Subsections of Blog
The Industrial Clusters Theory, and the LVMH Texas plant
For Western nations, unwind global supply chains and restart domestic
manufacturing, particularly for complex or high-quality goods, is
incredibly difficult to achieve in the short term, and it would almost
certainly lead to a massive increase in consumer prices. The recent
struggles of luxury giant LVMH in Texas offer a stark, real-world
example of these challenges.
In 2019, LVMH CEO Bernard Arnault, alongside then-President Donald
Trump, inaugurated a new Louis Vuitton factory on a ranch in Alvarado,
Texas. The facility, named “Rochambeau,” was intended to produce
iconic handbags, often retailing for $1,500 and upwards, bearing the
coveted “Made in USA” tag. According to a recent Reuters report
citing former employees and industry sources, the Texas plant has
reportedly become one of Louis Vuitton’s worst-performing facilities
globally, plagued by production issues. A primary challenge lies in
finding and training workers capable of meeting the brand’s exacting
craftsmanship standards. Sources described difficulties even
producing simpler components, significant material waste (reportedly
up to 40% of leather hides, double the industry norm), and pressure
leading supervisors to overlook methods used to conceal defects.
Consequently, poorly crafted bags deemed unfit for sale were allegedly
shredded and incinerated. This highlights the fundamental difficulty
of replicating a specialized, high-skill manufacturing process in a
region lacking a deep-rooted ecosystem for it, even for a company with
LVMH’s resources. The reported starting wage of $17 per hour in 2024,
while well above the Texas minimum, arguably reflects the mismatch
between pay expectations and the level of artistry required for a
$2,000+ handbag, further complicating recruitment and retention.
Despite these issues, LVMH plans to consolidate further in Texas,
aiming to close a California workshop by 2028, though convincing
skilled workers to relocate has proven difficult.
The initial rationale for the Texas venture was strategically
sound on paper. The US is a critical and growing market for LVMH.
Producing domestically offered advantages like avoiding potential
import tariffs and, crucially, enabling a faster, more agile response
to American consumer demand, reducing lead times and logistics costs
compared to shipping from European ateliers. Texas was chosen for its
central location and perceived history in leatherworking, sweetened by
local tax abatements. LVMH projected creating 1,000 jobs, aligning
with the political narrative of revitalizing US manufacturing. The
expectation was that American workers could be trained to replicate
the quality honed over decades in Louis Vuitton’s traditional
workshops in France, Spain, and Italy. However, the gap between this
expectation and the reported operational struggles underscores the
complexities involved.
This challenge is explained, in part, by the concept of industrial
clusters, extensively researched by Michael E. Porter. Porter
argues that despite globalization, location remains critical.
Economic activity often concentrates in “clusters” – geographic areas
where interconnected companies, specialized suppliers, service
providers, and associated institutions (like universities or training
centers) create a unique competitive environment. These clusters
foster high productivity, drive innovation through shared knowledge
and competition, and stimulate new business formation. The advantages
stem from proximity: easier access to specialized inputs and skills,
deeper relationships, faster information flow, and strong local
incentives. This deep pool of specialized knowledge, skilled labor,
and institutional support, often built over generations, is precisely
what exists in established high-end manufacturing districts (many now
in East Asia, as well as traditional European centers) and is
incredibly difficult – and time-consuming – to replicate from scratch
elsewhere.
Compounding the challenge of building specific skills for luxury goods
is a broader, systemic issue within the United States: a persistent
manufacturing skills gap. According to studies by Deloitte and
The Manufacturing Institute (the workforce development partner of the
National Association of Manufacturers, NAM), the US could face a
shortfall of 2.1 million manufacturing workers by 2030, potentially
costing the economy $1 trillion in that year alone. Even before the
pandemic, manufacturers reported difficulty finding skilled labor.
Today, despite higher unemployment compared to 2018, finding the right
talent is reportedly 36% harder. Executives struggle to fill even
entry-level production positions, let alone specialized roles
requiring advanced skills or craftsmanship. This shortage stems from
a mix of factors, including a perception gap about modern
manufacturing careers and a lack of workers with the necessary
technical skills.
The LVMH Texas experience serves as a microcosm of the broader
challenges facing Western economies aiming to reshore
manufacturing. It demonstrates that even well-funded, globally
recognized brands struggle to quickly establish high-quality
production in new locations lacking established industrial clusters
and facing a tight skilled labor market.
Reshoring complex manufacturing is not a quick fix, and it won’t come
cheap. The difficulties in achieving quality and efficiency, coupled
with significantly higher Western labor costs (even $17/hr is far
above wages in many established Asian manufacturing centers, yet
potentially insufficient for luxury-level skill in the US), inevitably
point towards higher production costs. These costs, stemming from
training investments, lower initial productivity, material waste, and
wages, would ultimately be passed on to consumers, leading to a
massive increase in prices for goods currently produced more
efficiently elsewhere. While strategic reshoring for critical
industries might be necessary, the idea of a wholesale reversal of
globalization without significant economic pain and substantial
long-term investment in skills and infrastructure remains, for now,
largely wishful thinking.
How Zoning Rules Acts as Homeowner Insurance
An excellent section in Abundance discusses the risks
involved in buying a house and how they are often mitigated.
The authors quote a passage from Fischel, noting that buying a
home is akin to pouring your life savings into one undiversified
company, highly vulnerable to local risks like neighborhood changes or
shifting municipal policies.
They then suggest that public policy, particularly zoning rules, has
evolved to mitigate these risks. These rules – such as common local
regulations dictating minimum lot sizes, preventing the construction
of multi-family or public housing projects, and mandating extensive
parking – aren’t just arbitrary, according to this view.
Instead, they function to protect the existing character and,
crucially, the property values of an area. They act as a buffer
against changes that could negatively impact a homeowner’s massive,
illiquid investment.
By limiting development and maintaining the status quo, zoning
effectively provides a form of insurance for homeowners. This use of
bureaucratic structures to safeguard existing investments echoes
broader discussions on how such practices can preserve wealth,
particularly among established groups.
Biases, "respectable" economists and their policies
Imagine you see someone using a frying pan to put nails in the
wall. You tell them, « No proper homeowner would do that. »
While using a hammer is correct, this way of speaking doesn’t
persuade. If their method works for the few nails they need and
nothing seems to go wrong, just saying it’s not ‘proper’ gives them no
real reason to change. You miss the chance to explain the actual
advantages of a hammer that matter to everyone – maybe it’s faster,
safer in the long run, or avoids hidden damage. These are better
reasons than just talking about being ‘proper’.
We see this same problem often when people discuss economics. When
important economists say, “No respectable economist would support
these policies,” it’s like the frying pan comment. This kind of
statement often doesn’t reach the people it’s aimed at. Why? Because
the people who do support those policies probably don’t care about
that particular group’s idea of ‘respectable’. So, the criticism
becomes meaningless noise to them. This approach builds walls between
groups (echo chambers) instead of helping understanding or allowing
challenges to possibly bad policies. It stops people with different
ideas from talking to each other, which is necessary to check our own
biases (see confirmation bias).
Instead of focusing arguments on what ‘respectable’ experts approve,
perhaps the real challenge should be looking for ideas or criticisms
so fundamental, based on clear evidence or logic, that even economists
with very different or less ‘respected’ views would have to agree they
are valid, or at least seriously discuss them. Finding this common
ground, or points of disagreement that everyone acknowledges, seems
far more productive than relying on the label of ‘respectability’,
which is often subjective and used to exclude people.
Europe Aims for Independence: Investing in Critical Raw Materials
The European Commission is taking significant steps to reduce the EU’s
reliance on external sources for critical raw materials, particularly
China.
Recently, the Commission unveiled a list of 47 “strategic projects”
that will receive funding and support to develop new mines, processing
facilities, and recycling plants across Europe. This initiative
addresses the urgent need to secure access to essential materials,
including rare earth metals, which are vital for technological
advancements, military and space industries, and the ongoing green
transition. These 47 projects, selected from 170 applications, involve
a substantial investment of €22.5 billion and span 13 European
countries.
Italy is set to play a role in this European strategy with the
selection of four key projects. All four Italian projects focus on the
recycling of critical raw materials, highlighting the importance of
creating a circular economy within the EU. These projects include a
major initiative by Glencore in Portovesme, Sardinia, to convert
part of a zinc production complex into a facility for recycling
end-of-life batteries to extract lithium and other valuable
materials. Solvay will utilize its plant in Rosignano, Tuscany, to
recover palladium from catalytic converters. Additionally, Itelyum
Regeneration in Frosinone will recycle electronic waste, and
Circular Materials in Padua will focus on recovering nickel,
copper, and platinum from industrial liquid waste.
These European initiatives and the Critical Raw Materials Act aim to
bolster the EU’s resilience in a complex global landscape. By
increasing domestic extraction, processing, and recycling capacities,
Europe can mitigate supply chain vulnerabilities exposed by events
like the pandemic, the war in Ukraine, and rising protectionist
policies. The focus on critical raw materials like lithium, cobalt,
nickel, and rare earth elements will not only support the growth of
key industries but also drive innovation and sustainability. With
streamlined permitting processes and substantial financial backing,
these strategic projects pave the way for a more secure and
self-sufficient future for Europe.
Confirmation Bias and Marketing in Small Manufacturing Firms
Small manufacturing firms often operate with limited resources and
razor-thin margins. Effective marketing is a necessity for survival
and growth. Yet, a pervasive cognitive bias, confirmation bias,
frequently undermines their marketing efforts, leading to missed
opportunities, wasted resources, and ultimately, stagnation.
What is Confirmation Bias
Confirmation bias, the tendency to seek out, interpret, favor, and
recall information that confirms or supports one’s prior beliefs or
values, is a natural human inclination. However, in the realm of
business, particularly marketing, it can be a devastating force. This
article explores the specific ways confirmation bias negatively
impacts the marketing activities of small manufacturing firms,
highlighting the pitfalls and offering potential solutions.
Skewed Market Research and Customer Understanding:
Small manufacturers often operate within niche markets, developing a
strong sense of their customer base. This familiarity, however, can
breed complacency and a reluctance to challenge existing
assumptions. Confirmation bias manifests in:
- Selective Data Gathering: Instead of conducting comprehensive
market research, managers may focus on data points that reinforce
their pre-existing beliefs about their target audience. For
instance, if a manufacturer believes their product is primarily
valued for its durability, they might only seek feedback related to
durability, ignoring crucial aspects like aesthetics or user
experience.
- Misinterpretation of Feedback: Even when presented with diverse
customer feedback, managers might selectively interpret it to fit
their existing narrative. Negative feedback that contradicts their
assumptions is often dismissed as outliers or misinterpretations,
while positive feedback is amplified and generalized.
- Ignoring Emerging Trends: The manufacturing landscape is
constantly evolving, with new technologies, consumer preferences,
and competitive pressures emerging regularly. Confirmation bias can
blind managers to these changes, leading them to cling to outdated
marketing strategies and product offerings. They might dismiss early
signals of a shifting market as temporary blips, only to be caught
off guard when the change becomes mainstream.
Ineffective Product Positioning and Messaging:
Confirmation bias can severely hinder a firm’s ability to effectively
position its products and craft compelling marketing messages. This
happens through:
- Echo Chamber Marketing: Managers might rely on their own internal
perceptions and the opinions of like-minded colleagues or
long-standing customers, creating an echo chamber that reinforces
their existing beliefs about the product’s value proposition. They
may fail to consider how their products are perceived by a broader
audience or new potential customers.
- Sticking to Familiar Messaging: If a particular marketing message
has been successful in the past, managers may be reluctant to change
it, even if market conditions have shifted. They might continue to
emphasize features that are no longer relevant or resonate with the
current target audience, ignoring the need for updated messaging.
- Overlooking Competitor Analysis: Confirmation bias can lead to a
distorted view of the competitive landscape. Managers might focus on
the weaknesses of their competitors while downplaying their
strengths, creating a false sense of security. They might fail to
recognize emerging competitors or new product innovations that
threaten their market share.
Inefficient Resource Allocation and Marketing Spend:
Limited resources are a constant challenge for small
manufacturers. Confirmation bias can lead to inefficient allocation of
marketing budgets, resulting in wasted resources and missed
opportunities.
- Investing in Familiar Channels: Managers might continue to invest
in marketing channels that have been successful in the past, even if
they are no longer effective. They might be reluctant to experiment
with new channels or technologies, such as digital marketing or
social media, due to a lack of familiarity or a belief that they are
not relevant to their industry.
- Overreliance on Personal Networks: Small manufacturers often rely
on personal networks and word-of-mouth marketing. While these can be
valuable, they can also be limiting. Confirmation bias can lead
managers to overestimate the reach and effectiveness of their
personal networks, neglecting the need for broader marketing
efforts.
- Ignoring Data-Driven Insights: In today’s digital age, data
analytics provide valuable insights into customer behavior and
marketing performance. However, confirmation bias can lead managers
to ignore or dismiss data that contradicts their preconceived
notions. They might focus on metrics that support their existing
beliefs while ignoring those that suggest a need for change.
Hindered Innovation and Adaptation:
In a rapidly changing market, innovation and adaptation are crucial
for survival. Confirmation bias can stifle these critical processes.
- Resistance to New Ideas: Managers who are heavily invested in
their existing beliefs may be resistant to new ideas or suggestions
from employees, customers, or external consultants. They might
dismiss innovative concepts as impractical or irrelevant, preventing
the firm from exploring new opportunities.
- Fear of Change: Confirmation bias can create a fear of change,
leading managers to cling to familiar processes and products even
when they are no longer effective. They might be reluctant to invest
in new technologies or adopt new marketing strategies, fearing the
uncertainty and potential risks.
- Stifled Employee Creativity: When managers are resistant to new
ideas, it can stifle employee creativity and innovation. Employees
may feel discouraged from sharing their insights or suggestions,
knowing that they are likely to be dismissed.
Combating Confirmation Bias:
Overcoming confirmation bias is an ongoing process that requires
conscious effort and a commitment to critical thinking. Here are some
strategies that small manufacturing firms can implement:
- Embrace Data-Driven Decision Making: Rely on objective data and
analytics to inform marketing decisions. Avoid relying solely on
intuition or anecdotal evidence.
- Seek Diverse Perspectives: Encourage feedback from a wide range of
sources, including employees, customers, suppliers, and industry
experts. Actively seek out dissenting opinions and challenge your
own assumptions.
- Conduct Regular Market Research: Stay informed about emerging
trends, customer preferences, and competitor activities. Conduct
regular market research to validate or challenge your existing
assumptions.
- Experiment and Iterate: Embrace a culture of experimentation and
continuous improvement. Test new marketing strategies and product
offerings, and be willing to adapt based on the results.
