Our Case Studies
Delivering on the Promise of Legacy Preservation for a Business
The Challenge:
An established family-owned business with a rich history needed an online presence and struggled to stay relevant in the digital age. Their traditional customer base was shrinking, and there was no system for tracking client data or expanding their market. The business needed to modernize to preserve its legacy while staying competitive in a fast-evolving market.
The Solution:
Stakeholder Engagement:
JAN Advisory Group began by engaging key stakeholders, including the business owners and their teams. Through a series of interviews and workshops, our team gathered insights into the company’s values, goals, and challenges. We worked together to identify their target audience, pain points, and long-term vision for the business.
Data Collection and Analysis:
We collected data on the business’s current customer base, historical sales, and market trends. This data served as the foundation for the growth strategy, helping us identify key opportunities for new customer acquisition and engagement.
Project Plan Creation:
Our team developed a comprehensive project plan to establish the business’s digital presence and modernize its operations.
Five-Year Growth Plan:
We created a five-year growth plan that focused on building a strong online presence, integrating e-commerce capabilities, expanding into new markets, and optimizing marketing strategies through data-driven insights to enhance customer retention and loyalty.
The Results:
- Increased Visibility: Within the first year, the company saw a 50% increase in brand visibility due to its online presence and social media engagement.
- New Customer Acquisition: The business expanded its customer base by 30% through targeted digital marketing efforts.
- Operational Efficiency: Cloud data storage streamlined operations, saving 20% on administrative costs related to manual data entry and tracking.
- Future-Ready Business: The five-year plan laid the foundation for continued growth, with the company poised to capture new markets and maintain its legacy for future generations.
JAN Advisory Group’s solution not only preserved the business’s legacy but also positioned it for sustained growth in the digital age.
Change Management and Succession Planning for a Community-Based Organization
The Challenge:
A community-based organization was experiencing operational inefficiencies and leadership challenges due to a lack of clear succession planning and outdated processes. The organization needed to adapt to modern expectations while preserving its mission and community trust.
The Solution:
Stakeholder Engagement and Interviews:
Our team conducted interviews with employees, leadership, and patrons to identify key challenges and future goals. We categorized insights into operations, people, and process improvements, uncovering inefficiencies, leadership transition concerns, and workflow gaps.
Five-Year Plan:
Our team developed a five-year plan focused on streamlining operations with updated technology, fostering leadership development through mentorship and retention strategies, and implementing continuous improvement processes to enhance workflows and employee engagement.
Succession Planning and Change Management:
We created a succession plan to ensure leadership continuity and knowledge transfer, providing targeted training for high-potential leaders. Additionally, our team developed a change management strategy to guide leadership and patrons through the transition smoothly.
Support and Implementation:
We provided leadership coaching and facilitated workshops to support the implementation of the plan. Our team also offered change management tools and resources to ensure seamless organizational transitions.
Outcome Assessment:
Our team conducted regular assessments to measure progress, gather stakeholder feedback, and refine strategies, ensuring continuous improvement and alignment with organizational goals.
The Results:
- Improved Operations: Efficiency increased by 30%, with more streamlined processes and updated systems.
- Leadership Continuity: A clear succession plan resulted in a smoother leadership transition, preserving organizational stability.
- Employee and Patron Engagement: Employee satisfaction improved by 25%, and patrons reported higher trust in the organization’s leadership and mission.
- Sustainable Growth: The five-year plan set the foundation for sustainable growth, equipping the organization with the tools needed to thrive in a dynamic environment.
JAN Advisory Group’s tailored approach gave the community-based organization the clarity, resources, and strategies it needed to navigate change while ensuring long-term stability and success.
Gap Analysis and Professional Development for a National Oil Company
The Challenge: The national oil company was facing operational inefficiencies due to outdated skills and training across its workforce. These issues affected productivity, safety, and the company’s ability to keep pace with industry advancements.
