SERVICE
Business Optimization Services &
Streamlining Operations
Tech Stack Evaluation
Optimize existing technology platforms for scalability, integration, and alignment with business objectives.
Experience Highlight
We’ve helped businesses transition to scalable tech stacks by conducting thorough evaluations and implementing automation that saves time and drives productivity. Our focus is to ensure technology investments align with long-term growth.
How Strategic Edge Advisors Can Help
We conduct a full audit of your existing systems and identify areas where automation and integration can improve operations. Our team will recommend and implement the right tools to ensure your tech stack supports business scalability and efficiency.
Services Provided
- Audit Tools & Platforms: Conduct a comprehensive review of current systems to ensure they align with your business goals. We assess platforms like CRM (Salesforce, HubSpot), ERP (NetSuite, SAP), and financial automation tools (e.g., Coupa, Airbase) to ensure maximum
efficiency and integration. - Gap Identification & Automation: Identify manual or repetitive processes, such as invoice approvals, payment processing, or sales follow-ups. Introduce RPA (Robotic Process Automation) and AI-based tools to automate these processes, reducing manual workloads and human error.
Process Efficiencies & Automation Through SaaS
Leverage SaaS platforms to automate processes, improve workflows, and enhance
productivity across departments.
Experience Highlight
We’ve helped businesses transition to scalable tech stacks by conducting thorough evaluations and implementing automation that saves time and drives productivity. Our focus is to ensure technology investments align with long-term growth.
How Strategic Edge Advisors Can Help
We conduct a full audit of your existing systems and identify areas where automation and integration can improve operations. Our team will recommend and implement the right tools to ensure your tech stack supports business scalability and efficiency.
Services Provided
- Automate Repetitive Tasks: Implement SaaS platforms to automate tasks like invoice processing, CRM management, and marketing workflows. Tools such as Airbase or Coupa can automate financial operations, while HubSpot and Salesforce streamline marketing and customer management.
- Workflow Management Tools: Use platforms like Asana, Trello, or Monday.com to manage projects and facilitate cross-functional collaboration. These tools help teams stay aligned, track progress, and ensure seamless project execution.
Operational Process Design
Design scalable, growth-ready processes that support efficiency as your business expands.
Experience Highlight
Our work with businesses undergoing rapid growth has helped establish scalable
processes that can expand as the company does. This includes designing clear KPIs, establishing SLAs, and creating workflows that foster efficiency at all stages.
How Strategic Edge Advisors Can Help
We help you define operational processes that are scalable, creating a framework that evolves with your business. From establishing SLAs to ensuring cross- functional collaboration, we prepare your operations for future growth.
Services Provided
- Scalability & Growth Readiness: We design processes that grow with your business, ensuring handoff points and KPIs are clearly defined for every team. As you scale, these processes ensure smooth transitions without compromising operational efficiency.
- SLAs & Departmental Touchpoints: Set defined Service Level Agreements (SLAs) and touchpoints across critical departments (e.g., sales, finance, customer success). This ensures alignment and accountability, enabling better performance across teams.
Vendor Contract Negotiations
Improve vendor terms and service agreements to optimize costs and value.
Experience Highlight
We’ve successfully renegotiated vendor contracts, resulting in significant cost savings and better service terms for clients. Our experience in leveraging historical data ensures that negotiations are data-driven and aligned with business needs.
How Strategic Edge Advisors Can Help
We’ll help you optimize vendor contracts by assessing current terms and identifying opportunities for savings or improved service levels. Our team negotiates on your behalf, ensuring you get the best value from your partnerships.
Services Provided
- Contract Frameworks: We help you establish standardized frameworks for vendor negotiations that focus on improving terms, service levels, and pricing. This ensures consistency and efficiency in vendor management.
- Cost Savings & Value-Add: Regularly review existing contracts to uncover opportunities for cost savings, rebates, or added services that drive greater value from your vendors.
Vendor/Supplier Onboarding
Streamline and automate the onboarding process for vendors to improve efficiency and
integration.
Experience Highlight
Our clients have successfully reduced onboarding time for vendors by automating and streamlining processes, resulting in faster integrations and improved supplier relationships.
How Strategic Edge Advisors Can Help
We will evaluate your current vendor onboarding process and help you implement automated solutions that ensure faster and more efficient onboarding. This leads to better relationships with suppliers and quicker time-to-market for your products or services.
Services Provided
- Efficient Onboarding Processes: Automate and standardize vendor onboarding using digital tools like DocuSign or OnBase, speeding up documentation and approval processes.
- Streamlined Integrations: Integrate suppliers into ERP systems (e.g., SAP Ariba, Coupa) to enable real-time visibility and communication, ensuring smooth operational integration.
Outcome
By leveraging a holistic approach to business optimization, Strategic Edge Advisors helps you streamline operations, reduce costs, and improve efficiency, especially during growth phases. Our focus on optimizing your tech stack, automating repetitive tasks, and ensuring scalability prepares your business for sustainable growth.
If you’d like, we can dive deeper into any specific area of your operations, identifying actionable steps and recommending the best tools to enhance your business processes.