- Foster a Culture of Open Communication: Encourage open and honest
communication within the organization. Create a safe space for
employees to share their ideas and concerns without fear of
judgment.
- Implement Blind Testing: When possible, conduct blind tests to
evaluate marketing materials or product features. This can help to
minimize the influence of personal biases.
- Hire External Consultants: Bring in external consultants with
expertise in marketing and market research. They can provide an
objective perspective and challenge existing assumptions.
- Develop Critical Thinking Skills: Invest in training and
development programs that focus on critical thinking and
decision-making skills.
By acknowledging the presence of confirmation bias and actively
working to mitigate its effects, small manufacturing firms can improve
their marketing effectiveness, enhance their competitiveness, and
achieve sustainable growth. In a world of constant change, the ability
to challenge assumptions and adapt to new realities is not just an
advantage, it’s a necessity.
References
Nuclear Power in Italy: An Opportunity for the Country's Energy Future
Nuclear power has returned to the center of public debate in Italy,
and beyond. The growing demand for energy, the need to decarbonize the
production system, and the geopolitical challenges linked to fossil
fuels have prompted many countries to re-evaluate this energy
source. In Italy as well, after the 1987 referendum that decreed its
abandonment, there is a growing interest in nuclear power, fueled by
various industrial and political players.
The Latest News:
In February 2025, Confindustria organized a conference in Rome to
relaunch the International Energy Agency’s (IEA) report on nuclear
power. The event saw the participation of important figures from the
industrial and political world, including Aurelio Regina, delegate of
the president of Confindustria for Energy, and Gilberto Pichetto
Fratin, Minister of Environment and Energy Security1. During the
conference, Aurelio Regina stressed the importance of nuclear power
for the energy transition and to maintain the competitiveness of
Italian industry. “If we want to maintain our industrial vocation and
at the same time proceed with the energy transition, nuclear energy is
an unavoidable option.”
Minister Pichetto Fratin expressed openness towards nuclear power,
stating that “The draft law on nuclear energy is ready and will go to
a forthcoming council of ministers, I hope it can be approved by the
autumn. In the meantime, we are working with the Ministry of Economy
on the bill decree. It is possible that they will arrive together. On
the coverage we have to check with the Ministry of Economy, they are
doing it, we will see in the next few days. My commitment is to create
the conditions to provide answers to the needs of the country.”
Nuclear Power in the European Context
At the European level, nuclear power is experiencing a phase of strong
development. The European Commission has included nuclear energy in
the Green Taxonomy, recognizing its role in the fight against climate
change. Several European countries, including France and Sweden, are
investing in new nuclear technologies, such as small modular reactors
(SMRs) and fast reactors. Italy, despite not having active nuclear
power plants, participates in research and development projects in the
nuclear field at the European level.
The Draghi Report
The Draghi Report on European competitiveness, published in September
2024, underlines the importance of energy at competitive prices for
the economic growth of the European Union. The report highlights how
the cost of energy in Europe is significantly higher compared to other
regions of the world, such as the United States and China. This
competitiveness gap is due to several factors, including dependence on
natural gas imports, exposure to spot markets, and price
volatility. The Draghi Report does not explicitly express itself in
favor of nuclear power, but underlines the need to diversify energy
supply sources and reduce dependence on fossil fuels.
The Advantages of Nuclear Power
Nuclear power has several advantages compared to other energy sources:
- Low environmental impact: nuclear power plants do not produce
greenhouse gas emissions during their operation, contributing to the
fight against climate change.
- High efficiency: nuclear power plants have high energy
efficiency, producing large amounts of energy with a relatively
small amount of fuel.
- Reliability: nuclear power plants can operate 24 hours a day, 7
days a week, guaranteeing a stable and continuous energy supply.
- Safety: nuclear power plants are designed and operated according
to strict safety standards, minimizing the risk of accidents.
The Challenges of Nuclear Power
Nuclear power also presents some challenges:
- Construction costs: the construction of a nuclear power plant
requires substantial investments and long times.
- Waste management: the radioactive waste produced by nuclear
power plants must be managed and disposed of safely.
- Social acceptance: public opinion is often divided on nuclear
power, due to concerns related to safety and environmental impact.
The Future of Nuclear Power in Italy
The future of nuclear power in Italy is still uncertain. Despite the
growing interest from some sectors, public opinion remains divided and
the political picture is not yet entirely favorable to a return to
this energy source. However, the energy and environmental challenges
that the country faces could push to reconsider the role of nuclear
power in the national energy mix. Italy has a long history of research
and development in the nuclear sector. In the 1960s and 1970s, the
country built and operated several nuclear power plants, but the 1987
referendum led to their closure. Today, Italy participates in research
and development projects in the nuclear field at the European and
international level.
New nuclear technologies, such as SMRs, offer the possibility of
building smaller, safer, and cheaper plants compared to traditional
ones. These technologies could represent a solution for Italy,
allowing it to produce clean and reliable energy without the risks and
high investment costs of large plants.
Conclusions
Nuclear power is a controversial energy source, but it has undoubted
advantages in terms of decarbonization, efficiency, and
reliability. Italy, despite having abandoned nuclear power in 1987, is
witnessing a renewed interest in this energy source, fueled by the
energy and environmental challenges that the country faces. The future
of nuclear power in Italy will depend on the ability to overcome the
challenges related to costs, waste management, and social acceptance.
An informed and transparent public debate on the topic is fundamental
to overcome the resistances and fears related to nuclear power. Italy
has the skills and technologies to return to being a leading country
in the nuclear sector, contributing to the energy transition and
economic growth of the country.
Henry Ford's workforce management: salary increase and reduced working hours
Henry Ford’s mass production system revolutionized manufacturing, but
its success wasn’t solely about the assembly line. A less-discussed,
yet equally vital, component was his radical approach to workforce
management. Ford recognized that even the most efficient processes
are useless without a stable and motivated workforce. His solution:
the $5 workday and the 8-hour workday.
As described in “Invisible Advantage: How Intangibles are Driving
Business Performance”, early manufacturing suffered from
crippling employee turnover. Factories were harsh, and workers, often
new to industrial life, quit frequently. Ford’s Highland Park plant
experienced a staggering 400% turnover rate, requiring 54,000 hires
annually to maintain a 13,000-person workforce. This constant churn
disrupted production and ballooned training costs. The assembly line,
while boosting output, worsened the problem by intensifying worker
dissatisfaction.
Ford understood this unsustainable turnover was a major bottleneck.
His 1914 solution was revolutionary: an eight-hour workday and a $5
daily wage – unheard of at the time. This bold investment in human
capital paid off spectacularly.
Turnover plummeted from over 400% to just 37%. This newfound stability
brought numerous benefits. Training costs decreased as the company
no longer constantly replaced employees. Experienced workers became
more proficient, improving quality and efficiency. Crucially, a
stable workforce fostered camaraderie and pride, boosting morale and
productivity.
The $5 wage wasn’t just about reducing turnover; it was about
attracting and retaining top talent. Ford’s generous pay drew skilled
workers, creating a highly motivated and capable workforce. This
fueled growth, with profits doubling from $30 million to $60 million
between 1914 and 1916. The increased efficiency and productivity
allowed Ford to meet the booming demand for the Model T, cementing his
market dominance.
Ford’s human-capital strategy demonstrates a key principle: investing
in your workforce isn’t just a cost, it’s a vital investment with
substantial returns. By addressing the root causes of turnover – poor
conditions and low pay – Ford unlocked the true potential of mass
production. He proved that a motivated, well-compensated workforce is
crucial for operational excellence and growth. His $5 revolution
wasn’t just charitable; it was a strategic imperative that transformed
the automotive industry and remains a powerful lesson for businesses
today.
The Human Factor: Why Happy Workers are the Foundation of a Productive Construction Industry
The construction industry is at a critical juncture. On one hand,
it’s poised for a period of immense growth, driven by urbanization,
infrastructure development, and the push towards a more sustainable
future. McKinsey predicts global construction spending could reach a
staggering $22 trillion by 2040. Yet, the industry is grappling with
a significant paradox: low productivity and a shrinking workforce.
A recent McKinsey report, “Delivering on construction productivity is
no longer optional,” rightly highlights several key challenges
hindering productivity, including slow technology adoption,
difficulties in scaling improvements, and complex project dynamics.
However, I believe it overlooks the most crucial element: the human
factor.
In my personal view, productivity must go hand in hand with happy
workers. Satisfied workers are the bedrock of a thriving and
efficient construction industry. They are more engaged, more
productive, and less likely to leave their jobs. In an industry
facing a growing labor shortage, prioritizing worker satisfaction is
no longer just a nice-to-have; it’s an absolute necessity.
The Power of Satisfied Workers
Numerous studies have demonstrated the link between worker
satisfaction and improved productivity. For example, a Gallup study
found that companies with highly engaged workforces outperform their
peers in earnings per share. Other studies are available
(example: Oxford University’s Saïd Business School and Management
Science) with different methodologies and therefore different
numbers, but with very similar conclusions.
In the construction industry, this translates to:
- Fewer Safety Incidents: When workers feel valued and safe, they are more likely to follow safety protocols, leading to a reduction in accidents and injuries.
- Better Quality Work: Engaged workers take pride in their work, resulting in higher quality construction and fewer defects.
- Less Rework: Satisfied workers are more attentive to detail, minimizing errors and the need for costly rework.
Why Satisfaction Matters More Than Ever
The construction industry is facing a looming labor crisis. An aging
workforce, coupled with a widening skills gap, is creating a shortage
of qualified workers. To attract and retain top talent, construction
companies must prioritize the well-being and satisfaction of their
employees.
Here are two actionable strategies that entrepreneurs can implement to
foster a more positive and productive work environment:
1. Invest in Training and Development
One of the most effective ways to demonstrate your commitment to your
workers is to invest in their professional development. This not only
enhances their skills and knowledge but also shows them that you value
their growth and potential.
- Targeted Skills Training: Provide training programs that
address specific skills gaps in your workforce, such as advanced
carpentry techniques, digital tool proficiency (BIM software,
project management tools), or safety certifications.
- Leadership Development: Offer opportunities for workers to
develop their leadership skills, preparing them for future
supervisory or management roles.
- Mentorship Programs: Pair experienced workers with newer
employees to foster knowledge transfer and create a supportive
learning environment.
- Tuition Assistance: Support employees who wish to pursue
further education, such as associate’s or bachelor’s degrees in
construction management or related fields.
By investing in training and development, you’re not only improving
the skills of your workforce but also increasing their engagement,
motivation, and loyalty.
2. Implement Incentive and Rewards Programs
Recognizing and rewarding employees for their hard work and
contributions is essential to boosting morale and reinforcing positive
behaviors.
- Performance-Based Bonuses: Offer bonuses tied to individual or
team performance metrics, such as meeting project deadlines,
exceeding quality standards, or achieving safety goals.
- Profit-Sharing: Consider implementing a profit-sharing
program, allowing employees to share in the company’s success and
fostering a sense of ownership.
- Employee Recognition Programs: Publicly acknowledge and
appreciate employees who go above and beyond, through awards,
certificates, or company-wide announcements.
- Non-Monetary Rewards: Offer non-monetary incentives, such as
extra time off, flexible work arrangements, or opportunities for
career advancement.
A well-designed incentive and rewards program can motivate employees,
improve productivity, and enhance overall job satisfaction.
A Call to Action
The construction industry stands to benefit immensely from a more
human-centric approach. By prioritizing worker satisfaction,
construction entrepreneurs can unlock the full potential of their
workforce, driving productivity, improving project outcomes, and
creating a more sustainable and prosperous future for the industry.
Artificial Intelligence and Cybersecurity: an assessment
This document explores the crucial intersection of Artificial
Intelligence and Cybersecurity, using a case study inspired by the
World Economic Forum’s white paper, “Artificial Intelligence and
Cybersecurity: Balancing Risks and Rewards” (available
here). We simulate an AI cybersecurity
assessment for “Bellini Composites,” a family-owned Italian
manufacturer, and present a realistic discussion between the company,
its founder’s father (a tech-savvy but cybersecurity-skeptical), and a
cybersecurity consultant.
Bellini Composites: A Case Study
Bellini Composites, a 30-employee company nestled in the Italian Alps,
specializes in high-performance composite materials for high-end
motorcycle manufacturers and racing teams. Founded 25 years ago by
Paolo Bellini, the company prides itself on the superior
strength-to-weight ratio and customizability of its carbon fiber
parts. With an annual turnover of €5 million and a 15% operating
margin, Bellini Composites reinvests significantly in R&D, its core
strength.
The six-person R&D team, comprised of highly skilled engineers,
constantly explores new resin formulations, fiber weaves, and
manufacturing processes. While equipped with modern CNC machinery and
CAD/CAM software, Bellini Composites has yet to delve into AI-driven
predictive maintenance or other AI-powered optimizations. They
recognize the potential benefits of AI but are also wary of the
security implications.
The Assessment and Discussion
The following sections detail the AI cybersecurity assessment,
including the questions posed, Bellini Composites’ responses, a
skeptical reactions, and the cybersecurity consultant’s expert
counterpoints.
1. Risk Tolerance
Has the appropriate risk tolerance for AI been established and is it understood by all risk owners?
Bellini Composites’ Response:
“We’ve discussed risk tolerance at the executive level, focusing on
production downtime and protecting our proprietary composite
formulas. We’re very risk-averse regarding production stoppages, as
delays can impact our delivery schedules and potentially lead to lost
contracts. We’re also extremely protective of our R&D findings. This
is documented in our general risk management policy, but we haven’t
specifically considered AI-related risks. We need a workshop with
Paolo (CEO), Marco (Production Manager), Elena (R&D Lead), and our
external IT consultant to define acceptable risk levels for each
potential AI project. For example, what level of data exposure is
acceptable during AI training for material optimization? This needs to
be documented.”
Critique:
“Risk tolerance? Bah! We’ve always taken calculated risks. We need
to focus on getting these AI projects running to boost
production. All this talk about risk assessment is slowing us down.”
Consultant’s Response:
“I understand your desire for speed. However, neglecting risk
assessment is like driving a race car without brakes. A targeted
ransomware attack exploiting an AI vulnerability could shut down
production for weeks, costing far more than any short-term gains. A
proper risk assessment identifies specific AI vulnerabilities,
allowing us to prioritize security measures effectively. This isn’t
about slowing down; it’s about ensuring long-term growth.”
2. Risk vs. Reward
Are risks weighed against rewards when new AI projects are considered?
Bellini Composites’ Response:
“We currently do a basic cost-benefit analysis. For example, we know
predictive maintenance on our specialized autoclave could minimize
downtime, but we worry about the AI misinterpreting sensor
data. However, this is informal. We need a structured risk/reward
template for AI projects, including quantifiable factors like
downtime cost, potential gain in material efficiency, IP theft risk,
and AI system cost.”
