_______ CONSULTING
Operations and Business Consulting for
Architecture and Engineering Firms
Great Work
Happy Clients
Staff Satisfaction
Profitability
...are not mutually exclusive outcomes.
How can we help your business?
We help you optimize the practice on a fundamental level without disrupting your people, clients, or projects. Together, we will craft a viable path to the business you want leveraging data, staff feedback, project reporting, and sales metrics.
Whether your goal is greater social impact, rock star (happy) staff, high profile clients, great design, practice resilience, or just a higher rate of return, improvements in the focus areas below will necessarily move your business in the right direction.
It’s a “shot in the arm”, a “kick start”, an exciting “re-fresh” for the business.
Think about it, you update the website, add projects to the portfolio, re-design the branding, pursue new clients, update the tools used for delivery, hire new staff. How are you investing in your operations “re-fresh”?
Below are the core tracts that we hold the organization accountable (with our help) on delivering. We do not provide a strategy but a deliberate, actionable plan.
Profitability
This may seem counterintuitive, (particularly for us Architects and Engineers) but an improvement in bottom line affects everything above it: Ability to generate increased revenue, more room for staff growth, better project opportunities, a more attractive practice to clients, staff, and investors.
Organizational Optimization
We help you objectively analyze your current organization from an expertise, value, marketing, and utilization perspective. We are able to provide unemotional feedback that focuses on the sole purpose of optimizing an organization from top to bottom.
Growth / Expansion
There is only upside to partnering with Rose; we do not tamper with what is working. We understand design and the passion with which you do the work. We aim to improve the value of that passion in the market, and we have proven paths to achieve that.
Leadership Training
At the heart of a thriving practice is a leadership organization that fosters a culture of accountability, pride, and business acumen at all levels. We don’t shield our staff from the important conversations and transparency in KPIs, we celebrate wins, and we learn from mistakes. Particularly for the Project and Client Management tier of a design practice.
Succession Planning
In the context of an organization that is currently delivering work, and developing new clients we can assess and advise on your succession plans. Additionally, understanding that some level of necessary leadership redundancies creates a more nimble business.
Ownership Transition / Exit
We accelerate the healthy growth of your business in order to position your practice optimally for M&A opportunities.whether expansion by acquisition or creating and executing an exit plan for highest and best value, we can bring the right folks to the table with our industry partners.
The bottom line is....the bottom line.
The question should not be, “Is the business profitable”, but rather, “How is the business profitable?”. Using proprietary analysis customized for an A&E practice, we can help you qualify the bottom line as it relates to staff retention and sales. This allows us to calibrate the ongoing delivery, growth, and risk investments with which a slight adjustment in balance can have profound impacts to a business.
While many business KPIs are important to consider when evaluating your business, the relationship between the service you are providing and the bottom line is a focus for us, and for good reason.
Profitability is essential for the long-term survival of a business. Without sufficient profit, a company cannot cover its expenses, invest in growth opportunities, or withstand economic downturns.
Profit provides the necessary funds for reinvestment into the business. Whether it’s expanding operations, developing new products, improving infrastructure, or hiring more employees, profit fuels growth and innovation.
Investors are attracted to profitable businesses because they offer a return on investment. Profitable companies are more likely to attract capital investment, which can further fuel expansion and development.
Profit serves as a buffer against risks and uncertainties. It provides a financial cushion that allows a company to weather unexpected challenges such as market fluctuations, regulatory changes, or unexpected expenses.
Profitability can be a competitive advantage in the market. It allows businesses to invest in marketing, research and development, and customer service, which can differentiate them from competitors and attract more customers.
Overall, profit is the lifeblood of a business, driving growth, innovation, and sustainability. It enables companies to fulfill their mission, create value for stakeholders, and contribute to the broader economy.
Practice Management & Operations
In our initial assessment, we will score each of these categories for your business, then craft a plan specific to those areas that are in need of improvement.
01.
Contracting and Agreements
Assess current contract and agreement language and provide recommendations to mitigate risk, and align your customer with the value and process of design work.
02.
Resource Management
Provide tools and work flows proven to improve resource management both from a utilization stand point and ensure correct levels of workload for staff.
03.
Financial Data Tracking
Our proprietary project and business tracking tools will provide insights and trends, highlighting specific action items to improve the P&L from top to bottom.
04.
Tools/Technology
We can do a thorough assessment on the tools used, the value they bring, and feedback gathered from global A&E firms on what is working best for them.
05.
Project Management & Health
In conjunction with Leadership and Project Manager training, we can help instill a culture of accountability and transparency with regard to project health and client management.
06.
Exit Planning
If exit planning is a part of the business strategy, we will work with our investment partners to identify what needs to be done to make your business “sellable” for the value that you know it is worth.
Do we know more than you?
We don’t!
We just know “different to you”. We get it, we are Architects and Engineers too, but while you are focused on what you love to do (delivering great work for clients) we can use our demonstrated experience making improved choices for your business.
Jason is a 20+ Year Executive with a design first, fiscal oriented approach to growing and maintaining a thriving Architecture & Engineering practice. Excited to help firms balance client needs, staff support, fiscal health, and business growth.
Jason has led multi-disciplinary teams in the resourcing, delivery, and growth for a matrixed service offering in diverse market sectors. He has demonstrably returned holistic top and bottom line gains for numerous businesses across the Architecture, Engineering, Media, and Entertainment spectrum.
Jason founded and grew the New York City based Aniphase, a successful digital media agency serving the luxury residential market in the tri-state area before selling and relocating to California to work for the Walt Disney Company at which he was a critical piece of the leadership team that launched global initiatives for beloved brands.
Taking his expertise back to the design realm, Jason has since helped the world’s largest Architecture and Engineering Firms realize healthy growth across a portfolio of Fortune 500 clients.
Levels of Engagement
I.
Assessment I
Analysis of firm budget, cost, revenue, utilization, project health. Identify opportunities to incrementally improve on core business practice.
II.
Assessment II
Analysis of firm budget, cost, revenue, utilization, project health. Identify opportunities to incrementally improve on core business practice.
III.
Strategy Outline
Analysis of firm budget, cost, revenue, utilization, project health. Identify opportunities to incrementally improve on core business practice.
IV.
Tools
Analysis of firm budget, cost, revenue, utilization, project health. Identify opportunities to incrementally improve on core business practice.
V.
4 Session Training & Consultation
Analysis of firm budget, cost, revenue, utilization, project health. Identify opportunities to incrementally improve on core business practice.
VI.
6 Months Operations "Kick-Start"
Analysis of firm budget, cost, revenue, utilization, project health. Identify opportunities to incrementally improve on core business practice.
VII.
1 Year Operations Model Implementation
Analysis of firm budget, cost, revenue, utilization, project health. Identify opportunities to incrementally improve on core business practice.
VIII.
Embedded, Ongoing Operations Support
Analysis of firm budget, cost, revenue, utilization, project health. Identify opportunities to incrementally improve on core business practice.
IX.
Ala Carte 1 Hour Training Sessions
Analysis of firm budget, cost, revenue, utilization, project health. Identify opportunities to incrementally improve on core business practice. (AIA cont. ed. credit)