Recent Projects

Service used:

Business Planning

Client description:

Bio-Medical equipment

Project description:

• To assess the global market for new medical device
• Articulate findings for presentation to investors
• Assist with SMART fund and Small Firms Loan Guarantee Scheme (SFLG) application

Project Outcomes:

• Detailed Marketing document produced on time
• Positive feedback from investors, distribution agreements pending
• SMART 2 funding and SFLG loan secured

Bill turned a complex project into a set of manageable tasks. He developed a document which explained our new product to investors and funders from a non-medical background. We retained his services for a full 3 year business plan and still have an ongoing relationship with his team.

Service used:

Business Planning

Client description:

Heating Equipment manufacturer

Project description:

• To assess the EU market for new domestic heating product
• To produce a critical analysis of financial viability
• Three year Marketing and Business plan including financials
• To assist with securing financial support from Small Firms Loan Guarantee Scheme (SFLG)

Project Outcomes:

• Documents and projections produced to agreed schedule
• Document assisted discussions with distributors and agents – now at final contract stages
• Additional sales & marketing mentoring advice included
• SFLG scheme application process underway

We were new to the formal business planning process. We were impressed by Bill’s business knowledge and his ability to set out the challenges and opportunities of our marketplace. Thank you.

Services used:

Training & New Organisational Research

Client description:

Housing Association (in conjunction with Compass Scotland)

Project description:

• To provide training on the subject of Teams
• To facilitate stress assessment interviews
• To moderate focus groups on team building
• To report to senior management as part of their business plans for merger with another housing association

Project Outcomes:

• Training designed and delivered to 4 groups of 20 staff over one week without affecting the organisation’s service to its customers
• Focus groups were held and top-line findings integrated into strategy recommendations for senior management

We enjoyed Bill’s training and learned about ourselves as well as the subject matter. He got his points across and the session flowed well. We found the focus groups especially useful and we wrote up our own findings, which we expect to see included in the overall recommendations. Our plans can now proceed with a good foundation for the newly merged teams.

Services used:

Training & New Organisational Research

Client description:

Secondary Education facility (in conjunction with Compass Scotland)

Project description:

• To facilitate stress assessment interviews across all staff along with two other interviewers
• To moderate focus groups on stress awareness & team building
• To report to senior management

Project Outcomes:

• 90 interviews and stress assessments conducted over two days
• Top-line findings integrated into strategy recommendations for senior management

We found the stress assessments and interviews very useful and challenging. The overall recommendations have been passed to the Education Authority and funding secured for implementation of the strategies arising. The school is a much better place to work now and we have goals and strategies in place to further develop this. Thank you to Ron, Bill and Evelyn for their hard work.

Services used:

Planning & Coaching

Client description:

Sports merchandise manufacturer

Project description:

• To coach the company’s in-house Marketing Executive in auditing the market for sports merchandise in EU
• To assist with creation of a marketing action plan section within a business plan produced by the company’s accountants
• To deliver templates for monitoring and evaluation marketing and sales performance in the coming years

Project Outcomes:

• A succinct and well formatted market audit
• SMART objectives with detailed tactical schedule for 24 months
• Integration with overall business plan style
• Additional personal mentoring and advice for the Marketing Executive

As this was my first marketing position since graduating, I was glad of Bill’s wealth of experience. His advice and structured templates helped me complete the work myself within the time constraints set by our accountants. Bill’s mentoring helped me see my potential in the company. I know it helped me secure my recent promotion to Marketing Manager.

Services used:

Planning & Mentoring

Client description:

Leisure facility

Project description:

• To review product offering and competition in Ireland
• To create a strategy for the next two years
• Provide detailed sales and marketing schedules including budgets for integration into accountant’s projections
• To give general marketing / sales advice

Project Outcomes:

• Succinct Market Audit document delivered on time
• Clear goals provided regarding re-launching the facility with emphasis on low and no cost public relations activities
• Templates for monitoring sales and marketing spending against revenue targets

We run a busy leisure facility which is open 7 days a week from 9 am to 9 pm, so finding time to work on this ourselves was impossible. I was grateful to Bill for his pro-active flexible approach which allowed us to quickly develop and present a plan to our Bank and other funders. I would recommend Bill as a valuable part of any marketing team or project.

Services used:

Planning & Mentoring

Client description:

Software factory

Project description:

• To create a 3 year business plan for submission to outside funders / investors.
• To complete a detailed desk research & market audit
• To create sales & marketing strategies, integrating human resources, operations and financial strategies

Project Outcomes:

• The creation of a professional and easy-to-follow business plan.
• 3-year projections for cash flow, profit & loss and trial balance sheets.
• Clear forecasts and timings of expenditure for submission to outside funders / investors.

Bill’s input secured us funding worth up to £35,000 and in record time
His approach and communications style was exactly what we needed – never intrusive but assertive when it needed to be
We were impressed by Bill’s attention to detail and would consider him a valuable addition to any management team.