Consulting Services

Consulting Services

iCre8Solutions offers one-on-one consulting services to meet you exactly where you are in your journey.
To learn more about our availability, please contact us.

Business Solutions

Financial Solutions

Website Solutions

Business Solutions

Financial Solutions

Website Solutions

Consulting Services – Business Solutions

New Business Solutions

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Business Exploration Process

Is a business idea eating away at you, but you don’t know if or how it will work? Let’s explore it together.

RESULTS

  • Discuss the idea to determine the feasibility
  • Sketch the potential life cycle or process
  • Brainstorm potential revenue streams
  • Identify the next steps or plan of action

Business Plan Development

You’ve vetted your idea and are ready to create a business plan, but writing isn’t your forte. Together we’ll work on gathering the details and iCre8Solutions will take it from there.

RESULTS

  • Business Plan documentation with or without a financial model

Business Plan Review & Recommendations

Have a business plan but need an objective view? Consider us your second set of eyes.

Business Plan Pitch Deck

A pitch deck is a visual presentation to accompany your business plan and is a great alternative to sharing your strategy, especially if presenting to potential investors.

RESULTS

  • Pitch Deck based on the Business Plan

Operations Solutions

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Business Process Management 101

Many business owners in retrospect will say they wished they would have “paid more attention to their processes early on.” Mostly because it’s where operational efficiencies and metrics come from.

Business Process Management 101 is a set of short videos that focus on operational workflows and procedures. With our strong operational background and intense desire for metrics, we’ll give you the basics on how to identify the metrics you need, show you how to create workflows, and document procedures.

RESULTS

  • Demonstrate tangible benefits of business process modeling
  • Basic process flow templates based on BPMN principles
  • Simple strategies for documenting operating procedures

Business Process Management

Looking to increase efficiency to become more profitable and scalable? Business Process Management focuses on knowing the sequence of events to increase efficiency, as well as minimizing risk and errors that cost time and money.

It is also a key step in identifying the data and metrics which are needed for reporting and analytics.

RESULTS

  • Business Process Management 101
  • Identifying at least 2-3 metrics to scale or better manage your business
  • Strategy plan on implementing process improvements
  • Document one process workflow using BPMN standards

Project Management Solutions

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Project Management 101

Do you have a project you want to set up for success? By leveraging my experience along with PMI and SAPM principles, I can show you how to create a project management structure that works for you, your team, and your business.

RESULTS

  • Project Management 101 – What is it?
  • Basic principles of project management
  • Tangible benefits for your business
  • Simple strategies to get organized and create consistency
  • Basic project management templates for use in any project
  • Project Management team building activity

Project Management

Need assistance getting a task from point A to Z? Project Management places the focus on pre-planning to ensure the project is completed on time and on budget.

If profit margin matters, it is a good idea to implement project management.

RESULTS

Utilization of PMI and SAPM best practices to create templates for basic setup of (1) project:

  • Project Management 101
  • Project Charter Template: Summary of the project with its objectives and ROI (return on investment) of the project
  • Risk Analysis Template (identification of potential roadblocks and how to minimize them)
  • Requirements gathering & prioritization – Gantt chart (roadmap against a timeline)
  • RASCI (accountability chart that highlights project team & individuals per task)
  • Project post-mortem

Program Management Solutions

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Program Management 101

Ever wonder how companies execute their strategic roadmap? Program Management is a critical component for measuring strategic success.

By leveraging my knowledge and experience in Strategy and Project Management I can walk you through how it all ties together.

RESULTS

  • Program Management 101 – What is it?
  • Tangible benefits for your business
  • Simple strategies to execute against your business goals
  • Basic Portfolio Management templates (based on Project Management 101) to establish a Program Management Office

Program Management

Are you having a hard time keeping track of all your projects or does it feel like you’re overwhelmed with everything all at once?

Program management aims to alleviate the chaos by creating structure and process around what matters most, becoming more profitable.

