In addition to Assessment and Implementation engagements or Training and Development assignments, Navigate offers consulting and advisory services in four business disciplines. Although they are often part of a broader engagement, they are sometimes done on a project or “stand-alone” basis.

Business Analysis and Growth Management

  • Strategic and tactical planning
  • Executive leadership or management coaching
  • Management succession plans
  • Organization structure and staff deployment
  • Ownership and continuity, including family-owned and closely-held entities
  • Development and support of partnering arrangements
  • Incentive compensation programs

Marketing and Sales

  • Marketing plans and strategies
  • Best-practice tools and templates
  • Marketing, Sales, and Business Development programs
  • Sales Training programs

Operations and Implementation

  • Site survey, scope of work, estimation processes, drawings, engineering
  • Project hand-offs (inter-departmental – Sales / Implementation / Service)
  • Project management milestones, change order management and status meetings
  • Installation, quality assurance, testing, commissioning, substantial completion
  • Allocation, control and reporting of labor effort – lessons learned
  • Customized training, coaching, implementation support
  • Best practice tools and templates

Finance and Administration

  • Corporate structure and documentation review
  • Cash management system review and consultation (A/P and A/R)
  • Procurement and inventory management systems and practices
  • Performance measurement (roles, authority, competence. responsibilities)
  • Legal risk assessment and support
  • Management information systems and dashboards
  • Best practice tools and templates