Strategic Advisory Program

If you already have a strategic planning process and are looking for an external perspective from someone with extensive experience in the system integration business to help formulate and validate your plans, ask one of our Management Consultants to join your Strategy Team as an advisor, or even just as sounding board.

Overview

Our team here at Exotek bring knowledge from direct hands-on experience in engineering and control automation. Our consultants have owned integration firms, delivered large-scale projects, and managed successful companies. In other words, we understand your business and we understand your industry. More importantly, you can use all this knowledge to your advantage. Whether you need help getting back on track or planning for growth in the future, Exotek is here to help with:

  • Help your ownership with strategic planning and execution
  • Identify and overcome your growth challenges
  • Help you improve your offerings to deliver growth and profitability
  • Recognize industry trends and success factors.
  • Develop and coach your leaders

Duties

Services can include, but are not limited to, the following:

Strategic Planning
  • Participate in the Business Plan process
  • Offer feedback and make recommendations
Strategic Counseling
  • Provide “wise counsel” on issues raised by shareholders or management
  • Act as a sounding board for the President and Executive Leadership Team
  • Challenge management in areas that could improve business
Strategic Execution
  • Monitor business performances
  • Meet with management team member(s) quarterly to:
    • Review business plan progress
    • Update forecasts
    • Develop leadership skills
    • Resolve conflicts
Strategic Opportunities
  • Provide input and guidance on industry trends and vendor relationships
  • Encourage and support exploration of new business ideas
Other Guidance
  • Provide guidance and implementation of succession plan by;
    • Communicating internally and externally;
    • Recruiting and selecting successor(s)
    • Providing guidance to owner(s); and
    • Acting as a liaison between management and owner(s)
  • Special projects with our mutual agreement
Key Areas for Input
  • Best Practices for System Integrators
  • Company Performance Metrics
  • Input on how your performance compares to your peers
  • Growth strategies
  • Feedback on management team strengths and weaknesses
  • Exit strategies and advice for owners
Expertise
  • System Integrator Businesses
  • CSIA Best Practices

 

Jim Campbell

Exotek moderated our strategic planning last year and did a great job keeping us on track, working through sticking points, and leaving us with actionable items. We followed many of the Traction principles and found it to be a worthwhile blend of long-term planning and short-term, realistic goals.

Jim Campbell
President, Viewpoint Systems
Markus Solbach, Noffz

We have increased our business with double digit growth each year and we doubled our head count since working with Exotek.

Markus Solbach
Managing Partner, Noffz
Frank B. Riordan, DMC, Inc.

During the past five years of working with Exotek, DMC has expanded from one to five offices, from less than 30 people to over 100, and more than tripled our revenue and profits. Exotek’s vast industry knowledge, keen perspective and spot-on advice is a big part of that growth.

Frank B. Riordan
President, DMC, Inc.
Alan Smith, Amfax

As Amfax pumped an increased number of projects through an incrementally changing ‘flat structure’, we could not achieve sustained growth and kept bouncing off the $5-7 M ceiling. The support, insight and vision offered by Exotek during the thorough audits provided an action plan for our improvements to deliver 200% growth in 5 years.

Alan Smith
Managing Director, Amfax
VI Engineering Logo

Exotek has helped VIE on best practices, stabilizing our business model, improving our organization, and adopting performance metrics. Benefits included doubled profits, low turnover rate, strong balance sheet, no debt, and more than adequate reserves. We strengthened our customer relationships and elevate our strategic thinking to better serve our changing marketplace. Exotek has been a real asset.

Bob Jacobs
Founder and Board Chairman, VI Engineering, Inc.

Let’s Talk More about Growing Your Company

Download Free Resources

Getting Focused in Your Business Strategy (Video)
Getting Focused in Your Business Strategy (Video)
Leadership vs. Management (PDF)
Leadership vs. Management (PDF)
Foundational Elements of a Strategic Plan (PDF)
Foundational Elements of a Strategic Plan (PDF)
Getting the Most out of Strategic Planning (Video)
Getting the Most out of Strategic Planning (Video)
Are You a Visionary or an Integrator? (PDF)
Are You a Visionary or an Integrator? (PDF)
Strategic Advisory Program (PDF)
Strategic Advisory Program (PDF)
Ramping Up in the New Normal (PDF)
Ramping Up in the New Normal (PDF)
Developing High Performance Teams (PDF)
Developing High Performance Teams (PDF)
Getting Focused (PDF)
Getting Focused (PDF)
Strategic Execution (Slides)
Strategic Execution (Slides)
Staging Your Company (PDF)
Staging Your Company (PDF)
Strategic Planning (PDF)
Strategic Planning (PDF)
Strategic Execution (PDF)
Strategic Execution (PDF)
What Is Your Next Move (PDF)
What Is Your Next Move (PDF)
Successful Succession Planning (PDF)
Successful Succession Planning (PDF)
Hiring a Leadership Coach (PDF)
Hiring a Leadership Coach (PDF)
State of the Industry Q2-2021 (PDF)
State of the Industry Q2-2021 (PDF)
Strategic Vision Webinar (Video)
Strategic Vision Webinar (Video)
Strategic Vision Webinar (Slides)
Strategic Vision Webinar (Slides)