Operations Transformation

Aligning Strategic Objectives with Operational Agility and Cost Effectiveness

How do you look at an existing corporate infrastructure and either reimagine it or enable it to adjust to market changes? There’s no easy answer; it’s a process that necessitates the alignment of individual departments along with executive management objectives. Once a clear path is envisioned, the operational modifications and related mindset changes will then start to come into place. COVID pandemics, economic upheavals, and other ongoing business challenges have forced a dramatic rethink of traditional operating norms.


Operations Transformation


Liability Management


Agility Enablement


Technology Integration


Performance Enhancement

Interdepartmental Alignment

Customer Experiences


Mergers and Acquisitions


COVID Disruption


Risk Management

Supply Chain Optimization

Profitability Enhancement

Talent Acquisition

Product Development

Talent Retention

Revenue Visibility

Our Process Outlined

Diagnostic Phase – Establishing the Baseline:
You can’t solve what you don’t know. Data gathering, fact patterns, historical references, existing service providers, financial models, strategic plans, and personnel interviews are the basic elements to begin our due diligence into the existing operation to uncover any problems/concerns that may exist.

Assessment Phase:
From the Diagnostic Phase, we then take the results and distill them to paint the existing picture of the operating organization; how it operates, how it integrates into the overall organization, and detail any relevant issues that have been unearthed.

We then match the strategic goals and objectives of the company with any gaps in the current operating model. The gaps will show areas for improvement, needs for outsourcing/in-sourcing, cost/liability concerns, and where there are strengths in performance. By matching those variables with overarching corporate concerns (COVID impacts, WFH, desires for footprint reductions) and related metrics, we can then start to build a strategic plan.

Strategy Formulation Phase:
All of the following variables encompass the development of an overall strategic transformation. By understanding and evaluating the pressures and related impacts each has upon the overall platform will allow our team to better assess the importance, approach, and level of transformation required.

  • Outsource vs In-Source
  • Which Disciplines & Functions are Impacted and Why?
  • Systems and Technology
  • Data / Property Administration
  • Benchmarking
  • Asset Valuations – Sell, Hold, Develop
  • Headcounts & Footprint Management
  • Culture – Continuity, Innovation,
  • Collaboration, Retention, Hiring
  • Financial Modelling
  • Operational SWOT

Implementation Phase:
P&M Advisors guides our clients through each phase of the process and, most importantly, through the implementation. Our consultative and fiduciary-driven approach ensures the best options and results for the client are of primary concern in whatever direction they should desire to take. Our end goal is to match the best solution to each problem given all the variables, pressures and nuances presented.