Critique:
“The reward is obvious: increased efficiency, better materials, more
profit! The risks? Some vague talk about data breaches. We’ve been
fine for 25 years; why worry now?”
Consultant’s Response:
“While the rewards are significant, dismissing the risks is
short-sighted. Cyberattacks are rising, and manufacturers are
targeted. A competitor could manipulate your AI-powered material
optimization algorithm, leading to product failures and reputational
damage. A structured risk/reward analysis quantifies these risks,
showing that security investment is an insurance policy.”
3. Governance Process
Is there an effective process in place to govern and keep track of the deployment of AI projects?
Bellini Composites’ Response:
“AI initiatives are currently handled ad-hoc. We need an “AI
Steering Committee” with Paolo, Marco, Elena, and our IT consultant
to approve AI projects, define data access policies, monitor
progress, and enforce security protocols.”
Critique:
“Governance? Bureaucracy! We’re a small, agile company. An ‘AI
Steering Committee’ sounds like red tape.”
Consultant’s Response:
“Agility is important, but centralized AI governance is
essential. Without it, you risk incompatible systems and security
gaps. The AI Steering Committee provides strategic oversight,
ensuring AI projects align with business goals and security
standards are consistent. This streamlines the process in the long
run.”
4. Vulnerabilities and Risks
Is there clear understanding of organization-specific vulnerabilities and cyber risks related to the use or adoption of AI technologies?
Bellini Composites’ Response:
“We’re generally aware of cybersecurity risks, but haven’t
considered AI-specific vulnerabilities. We’re concerned about data
poisoning attacks on our materials database. We need a dedicated AI
risk assessment, including penetration testing, vulnerability
scanning, and analysis of potential attack vectors. We should also
consider the risk of bias in AI algorithms.”
Critique:
“Vulnerabilities? We have firewalls and antivirus software. That’s
enough, isn’t it?”
Consultant’s Response:
“Traditional measures are a good start, but AI introduces unique
vulnerabilities. AI models are susceptible to data poisoning and
adversarial attacks. A dedicated AI risk assessment is crucial to
identify these vulnerabilities and implement safeguards. It’s a
complex system with its own security challenges.”
5. Stakeholder Involvement
Is there clarity on which stakeholders need to be involved in assessing and mitigating the cyber risks of AI adoption?
Bellini Composites’ Response:
“IT, R&D, and Production are obviously involved. Legal needs to be
involved for GDPR compliance. We haven’t considered HR, but they
might need to be involved if AI changes job roles. We need a
stakeholder map defining roles and responsibilities.”
Critique:
“Stakeholders? IT, R&D, Production – that’s who needs to be
involved. Why involve HR or Legal?”
Consultant’s Response:
“Neglecting stakeholders can create blind spots. Legal ensures GDPR
compliance. HR addresses potential job changes. A comprehensive
stakeholder analysis ensures all aspects of AI adoption are
addressed.”
6. Assurance Processes
Are there assurance processes in place to ensure that AI deployments are consistent with the organization’s broader organizational policies and legal and regulatory obligations?
Bellini Composites’ Response:
“We have general quality control, but nothing specific to AI. We
need specific testing and validation for AI models, including
robustness testing, bias detection, and explainability
analysis. Continuous monitoring is also crucial.”
Critique:
“Assurance processes? We test our products thoroughly. Isn’t that
enough?”
Consultant’s Response:
“Traditional testing is essential, but AI requires specialized
assurance processes. AI models are complex and their behavior can be
unpredictable. We need specific testing procedures, including
robustness testing, bias detection, and explainability
analysis. Continuous monitoring ensures reliability and safety.”
European Union AI Act
The European AI Act is the world’s first comprehensive law
regulating artificial intelligence within the EU. Designed to foster
innovation while ensuring AI is safe, fair, and transparent, the
Act safeguards users from harmful AI applications while unlocking
benefits like improved healthcare and sustainable transport.
A Risk-Based Approach for Trustworthy AI
The AI Act classifies AI systems based on their potential
risks—unacceptable, high, limited, and minimal—with corresponding
obligations.
- High-risk AI (e.g., healthcare, transportation) must comply with
strict transparency, safety, and human oversight measures.
- Banned AI applications include social scoring and real-time
biometric identification in public spaces, reflecting the EU’s
commitment to ethical AI.
Fostering Innovation with Regulatory Sandboxes
To balance regulation with innovation, the Act introduces regulatory
sandboxes, enabling companies—especially startups and SMEs—to test AI
systems in controlled environments. This allows businesses to refine
their models while ensuring compliance, fostering a trustworthy AI
ecosystem that encourages responsible development.
Transparency for General-Purpose AI
The legislation also applies to general-purpose AI models, such as
chatbots and image generators. These models must clearly disclose
AI-generated content, comply with copyright laws, and provide
transparency in their operations, ensuring users can trust AI-driven
interactions.
Implementation Timeline
The EU AI Act was officially published in the EU Official Journal on
July 12, 2024, marking a major milestone in AI governance. It will
come into force on August 1, 2024, with full application starting
August 2, 2026. However, certain provisions outlined in Article 113
will take effect earlier.
What This Means for Businesses
For companies operating in or serving the EU, compliance with the AI
Act ensures consumer trust, legal certainty, and a competitive edge in
the evolving AI landscape. By aligning with ethical AI principles,
businesses can navigate regulation while driving innovation in a
responsible manner.
The UK government has recently announced an ambitious plan to use AI
to modernise public services. They are creating a suite of AI tools
called “Humphrey” that will help civil servants work faster and more
efficiently.
For example, a tool called “Consult” will analyse public responses to
public consultations, allowing the government to better understand
public opinion. Another tool, called “Minute”, will automatically
generate meeting summaries, freeing up officials to focus on more
important tasks.
How can a small business benefit from AI?
While you may not have the same resources as the UK government, your
small market research firm can still benefit from AI. As the
technology becomes more accessible, we will start to see a growing
number of affordable and easy-to-use AI tools that can be used by
small businesses. For example, you could use AI to analyse large sets
of market data to spot trends that you might otherwise have missed. Or
you could use AI to automate repetitive tasks such as transcribing
interviews or coding data.
External consultancy to leverage AI
AI is a rapidly evolving field, and it can be difficult to keep up
with the latest developments. If you are interested in using AI in
your business, it might be helpful to consult with an expert. An AI
consultant can help you identify the right AI tools for your needs and
can assist you in implementing these technologies within your
business.
AI has the potential to transform the way businesses operate, and
small businesses in the UK are well-placed to take advantage of this
technology. With a bit of planning and foresight, you can use AI to
automate processes, improve efficiency, and gain a competitive edge.
World Economic Forum - Global Cybersecurity Outlook 2025
The Global Cybersecurity Outlook
2025,
published by the World Economic Forum in collaboration with Accenture,
highlights a widening gap in cyber resilience between SMEs and larger
organizations.
- Only 14% of organizations are confident they have the necessary
people and skills to address cybersecurity challenges effectively.
- Many SMEs lack the resources for robust cybersecurity, often relying
on basic tools that leave them particularly vulnerable, especially
within interconnected supply chains.
- While 78% of private sector leaders believe that cyber and privacy
regulations help reduce risk, 69% find these regulations overly
complex or struggle with ensuring third-party compliance.
Main Organizational Challenges to Cyber Resilience for SMEs
Small and medium-sized enterprises (SMEs) face three primary
challenges in achieving cyber resilience. The evolving threat
landscape is growing more complex, requiring a level of adaptability
that many SMEs struggle to achieve. Additionally, the ongoing skills
shortage leaves organizations without the talent needed to manage
these risks effectively. Finally, a lack of incident response
preparedness leaves SMEs particularly vulnerable when breaches
occur, further widening the gap between small businesses and larger
organizations.
Cyber Resilience Gap
The gap in cyber resilience between small and large organizations
continues to widen. A staggering 35% of small organizations report
insufficient cyber resilience, a sevenfold (7x !) increase since
2022. In contrast, larger organizations have made significant
progress, halving their reports of insufficient resilience. This
disparity has reached a critical point, with 71% of cyber leaders
agreeing that SMEs are increasingly unable to protect themselves from
escalating risks. Larger organizations, more likely to implement
advanced security measures like AI safeguards, are encouraged to
support SMEs to strengthen the resilience of the entire ecosystem.
Adoption of Cybersecurity Measures
SMEs often lack the resources to build robust cybersecurity
infrastructure, leaving them reliant on basic tools and
practices. This dependence significantly increases their
vulnerability, especially in interconnected supply chains, where
attacks on smaller entities can propagate across entire ecosystems.
AI Deployment and Risks
While 66% of organizations recognize the transformative potential of
AI in cybersecurity, only 37% have implemented processes to assess AI
tools’ security before deployment. For SMEs, the challenge is even
greater: 69% lack the necessary safeguards for secure AI
deployment. This gap exposes smaller organizations to heightened
risks from insecure AI models, further complicating their
cybersecurity posture.
Supply Chain Vulnerabilities
SMEs often form critical links in larger supply chains but typically
lack the security maturity to address the risks inherent in such
interdependencies. Key vulnerabilities include software flaws
introduced by third parties and the potential for cyberattacks to
spread across the entire ecosystem. These weaknesses not only threaten
SMEs but also pose risks to the broader networks they are part of.
Inequity in Cyber Resources
Since 2024, the cyber skills gap has widened by 8%, leaving two-thirds
of organizations facing moderate-to-critical shortages of essential
talent. Only 14% of organizations feel confident in their current
cybersecurity capabilities. SMEs, in particular, struggle with
limited financial resources, infrastructure, and access to skilled
professionals, making it challenging to build a strong security
foundation. This inequity in resources and workforce
disproportionately affects SMEs, hindering their ability to respond to
evolving threats effectively.
Regulatory Requirements
While 78% of private sector leaders agree that cyber and privacy
regulations effectively reduce risk, 69% report that these
regulations are overly complex or difficult to implement. Verifying
third-party compliance is another common challenge. The European Union’s NIS2 Directive aims to address these issues by raising
cybersecurity standards, requiring enhanced incident reporting,
stricter supply chain oversight, and increased accountability for
boards of directors. However, for SMEs, navigating these regulatory
complexities remains a significant hurdle.
Driving Innovation in Agribusiness: A Roadmap for Change Using Kotter’s 8-Step Model

Innovation and adaptability are crucial for businesses looking to
thrive in today’s competitive agribusiness landscape. In this blog
post, we’ll explore how a production farm in Northern Italy can
embrace transformative change by automating pesticide spraying and
harvesting processes using Kotter’s 8-Step Model for Leading
Change (Kotter, J.P., 1996).
This roadmap will guide the farm’s journey toward efficiency,
profitability, and sustainability. While this roadmap presents a
dream-like scenario, it is important to acknowledge that the
implementation may face numerous challenges and unexpected
detours. These steps are designed to provide guidelines, spark ideas,
and serve as a point of reference for structuring a well-organized
plan, helping to navigate potential obstacles effectively.
Step 1: Create a Sense of Urgency
The farm must inspire its stakeholders to act with passion and purpose
to seize the opportunity for innovation. Highlight the current
inefficiencies in manual pesticide spraying and harvesting, such as
high labor costs, limited scalability, and the risk of human
error. Share compelling data to show how automation can:
- Reduce costs by optimizing resource use.
- Improve worker safety by minimizing exposure to pesticides.
- Increase productivity, enabling the farm to compete in a growing
market.
Warning
It’s important to address the concerns of workers who may see
automation as a threat to their employment. Emphasize that
automation will not replace jobs but transform them, creating new
opportunities for employees to work in roles such as technology
management, system monitoring, and maintenance. Offer reassurances
that upskilling programs will be provided, enabling workers to grow
alongside the farm’s technological advancements.
Organize workshops and presentations for employees and stakeholders to
communicate the importance of these changes and the risks of
maintaining the status quo.
Step 2: Build a Guiding Coalition
Form a coalition of key individuals who are passionate about the
farm’s future. This group should include:
- Farm managers: To provide leadership and oversight.
- Technical advisors: To guide the selection and implementation of
IoT and robotic technologies.
- Key employees: To offer practical insights and represent the
workforce.
- External partners: Such as technology providers and consultants.
Empower this coalition to guide, coordinate, and communicate the
change initiative effectively.
Articulate a clear vision for the farm’s future:
- Vision Statement: “To enhance operational efficiency and maintain
competitiveness in the agribusiness sector by leveraging advanced
automation and IoT technologies.”
- Strategies: - Implement robotic pesticide spraying systems to ensure precision
and reduce waste.
- Adopt automated harvesting machines to enhance efficiency and
minimize labor costs.
- Utilize a SaaS-based IoT network to monitor and optimize
operations seamlessly.
Step 4: Enlist a Volunteer Army
Large-scale change requires widespread support. Create excitement
among employees and stakeholders by:
- Sharing success stories of other farms that have successfully
automated similar processes.
- Offering training sessions to empower workers to understand and
embrace the new technologies.
- Encouraging open communication to address concerns and gather
feedback.
Foster a sense of collective purpose and show how everyone’s efforts
contribute to the farm’s long-term success.
Step 5: Enable Action by Removing Barriers
Identify and address potential obstacles to progress:
- Financial Barriers: Secure funding through grants, loans, or
partnerships with technology providers.
- Resistance to Change: Offer comprehensive training and demonstrate
the benefits of automation to hesitant employees.
- Technical Challenges: Work closely with SaaS providers to ensure
the equipment is portable, easy to install, and user-friendly.
Streamline decision-making processes and provide resources to overcome
these challenges efficiently.
Step 6: Generate Short-Term Wins
Celebrate early successes to build momentum:
- Milestone 1: Successfully implement the robotic pesticide spraying
system on a trial basis and measure its impact on efficiency and
cost savings.
- Milestone 2: Deploy automated harvesting machines for a small
section of the farm and showcase the results to stakeholders.
Publicize these wins through meetings, newsletters, and social media
to energize and motivate the team.
Step 7: Sustain Acceleration
Leverage the initial successes to push for broader changes:
- Expand automation to all sites and production areas.
- Continuously evaluate and upgrade the IoT network and robotic systems.
- Use the time and cost savings to invest in R&D projects, such as
exploring alternative pest control methods and developing frost
protection systems.
Encourage ongoing feedback and iteration to maintain momentum.
Step 8: Institute Change
Embed the new practices into the farm’s culture:
- Document the processes and outcomes to establish a playbook for
future innovations.
- Regularly evaluate the impact of automation on efficiency and
profitability.
- Recognize and reward employees who champion the changes.
Reinforce the connection between these new behaviors and the farm’s
success, ensuring they become ingrained in day-to-day operations.
Bonus Insight
For successful transformation, leadership and management must
collaborate effectively. Avoid focusing solely on early wins and
instead drive the project to full completion (Kotter, J.P., 1996,
p.129):
Good leadership, poor management
Initial transformation may succeed, but falters as short-term results
become inconsistent.
