balanced growth consulting overview2010

Overview of Balanced Growth Consulting Services

Strategic and Operational InnovationStrategic and Operational InnovationJanuary, 2010

By Jason M. Bordui

One Magnificent Mile 980 North Michigan Avenue Suite 1400 Chicago, IL 60611

valuecreation

The BG360⁰ Method = Value CreationThe BG360 Method Value Creation

Customer Value

BG360⁰

Revenue Generation

Organization Performance

Value Creation

Costs Savings

Productivity Improvement

980 North Michigan Avenue Suite 1400 Chicago, IL 60611 312-988-4885 877-252-6589 www.balancedgrowth.com

BG Value PropositionBG Value Proposition

The Innovation and Operations ExpertsInnovation is a mindset that is never satisfied with the status quo. The passion to envision a brighter future and to make it a reality is our expertise and the unifying element of our company.

Integrated Business SolutionsBalanced Growth (BG) is known for solving complex business problems and developingBalanced Growth (BG) is known for solving complex business problems and developing comprehensive models, strategies, and plans that establish a clear direction for the future.

Winning Track Record of SuccessFor 20 years the principals of BG have delivered hundreds of successful projects This trackFor 20 years, the principals of BG have delivered hundreds of successful projects. This track record of success translates into a tailored engagement that will deliver the results you expect.

Active Collaboration & Authentic Business RelationshipsBalanced Growth is set apart for its ability to work alongside our clients in a collaborative fashion p y gto build the best solutions with the highest probability of internal acceptance and success.

Exceptional Value for the FeesBG delivers exceptional value for the investment. Our BG360⁰ Method focuses on creating value


and delivering a balanced set of business results that make a meaningful and sustainable impact.

consultingservices

Balanced Growth Consulting ServicesBalanced Growth Consulting Services

Innovation OperationsInnovation Operations

Performance TransformationPerformance Transformation


Balanced Growth Consulting ServicesBalanced Growth Consulting Services

Innovation

Operations

Customer & Market Insights Business Opportunity Assessment New Venture Business Plan

Operations

Operational Strategy Sales & Service Excellence

Business Analysis & Answers Business Process Design

PerformanceOrganizational Design &

Optimization Business Management Processes Professional Training Series

TransformationExecutive Facilitation Transformation Leadership Project Management


Innovation ServicesInnovation Services

• Discover objective insights about your customers and target markets as the basis for innovation and improvement.

Customer & Market Insights

• Design and evaluate new, business-building product and service concepts

Business Opportunity building product and service concepts

following a proven stage gate process.Opportunity Assessment

• Develop comprehensive business plans for new concepts focused on articulating viable business and economic models.

New Venture Business Plan


Operations ServicesOperations Services

• Develop operational strategies to deliver value; minimize cost; and maximize agility, productivity, and scalability.

Operational Model & Strategy

• Optimize customer-facing functions to increase revenue, improve retention, and enhance the customer experience.

Sales & Service Excellence

• Analyze and solve specific strategic or tactical problems following a rigorous business analysis process.

Business Analysis & Answers

• Design sustainable processes to enhance speed, lower cost, maximize efficiency, and ensure quality.

Business Process Design


Performance ServicesPerformance Services

• Design an effective organizational model to ensure alignment to and accountability for critical business objectives.

Organizational Design &

Optimization

• Define a business intelligence plan for measuring and managing organizational

Business Management g g g g

performance. g

Processes

• Elevate the skills of your high potential performers and leaders through interactive professional training.

Professional Training Series


Transformation ServicesTransformation Services

• Conduct expert-guided sessions to generate ideas to energize your company and improve the bottom line.

Executive Facilitation

• Initiate and lead an integrated program of meaningful and sustainable changes Transformation

Leadership g gto elevate your business.Leadership

• Follow rigorous, yet flexible project management disciplines to drive one or many projects to successful completion.

Project Management


“Balanced Growth has a unique ability to see both the strategic and operational sides of issues and also is quite adept atand operational sides of issues, and also is quite adept at dealing with technology-related projects. I strongly recommend them to any organization looking for an outstanding consultant.”

Art Middlebrooks – Executive DirectorKilts Center for Marketing The University of Chicago

ourexperienceKilts Center for Marketing – The University of Chicago

Graduate School of Business

Case StudyCase StudyThe American Academy of Pediatrics (AAP) is the leading organization of pediatric caregivers in the United States with over 60,000 members.

ObjectiveThe AAP was interested in identifying creating value for members, parents, and patients and identifying new sources of revenue.

ResultsConducted market research to evaluate the possibilities for a digital platform for delivering hild h lth i f ti C l t d O t it A t t d t i th i f thchild health information. Completed an Opportunity Assessment to determine the size of the

market, to estimate the economic potential for a potential venture, and to evaluate various business models.

Developed the Business Plan for a new online venture to generate millions in sustainableDeveloped the Business Plan for a new online venture to generate millions in sustainable revenue. The Business Plan was approved by the AAP Board of Directors and launched to a US and international audience in December 2009.

