FRANCIS STRATEGIC

Roles: COO, GM, Engineering Manager, Project Manager, Business Development Manager

Why You Need This:

When key positions are vacant, business momentum can stall. Lengthy recruiting processes leave critical gaps that can disrupt operations, slow projects, and impact growth.

Benefits:

• Immediate, experienced leadership to maintain stability

• Bridge gaps without the risk or cost of a long-term hire

• Fresh perspective to identify quick wins and process improvements

• Seamless transition for new permanent hires

Services: Financial Review, Process Improvement, Budgeting, KPI Dashboards, Power BI Implementation

Why You Need This:

“You can’t manage what you don’t measure.” Many small businesses struggle with messy books, inconsistent reporting, and a lack of actionable financial insight—making growth and even day-to-day decisions risky.

Benefits:

• Collaborative review of your current financial processes

• Simple, actionable dashboards and budgets tailored to your needs

• One-time project—no ongoing fees or subscriptions

• Training for your team to maintain improvements

• Reliable data to help you spot trends, control costs, and plan confidently

Platforms: Excel, Power Query, Power BI

Why You Need This:

Unlock the full potential of your existing tools. Many businesses underutilize software that could save hours and drive better decisions.

Benefits:

• Collaborative, hands-on virtual training tailored to your needs

• Flexible scheduling and remote delivery for minimal disruption

• Empower your team with skills to automate, analyze, and visualize data

Services: Process Optimization, Project Management, Product Development, Quality Systems

Why You Need This:

Technical and operational challenges can stall growth and erode margins. Expert guidance can accelerate projects, improve quality, and streamline processes.

Benefits:

• Accelerate product launches and reduce time-to-market

• Implement or optimize quality management systems

• Improve vendor management and cost control

• Enhance cross-functional communication and project execution

Services: Pipeline Tracking, Compensation Plans, Strategic Growth Initiatives

Why You Need This:

Sales stagnation and customer concentration are common risks for small businesses. A structured approach to business development ensures sustainable growth.

Benefits:

• Build a robust sales pipeline and track performance against goals

• Develop effective compensation and incentive plans

• Identify new markets, rationalize customer base, and reduce risk

• Strategic website and branding reviews to boost market presence