Poor leadership, good management
Short-term gains are achievable, often through operational
improvements like cost-cutting or acquisitions, but sustainable,
long-term change is rarely accomplished.
Poor leadership, poor management
No progress or direction.
Good leadership, good management
The highest likelihood of achieving lasting success.
Conclusion
By following Kotter’s 8-Step Model, this farm can transform its
operations, setting a benchmark for innovation in the agribusiness
sector. With a clear vision, collaborative effort, and strategic
execution, the farm can achieve its goals of efficiency,
profitability, and sustainability.
Transition 4.0 and the Smart Industry Readiness Index (SIRI)
Industry 4.0 is accelerating, but many companies struggle to
understand its value and how to apply it concretely. Questions like
“What is Industry 4.0?”, “Where do we start?”, and “What are the
opportunities for improvement?” are common among businesses that want
to adopt these solutions.
The Smart Industry Readiness Index (SIRI) was developed to address
these challenges. It’s a structured framework that helps companies
evaluate their digital maturity level and identify practical steps for
improvement. Based on three fundamental pillars (Process, Technology,
and Organization), SIRI also includes an Assessment Matrix, a tool
that balances technical rigor and practical applicability, defining
end goals and intermediate steps for continuous improvements.
SIRI is a structured framework designed to help businesses assess
their readiness for digital transformation and the adoption of
Industry 4.0 practices. Originally developed by the Singapore
Economic Development Board (EDB) in collaboration with industry
experts, SIRI provides a standardized and practical approach to
analyzing the digital maturity of companies. Among the partners who
contributed to its development is TÜV SÜD, a global certification
body with a strong focus on quality, safety, and sustainability. This
collaboration has allowed for the integration of high-quality
standards and a practical approach to evaluating the capabilities of
businesses in the context of Industry 4.0.
SIRI offers companies numerous benefits on their path to digital
transformation. These include:
-
Competitive Benchmarking: It allows companies to compare their
performance against competitors, precisely identifying areas of
strength and areas for improvement.
-
Strategic Focus: It helps organizations focus on initiatives
with the maximum strategic impact, ensuring optimal use of available
resources.
-
Flexibility: It’s applicable at any stage of the digitalization
process, regardless of the initial technological maturity level,
making it suitable for companies of all sizes and sectors.
-
Education and Knowledge: It provides a clear understanding of
the fundamental principles, key technologies, and tangible benefits
of Industry 4.0, thanks to a structured framework based on three
pillars, eight fundamental dimensions, and 16 key parameters.
-
Practical Guidance: It offers a detailed roadmap to
progressively achieve desired goals, allowing for targeted and
continuous improvements.
-
Common Language: It eliminates the confusion associated with
technical terminology of Industry 4.0, creating a standard language
that facilitates communication among different stakeholders, both
internal and external to the company.
-
Transformation Support: It improves collaboration with
technology providers, making it possible to identify priorities,
fill gaps, and plan structured transformations effectively.
The SIRI assessment methodology is based on five key principles that
guide a structured and flexible approach to analyzing a company’s
digital maturity:
-
Current State as a Starting Point: SIRI provides a clear and
detailed overview of the company’s current state of digital
maturity, focusing on the present rather than future projections.
-
Standardized and Open to Innovation References: It uses
Industry 4.0 principles as a reference base, but without excluding
emerging concepts and technologies that could affect the industrial
landscape.
-
Comprehensive and Customizable Coverage: All dimensions of the
framework must be examined, with proportional attention to their
relevance for the specific sector and the company’s strategic
priorities.
-
Flexibility in Results: Reaching the maximum level in all
dimensions is not a universal goal; companies should focus on
levels that reflect their needs and ambitions.
-
Continuity Over Time: SIRI is conceived as a dynamic and
iterative tool, to be used periodically to support continuous
improvement and adapt to changes in the business context.
To know more, visit EDB Singapore - The Smart Industry Readiness
Index.
Subsections of Services
Navigating the 🇮🇹 Italian Business Landscape for German Enterprises
Are you a German enterprise looking to expand into, or optimize your
operations within, the dynamic Italian market? Doing business
successfully in Italy requires more than just a great product or
service; it demands an understanding of the local culture, business
practices, and market nuances.
As an Italian native based in Germany, equipped with an MBA and
several years of hands-on international business experience, I offer
specialized, independent consultancy services designed precisely for
German companies like yours. I bridge the linguistic, cultural, and
operational gap, enabling you to achieve your business objectives in
Italy efficiently and effectively.
The Challenge: Why You Need Local Expertise
German companies often face specific hurdles when engaging with the
Italian market:
- Cultural & Linguistic Nuances: Misunderstandings can hinder
negotiations, relationship building, and operational flow.
- Market Specifics: Navigating Italian regulations, bureaucracy, and
unique business etiquette can be time-consuming and complex.
- Identifying & Vetting Partners: Finding reliable suppliers,
distributors, or acquisition targets requires thorough local
knowledge and due diligence.
- Effective Sales & Client Engagement: Reaching and communicating
effectively with Italian prospects and customers requires a tailored
approach.
Our Solution: Tailored Services for Your Italian Ventures
I provide practical, results-oriented support tailored to your
specific needs:
Due Diligence & Market Research
- In-depth investigation and analysis of potential Italian business
partners, suppliers, or acquisition targets.
- Comprehensive market analysis, competitor research, and
identification of market entry opportunities.
Download the example
Sales Representation & Business Development
Acting as your dedicated sales representative or local point of
contact in Italy.
- Targeted Marketing & Lead Generation: Representing your brand
professionally and identifying qualified leads.
- Client Acquisition & Cold Calling: Proactively approaching and
engaging potential Italian clients and partners in their native
language.
- Local Client Support: Providing first-level support and
relationship management for your existing Italian customers.
Cross-Cultural Business Facilitation
Assistance in negotiations, interpreting business communication, and
understanding cultural expectations to build stronger relationships.
Your Advantage: Why Partner With Me?
- Strategic Insight: An MBA foundation ensures a strategic approach
to your market entry, sales, or partnership goals.
- Practical Experience: Benefit from several years of real-world
experience navigating international business challenges.
- Efficiency & Proximity: Based in Germany for seamless
communication and collaboration, while providing effective
on-the-ground action in Italy.
- Independent & Flexible: As a freelancer, I offer personalized,
agile, and cost-effective solutions tailored directly to your
requirements.
Who Can Benefit?
This consultancy service is ideal for German Small and Medium-sized
Enterprises (SMEs) and larger corporations aiming to:
- Successfully enter the Italian market.
- Find, vet, and establish relationships with reliable Italian
business partners or suppliers.
- Evaluate Italian companies for potential acquisition or investment.
- Establish or strengthen their sales presence and customer support in
Italy.
- Improve communication effectiveness and navigate cultural
differences smoothly.
Let’s Discuss Your Italian Strategy
Ready to confidently navigate the Italian market and achieve your
business goals? Let’s schedule an initial, no-obligation consultation
to discuss your specific needs and how I can help you succeed.
Data and Measurement Literacy
Workshop: Apply Artificial Intelligence to Your Business
Workshop: Digitalise Your Business
The Data Literacy
Data literacy represents an organisation’s ability to systematically
integrate, interpret, and utilise digital information to support
strategic and operational decisions. It goes beyond mere access to a
vast array of data and focuses on having the skills and processes
needed to extract value. In a context where Artificial Intelligence,
advanced analytics systems, and real-time data management are
reshaping business models, embracing this culture means adopting an
approach centred on measurable and up-to-date evidence. This enables
businesses to anticipate market trends, optimise customer experience,
and foster sustainable growth in productivity and competitiveness.
Adopting a data culture also means recognising that intuition and
experience alone are no longer sufficient. It requires merging
managerial insight and market signal interpretation with analytical,
technological, and organisational expertise. This involves creating
multidisciplinary teams, investing in staff training, redefining
decision-making processes, and establishing effective data
infrastructures. It is a profound cultural transformation that
relies on data to build an ecosystem where every participant – from
field operators to top management – can contribute to the company’s
growth by accessing timely and relevant information. In doing so,
businesses not only respond more precisely to customer needs but also
position themselves to innovate and thrive in increasingly complex and
interconnected markets.
Measuring
The ability to accurately measure business processes is the
cornerstone of any data-driven strategy. Without consistent metrics,
reliable analytical tools, and a constant flow of accurate data, a
company cannot fully understand its operations or identify areas for
improvement. A solid measurement methodology, including well-defined
data collection systems, quality controls, and verification
protocols, ensures dependable information to inform decisions. This
enables performance analysis across operational, financial, and market
dimensions, identifying inefficiencies, process bottlenecks, and
opportunities for innovation.
Developing a robust measurement methodology is not merely a technical
matter but also an organisational and cultural one. It requires
training personnel, defining clear responsibilities, and aligning
departments around common goals for data quality. Investing in
analytical tools and skills must go hand-in-hand with establishing
transparent procedures, ensuring that every measurement is meaningful
and actionable. Only then can a company build a shared “measure” that
supports tactical decisions while fostering a virtuous cycle of
continuous improvement. In this cycle, every element of the value
chain contributes to achieving higher, tangible, and sustainable
results.
A concrete and contextualised workshop to guide you in understanding how technological solutions can generate real value for your business.
Explore your digital potential.
Digitalisation and Artificial Intelligence in a Small Electrical Installation Company
Operational Improvement in a Market Research Boutique Firm
Subsections of Data and Measurement Literacy
Apply Artificial Intelligence to Your Business
Motivation
Concepts like digitalisation, cloud, and artificial intelligence
(AI) can mean a lot or nothing at all unless they are contextualised
within your industry and company. This workshop aims to clarify how
modern technologies, with AI playing a central role due to its wide
range of potential applications, can be applied to your processes and
value chains to enhance success and align outcomes with your strategy.
Through a concrete and contextualised approach, the workshop will
guide you in understanding how technological solutions can generate
real value for your business.
Did you know that …
Artificial intelligence is seamlessly integrated into many everyday
tools, including LinkedIn Sales
Navigator,
where it enhances efficiency and precision in lead generation and
outreach.
- AI analyzes your saved leads, searches, and connections to recommend
new prospects or accounts that match your target audience.
- AI-powered tools like Relationship Explorer uncover connections
between you and potential prospects, such as mutual contacts, to
facilitate introductions and build rapport.
- AI provides real-time updates on account activity, such as changes
in roles, hiring trends, or company priorities, enabling more
effective and timely outreach.
- AI optimizes the use of search filters to help identify the most
relevant prospects by learning from past interactions and
preferences.
Example: Digitalisation and Artificial Intelligence in a small electrical installation company
Discover a practical case of application of this service: from the
initial meeting to the final report, through exploratory analysis,
identification of intervention areas, collaboration agreements,
research work, idea-sharing and evaluation questionnaires, and the
discussion workshop.
Learn more
Process
Defining the Need
The process may begin by identifying a company’s need, such as the
potential to increase margins, volumes, or revenues due to a
competitive advantage, juxtaposed with concerns about outdated
management platforms. Alternatively, it could start with the
recognition that AI is advancing rapidly and may offer a tailored
solution ready to be integrated into the client’s business model,
transforming it into a competitive edge.
In line with most consultancy practices, the initial meetings involve
working closely with the client to translate their need into a
foundation for collaboration. For instance, this could involve
defining a question to address, such as: “What can AI do for my
business to increase margins while maintaining other strategic
metrics, like employee and customer satisfaction, unchanged?”
Aligning on Objectives
The consultant, in collaboration with the client, clarifies the
workshop’s objectives and examines the company’s maturity level
concerning the topic at hand. This personalised process may include:
- Interviews with technical and operational managers.
- Internal questionnaires to assess familiarity with AI.
- On-site analysis of operational, administrative, and specific
activities.
During this phase, we evaluate whether the collaboration is viable and
outline the terms of an agreement.
Example: Initial approach, exploratory discussion, and needs identification
Preparing the Topic List
Based on the identified needs, the consultant develops a list of
topics to discuss during the workshop to ensure the most important and
promising points are addressed.
The consultant and the coordinator jointly decide which topics will be
covered during the workshop and which will be handled asynchronously
(questionnaires, online discussions) to optimise workshop time.
Example: Exploratory analysis
Enriching the Topic List
Once the list is defined, the consultant searches for case studies,
industry literature, and technological solutions to enrich the
workshop with practical examples.
Example: Analysis of processes or AI solutions available on the market
Defining the Workshop Agenda
The consultant proposes an agenda to the coordinator, who reviews it
based on timing and internal needs. The consultant ensures that all
agreed topics are covered adequately.
For each topic, the consultant typically:
- Initiates a discussion on the current state, highlighting strengths
and weaknesses.
- Presents research findings and related case studies.
- Leads a brainstorming session on how to apply the discussed concepts
to the company, gathering an initial ranking of the options based on
participants’ immediate perceptions.
Participants best suited for the workshop (e.g., technicians,
warehouse managers, IT, customer management) are selected, and
preliminary information may be requested via questionnaires to
optimise the session. The focus is on maximising the value of
participants’ time during the workshop while handling asynchronous
activities separately.
The consultant will share reference materials (slides, articles, case
studies) in advance.
Example: Results analysis and workshop agenda preparation
During the Workshop
Tools such as whiteboards and post-its are used, and sessions are
recorded to avoid allocating resources to note-taking in real-time.
The consultant ensures that the workshop addresses the initial
request, moderating less relevant parts of the discussion and
fostering those with the most value.
Post-Workshop: Prioritisation
After the discussion, the consultant analyses and aggregates raw
results into a preliminary report, which includes an estimate of the
effort required for each solution’s implementation and the expected
return on investment.

The consultant then prepares a questionnaire, presenting the
identified proposals along with details of the required effort and
expected value, leaving space for comments and opinions. Participants
are given a few days to complete the questionnaire, providing valuable
feedback to prioritise the identified solutions.
Finally, the consultant integrates questionnaire results with
preliminary analyses to prepare a final report. This report offers a
comprehensive overview of priority solutions and their implications,
including guidance on costs, benefits, and implementation strategies.
Example: Results
Closing the Collaboration
A satisfaction questionnaire will be provided to evaluate the
workshop’s effectiveness and improve future editions.
Workshop: Digitalise Your Business

Explore Your Digital Potential with a Structured Approach
Our digitalisation analysis workshop provides an in-depth examination
of your organisation’s current state, highlighting strengths, areas
for improvement, and opportunities to align with advanced Industry 4.0
technologies. Based on the globally recognised Smart Industry
Readiness Index (SIRI), applied according to the UK government’s
guidelines
and tailored to your specific needs, this service offers a
comprehensive diagnosis to help you better understand your digital
maturity level and identify practical steps towards technological
transformation.