In addition, the AAP has retained Balanced Growth to develop a Business Plan for its most


pimportant revenue initiative to deliver value added services to 20,000 pediatric practices nationwide.

Case StudyCase StudyHealthyChildren.org is the premier destination for child health information for parents and caregivers on the Web and is the only site backed by the full force of the American Academy of Pediatrics.

ObjectiveThe AAP is the gold standard for child health content and is a major book publisher with over 8 million copies in print. The AAP hired Balanced Growth to manage the strategy and execution of its new online business venture to reach 30 million families.

ResultsM d ll t f th b i t i l di tti i t l d t lManaged all aspects of the new business venture including putting an internal and external team in place; implementing the revenue strategy; selecting the technology vendor; working with the vendor and team to design, develop, and test the site; and developing the branding, marketing and launch strategies.

Successfully launched HealthyChildren.org in less than one year to a US and international audience in December 2009.

In addition to being the premier destination for child health information on the Web; the site


g pgenerated revenue prior to launch and is ahead of revenue projections. Additionally, the digital platform will enable new innovations such as mobile applications and multimedia.

Case StudyCase StudySecurity Benefit Corporation (SB) is a Financial Services holding company consisting of multiple business units including Rydex Investments, Security Global Investments, and se2.

ObjectiveIn response to the financial crisis of 2007-09 SB needed to improve its ability to harvest criticalIn response to the financial crisis of 2007-09, SB needed to improve its ability to harvest critical business intelligence across its multiple business units.

ResultsDeveloped an enterprise-wide Transformational Business Intelligence Strategy focused onDeveloped an enterprise wide Transformational Business Intelligence Strategy focused on delivering information and insights to shape the company’s business direction.

Introduced a comprehensive solution framework to address the needs of SB’s Asset Management, Retirement, and Third Party Administrator (TPA) businesses.

Focused the organization on addressing information, process, structure, and technology issues for six key management disciplines including: Product Portfolio Management, Business Development, Asset Management, Operations, Financial, and Risk Management.


Case StudyCase Studyse2 is a Third Party Administrator for the Life Insurance and Annuity sector that has grown to over $40M in annual revenue since its inception in 2004.

Objectivese2 wanted to improve its ability to articulate, manage, and price its complex portfolio of technical service offerings for the Life Insurance and Annuity industry.

ResultsEvaluated a portfolio of dozens of services that consisted of hundreds of functions by conducting over 50 interviews with subject matter experts from across the company.

Repositioned the service portfolio focusing on 10 major service offerings to bring increasing levels of clarity and value to the marketplace.

Documented the strategic operational and technology details of the major service offeringsDocumented the strategic, operational, and technology details of the major service offerings to improve the ability to scope and manage projects.

Compiled a complete inventory of services to establish a consistent baseline for pricing and to ensure greater profitability in one-time conversions and ongoing outsourcing services.


g p y g g g

Industry FocusIndustry Focus

HealthcareHealthcare

Healthcare Associations

Insurance

Financial Services

Professional Services


“Jason Bordui is an outstanding business advisor who adds value in every interaction. He works effectively with people of all a ue e e y te act o e o s e ect e y t peop e o alevels and disciplines. I've been particularly amazed at how well he dissects complex issues, engaging people in problem solving process and motivating them into action.”

Roland JacobsPresident & CEO

biographyAspireUp

Jason M. BorduiJason M. Bordui

Proven LeadershippFounder and President, Balanced Growth Enterprises, LLC. Previously, Managing Director, Keane Worldzen and Senior Vice President, Keane Consulting Group.

Twenty years in Management Consulting with expertise in Strategic Innovation, New Venture Pl i O ti & T h l St t B i P D i O i ti lPlanning, Operations & Technology Strategy, Business Process Design , Organizational Development, and Transformation Leadership.

Differentiated consulting services with a balanced focused on customer value, revenue growth, productivity improvement, cost savings, and workplace transformation.p y p g p

Industry-leading and award-winning service for dozens of clients in numerous sectors including Healthcare, Insurance, Financial Services, Professional Services, Information Technology, and Associations.

Healthcare clients have included: American Academy of Pediatrics, American Dental Association, Amerigrioup, National Institutes of Health . Other clients include: Allianz Life, Aon, Baker Hughes, Chubb, CNA, Prudential, se2, Security Benefit, State Street, and many more.


Graduate with Distinction of the Indiana University Business Honors Program with degrees in Marketing & Finance; International Studies at University of Cambridge (England).

elevateyourbusiness

Contact UsContact Us

Balanced Growth Enterprises, LLCp ,One Magnificent Mile980 North Michigan Avenue Suite 1400Suite 1400 Chicago, IL 60611

Jason Bordui Mobile: 312-545-5365Jason Bordui Mobile: 312 545 5365Office Phone: 312-988-4885 Fax: 312-214-3510 Toll Free: 877-252-6589Toll Free: 877 252 6589 www.balancedgrowth.com


balanced growth consulting overview2010

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