The Solution: JAN Advisory Group implemented a multi-step strategy to address these challenges:
Needs Assessment and Gap Analysis:
Our team conducted an internal survey across departments to evaluate current skill levels and identify key training needs. We collected data from employees, supervisors, and technical teams to pinpoint areas where outdated skills were impacting performance. Additionally, we reviewed key performance indicators (KPIs) to uncover specific gaps tied to productivity and safety standards.
Training Program Development:
Based on the gap analysis, we developed a tailored list of training programs to address specific needs, including technical operations, safety protocols, leadership, and management. Training was prioritized in critical areas to ensure immediate improvements in safety and operational efficiency.
Sourcing Industry Experts:
We identified and vetted industry-leading training providers with proven expertise in oil and gas professional development. Our team ensured that the training materials were aligned with current industry standards and the company’s operational goals.
Vendor Negotiation and Implementation:
We negotiated pricing and terms with training vendors to ensure cost-effective delivery of the programs. A phased implementation plan was developed to minimize disruptions to ongoing operations, with the most critical training rolled out first. Training was delivered through a combination of in-person workshops, on-site coaching, and online modules to accommodate employees’ varying needs and schedules.
Continuous Feedback and Improvement:
We established a feedback loop, gathering employee input after each training session to assess effectiveness. The training curriculum was adjusted based on feedback and performance outcomes, ensuring continuous improvement. Follow-up training was introduced in key areas to ensure long-term retention of skills and knowledge.
Monitoring and Long-Term Strategy:
Our team established success metrics to track the impact of training on productivity, safety, and operational efficiency. The professional development program was integrated into the company’s long-term strategic plan, with annual reviews and updates to keep pace with technological advancements and industry changes.
The Results:
- 30% increase in employee proficiency in critical areas, leading to improved operational efficiency.
- 40% reduction in safety incidents as employees become better trained in updated safety protocols.
- 25% improvement in employee engagement and satisfaction due to access to ongoing professional development opportunities.
- 50% increase in operational efficiency, with processes streamlined by better-trained staff.
Conclusion: JAN Advisory Group’s structured and phased approach helped the national oil company transform its workforce, improving productivity, safety, and employee engagement. The continuous feedback and long-term strategy ensured that the company remained adaptable in a competitive industry.
Digital Technology Assessment for a Midstream Energy Company
Challenge: The energy company faced significant challenges with outdated technology, which impacted operational efficiency, data management, and cybersecurity. They needed a comprehensive digital transformation to modernize infrastructure, enhance security, and optimize business processes.
The Solution:
Initial Assessment (Gap Analysis):
Our team conducted stakeholder surveys and workshops with key personnel to assess the current technology, software, and cybersecurity infrastructure. We identified gaps in digital tools and processes that were hindering operational efficiency.
Develop Future State Roadmap:
We created a phased digital transformation roadmap to modernize the company’s operational systems, cybersecurity, and data management. The roadmap outlined clear timelines, budgets, and resources needed for each stage of implementation.
Vendor Selection & Partnership:
We assisted in selecting reliable technology vendors for updated hardware, software, and cloud services. Long-term partnerships were established to ensure ongoing support and scalability as the business grew.
Implementation:
The new systems were rolled out in phases to minimize operational disruptions. We enhanced cybersecurity protocols, integrated cloud-based solutions, and provided comprehensive employee training to ensure seamless adoption of the new technologies.
Ongoing Support & Evaluation:
Our team provided continuous support during and after the implementation process. We monitored progress, made adjustments based on feedback, and optimized the digital infrastructure to ensure scalability and future technological advancements.
Results:
- Operational efficiency improved by 30%, streamlining processes and boosting productivity across departments.
- Data management errors were reduced by 40% through the implementation of upgraded digital tools and more efficient processes.
- System security increased by 25%, strengthening the company’s defense against potential threats.
- Cybersecurity vulnerabilities were cut by 50%, significantly lowering the risk of data breaches and external attacks.
Conclusion: JAN Advisory Group’s structured, phased approach allowed the midstream energy company to transition from outdated systems to a modern, efficient, secure digital infrastructure. Their long-term support and strategic planning positioned the company for future growth and adaptability in a competitive market.