Info
A Competitive Edge for Your Future
Our workshop enables you to optimise operational processes, increase
productivity, and prepare for future challenges. Additionally, we
support you in attracting and retaining young, motivated talent by
offering them a technologically advanced and stimulating work
environment. The workshop helps answer questions such as:
- Can your organisation effectively use data to generate value and
achieve strategic objectives?
- What are your top priorities (and investment areas) to improve and
maintain maturity in data usage?
- What are the risks or missed opportunities arising from low maturity
in digitalisation?
Measuring the value brought by digitalisation poses challenges. According to 73% of respondents, the inability to clearly define impacts or metrics is a significant obstacle. Furthermore, difficulties in data collection and the presence of organisational silos are among the top three barriers to fully leveraging digitalisation potential.
Measuring digital value comes with its challenges. According to 73% of respondents, the inability to clearly define impacts or metrics is a significant obstacle. Additionally, difficulties in collecting data and the presence of organisational silos are among the top three barriers." — Deloitte, Mapping Digital Transformation Value - The Metrics that Matter
A Clear Process for Tangible Results
Using a proven methodology, our workshop combines structured analysis,
collaborative brainstorming, and practical case studies to create
tailored solutions for your organisation. From an initial assessment
via the SIRI questionnaire to the delivery of a final report with a
strategic roadmap, our approach ensures that each step is geared
towards maximising value for your organisation. With our support, you
will be equipped to tackle digital transformation with confidence,
method, and success.
A Tried-and-Tested Methodology
Our diagnostic methodology is inspired by the UK Central Digital and
Data Office
guidelines,
adapted to your industry, business model, and organisation.
This framework is built on ten key strengths:
- Data-Driven Decision-Making: Leveraging data to enhance the work
you do.
- Understanding Available Data: How you record, catalogue, and
preserve the data you own.
- Equipping Teams with Data Skills: The level of “literacy”
regarding the data under review and the analyses required within
your organisation.
- Having the Right Systems: The tools and systems available to
manage and utilise data effectively.
- Data Management Practices: Practical approaches to ensure data
usability.
- Data Security: The effectiveness of IT systems, skills, and
policies in safeguarding data.
- Ethical Data Use: Considerations for planning, collecting, and
using data ethically.
- Defining Data Purpose: Understanding data’s value in your
organisation’s policies, strategies, and principles.
- Stakeholder Engagement: Interactions with others in the data
ecosystem.
- Accountability for Data: Ensuring clear roles and
responsibilities for data management within your organisation.
Rather than evaluating every detail of this comprehensive framework,
we will focus on the measures most critical and relevant to your
objectives.
Detailed Methodology
Initial Meeting and Goal Definition
The consultant will discuss the primary objectives of the collaboration with the client, ensuring a clear understanding of the organisation’s specific needs and workshop expectations.
- A draft collaboration contract is prepared, detailing objectives, timelines, operational methods, and intermediary phases.
- The draft is reviewed with the client to ensure mutual alignment.
SIRI Questionnaire Administration
- The consultant provides the Smart Industry Readiness Index (SIRI) questionnaire to the client, designed to stimulate internal reflection on the organisation’s current digitalisation status.
- The client can complete the questionnaire themselves or delegate it to appropriate team members. Multiple contributors may provide input if needed.
- The aim is not to achieve a quantitative result but to initiate discussions and provide valuable insights for subsequent phases. Non-relevant questions can be skipped without impacting effectiveness.
Response Analysis and Workshop Planning
- The consultant analyses the questionnaire responses, leveraging additional resources such as industry-specific success stories and case studies.
- Based on the findings, the consultant proposes discussion points and workshop topics to the client.
- After agreeing on the topics, time allocation, and participants, the consultant drafts a detailed workshop agenda.
Workshop Delivery
During the workshop, the following activities are conducted:
- Current Status Discussion: Analysing the organisation’s strengths and weaknesses concerning selected topics.
- Case Study Presentation: Sharing research and relevant practical examples.
- Collaborative Brainstorming: Interactive discussions on applying emerging ideas and technologies to the organisation.
- Preliminary Evaluation: Gathering initial rankings of ideas based on their relevance and perceived impact.
Post-Workshop Summary and Second Questionnaire
After the workshop, the consultant prepares a follow-up questionnaire to prioritise the ideas discussed, identifying initiatives with the highest strategic potential.
Final Report and Next Steps
The final report includes:
- A summary of strengths and areas for improvement.
- A detailed roadmap with recommendations for next steps.
- Practical suggestions for implementing digitalisation solutions and enhancing Industry 4.0 compatibility.
The report is presented and discussed with the client, providing a foundation for future digital transformation initiatives.
Case Study: Digitalisation and Artificial Intelligence in a Small Electrical Installation Company
Initial Approach and Exploratory Discussion
A small electrical installation company, with approximately thirty
employees, including administrative staff, technicians, and
installation operators, contacts the consultant for an exploratory
meeting. The request is roughly as follows:
Other, larger companies in our consortium are implementing AI
solutions in their daily operations. However, we lack the knowledge,
personnel, and time to dedicate to this. Moreover, we operate
uniquely, and we are sceptical that solutions suitable for others
can apply to us without issues. Nevertheless, we are aware that the
industry is evolving, and we want to invest in an exploratory
analysis of our business.
During the initial exploratory meeting, the consultant identifies
that, while the company is open to exploration and potential change if
it brings benefits, the management is unsure where to start. They are
reluctant to undertake a lengthy evaluation process across every area
of the business, as they believe things are generally working well and
adhere to the maxim:
If it ain’t broke, don’t fix it.
Despite this, the consultant offers to prepare an agenda for an
internal discussion, providing a platform to validate the perception
that things are working well, but could improve:
Given all the innovation and technological progress out there.
The consultant identifies general industry topics and proposes a
questionnaire for all employees to collect ideas and opinions. Since
this is still a pre-contractual phase, the consultant does not have
access to confidential company data, such as the employee list or
detailed business model information. Thus, the questionnaire is
designed to be generic and open-ended, distributed by the client or
their delegates. Responses are returned anonymously. The topics
include:
- Work management: types of tasks, scheduling, human resources
allocation, tools, consumables, feasibility analysis, planning, task
follow-up, and interactions with clients and on-site operators.
- Inventory management: low-value consumables (transport
materials, cleaning supplies), high-value consumables (tapes,
cables, panels), electrical and electronic equipment (processors,
control units, signalers, actuators), personal protective equipment,
vehicle fleet, supply chain, and contingency alternatives.
- Operator management: training, health and safety, turnover,
substitution processes, motivation, incentives, goal-setting,
performance measurement, and remuneration.
- Knowledge management: task logs, client lists, future
intervention schedules, archives of manuals and data sheets,
standard and non-standard procedures, and price list updates.
- Research and development: updates on new technologies, industry
conferences, industrial consortia, new clients, and new regions.
- Client management: invoicing, payments, client database,
advertising campaigns, market analysis, and satisfaction.
The consultant aggregates the responses within the agreed timeline and
presents a proposed agenda for discussion within the company’s
management team.
Note
This is a common pre-contractual phase in consultancy
relationships. However, the approach can vary significantly based on
the parties involved and their specific requirements. Each
consultancy balances the amount of unpaid work with the need for
exploratory analysis to clarify otherwise vague, unfocused, or even
unfounded requests, ensuring value for both the client and the
consultant.
Identifying Needs
After discussions among administrators and installation staff, a key
issue emerges regarding inventory management, which is organised
visually. Components are stored on shelves for easy visibility,
allowing operators to walk through, pick what they need for the day,
and access manuals and data sheets stored beneath the shelves for
field consultation. Administrators check the shelves daily and
visually track components running low.
Detailed issues identified by the company include:
- The system worked well when the inventory contained only a few
hundred items. Today, with over 1,500 different items, double
shelving is sometimes necessary, hiding parts of the inventory.
- Operators often report missing manuals after previous teams have
taken them. Recently, photocopies and online searches have become
common workarounds.
- The time required for daily inventory checks and reordering has
increased, leading to delays or cancellations of checks on certain
days, causing cascading delays due to unavailable components.
A key question for the workshop might be:
Details
How can we digitalise and/or apply AI to improve inventory management?
Primary objectives identified include:
-
Administrative optimisation: Reduce administrative time and
reallocate the savings to research and development (R&D) activities:
- Update existing components with better-performing
alternatives.
- Explore new technologies and industry publications.
- Negotiate better supplier terms through more consistent and
regular ordering.
-
Operational optimisation: Reduce operator time spent searching
for manuals, improving productivity and satisfaction for both
operators and clients.
-
Eliminating delays: Ensure all necessary components are always
available in inventory.
The Contract
The consultancy agreement will include:
Exploratory Analysis
To create a structured audit of the existing and relevant business
processes, the focus will be on:
-
Identification of necessary data: Determine which data is
required to measure progress towards each objective. For example:
- Administrative optimisation: Time spent managing inventory
within a set time frame.
- Operational optimisation: Efficiency in accessing
necessary information in the field; the number of instances
where this information was not readily available.
- Delay elimination: The number of cases where a required
component was unavailable in inventory, necessitating a
reschedule.
-
Identification of available data: Metrics mentioned above are
not currently collected systematically by the client company but
are based on informed subjective evaluations. It is deemed
necessary to collect more robust evidence to evaluate the
effectiveness of implementing the identified solutions. The
consultant will coordinate the audit throughout the collaboration.
Data collection will occur through online forms; participants will
receive an email on Friday morning, and responses are expected by
the end of the day. Questions will consist of multiple-choice
answers or value scales, and completing the form should take no
more than three minutes from opening the email to submission.
-
Analysis of existing processes related to each objective: The
consultant will interview key stakeholders in these processes via
video calls or, if feasible, on-site shadowing. Subsequently,
value chain analyses, resource utilisation, and timing will be
prepared based on collected information. Intermediate results will
be shared with stakeholders to ensure mutual understanding of the
exchanged information.
If a process or piece of information is not relevant to achieving the
objectives, it will not be analysed. The consultancy’s goal is not to
produce unnecessary documents or tick boxes but to create mutual value
for both the client and the consultant. Stakeholders have the right
and duty to raise concerns if they notice discussions diverging from
this goal.
An example of this analysis, focused on “Administrative Optimisation,”
is as follows:
Warehouse Administrator Activity |
Positive Notes |
Negative Notes |
Adds Value? |
Goes to the warehouse |
Provides a break from desk work and an opportunity to organise thoughts. Often perceived as generally productive. |
The warehouse contains “heavy” equipment requiring protective gear different from office attire. The administrator must wear suitable footwear and a helmet per standard safety procedures. |
Minimal. Productivity gains from leaving the desk are not attributable to this process specifically but could result from any physical activity. |
Walks through shelves and examines all containers |
— |
Some containers of similar items are double-stacked due to space constraints, requiring manual rearrangement for inspection. |
Negative. The perceived “disorder” often causes stress and unplanned reorganisation work. |
Notes “at-risk” (nearly empty) containers |
Developed a simple and effective notation system: shelf number, container number, empty/at-risk/needs monitoring. This method notes both orders to place and items to monitor in future checks, minimising the risk of overlooking them. |
— |
Minimal. Although items to monitor are noted, they still require regular checks as they are not few enough to justify immediate orders. |
Returns to the office |
— |
Unlike the trip to the warehouse, returning is often stressful due to awareness of accumulated urgent tasks. The perceived productive effect of the initial break is almost nullified. |
Minimal. |
Places orders for low-stock items |
Many platforms suggest similar or more modern products during the order process. On quieter days, the administrator explores alternatives, contributing to R&D. However, this activity is ad hoc rather than structured. |
Multiple supplier platforms require different credentials. For simplicity, the same password is used across platforms, contrary to recommended online account management practices. |
Moderate. The administrator explores new technologies, contributing to personal curiosity and company growth. However, the unstructured process makes it heavily reliant on platform marketing algorithms, which may not always align with business goals. |
Final notes |
— |
Some days are more challenging than others in the office, with higher-priority tasks requiring cancellation of this activity or delegation to less experienced staff, often doubling the time needed. This activity is also required for planning high-value interventions to ensure commitments to end clients are made with adequate component coverage. |
— |
An initial version of the analysis was shared with the warehouse
administrator, who provided valuable feedback that was incorporated
into the final report.
Consultant’s overall assessment:
- The process is not only ineffective but also ill-suited for
handovers in the absence of the primary operator, making it a
critical and vulnerable link in the supply chain with associated
risks.
- The administrator is confirmed to be qualified and willing to
continue R&D activities, as endorsed by management. However, the
current approach is inadequate and would benefit from revision or
restructuring. Although this is outside the scope of the current
consultancy, the immediate focus should be on freeing up the
necessary time to explore its feasibility.
- The negative impressions noted during the initial interview
(inefficiency and ineffectiveness of the process, associated
risks) are confirmed. The following solutions are suggested to
address identified needs:
- Ensure access to inventory information for consultation:
This supports intervention planning.
- Provide real-time alerts when an item falls below a
predefined threshold: This reduces the risk of falling below
critical operational levels.
- Enable quick access to the order placement page: Improves
efficiency.
- Create monthly and quarterly schedules for ordering
consumable components: This would allow negotiations for
more favourable terms with suppliers.
- Generate semi-annual schedules for ordering high-value
components: Some of these components have long lead times;
ordering only when stock is depleted is insufficient.
- Address the habit of using the same password across multiple
portals: Enhances cybersecurity.
- Ensure alignment with other consultancy objectives:
Supports overall strategic coherence.
Analysis of Processes or AI Solutions Available in the Market
At this stage, the consultant works independently to research
solutions to propose to the client for mitigating or solving the
identified issues. Each proposal is integrated with the experience
gained during the analysis and annotated with potential costs and
benefits as evaluated by the consultant, to be discussed with the
company.
Note
While this phase formally involves independent work by the consultant,
efforts are made to avoid wasting time analysing solutions that are
clearly unsuitable for the context (e.g., requiring unjustifiably high
financial investments or demanding knowledge beyond the operators'
realistic capacity within a reasonable timeframe). To ensure focus,
the consultant shares research progress with relevant stakeholders, as
agreed during the contract discussion, respecting agreed-upon time and
resource constraints. For instance, implementing warehouse management
using robotic arms and mobile robots could eliminate the need for
operators and installers to enter the warehouse, with real-time
inventory tracking. However, such a solution would require a complete
spatial restructuring and an unjustifiable financial investment. While
this may look appealing in a report, the consultant would not analyse
it further due to its impracticality.
Continuing with the example of the objective “administrative
optimisation,” two key needs emerge from the identified requirements:
- The need for software-based warehouse management.
- The need for computerised inventory tracking.
Additionally, two further solutions are considered:
- Augmented reality.
