Saferock

Strengthen Sales and Operations

We strengthen your Sales and Operations to improve line of sight to the customer, reduce costs, and improve operational efficiency. Our systems enable ‘one-time’ data entry and improve transparency in your workflow. This ‘keeps everyone on the same page’.

Our agile operations decrease costs and increase your bottom line EBIT, while at the same time increasing the ROI of your investments.

IMPROVE THE CORE OF YOUR COMPANY: CASE STUDIES

We can help you strengthen the core of your company with digital transformation, strategic planning, and support for acquisition and spinoff. We work together with you to establish and pursue strategic priorities, identify strategies to enhance company value, and improve operations to help achieve your goals. Our success begins and ends with our commitment to your success.

  • $20 Billion Multichannel Company

    $20 Billion Multichannel Brand Improves Marketing & Merchandising   Situation
    • This 20+ billion dollar client had multiple problems in workflow adversely affecting over 200 managers in merchandising, marketing and production systems, with budget overruns of millions of dollars.
    • Management wanted to to simplify cumbersome and expensive processes and eliminate costs overruns.
    Approach
    • We worked with the EVP of merchandising and marketing and his direct reports to craft a plan of action to improve both systems and workflow.
    • Our approach was to first truly understand the problems. Second, we framed alternatives that would simplify workflow and reduce errors. Third, we prepared the business case that could be taken to the Executive Board for approval and execution. This business case included a detailed ROI based on our recommendations.
    Result
    • We successfully implemented a highly vetted and structured plan to streamline internal workflow and production.
    • This strategy included timeline, best practices, and KPIs to measure progress.
    • Our goal was to ensure low risk and high return, to eliminate pain points, and get rid of expense overruns.
    • Savings exceeded $10 million annually, with a Return on Investment (ROI) of 20 X.

  • Improve Shareholder Value

    Improved Shareholder Value for Educational Content Provider   Situation
    • A provider of educational technology and material needed to control costs and improve efficiency. The Company Executives tasked SafeRock to cut costs and improve efficiency.
    • The Company was being prepared for sale. Owners wanted to achieve the highest value possible.
    Approach
    •  Together with the Company’s President and CFO, we conducted a detailed review of the Company’s P&L  We engaged with internal Project Directors to prepare a detailed ROI analysis that reduced costs and improved margins.
    Result
    • We ‘near-sourced’ the project, hired key staff, and successfully completed a multi-year fixed-cost guarantee contract. We delivered 18.4% in savings with significant EBITDA impact.
    • Armed with a stronger P&L and higher EBITDA, the Company was successfully sold at a 20% premium to initial price. 

  • Private Equity with $8 Billion AUM

    Acquisition Targets for Private Equity Firm with $8 Billion AUM   Situation
    • This 20+ billion dollar client had multiple problems in workflow adversely affecting over 200 managers in merchandising, marketing and production systems, with budget overruns of millions of dollars.
    • Management wanted to to simplify cumbersome and expensive processes and eliminate costs overruns.
    Approach
    • We worked with the EVP of merchandising and marketing and his direct reports to craft a plan of action to improve both systems and workflow.
    • Our approach was to first truly understand the problems. Second, we framed alternatives that would simplify workflow and reduce errors. Third, we prepared the business case that could be taken to the Executive Board for approval and execution. This business case included a detailed ROI based on our recommendations.
    Result
    • We successfully implemented a highly vetted and structured plan to streamline internal workflow and production.
    • This strategy included timeline, best practices, and KPIs to measure progress.
    • Our goal was to ensure low risk and high return, to eliminate pain points, and get rid of expense overruns.
    • Savings exceeded $10 million annually, with a Return on Investment (ROI) of 20 X.

IMPROVE BUSINESS OPERATIONS: CASE STUDIES

We provide boards and management teams with independent judgment and deep expertise as they navigate ways to improve business operations and confirm strategic decisions. We also make the business more nimble by increasing efficiency and streamlining workflows.

  • Improved Manufacturer P&L

    Improved P&L for a Speciality Manufacturing Company    Situation
    • A specialty manufacturer needed to get a better handle on internal marketing costs, improve P&L, and repurpose content for new product development with greater margins.
    Approach
    • We conducted a P&L review with the President, CFO and VP of Marketing.
    • Based on detailed ROI analysis of product development, marketing, and production processes, we revamped operations and reduced costs.
    Result
    • Our proposed strategy was accepted. Upon approval, we engaged in a three-year transformation project that had zero project overruns and delivered a total cost reduction of 20%.

  • Improved Multichannel Performance

    Improved Multichannel Performance and Sales for Testing Company   Situation
    • A New York City-based testing and tutorial company serving mostly minority, ELL, and immigrant populations needed strategic advice to improve operations. The company has operated successfully for 12 years providing educational support to thousands of middle-school and high-school students across the five NYC boroughs.
    Approach
    • We studied, identified key
    • We worked with the CEO and Program Directors to review strategy and practice in all operational aspects.
    • All operational areas were reviewed with an ROI focus, with appropriate goal setting and targets.
    • The strategic objectives were to improve sales and outreach to schools and teachers, strengthen management, conduct program and content review, and improve overall operations and profits.
    Result
    • Immediately after our plan was implemented, the company achieved the highest monthly sales in its history.
    • Ongoing, all stakeholders felt informed and always ‘on the same page’ making the team more responsive and aligned.