Our client is a privately owned medium-sized business, specializing in providing accounting and secretarial services to companies in the SADC region, France and China.

 

In the face of a rapidly evolving finance industry, driven by technological advancements and shifting market dynamics, the client recognised the need to future-proof its business. However, the company lacked the internal capabilities to assess the market, understand the technology requirements, and devise a strategic plan to drive the change required.

Greer Services was brought in to review its current operations, recommend a strategic path to growth, and devise an operational strategy to realize this growth.

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Our Approach

Working closely with the leadership team, we designed a structured journey that would guide us, together with the client from completing an environmental scan to unearthing the growth opportunity for the client and finally, leveraging this to develop a concise corporate direction and operational strategy.

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The key steps were:

 

1. Market analysis – our analysis helped us identify key services and geographies to expand into
    

2. Developed  a corporate positioning - crafting a unique value proposition that resonates with the target audience and differentiates the company from competitors
    

3. Formulate a Strategy – develop a strategy to delineate a path for growth, encompassing the vision, mission, purpose, objectives, priorities, cultural ethos, and archetype
    

4. Develop an Action Plan – we developed a detailed action plan to optimise their operations, enhance the technology stack and foster strategic partnerships

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Results
 

Our client was able to quickly understand the direct financial benefits of improving performance and targeting new growth opportunities.  The process improved alignment between employees, senior management and key stakeholders, fostering ta high-performance culture and clarity on the future direction of the business. The move to digitization ensured higher operational efficiency, increased performance and a greater sense of motivation.