- Predictive AI for inventory trends.
Warehouse Management Software
Given the company’s growth and projections for steady expansion, a
software solution is necessary to ensure scalability in managing
inventory.
Several warehouse management software options are available on the
market, differing by technology, application, and integration. As the
team lacks advanced IT skills, a Software as a Service (SaaS) solution
with remote support is considered, while on-premise solutions are
excluded.
Three options are identified:
-
Generic warehouse management software
- Covers common warehouse management needs (inventory tracking, orders, reporting). Easy to use, versatile, and applicable across various industries. Relatively low cost.
- Typically lacks support for sector-specific needs (e.g., integration with order management platforms). Generally does not include AI-driven demand forecasting.
-
Specialist warehouse management software
- Offers more features tailored to the sector, such as advanced search by industry parameters and higher customisation.
- Higher cost, reduced flexibility, and increased dependency on a specific vendor.
-
Warehouse management software integrated into ERP systems
- Fully integrated into overall business processes.
- Requires an ERP system, which is costly and complex to implement.
Additional selection criteria include the ability to store supplier portal credentials securely using a password manager, enabling the use of robust and unique passwords.
Computerised Inventory Tracking
Two options are considered for inventory tracking:
-
Barcode-based tracking
- More affordable, standardised, and simpler technology, with the possibility of use via smartphones.
- Labels must be visible and clean for scanning.
-
RFID-based tracking
- Enables automated scanning without the need for line-of-sight, can read container contents, and tags are reusable and reprogrammable.
- More expensive and complex to implement, with potential interference from specific materials.
This technology would be used by administration for incoming goods and
by operators for outgoing items, using portable barcode
scanners. Additionally, management software could allow uploading of
manuals and data sheets, making them available in the field by
scanning a barcode with a smartphone.
Augmented Reality
Using headsets or smartphone apps, operators could receive directions
on where to move within the warehouse to locate specific items,
speeding up access operations. This would simplify inventory handling
for less experienced staff.
Predictive Artificial Intelligence
Numerous predictive AI applications analyse historical data to
forecast future trends. Applied to warehouse inventory, AI can help
predict future component flows and support procurement decisions.
It is important to note that the more historical data available, the
better the predictive model, particularly for materials unaffected by
technological changes (e.g., fasteners and consumables). It is worth
investigating whether to train the AI with historical data or start
from scratch, accepting an initial period where predictions may not be
possible.
Generative Artificial Intelligence
Modern large language models (LLM) can power chatbots that allow
operators to interact using natural language. These tools can assist
field operators who need installation or setup information without
manually searching an index. Instead, they pose a voice query, leaving
the AI to locate the information within data sheets.
Questionnaire Preparation and Distribution
The consultant will prepare a questionnaire to share the analysis and
ideas with all relevant stakeholders within the company. The goals of
this data collection are:
- Ensure the ideas are not perceived as imposed but shared with all
relevant stakeholders.
- Provide as many opportunities as possible to uncover overlooked
details that could inform future decisions.
- Enable feedback and comments on proposed ideas.
Like the quantitative monitoring questionnaire, this will be available
online with adequate time for completion. Most questions will be
multiple-choice, but text comments will also be
encouraged. Additionally, a secure anonymous feedback box will be
provided to encourage candid or critical input without fear of
exposure.
Results Analysis and Workshop Agenda Preparation
The consultant will collect questionnaire results and prepare an
agenda for the in-person workshop. This can take various forms:
- A discussion of pre-defined ideas to identify weaknesses,
potential conflicts, or hidden opportunities.
- An evaluation of multiple options where management seeks an
open discussion before making a decision.
- A brainstorming session to outline ideas, possibilities,
opportunities, and conflicts under the consultant’s guidance.
For this case, the consultant will propose a discussion workshop to
review the advanced proposals and feedback from the questionnaire,
allowing for open dialogue.
Note
During the workshop, there will be no presentations of specific ideas
or products. If needed, these will be circulated in advance for
participants to review. The aim is to minimise using valuable meeting
time for presentations that can be handled asynchronously, focusing
only on relevant discussion points.
The agenda will be shared with the client and participants well in
advance, allowing time to respond to preliminary questions
asynchronously.
Workshop Moderation and Results Collection
The workshop will be moderated by the consultant per prior agreements
with the client and based on feedback received to date. The consultant
will document key notes and unanswered questions for follow-up.
Further Prioritisation and Final Report
The consultant will synthesise the results of all activities into
implementation recommendations, including cost-benefit analyses and
resource and timeline estimates to inform management decisions.
If the workshop evaluates multiple options without a clear preference,
the consultant will prepare a prioritisation questionnaire, allowing
stakeholders to reflect and provide input on ranking the initiatives.
The final report will also include an analysis of collected data to
measure the effectiveness of proposed initiatives, with
recommendations for updates post-implementation. This concludes the
consultancy under the current contract, with the potential for further
collaboration on implementation, monitoring, or additional steps.
Illustrative Example Only
While the analysis and recommendations employ well-established
practices with proven success, every company is a unique and complex
entity requiring a tailored approach to meet its specific needs.
Case study #2: Operational Improvement in a Market Research Boutique Firm
This case study examines how a small market research firm addressed
the trade-off between growing customization demands and maintaining
efficient syndication processes. Through collaboration with the
consultant, the firm identified key pain points, implemented
solutions, and transformed its approach to client requests and data
management.
The Request
During the initial introductory meeting, the client highlighted their
challenge with the widely encountered trade-off between product
customization and syndication. While every customer inevitably requests
some level of data personalization, the client’s immediate concern is
not simply whether to approve or deny these requests. Instead, their
focus is on effectively capturing and tracking such requests to make
more informed decisions about which to accept as exceptions, which to
develop into syndicated product features, and which to decline.
Together, the client and the consultant identified a set of
opportunities, both those currently underutilized and those that could
be leveraged through desired changes.
This is happening now:
- Capture requests poorly, leading to lost
insights or overlooked needs.
- Allocate development resources to low-return
features while neglecting VIP client requests that could yield
higher profits and strengthen relationships with tier-1 clients.
Missing the opportunity for:
- Personalize/target advertising messages to align more closely with
customer needs.
- Prioritize feature development for highly requested changes or VIP
client requests.
- Improve knowledge management to support employees handling customer
interactions more.
The Collaboration Agreement
As part of the broader operational improvement initiative undertaken
jointly by the client and the consultant, the consultant proposed a
plan to address the following needs:
- Eliminate data fragmentation across scattered sources such as
post-its, email inboxes, and similar tools.
- Provide a comprehensive view encompassing all clients, requests,
dates, statuses, meeting outcomes related to the topic, and team
members’ opinions.
Initial Assessment
Given the small size of the firm, the consultant and the client agreed
to forego a broad survey and instead conduct an initial assessment
through an email questionnaire, followed by a 60-minute interview with
the person responsible for product development. The consultant
prepared a set of standard questions covering marketing, product
development, and client interactions, ensuring the format allowed for
flexible and open-ended responses.
Extract from the survey
Marketing
-
Target Audience:
- Who are your primary target customers?
- What is your unique value proposition compared to competitors?
-
Marketing Channels
- Which marketing channels (e.g., digital, traditional) do you currently use?
- How do you measure the effectiveness of each channel?
-
Content and Messaging
- What types of content do you produce (e.g., blogs, videos, ads)?
- How do you manage and maintain brand consistency?
-
Metrics and Analytics
- What key performance indicators (KPIs) do you track for marketing success?
- How frequently do you analyze marketing performance?
- How do you use data to refine your marketing strategies?
Product Development
Client Service/Discovery/Development
Consolidating the responses from the questionnaire and the follow-up
interview, the key findings relevant to the case study are summarized
as follows:
- Structured Marketing Plan: The firm runs regular advertising
campaigns, maintains consistent social media engagement, and
distributes newsletters. Analytics are performed through traffic
monitoring and conversion tracking tools.
- Product Management: A simple yet organized product pipeline and
lifecycle management system is in place.
- CRM Usage: The company subscribes to a SaaS ERP/CRM, which is
utilized for tracking client contracts and deliveries.
- Client Interaction Logging: A shared spreadsheet is used to log
all client interactions. Team members add entries in real-time, and
given the relatively low volume, versioning conflicts have not been
an issue.
- Customer Requests: Requests are received through various
channels, including email, chat, and phone, at any time of
day. These are logged either directly into the spreadsheet, or noted
on paper if team members are away from their workstations.
Solution Design
The consultant reviewed the collected materials from a new
perspective, reshaping them to outline a path toward addressing the
identified needs. A list of proposed improvements was presented for
discussion with the client:
Integrate the Product Management Workflow into the ERP/CRM:
- Enable visibility into each client’s subscriptions and the
status of any product development they are subscribed to or
interested in.
- Reduce overall data fragmentation by consolidating information.
Integrate the Marketing Plan into the ERP/CRM:
- Incorporate the lifecycle of client relationships, including
contracts and marketing activities, to inform future marketing
campaigns.
- Eliminate data silos by consolidating all marketing data within
the ERP/CRM.
Integrate the Client Interaction Capture Mechanism into the ERP/CRM:
- Implement a system to record client interactions directly in the
ERP/CRM, allowing for seamless mapping of captured information to
existing ERP/CRM data.
- Further reduce data fragmentation and improve accessibility.
Provide Employees with a Structured Script for Product Modifications:
-
Equip employees with a predefined script for calls regarding
product changes to capture critical details, such as:
- Expected outcome/benefit, and why cannot be done with the
existing;
- Proposed change that would (allegedly) return the expected
outcome;
- Urgency/desired timeline;
- How often will be used and by whom;
- Impact of not-doing it.
-
Ensure questions are addressed during the initial interaction
when clients are more willing to engage, rather than relying on
follow-ups where client responsiveness may diminish.
Ensure the ERP/CRM Supports the Following Features:
- Customized Reporting: Facilitate detailed analysis of
enhancements, client interactions, and development progress.
- Mobile Accessibility: Enable employees to log interactions in
real-time, even when they are away from their laptops.
Create Dedicated Reporting Mechanisms:
Develop reports tailored to track and analyze client lifecycle data,
marketing effectiveness, and product development status.
Solution discussion
The consultant designed a questionnaire to distribute among the
company’s employees to gather their feedback, recognizing the
importance of their input as the end users of the proposed
solutions. The questionnaire outlined the costs and benefits
associated with each proposal and included the following questions:
- What do you see as the strengths of this proposal?
- What are your concerns or objections? What potential issues do you
foresee?
- Is there anything related to this proposal that you would like to
suggest?
Additionally, the questionnaire provided a link to an anonymous
feedback form to encourage candid responses and foster discussions
about potentially sensitive topics.
The responses were gathered, compiled into a report, and presented to
management, who decided to proceed with all the proposed suggestions.
Execution
-
The consultant was granted access to the ERP/CRM and internal documents,
including logs tracking marketing efforts and product development
activities. This provided a comprehensive understanding of the
current data structure to plan the migration.
-
Collaborating with the team, the consultant finalized a detailed
list of relevant metrics to track for each customization
request, such as urgency, potential impact, resource requirements,
and alignment with strategic goals.
-
The consultant merged the product development data into the ERP/CRM,
incorporating custom dimensions to monitor and manage customization
requests, ensuring all information was centralized and easily
accessible.
-
Utilizing the ERP/CRM’s customization features, the consultant created
tailored forms and workflows to capture client interaction
data. These forms were integrated directly with the ERP/CRM and
product management tools to streamline operations and maintain
consistency.
-
To illustrate the value of the integrated data, the consultant
developed a set of initial reports. These allowed the team to
cross-analyze the newly tracked customization dimensions and gain
actionable insights into client needs and operational processes.
-
The consultant collaborated with the ERP/CRM provider to design a custom
training program for the firm, focusing on creating and managing
custom reports, empowering the team to maximize the ERP/CRM’s potential.
-
A simple cheatsheet outlining a script for handling customization
requests was created. Printed copies were distributed to employees,
who were encouraged to keep them accessible at their desks for
immediate reference.
Conclusion
This structured approach enabled the firm to enhance its customization
request processes and strengthen its overall operational efficiency.
Operational Excellence Enhancement Programme
The Operational Excellence Enhancement Programme helps elevate your
operational performance through a combination of tailored training and
hands-on consultancy. We identify inefficiencies and propose effective
strategies to support long-term improvements. This programme not only
enhances processes but also instils a culture of continuous
improvement kaizen 改善, positioning your organisation for long-term
success.
Problems We Address
- Inefficient processes leading to high operational costs
Many businesses struggle with outdated or inefficient processes,
resulting in wasted resources, longer delivery times, and higher
operational costs. This consultancy service helps identify and
eliminate inefficiencies through process mapping, workflow
optimisation, and waste reduction strategies, ultimately reducing
costs and improving profitability.
- Inconsistent quality and poor performance
Operations suffering from inconsistent quality control or frequent
errors can harm a company’s reputation and customer
satisfaction. Operational Excellence consultancy helps standardise
processes, implement quality management systems, and foster a culture
of continuous improvement, ensuring consistent, high-quality outcomes.
- Lack of agility in responding to market changes
Businesses often find it challenging to adapt quickly to changes in
market demand or customer preferences due to rigid processes or poor
resource allocation. This consultancy service builds operational
flexibility by improving resource management, increasing
responsiveness, and implementing scalable processes, enabling
businesses to adapt quickly and remain competitive.
Programme Modules
Transition from the startup phase to the operationalisation of a product line.
Optimise your company’s operations by streamlining workflows, reducing inefficiencies, and achieving measurable productivity improvements.
Operational Efficiency Support and Monitoring
On-demand Operational Efficiency Training Workshops
Subsections of Operational Excellence
Industrialisation and Implementation
The transition from the design or startup phase to industrialisation
represents a critical evolution in the lifecycle of a process or
product. During this phase, the focus shifts from conceptualisation
and prototyping to creating a scalable, repeatable, and robust
industrial process. This transition involves refining initial
designs, optimising process parameters, and selecting suitable
equipment and materials to meet the demands of large-scale
production. The goal is to ensure the process is not only technically
feasible but also economically sustainable and compliant with industry
standards.
Key activities during this phase include conducting pilot tests,
validating process scalability, and managing challenges that arise
when moving from a controlled environment to real production
conditions. Collaboration focuses on identifying bottlenecks,
improving efficiency, and ensuring the process meets quality and
efficiency requirements. This phase also includes preparing support
documents, such as operational procedures and compliance records, to
enable consistent and reliable operations. Additional activities
involve capacity planning, supply chain integration, and staff
training to prepare for full-scale implementation.
At the end of this phase, the process transforms into a fully
operational system capable of meeting production goals while
maintaining high standards of quality, safety, and efficiency. The
industrialisation phase not only bridges the gap between innovation
and execution but also lays the foundation for future improvements and
scalability.
