CASE STUDIES - INTERIM EXECUTIVE

Each Interim Executive Management assignment is unique to each company depending on the industry, available resources, and scope of the situation. The variety of assignments illustrates flexibility and the added value that the Interim Executive Management model brings to the client.


Case Study #1:
Client: Family owned manufacturing company
Problem: Firm losing ground while industry projects 20% growth
IEM Role: VP Marketing/Corporate Development
Result: Developed and implemented marketing and sales strategy to regain local market share and to take company to the national and international level. Designed new logo for use as the center point for product branding, trademark registration, and image building. Advised on selection of key corporate staff, strategic business alliances – financial and legal, and positioned company for consideration for outside investment opportunities. Attracted new interest by potential investors.

Case Study #2:
Client: Communications Firm
Problem: Start-up Situation
IEM Role: Advisor/Senior executive
Result: Critiqued business plan development, preliminary development of corporate & marketing strategy. Identified potential target markets and developed preliminary targeted sales plan. Worked closely with CEO and CTO in product development.

Case Study #3:
Client: Financial Institution
Problem: Managing turn around situation of branch office while attending declining daily operations
IEM Role: Director of Operations
Result: Conducted SWAT analysis, surveyed current staffing resources, reorganized internal processes and structure, improved cost controls and increased A/R. Increased market presence and visibility. Reestablished positive relations with main office, which facilitated back office implementation and resolution of prior management and operational problems

Case Study #4:
Client: Family business
Problem: Managing Director leaves. Performance has been declining.
IEM Role: Managing Director
Results: Instituted turn around measures to protect the company’s assets and market position. Implemented cost controls and reconnected with the needs of the customer base. Trained and mentored a current manager to take over once the interim assignment ends.

Case Study #5:
Client: Non-profit Organization
Problem: Fund Raising Event
IEM Role: Finance Director
Result: Developed purchase order form & procedures, created event budget, instituted cost controls, coordinated activities with event committee members and organization’s bookkeeping firm, resulting in a financially successful event that was under budget and raised significant funds in a down economy.

Case Study #6:
Client: Education
Problem: Declining sales and funding
IEM Role: COO
Result: Realigned company according to core competencies leading to the development of a new product line incorporating the initial award winning product. Created and implemented new marketing strategy. Developed and implemented internal business policies and procedures. Created a business process patent. Brought in outside funding partners to facilitate next level of growth.

Case Study #7:
Client: Retail: Men’s Apparel
Problem: Lack of company and product focus
IEM Role: COO
Result: Wrote expanded Executive Summary. Conducted industry and market research. Refocused product line. Strengthened brand vision and over-all strategy to market entry. Set product strategy in order to facilitate meeting production and delivery deadlines. Reviewed vender contracts for best terms. Prepared company for major investor meeting.