Jonathan offers highly customized management consulting services to meet the current needs of his clients’ stage of growth and current challenges. Areas of focus in past projects have included:

Covid-19 Emergency Funding. Assistance with application for CARES Act PPP and Small Business Administration EIDL funding, and assistance with PPP loan forgiveness documentation.

Product Development and Innovation. Focus on how client develops new products, including the R&D process, product development pipeline, quality assurance.

Strategy.  Review key drivers of sales and profit based upon client’s business model.  Provide decision support to the executive team.

Finance. Review client’s income statements, balance sheets, statements of cash flow. Identify opportunity areas for potential performance improvements. 

Operations & QA. Careful operational SWOT analysis.  I will evaluate client’s organizational chart and determine how resource allocation relates to outcomes.  The operations review also includes an audit of the client’s Quality Assurance practices, including Root Cause Analysis, Corrective Action Reports and integrating behavior improvements into company culture.

HR. Develop new or audit existing performance review process. Evaluate team member performance. Develop individual or team KPIs. Develop team member Professional Development Plans; provide coaching for teams, managers or individual contributors to enable your organization to get the most out of its people.

Sales & Marketing.  Analyze sales by customer & channel using all available data, determine how products resonate with consumers. Conduct thorough competitive review, including category price positioning.