aligned with its larger mission and values.

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My Philosophy

My view is simple: a happy employee = a happy client = revenue/profit

Simply put, if employees feel valued, your clients will benefit from the improved quality of their work and your organization will benefit from improved employee and client retention, revenue, and profit. And in my experience, effectively supporting employees starts with a sound business operations structure including good resource planning, efficient processes and well implemented systems.

Client Profile

My clients typically fall into one of two categories:

Small to mid-size agencies or service companies, either startups in need of operations implementation from the ground up or established and mature companies desiring operational change management
Large-size agencies or service companies needing a specific focus on operations improvement for a division, group and/or key client

My Services

My approach is to keep it simple—basically I identify and prioritize key issues and recommend solutions. Although some resolutions may take longer than others, the goal is to find the low-hanging fruit that will have immediate impact even as you work toward addressing the longer-term items. I'll help you to assess the best approach for your business through a 3-, 6-, or 12-month plan.

I work to improve my client’s bottom line by enhancing the effectiveness of their core functions by helping to establish more streamlined processes, identify key metrics, and offer insights that help optimize outcomes.

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Phase 1: Observe, Listen, Learn

In Phase 1, I identify and prioritize an organization’s issues by observing and studying a wide array of factors, including the work environment and team interactions, the client management, scoping, estimating, and delivery processes, and other systems and tools. I also meet with leadership and other stakeholders to determine their objectives and to obtain their perspectives on what’s working and what isn’t. At the end of this phase, I synthesize my learnings to develop and prioritize an action plan. This deliverable will serve as the blueprint to implement the recommended actions.

Phase 2: Implementation and Measurement

Phase 2 begins when the client and I use the action plan’s prioritized findings and recommendations to determine the appropriate timeframe for implementation (3, 6, or 12 months). I aim to improve my clients’ bottom line by boosting the effectiveness of their core functions, and this is achieved through streamlining processes, increasing employee retention, leveraging data insights to inform improvements, and, where applicable, helping to transform departments (e.g., client services, IT, Dev, QA, HR, or finance).

Success Metrics

My approach to operations change management is different because of it’s simplicity. This typically leads to more adoption of proposed changes.

Contact Me

To schedule a time to discuss your challenges and needs, please email or call me.

nellie@thenewmancatalyst.com
415.233.0335