LATEST PROJECTS

Services Provided

Documentation

Streamlining

Training Manual Optimization

Extropy Advisors

  • Size: Small Business

  • Industry: Management Consulting

  • Website: extropyadv.com

 

Project Background

Extropy Advisors works with Finance departments to help transform their “purchase to pay” processes. The team brought me on to help standardize their client facing documentation and to establish internal processes around their engagements.

With the help of existing documentation and joining client calls, I designed a set of templates that clearly communicated project updates, issues, and key milestones. Templates include, the project plan, project kickoff, project status report, meeting agenda, and meeting minutes.

To help with on-boarding and training new employees, I created a training manual in the digital project management tool, Asana. The manual helps to contextualize how the various documents are used in an engagement and the roles and responsibilities for each team member. 

As the team continues to expand, the standardized templates and training manual will aid in faster and more efficient on-boarding of new employees.

 

 “Xavier quickly learned our tools and work methods, adjusted himself to support our internal team members, and delivered value-add manuals. We strongly recommend Xavier to any company looking to build and improve its internal operations.” 

– Dor, CEO, Extropy Advisors

Services Provided

Strategic

Planning

Competitor

Analysis

Modelit

  • Size: Small Business

  • Industry: Information Technology & Services

  • Website: modelit.xyz

 

Project Background

Modelit, an IT Services firm, specializes in Salesforce Development and Configuration. The team brought me on to facilitate an on-site Strategic Planning session and help them with their marketing strategy.

 

Utilizing Gino Wickman’s Traction as a framework, we defined Modelit’s mission, vision, values, short-term and long-term goals, and quarterly priorities. The Plan aids in aligning goals across the organization and hiring & retaining talent rooted in the company’s mission and purpose.

 

Additionally, I worked with the team to define their marketing strategy. With my analysis, I provided insights into competitor offerings, value propositions, and digital marketing efforts. I recommended tactical actions to reposition the brand and drive awareness through a comprehensive digital marketing strategy.

The Co-founders have a fresh perspective on their company, customers, and industry, giving them increased focus to hit their targets and expand their organization.

 

 “Xavier is a very patient, detail-oriented but also able to see the big picture. He helps our startup to be more organized and structure. He helps us to take the next step to be a more mature company. He is also a very good listener, fast-learner, and easy going - allowing us to work well with him.”

"Xavier did an awesome job in facilitating our company strategic meeting. As a team, we came out with big goals, clear vision and values. Looking forward to continue having him guiding us into our long term goal."

 – Danny, Co-founder, Modelit

Services Provided

Documentation

Streamlining

 Mountaintop Consulting

 

Project Background

Mountaintop Consulting works with firms in professional services to transform their marketing efforts, client outreach, and leadership capabilities. The team brought me on to streamline their documentation for their project and relationship managers.

With the help of existing documents and emails, working sessions with the Firm Leadership, I documented several of the Firm’s key processes. The documentation identifies key stakeholders and responsible parties, milestones, and examples of best practices.

 

Through Teamwork, a digital project management tool, I configured the documentation to act like a checklist during an active engagement. To help keep projects on track, tasks are auto- assigned to the responsible party and have a corresponding due date.

As the Firm continues to evolve, the documentation will aid in faster and more efficient on-boarding of new project and relationship managers. 

 

Training Manual Optimization

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