WorkSmarterUSA

David P. Templin-Market Research, Database Management and Virtual Financial Consulting Services

 

Twenty-five years of working with corporations, small businesses and non-profits have taught me many things.  Among them is that most firms have several projects in mind that might substantially improve their operations if only staff members could find the time to address them. That is where I come in.

 

 

Why utilize a consultant?

 

You no doubt have an excellent staff (even if you’re its only member).  Each one of them has a full plate of day-to-day responsibilities and specialized expertise in various facets of your operations.  However, those daily functions are just that; items that can’t be put on hold.  Between these functions and assisting you with short-term crises that arise, their ability to address long-term goals and projects is limited.  Unhampered by routine responsibilities, I will focus 100% of my efforts to completing that big-picture assignment that you and your staff have been meaning to get to for months. 

  

Such endeavors may include any of the following:

 

Market Research-gathering background on key competitors and industry trends

 

Database Creation, Management and Associated Reporting-incorporating and summarizing raw data into actionable reports addressing management’s concerns

 

Policy and Procedure Manual Preparation-written guidelines detailing each step in processes vital to your organization’s daily activities

 

Computerization of Manual Processes-formalizing paper-based functions into easily understood Excel spreadsheets with hard-coded formulas that facilitate cross-training of personnel

 

 

References:

 

Trust for Public Land- a national, nonprofit, land conservation organization (New York, NY)

 

Advance Group, Inc.-a $250 million firm that manufactures watches under licenses from Kenneth Cole and Tommy Bahama (New York, NY)

 

Synthes Spine Co., LP-a developer and manufacturer of medical devices designed to alleviate afflictions of the spine (West Chester, PA)

 

First Financial Solutions-a mortgage brokerage firm focusing on the commercial real estate arena (Bonita Springs, FL)

 

Owens Strategy Group-a management consulting firm specializing in strategic and brand-management assignments (Bonita Springs, FL)

 

 For further information or to contact me, please visit my website at www.PortfolioDiagnosticsInc.com