RESULTS

  • Project Management 101
  • Program Management 101
  • Setup of project portfolio dashboard to monitor the health of each project
  • Ensure the project portfolio aligns with the Strategic Roadmap

Strategic Solutions

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Strategic Planning & Roadmap

Why is strategic planning such a big deal? It is a way for any size business to provide a clear focus on the direction of the business and establishes the foundations against which the organization can create, monitor, and measure success. These short videos will give you a quick look into the tangible actions needed to begin your strategic journey. The videos will go over what these tangible items mean, why they’re important and how to simply weave them into your business using our templates and simple exercises.

RESULTS

  • Mission & Vision Statement
  • Company Objectives
  • SWOT analysis
  • SMART Goal Setting
  • Strategic Roadmap

Strategy Session

Have an idea you need to ensure you execute but don’t know where to start? Then it’s time for a strategy session to figure it out and map it out.

RESULTS

  • Braindump exercise
  • Whiteboarding session
  • Action plan

Data & Analytics Solutions

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Data, Metrics, Reporting & Analytics

It’s all about the data, but where do you begin? Data and metrics are everywhere, the key is figuring out which ones you need to drive business success.

By reviewing your business model and processes we can help make sense of it all.

RESULTS

  • Exploration & identification of current data to drive business results & scalability

Data-Driven Solutions

Have you identified a problem, but can’t identify a solution? Do you have a solution, but need a way to validate it or derive metrics from it?

iCre8Solutions does a good job at problem-solving but excels at finding solutions driven by data and metrics. Connecting dots is what we do best.

RESULTS

  • Identification of 1-3 metrics-driven solutions for any problem you’re looking to solve.
  • Ideation, planning & execution of solution(s)

Execution

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Braindump

A braindump exercise is essential for any new or existing business. During this exercise, all thoughts, ideas, and information are purged from your mind and transferred into reality.

It’s a great team calibration exercise and an excellent way to prepare for projects of any size.

RESULTS

  • Consolidated task list organized and prioritized by importance or time-bound

Ongoing Accountability, Execution & Leadership Development

You now know what has to be done, but want and need support along the way. We’re not only here to support you but to lend knowledge and expertise to help tackle the work that needs to get done.

RESULTS

  • Ongoing accountability: Ensure goals from action plan are being met
  • Roll up my sleeves and help execute tasks that need to get done

Consulting Services – Financial Solutions

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Depreciation Basics

Budgeting for depreciation expense of physical assets can get confusing. With this service, iCre8Solutions will:

  • Explain the basic idea and provide guidance regarding whether an asset qualifies for depreciation
  • Work through the template with you to assist in conservatively calculating depreciation expense

Please note: A tax accounting specialist should be consulted to obtain the greatest income savings.

Breakeven Analysis

Using your existing investment, revenue, and expense data, iCre8Solutions will:

  • Determine product/service price needed to meet a variety of goals
  • Provide a range of prices and explain their financial impact

Budget Building

Using your existing business plan or project plan and any historical data available, iCre8Solutions will:

  • Categorize expenses into an easy-to-understand format
  • Research expenses that may be unaccounted for and provide estimates, analyzing their impact on net income

Sensitivity Analysis

What if XYZ happens? If you’re thinking about making changes to your existing business plan and want to know the financial impact, iCre8Solutions will:

  • Model how responsive an output, like net income, is to changes in certain variables and make reasonable predictions regarding the outcome of a decision based on those variables using your existing income data
  • Provide insight on influencing factors as well as identify factors that are less meaningful
  • Add credibility to an existing income model by testing the model over a range of possibilities while also identifying any errors that may have been missed in the original construction

In-Depth Expense Review

Operating on a fine line and need insight into cost-saving opportunities? iCre8Solutions will:

  • Review historical and planned expense accounts to identify red flags, unpaid or overpaid accounts
  • Research possible cost-saving measures and identify implementation impact

Budget vs. Actual Reconciliation

Using your existing budget and actual sales and expense data, iCre8Solutions will:

  • Compile all expense and sales data for the period into a single, easy-to-use template
  • Compare actual expenses to budgeted expenses and identify any trends or major unexpected variations in cost

Invoice Reconciliation

Having trouble managing invoices/credits from multiple vendors and customers across a variety of platforms? iCre8Solutions will:

  • Review and reconcile invoices/credits between vendors and customers
  • Transfer historical invoice/credit data into a consolidated format
  • Identify possible red flags, unpaid or overpaid accounts

Feasibility Study

Have a great idea but you’re not sure how to put the numbers behind it? After you provide background and any available supporting details, iCre8Solutions will:

  • Examine the market and existing competitors
  • Compile reasonable start-up costs and estimate cash flows and profit plan – Identify opportunities to minimize expenses
  • Determine return on investment at varying product/service price levels
  • Identify major risks and research mitigation options
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In-Depth Expense Review

Operating on a fine line and need insight into cost-saving opportunities? iCre8Solutions will:

  • Review historical and planned expense accounts to identify red flags, unpaid or overpaid accounts
  • Research possible cost-saving measures and identify implementation impact

Budget vs. Actual Reconciliation

Using your existing budget and actual sales and expense data, iCre8Solutions will:

  • Compile all expense and sales data for the period into a single, easy-to-use template
  • Compare actual expenses to budgeted expenses and identify any trends or major unexpected variations in cost

Invoice Reconciliation

Having trouble managing invoices/credits from multiple vendors and customers across a variety of platforms? iCre8Solutions will:

  • Review and reconcile invoices/credits between vendors and customers
  • Transfer historical invoice/credit data into a consolidated format
  • Identify possible red flags, unpaid or overpaid accounts

Feasibility Study

Have a great idea but you’re not sure how to put the numbers behind it? After you provide background and any available supporting details, iCre8Solutions will:

  • Examine the market and existing competitors
  • Compile reasonable start-up costs and estimate cash flows and profit plan – Identify opportunities to minimize expenses
  • Determine return on investment at varying product/service price levels
  • Identify major risks and research mitigation options

Consulting Services – Website Solutions

Website Development

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Building Your Website

Your website is your first impression on your audience — so you ought to make it stick. We’re here to provide you with all the support needed to get your website up and running.

This service includes:

  • The framework for a landing page, captcha-protected contact page, About Us, Blog, storefront or portfolio (depending on business type)
  • Website theme installation
  • Domain connection
  • (If using WordPress) installation of free plug-ins that suit your business needs

Store Migration — Moving to a New eCommerce Platform

Ready to move your small business to a new eCommerce platform? We’re more than happy to help you take this next step in your journey.

Our Store Migration service includes:

  • Building you an eCommerce website that suits your unique business needs
    • This includes the framework for a landing page, contact page, About Us, Blog, and storefront.
  • Migrateing and uploading all of the products that were on your previous storefront to a new website, including product images, descriptions, and prices
  • (Optional) inventory tracking assistance

Website Data & Analytics Services

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Google Analytics & Google Looker Studio Integration

Your website metrics provide valuable insights about your customers — now it’s time to capture that data and make the most of it.

This service includes:

  • Establishing Google Analytics tracking on your website
  • Giving you all the metrics you need in just one glance with a comprehensive Google Looker Studio dashboard

SEO Consulting & Content Coaching

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SEO Consulting

Search Engine Optimization is a critical part of driving traffic and increasing your visibility.

Our SEO Consulting services include:

  • Reviewing your website performance metrics 
  • Taking a deep dive into your website and identifying what’s bringing down your SEO ranking
  • Documentation of the issues and following up with a report as well as recommendations for how you can improve your SEO

Content Coaching — Static Pages

Your static pages are every part of your website that isn’t a blog feed or a blog article. These include your landing, about us, and contact pages.

With this service, we will:

  • Review the content on all of your static pages
  • Provide documentation and feedback for how to make your pages more engaging and increase their SEO ranking

Content Coaching — Blog

While we aren’t all endowed with the gift of gab, your blog plays an important role in increasing your SEO ranking.

With this service, we will:

  • Conduct an in-depth review of pre-existing blog content
  • Provide documentation and feedback on how to improve blog content going forward

Get Started Today

Ready to take your business to the next level with our consulting services? Fill out the form below to get in touch with our expert team at iCre8Solutions.