CLIENT: Apex Pavers & Pools
OWNER: Ryan Figman
ANNUAL SALES: $10 Million
LOCATION: Stuart, Florida
FOUNDED: 2006
The Owner was spending a majority of his time resolving personnel and operational issues, preventing him from focusing on business development and sales support. Project schedules were slipping, customer complaints were increasing, and profitability was declining. He decided it was time to bring in an expert to help.
ASCENT DIVES IN
Ascent was initially engaged to perform a Comprehensive Operational Assessment that examined over 20 facets of the business and provided a realistic and actionable plan that would allow the business to scale to the Owner’s desired goals. Additionally, Apex chose to customize the standard Comprehensive Operational Assessment to include personnel evaluations for fifteen of their core staff.
After completing four days of on-site group discovery workshops and individual interviews, Ascent provided Apex with a thorough report detailing their findings and providing specific recommendations to streamline and improve each facet of the business with the Owner’s immediate, mid-range, and long-term goals in mind.
In addition, the report gave a synopsis and assessment of each employee interviewed.
The report also provided actionable recommendations to optimize and streamline workflows, systems, processes, and staff for increased efficiency and profitability in each facet of the business.
FROM STRATEGY TO IMPLEMENTATION
- Streamlining workflows and designing processes for project management and construction operations
- Clarification and adjustments to staff roles and responsibilities
- Recruiting and training for the new position of Operations Manager
- Developing a Company Operations and Training Manual
FINDING THE ROI
This enabled the Owner to shift his focus and attention to sales and business development and provide his staff with the leadership, support, and guidance to make the needed organizational and operational adjustments.
Apex ownership reported that their staff thoroughly enjoyed and appreciated the process as it helped to clarify their roles and responsibilities, balance employee workloads, increase accountability and provide additional support for their roles. Apex also conveyed that sales are on track to outpace the previous year, and the construction department now has the capacity and ability to effectively deliver on the sales team’s increased project volume. Pool construction activities are coordinated and performed as scheduled, and customer satisfaction has greatly improved.
The company Operations and Training Manual serves as a go-to reference guide and provides the necessary tools to ensure the Apex staff are successful. It includes tailored job narratives and descriptions for each role, detailed process diagrams for essential workflows, and Quick Reference Guides that provide step-by-step instructions on the proper use of their software platforms to effectively and efficiently execute the steps in the workflows.
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“Ascent’s insight into not only the business, but the people and personalities that make up the business, exceeded our expectations. Their findings confirmed and gave voice to things I had been thinking. They provided us with new ideas and suggestions unique to our business that would enhance our performance and profitability over the coming months. In addition, our staff enjoyed the discovery process and each are reaping the benefits of their new or revised roles and responsibilities.”
- Ryan Figman, Owner