Operational Efficiency Consultancy
This service is designed to help businesses simplify their operations,
reduce inefficiencies, and achieve measurable productivity
improvements. It begins with a thorough assessment of your current
processes, identifying bottlenecks, waste, and areas for
optimisation. Through a combination of detailed data analysis,
stakeholder interviews, and direct observation, we work closely with
your team to understand both the strategic and operational challenges
you face.
At the end of the diagnostic phase, we deliver a comprehensive
consultancy report detailing key findings and prioritised
recommendations for improvement. These actionable insights are
tailored to your organisation’s unique needs and include both quick
wins for short-term impact and transformational initiatives for
long-term success. The final deliverable includes an implementation
roadmap, along with ongoing support to ensure changes are effectively
integrated and sustained over time.
Components
- Process Analysis and Mapping: Our consultants collaborate with
your team to analyse current workflows and identify bottlenecks and
inefficiencies.
- Strategic Improvement Planning: Develop a customised roadmap for
operational enhancements, prioritising initiatives based on impact
and feasibility.
- Implementation Support: Provide guidance and support during the
execution of improvement strategies, ensuring alignment with
organisational goals.
Process Analysis
- 4V Analysis: Volume, variety, variation, and visibility; positioning
of the process.
- Level of Analysis: Supply network, operations, and processes.
- Performance Objectives Model: Polar diagram assessing cost,
quality, flexibility, dependability, and speed.
Potential Beneficiaries
SMEs in Manufacturing, Logistics, or Services
- Benefit: Reduce waste, increase productivity, and improve profitability by optimising workflows and managing resources more effectively.
- Why it matters: In my industry, even small inefficiencies can significantly impact profitability. Streamlining my operations will help reduce costs and stay competitive.
- Why I’d pay for this service: The potential savings from cutting waste and better resource utilisation will far outweigh the cost of the consultancy. This investment will improve my company’s financial performance in the long term.
Growth-Oriented SMEs
- Benefit: Create scalable and sustainable processes that handle increased demand without compromising quality or efficiency.
- Why it matters: As my business grows, bottlenecks and resource constraints could slow progress. With this service, I can prepare for growth and prevent these issues before they harm my operations.
- Why I’d pay for this service: Investing in operational excellence ensures that growth is not hindered by process failures or inefficiencies, which could cost me valuable revenue and market share.
- Benefit: Gain clear guidance on integrating new technologies into operational processes, adopting digital solutions more efficiently.
- Why it matters: Introducing new technologies often reveals inefficiencies I wasn’t aware of, potentially causing operational disruptions. Collaborating with a consultant enables me to quickly identify and address these issues, maximising my digital investments.
- Why I’d pay for this service: The cost of expert guidance is far lower than the potential losses caused by mistakes or delays during digital transformation. This helps me implement changes more quickly and cost-effectively.
Family-Run or Founder-Led SMEs
- Benefit: Bring more structure and efficiency to my business without losing the personal touch and agility that set us apart.
- Why it matters: Informal processes have worked well so far, but as we grow, they are creating inefficiencies. With expert support, I can formalise operations without compromising the core values of my company.
- Why I’d pay for this service: I lack the internal resources or expertise to manage this transformation alone. Hiring a consultant provides the necessary expertise to grow efficiently and sustainably.
High-Operational-Cost Businesses
- Benefit: Significantly reduce operational costs by identifying inefficiencies and freeing up resources to grow the business.
- Why it matters: High operational costs are eroding my profits and limiting my ability to invest in other areas. Reducing these costs will improve my margins and enable me to reinvest savings into innovation or expansion.
- Why I’d pay for this service: The money I save by reducing costs will far exceed the consultancy’s cost, making it a smart investment to improve financial performance.
Operational Efficiency Support and Monitoring
- Definition of Performance Metrics: Establish key performance
indicators (KPIs) to monitor progress and measure success.
- Coaching for Continuous Improvement: Foster a culture of ongoing
efficiency improvement through regular check-ins and support.
- Knowledge Transfer: Ensure your team is fully equipped to
maintain and advance operational excellence independently.
On-demand Operational Efficiency Training Workshops
- Principles of Operational Efficiency: Understand the fundamental
concepts of lean operations, process optimisation, and continuous
improvement.
- Implementation of Best Practices: Learn proven methodologies and
tools such as Six Sigma, Kaizen, and Just-in-Time (JIT) inventory
management.
- Interactive Sessions: Participate in workshops, case studies,
and simulations tailored to your industry and organisational needs.
Strategy, Innovation and Change Management
In an ever-evolving market, change is not only inevitable but also an
opportunity to grow, innovate, and stand out. Our Strategy,
Innovation and Change Management consulting services are designed to
help businesses tackle the challenges of change with confidence,
transforming ideas into tangible and sustainable outcomes.
Driving Innovation in Agribusiness
With a personalized approach, we assist you in:
- Reviewing your short-, medium- and long-term strategy based on your
vision and your mission. An expert and external set of eyes can
give you unbiased suggestions and “food for thoughts”.
- Managing organizational changes smoothly and effectively.
- Identifying new innovation opportunities and turning them into competitive advantages.
- Building a company culture that embraces continuous improvement and progress.
Whether it’s about implementing new strategies, improving processes,
or introducing innovative technologies, we are here to guide you
toward a successful future. Embrace change with the confidence of
having an experienced and reliable partner by your side.
Support on writing a Business Plan
Finding and converting high-quality leads.
Understand and anticipate the external factors that influence your business, to build resilient and innovative strategies.
Subsections of Strategy, Innovation and Change Management
Write a Business Plan
A business plan is not only a useful document for planning ideas and
resources in business management, but a necessary document to attach
to many funding applications from private entities (banks) or public
ones (public administration, for example, PNRR incentives). Lending
institutions want to understand not only if the project is
sustainable, but also if it’s heading toward a defined goal. Not only
are the data themselves important, but also how they’re organized and
presented.
A consultant can provide support in arguing the statements made, in
market research, in the analysis of the surrounding environment, in
economic and financial planning, and in defining objectives.
It consists of:
- Description of the business idea, profile, and company
objectives: A vision and strategic goals for the medium and long
term.
- Value proposition: A definition of the target market,
competitive advantage, value chain, and what makes the company
sustainable and profitable.
- Spending programs: Economic and financial sustainability,
liquidity, and funding sources.
- Market characteristics: An analysis of the external environment,
such as competition, industry saturation, etc.
- Business strategies: Marketing plan, description of operations,
distribution strategies, and customer relations.
- Key resources/activities and strategic partnerships:
Technical/productive assets, technical solutions, and key resources.
- Requirements and constraints: Relevant regulations and necessary
authorizations.
- Economic aspects of the project and development prospects: Cost
structure (fixed and variable, direct and indirect), and revenue
model.
- Innovative solutions characterizing the proposed project idea:
Any adoption of innovative solutions from an organizational,
productive, and commercial perspective.
Sales Generation & Efficiency Consulting
Finding and converting high-quality leads can become a
time-consuming process, especially for startups that rely on manual
outreach methods. Our Sales Generation & Efficiency Consulting
service is designed to increase your sales outcomes while reducing
the effort required, giving you clear visibility on timelines,
deliverables, and financial investment right from the start.
What’s the Return On My Investment?
By engaging in a structured consulting framework, you will gain:
- A thorough assessment of your current lead generation approach.
- Customized recommendations for streamlining your processes and
maximizing conversion rates.
- A transparent, fixed-price engagement model, ensuring you know
exactly what you are investing in.
Which Market Need Does It Fulfill?
Many startups and small businesses rely on manual, time-intensive
methods of prospecting — often using tools such as LinkedIn Sales
Navigator and sending individual InMails. This approach can lead to:
- Low lead quantity or quality, resulting in minimal sales growth.
- Unclear ROI on the time and resources spent on outreach.
This service addresses the inefficiency inherent in such processes
and provides a clearer, data-driven pathway to acquiring more leads or
increasing conversion rates.
It is especially targeted to:
- Startups and growing businesses looking to optimize or revamp
their lead generation strategy.
- Organizations that require upfront clarity on costs and
deliverables; they need to see the financial commitment from the
outset to justify engaging a consultant.
- Teams ready to invest in a structured consulting process but
concerned about the time and effort typically associated with
identifying the root of their sales challenges.
Our Process
We understand that consulting depends on your specific problem or
opportunity. However, to accommodate clients who want upfront
clarity about costs and scope, we offer a fixed package with
well-defined phases, timelines, and pricing. While the exact cost may
vary based on the final scope, it will remain within a similar range.
Assessment & Diagnostic (Weeks 1-3) | Free of Charge
-
Week 1
- Survey: We send a questionnaire to map your current tools,
subscriptions, team hours, and workflow for sales preparation.
- Initial Call (~1 hour): We discuss survey findings, clarify the
situation, and note specific challenges.
-
Week 2
- Follow-Up: We exchange additional details via email/IM.
- Second Call (as needed): We clarify any remaining questions
about your processes.
-
Week 3
- We identify a Problem Statement (PS) — the primary issue or
opportunity to address.
- We propose a collaboration framework based on the PS.
- Upon mutual agreement, we finalize the scope, duration, and
price.
- No fee is charged for this entire diagnostic phase.
Solution Design (Weeks 4-9)
- We work independently to research and draft custom solutions
that address your Problem Statement.
- Every two weeks (Weeks 5, 7, and 9), you receive:
- A one-page summary of key findings or recommendations.
- A detailed report for deeper insights.
- Optional call to discuss progress and next steps.
- We also test and evaluate promising tools or approaches that fit
your specific needs.
- The expected time investment for the consultant is ~2 hours/week
for data gathering, interviews, benchmarking, and
financial/operational impact analysis.
Implementation Planning (Weeks 10-13)
- We develop a step-by-step plan outlining tasks, responsibilities,
timeline, and required resources.
- We refine the plan through email/IM or short calls to address
constraints, budget considerations, and possible risks.
Closure
- We deliver a final report, which includes:
- A one-page summary plus a detailed document covering the
proposed solution to the PS.
- An implementation plan with associated resource needs and
investment estimates.
- We finalize the engagement with a videocall or presentation,
ensuring clarity on the next steps.
Pricing
The total fixed cost for this engagement is 1,000 EUR, broken down
as follows:
- 550 EUR invoiced at the end of Week 9 (upon completion of the
Solution Design phase).
- 450 EUR invoiced at the end of Week 13 (upon completion of the
Implementation Planning phase and delivery of the final report).
No payment is required during the Assessment & Diagnostic (Weeks 1-3).
Example of a Problem Statement: does it sound familiar?
Our startup invests several hours per week in researching prospects
on LinkedIn Sales Navigator and sending individual InMails. Despite
this effort, our lead generation remains low, and we convert a small
fraction of those leads into sales. We want to streamline and
automate parts of this workflow, reduce time spent, and ultimately
increase our conversion rate.
This illustrative PS demonstrates the kind of specific challenge we
focus on. By applying our structured consulting process, we aim to
diagnose the root causes, identify optimal tools or strategies, and
lay out a detailed plan for increasing sales efficiency.
Get Started
If you’re ready to improve and accelerate your sales generation
process, our Sales Generation & Efficiency Consulting package
provides upfront clarity on both investment and deliverables.
Book a FREE initial consultation and diagnostic phase
Decide then with full confidence whether to proceed with the full engagement.
PESTLE Strategic Diagnostic
To successfully navigate an increasingly complex and interconnected
environment, it is essential to understand and anticipate the external
factors that influence your business. Our PESTLE Strategic
Diagnostic provides an in-depth analysis of these key elements,
helping you build robust and well-informed strategies.
The PESTLE framework examines six fundamental dimensions:
- Political: Regulations, government policies, and stability
impacting your sector.
- Economic: Macroeconomic trends, inflation, interest rates, and
market dynamics.
- Social: Demographic, cultural, and behavioral changes affecting
your clients and market.
- Technological: Innovations, digital trends, and opportunities
related to automation and technology.
- Legal: Regulations, compliance, and legal risks specific to your
industry.
- Environmental: Sustainability, ecological impacts, and
environmental responsibilities shaping your corporate social
accountability.
With our support, you can:
- Identify key risks and opportunities in each dimension.
- Align your business strategy with the ever-changing external
context.
- Strengthen your decision-making capabilities with a comprehensive
and strategic perspective.
The PESTLE Diagnostic is not just an analysis but a powerful tool
to help you look beyond today and plan for tomorrow with confidence
and success.
Introduction to Project Management
Every organisation faces unique challenges: we understand this and
adapt established methodologies to your specific environment by
following this process:
Evaluation of the maturity level of project management practices within your organisation to establish a path for improvement.
Flexible training through lectures, workshops, and knowledge assessments.
Real-time collaboration, practical application and support
On-demand project management
Project management training is complex, particularly for organisations
new to these disciplines. Many companies invest in tools without a
solid theoretical foundation, often leading to missed opportunities
and inefficiencies. Our approach bridges this gap, focusing first on
solid project management principles, then supporting your team in
practical application – ensuring a seamless transition from theory to
real-world implementation.
Designed for organisations with minimal or no internal expertise, this
package provides training and hands-on guidance, ensuring teams not
only understand project management concepts but also apply them
effectively in their daily operations.
Benefits
Our offering stands out for:
Adapting methodologies to the unique
characteristics and challenges of each organisation.
- Comprehensive Training and Mentorship
Basic training in
project management combined with practical mentorship, ensuring
concepts are applied effectively.
- Building Internal Competencies
Empowering teams with the
knowledge to manage projects independently.
- Integration of Related Disciplines
Incorporating concepts
such as product development, data culture, prioritisation, and
clear communication.
Working alongside your team on
concrete projects to accelerate value generation and return on
investment.
Each package is tailored to your company’s specific needs.
Book a FREE initial consultation and diagnostic phase
Example Investment
An example of an investment for a total of sixteen hours of in-person training, covering four topics with lectures, workshops, case studies, and subsequent remote collaboration and support, could look like this:
Phase |
Estimated Hours for the Company |
Duration |
Assessment |
4 |
One week |
Training |
16 |
Two weeks |
Collaboration |
10 |
Four weeks |
Remote Support |
8 |
Eight weeks |
In the above distribution, phases can overlap or be spread out over time, depending on requirements. For example, it is recommended to include remote support availability even three to six months after training to address scenarios that may not have emerged earlier.
Subsections of Project Management
Analysis of existing project management methodologies
Our project management methodology maturity analysis service is
designed to thoroughly assess the practices currently in use within
your organisation. By collecting detailed data through a questionnaire
and follow-up interviews lasting approximately 45 minutes with two or
three key individuals – ideally including those who will take on
future project responsibilities and training recipients – the
consultant gains a clear understanding of the current state of
organisational processes.
