Aperture PartnersShining light. Revealing value with sharp focus.

Bruce Murchison, Consulting Principal

www.apertureptrs.com

My Background/Experience

MBA (Univ. of Texas), Finance/Accounting

Senior Consultant - Deloitte Consulting (Certified Management Consultant)

Chief Administrative Officer – two regional law firms and Padgett Stratemann, CPAs

IT/Software Business Development Principal – Document Management/ Workflow, ERP, financial, HR, and related applications as well as IT infrastructure

Independent Management Consultant (Certified Lean Implementer Candidate)

Focus on small and mid-sized businesses, professional firms, and non-profit organizations

LinkedIn Profile – www.linkedin.com/in/brucemurchison/

Situations Where Aperture Partners Can Add Value

Relevant Services Menu

Business Planning

Strategic Analysis and Written Plan - We can help you develop or refine your

plan and capture it in a succinct living document which continues to guide

your team

Mission, Vision, and Values Development - These core principals matter if you

want to build a sustainable business; they'd better be more than what's on the

plaque in the lobby

Financial Planning and Budgeting - Let us help you reduce the time and

increase the usefulness of the budgeting process, including timely key metrics

Business Succession Planning – We can help you maximize your company’s

value for outright sale or transition to family members or employees

SBA Loan Package Assistance

501(c)(3) Application Assistance for Non-Profits

Implementation Guidance - This can be done on a consulting or coaching basis

Relevant Services Menu – cont’d.

Business Process Improvement

Process/Data Gathering and Analysis - When you have a broken process, you

must find the root cause(s) to fix the problem; we know how to map

processes, gather data, and apply analytical tools to chart improvement

Automation Opportunities - Many processes can be dramatically improved

through IT automation tools, but only after the process has been fixed or

improved through simplifying and standardizing

Metrics for Ongoing Monitoring/Continuous Improvement - You can manage

what you can measure; we'll show you how to capture and monitor

meaningful metrics so your team can continue to improve processes with

customer retention and bottom line impact

Relevant Services Menu – cont’d.

Team Building/HR Development

HR Documentation and Processes - To feel like team members, employees

need clear company expectations and direction; get your documentation and

processes right to grow your people, not just employ them

Practical Personality Coding - Several good tools exist; we use one recently

developed, being integrated in Harvard Business School curricula, and can be

used by any team member to quickly code self and others as a tool for

improved communication and team work

Executive Coaching/Team Dynamics - Little is done in growing companies

outside of teams; we can coach key executives to enhance their leadership

and develop teams with improved morale, purpose, and results

Relevant Services Menu – cont’d.

Marketing/Product Development

Market Research and Analysis - This exercise can be daunting but absolutely

necessary; we can help you get the most for your efforts when looking at a

new product/service or expanded market

Market Segmentation and Tactics - How you differentiate and develop your

customer groups and referral partners has a huge impact on your revenues;

let us help you get it right

Make vs. Buy Decision Analysis - Specialized outsourcing options for products

and services are available

Prospective Clients

Professional Firms – Health Care, Law, Accounting, Engineering,

Architecture, IT

Contractors – General and Specialty/Commercial, Industrial and

Residential

Financial Services and Real Estate

Logistics/Supply Chain and Distribution/Wholesale Companies

Light Manufacturing

Entrepreneurs (solo to 5 employees) – primarily coaching

Start-Ups, including Non-Profits (selective)

Companies in transition – new product, rapid growth, new acquisition,

succession consideration, crisis (selective)

Core Approaches

To ensure ROI-based results occur, projects integrate selected tools

from “best practices” of Project Management, Process Management,

and Change Management

Return on Investment is forecast whenever possible and ROI is

measured and verified

“Partners” is in the name for a reason – collaboration with trusted

professional peers with specific complementary expertise to bring

even more value to clients

Project Management Change Management

Process Management

Results

Actual Project ResultsReturn on Investment

Labor time savings is where gains will be realized from this project. The key to capitalizing on this type of soft savings is to hold individuals accountable through good supervision, reporting, and monitoring to actually take on more productive and/or higher level tasks requiring a like number of hours saved by leaning out and automating their processes. You should also be in position to scale transaction processing volumes higher with existing personnel.

Once the project hits the Control phase post-DMS implementation, we estimate annual labor savings of 1320 hour at an average fully-burdened rate of $15.50 per hour for an annual recurring labor savings of $20,460. The savings are detailed in the table below and do not include two sub-processes not yet mapped which may yield more time savings.

One-time/first year project expenses include: Consulting fees $3,800 Software costs $3,000 First year software maintenance $ 600 Total $7,400 Recurring annual software maintenance $ 600 1st year return 176% 2nd-4th year return (assuming 4 year life cycle) 3300%

Actual Project Results

Actual Project Results