Operational and Financial Diagnosis
For which companies ?
At every stage of its development, a company needs to evaluate its processes and operational efficiency to adopt a continuous improvement approach and avoid wasting time and money.
This service is intended for all companies that have not conducted a diagnostic of their operations in the last 2 to 3 years.
Process Overview
An introductory meeting (can be conducted online).
Review and analysis of company documents (TOM, business plan, financial reports, sustainability report).
An alignment meeting to discuss visits, meetings, and topics to address.
Two to five days on-site with the teams, including interviews focused on understanding their tasks and challenges.
A summary document outlining recommendations for efficiency gains, key points of attention, process alignment suggestions, and identification of weaknesses/areas for improvement.
For Which Industries ?
Industrial companies, service providers, insurance, and corporate banking industry.
Benefits
Short-term:
Identify the alignment between your team profiles, their missions, and the tools available to maximize their efficiency.
Reduce operational risks by identifying dysfunctions and implementing immediate solutions to ensure business continuity.
Simplify and streamline processes to reduce operational workloads and free up time for high-value-added activities.
Long-term:
Create a structured and motivating work environment that fosters engagement and employee retention.
Anticipate future challenges, whether related to new regulations, market changes, or technological transformations, to maintain competitiveness.
Lay the foundation for a solid financial and operational strategy to support controlled and sustainable growth.
Duration and Pricing
The estimated time for the diagnostic ranges from 4 to 8 weeks, depending on the size of the company and the availability of teams.
Pricing is set as a fixed package and varies based on the company's size.
Are you a small business (TPE) seeking a diagnostic? Rates are adjusted and reduced for small and very small businesses, including start-ups and scale-ups.


I operate in Switzerland, France, and Germany.
For other European Union countries, feel free to contact me.