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📔 OPTIMIZATOR CASE STUDIES
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📝 OUR OFFER
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We are a Fractional CFO & COO partner that helps D2C and B2B e-commerce businesses with or without omnichannel presence boost their net profit margin by 10-30% within 3-6 months and fix their money issues with a unique Operational Finance system.
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❓ WHO WE ARE:
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We are business operators with private equity experience, having managed a portfolio of $1mil - $30mil businesses with and without omnichannel presence.
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❓ OUR PROCESS:
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Here’s a sample roadmap that we’ve outlined for one of the clients before:
- Discovery Call. Hold a 1-hour discovery call to learn about your current supply chain, operations (processes, systems, team, and resources), and finance.
- Process Design. Map out all current and new processes to properly integrate workflows into the business infrastructure.
- Accounting Cleanup / Setup. Evaluate the current accounting systems, clean up the issues to prepare for future use, set up rules for automation, and merge accounting systems to aim for a single central system.
- Inventory Management System Setup. Implement an inventory management system with the designed processes and current product, supplier, and customer data. Ensure add-on features are available.
- Systems Integration & Automation. Build integrations between the accounting system, inventory management system, POS, and CRM. Automate invoicing, purchasing, inventory reordering, and billing to the maximum.
- Financial Reporting Automation. Automate financial statements and reporting.
- Training Material & SOPs. Create step-by-step tutorials for and train the respective personnel to ensure the delivery of results.
- Financial Forecasting and Budgets. Create financial models to forecast P&L and cash flow. Establish budgets for all departments and partners.
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🎥 FINANCIAL MODELLING
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https://www.loom.com/share/3d1c9f4cff2f49a0b073b0d6ee154bdf