The analysis focuses on areas such as information collection and
sharing, decision-making processes, and the use of data to maximise
project value. Using the framework of the Project Management Maturity
Model (PMMM), we tailor this methodology’s principles to your
organisation’s specific needs, offering targeted and customised
support.
The process includes a review of existing company materials, such as
documents and databases, to identify connections between project
management and the broader business context. The goal is not to
analyse the overall organisational structure but to focus on the
practical and operational aspects directly impacting project
execution.
Benefits
- Customised Approach: We tailor our methodology to the specific
needs of your company, ensuring that suggestions and solutions align
with your value chain and business context.
- Building on Existing Practices: Rather than starting from
scratch, our approach aims to recognise and optimise the project
management concepts you already have in place, building on a solid
foundation to maximise results.
- Tailored Roadmap: Evaluating your project management maturity
level allows us to define a clear, targeted action plan for
subsequent modules, optimising applicability and minimising wasted
time.
- Increased Efficiency: Improving the maturity of project
management methodologies enhances your organisation’s ability to
tackle complex challenges and seize future opportunities.
The Questionnaire
The Project Management Maturity Assessment Questionnaire is a
comprehensive tool designed to analyse the maturity level of project
management practices within an organisation. Based on the ten
knowledge areas of the PMBOK Guide, the questionnaire explores
fundamental aspects such as integration, scope, time, cost, quality,
human resources, communication, risks, procurement, and stakeholder
management. Each area includes detailed questions, explanations, and
practical use cases, providing a clear picture of strengths and areas
for improvement.
The model is grounded in seminal studies, such as Pennypacker and
Grant (2002), which conducted an in-depth industry-wide assessment
of project management maturity. It integrates principles from the
Capability Maturity Model
(CMM),
developed by the Software Engineering Institute at Carnegie Mellon
University, and the Excellence
Model of the European Foundation
for Quality Management (EFQM). It also incorporates elements of the
Risk Maturity
Model,
highlighting the activities needed to establish a sustainable and
repeatable risk management programme.
Thanks to its flexible and customisable structure, the questionnaire
is suitable for organisations of any size and sector. The results help
decision-makers define a strategic roadmap for optimising project
management practices, improving the ability to achieve business
objectives, reducing risks, and increasing operational
efficiency. This approach, enriched by contributions from high-level
academic models and research, provides a clear pathway to project
management excellence.
Analysis Process
The process begins with sending a questionnaire to the company
representative (client). The client may choose to complete it
personally or delegate it to 1-2 key individuals, preferably those who
will be involved in future project management. Once completed, the
questionnaire provides a detailed overview of current project
management practices, collecting qualitative and quantitative
information to reflect the current maturity level.
Questionnaire Analysis and Discussion
The consultant analyses the responses received to evaluate the
maturity level of project management practices and identify strengths
and areas for improvement. Subsequently, one or two interviews lasting
approximately 45 minutes are conducted with designated
individuals. These sessions aim to discuss the questionnaire results,
explore the reasons behind the current state, and gather additional
details useful for the evaluation process.
Report Preparation and Sharing
Based on the collected data, the consultant drafts a detailed report,
including an analysis of the current state of project management, a
maturity assessment using the PMMM framework, and operational
recommendations for improvement. The report may propose actions such
as specific training, redefining the project management structure,
introducing new tools or processes, and integrating best
practices. Finally, the report is shared with the client in a
dedicated meeting where results are discussed, and the next
operational steps are agreed upon.
Project Management Training
A practical and human-centric training program that moves beyond standard methodologies to focus on the soft skills, mindset, and proactive strategies required for project success.
The trainer designs interactive training sessions with variable
duration and distribution, tailored to the project’s needs. There is
no predefined syllabus; instead, it is built around the department’s
intended focus, which aligns with the organisation’s objectives. The
training can prioritise operational excellence, focusing on strategies
for efficiency, quality control, and waste
minimisation. Alternatively, it can emphasise execution modularity,
concentrating on concepts like Agile Project Management and
iterative development rather than waterfall methodologies. If the
department is designed for collaboration across separate locations,
the training covers methodologies for sharing plans, information, and
working asynchronously.
The training is conceptually divided into modules and topics, and
practically into modes of interaction with the trainer. Ideally, each
topic includes a theoretical introduction, a case study demonstration,
and a collaborative analysis of the case study, highlighting strengths
and weaknesses in the approach. Where possible, the topic is applied
and discussed in relation to an actual scenario within the
organisation. Case study materials are provided in advance whenever
feasible, allowing the team to familiarise themselves with the context
and streamline group sessions.
Structured and practical approach to guide organisations in creating and reviewing the project charter.
A short seminar on stakeholder analysis reporting during a project.
Subsections of Training
Program 'Practical Project Management'
About This Program
This training program is the result of over 10 years of experience in
project management. It moves past textbook theories to deliver
practical tools and actionable advice for creating real value from
your projects.
This is a proposed approach that will be customized for your
organization. We will begin with a diagnostic to
understand your specific needs, objectives, and goals, and then tailor
the program to best suit your team.
Topics
-
Proactive Planning and Adaptability: Learn to anticipate project
needs, embrace change, and balance meticulous planning with agile
execution.
-
Navigating Organizational Dynamics: Master the art of managing
unspoken priorities, hidden agendas, and stakeholder relationships.
-
Effective Communication and Influence: Develop the skills to
communicate clearly, build trust, and lead teams without relying
solely on formal authority.
-
Mitigating Biases and Assumptions: Understand how cognitive
biases affect decision-making and learn to challenge assumptions to
ensure project objectivity.
-
Delivering Strategic Value: Discover how to read between the
lines of assumptions/requests/expectations, how to identify true
sponsor needs, and how to deliver “augmented results” that exceed
expectations.
Module #1: The Human-Centric Project Manager
This module focuses on the personal and interpersonal skills that
define an effective project manager, emphasizing that the role is more
about influence and adaptability than pure management.
Proactivity and Creativity
The project manager’s role requires a hands-on, curious, and creative
approach. We will discuss why asking questions, running simulations,
and exploring new methods are often more valuable than formal
training.
The Myth of Flexibility
Debunking the idea that project management is a “flexible”
career. We’ll explore how the work is tied to the schedules and needs
of stakeholders and team members, requiring a different kind of
discipline.
Manager as a Coach
The qualities of a great manager, including empowering teams, coaching
for career development, and expressing genuine concern for team
members’ well-being.
Navigating Conflict
Techniques for encouraging healthy, productive conflict and the
various approaches to conflict resolution (e.g., confronting,
compromising, avoiding).
Module #2: Unspoken Dynamics and Priorities
This module explores the hidden signals and political realities that
shape project success, particularly in how priorities are set and
communicated.
Understanding Priorities
Analyzing how real priorities often deviate from formal plans. We will
cover how to read subtle cues from top management, such as a sudden
increase in update requests or last-minute meeting changes, to
anticipate and adapt to new priorities.
Meetings and Agendas
Every meeting has both an explicit agenda (the official discussion
points) and a hidden agenda (underlying political or personal
objectives). We will discuss how to track both to ensure all
objectives are met and to navigate the project’s political landscape.
Meetings and Trust
Examining how a lack of trust can lead to inefficient, micromanaged
meetings where no one can provide real value. We will discuss building
a high-trust environment.
Module #3: Foundational Planning and Execution
This module covers the core tools and frameworks for project planning
and execution, emphasizing a modular and proactive approach.
Think Slow, Act Fast
We will discuss how dedicating significant time and effort to thorough
planning, followed by swift and decisive execution, helps deliver
results more predictably.
Delegating Outcomes, Not Actions
A critical management skill is empowering team members by delegating
responsibility for a desired outcome rather than just a specific
action.
Modularity in Projects
Drawing on the concept from “How Big Things Get Done,” we’ll discuss
the benefits of turning working procedures into documented, reusable
“LEGO blocks” to improve efficiency and reduce turnover costs.
The Project Charter
A key planning document that defines a project’s purpose, scope, and
objectives.
Stakeholder Management
A deep dive into identifying, analyzing, and engaging
stakeholders. We’ll cover tools like the power/interest grid and the
RACI matrix (Responsible, Accountable, Consulted, Informed) to define
roles and communication plans.
Work Breakdown Structure (WBS)
The foundational planning tool for decomposing a project into
manageable parts. We’ll discuss how to create a WBS that is detailed
enough to be useful without becoming micromanagement.
Module #4: Advanced Prioritization and Documentation
This module provides an in-depth look at sophisticated prioritization
techniques, behavioral biases, and documentation practices.
Behavioral Biases in Project Management
An overview of key biases such as optimism bias, the planning fallacy,
and anchoring. We will discuss how to identify and mitigate them to
make more objective decisions.
Prioritization and Decision Techniques
We will explore practical frameworks for making better decisions,
including the 80/20 Rule, identifying bottlenecks, the 6-hats
workshop, using ballpark estimates, and developing a “Theory of
Change” to ensure your actions lead to your goals.
Documentation and Checklists
Exploring different documentation methods, such as Amazon’s 6-page
narrative and the role of checklists. We’ll also challenge the
conventional view of checklists, suggesting they can be a tool for
growth by including tasks that push the team outside its comfort zone.
Quality Management
Defining and implementing a quality policy. This section will cover
the importance of customer satisfaction, continuous improvement
(Plan-Do-Check-Act), and management responsibility.
Lessons Learned
The importance of conducting a formal review at the end of a project
to document successes, failures, and best practices for future
projects.
Creating the Project Charter
The Project Charter is an essential document for initiating a
project with solid foundations and ensuring alignment among various
stakeholders. Our consultancy and training service provides a
structured and practical approach to guide organisations in creating
and reviewing this crucial tool, leveraging over a decade of
experience and the robust theory derived from the Project Management
Institute’s CAPM® certification.
Key Strengths of the Service
- A Decade of Experience: Our team has worked on numerous complex
projects across diverse sectors, ensuring a deep understanding of
organisational dynamics and best practices for drafting an effective
Project Charter.
- Certified Theoretical Foundation: The methodologies we use are
based on globally recognised standards and include the latest
updates in project management.
What We Offer
- Planning for Drafting and Reviews
-
We teach you how to structure the drafting process of the Project
Charter, including the steps needed to gather and organise
relevant information, identify key stakeholders, and establish a
roadmap for periodic reviews.
- Organising Team Alignment Workshops
-
Learn how to facilitate collaborative workshops involving
cross-functional teams and stakeholders. We demonstrate techniques
to foster dialogue, resolve conflicts, and achieve a shared
agreement on project objectives, roles, and responsibilities.
Benefits
By leveraging this service, you will be able to:
-
Create a clear and comprehensive Project Charter that serves as the
foundation for project management.
-
Quickly align teams and stakeholders on goals and expectations.
-
Integrate internationally recognised best practices into your
organisation.
Stakeholders Analysis
Reporting
A short seminar on stakeholder analysis reporting during a
project. Clear instructions, practical tips, a real-world example, and
a downloadable template allow project managers to keep track of
stakeholder dynamics and their contribution to the project’s success.
- Structured Framework for Reporting
Provides clear sections to document stakeholder information,
such as their role, relationship with the project, controlled
resources, and their level of engagement and interest.
Offers step-by-step guidance on completing each section of the
report, ensuring consistency and accuracy in the process.
Includes recommendations on how to make the best use of the
report during various project phases, including regular updates
and key decision points.
Presents a stakeholder matrix report applied to a real case,
demonstrating how to use the template effectively in practice.
A ready-to-use, downloadable template that can be easily
integrated into project management processes.
Why It Matters
- Provides a structured approach to consistently reporting on
stakeholder dynamics.
- Simplifies the process of updating critical stakeholder information.
- Helps ensure alignment, anticipate potential conflicts, and maintain
project momentum.
- Supports informed decision-making.
- Facilitates communication on stakeholder engagement.
Support for Ongoing Projects
A collaboration programme to:
- Apply the concepts covered during training to real-world projects,
establishing and initiating a structured approach to project
management.
- Receive remote support for implementing theory using your preferred
tools.
Collaboration
Once the theoretical framework has been understood, the trainee will
apply the concepts to real scenarios within the organisation.
The trainer will be available synchronously (via video conferencing or
instant messaging) to assist in applying concepts, migrating existing
materials, and planning and organising the initial work.
Remote Support
At this stage, the trainee will be autonomous but may require
occasional support if new, previously unaddressed scenarios arise
during practice. The trainer will be available asynchronously (via
email or instant messaging during predefined time slots) to provide
clarifications, explanations, and support for problem-solving.
Project Management On Demand
The Service
We provide a dedicated project manager as a service (PMaaS) tailored to your needs, focused
on delivering the desired outcomes without requiring specific training
beyond what is strictly necessary for the initiative.
Tip
This solution allows organisations to focus on their business
priorities by delegating project management to a specialised
partner.
Ideal for those lacking internal resources to manage an urgent and
critical initiative, the project manager will apply proven
methodologies from established literature (such as the Project
Management Body of Knowledge),
adapting them to your company’s specific requirements.
Examples of Application
Whether you need resources for short or long-term projects, we offer
expertise and flexibility in:
- Recovering Troubled Projects
Quickly diagnosing critical issues, course-correcting, and getting
projects back on track.
Managing PMOs or similar organisations for short or long periods, with
the option to transition back to your control when ready.
Providing support in specialised areas such as risk management to
complement your team’s expertise.
Execution
The project manager will proceed with execution following standard
project management procedures, tailored to the current project stage
and your organisation’s unique circumstances.
Typical activities include:
- Selecting the project management methodology based on resources and
expected outcomes (e.g., Agile, waterfall, hybrid)
- Defining the project scope
- Drafting the project charter for financial planning and scheduling
- Risk assessment and alternative scenario evaluation
- Resource allocation
- Preparing the project plan
- Execution
- Periodic communications
- Project closure
- Archiving all project documentation within your repository
The project manager can also take over ongoing projects that need to
be continued, reviewed, or redirected towards different objectives.
Advantages of the On-Demand Solution
Speed and Simplicity in Initiating New Projects
PMaaS avoids the costs and delays associated with recruiting,
selecting, and onboarding new resources, providing an operationally
ready team to hit the ground running.
Performance Optimisation and Transparency
The service offers advanced tools to monitor timelines, performance,
risks, and accrued value, improving visibility and decision-making
support.
Focus on Strategic Goals
Enables organisations to concentrate on quality outcomes and achieving
business objectives by delegating complex tasks such as training, HR
management, and project monitoring.
Attention to Critical Priorities
With a dedicated project manager, critical tasks are handled with care
and efficiency, reducing operational complexity and ensuring the
project remains aligned with strategic objectives.
Simplified Decision-Making
An experienced project manager streamlines decision-making by
providing clear analysis, progress visibility, and data-driven
recommendations, allowing organisations to focus on long-term
strategies.