Strategic Advisory Program

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

Overview

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

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

Duties

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

Strategic Planning

Participate in the Business Plan process
Offer feedback and make recommendations

Strategic Counseling

Provide “wise counsel” on issues raised by shareholders or management
Act as a sounding board for the President and Executive Leadership Team
Challenge management in areas that could improve business

Strategic Execution

Monitor business performances
Meet with management team member(s) quarterly to:
- Review business plan progress
- Update forecasts
- Develop leadership skills
- Resolve conflicts

Strategic Opportunities

Provide input and guidance on industry trends and vendor relationships
Encourage and support exploration of new business ideas

Other Guidance

Provide guidance and implementation of succession plan by;
- Communicating internally and externally;
- Recruiting and selecting successor(s)
- Providing guidance to owner(s); and
- Acting as a liaison between management and owner(s)
Special projects with our mutual agreement

Key Areas for Input

Best Practices for System Integrators
Company Performance Metrics
Input on how your performance compares to your peers
Growth strategies
Feedback on management team strengths and weaknesses
Exit strategies and advice for owners

Expertise

System Integrator Businesses
CSIA Best Practices

Read our reviews

Viewpoint Systems

Jim Campbell

President, Viewpoint Systems

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

Noffz

Markus Solbach

Managing Partner, Noffz

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

DMC, Inc.

Frank B. Riordan

President, DMC, Inc.

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

Amfax

Alan Smith

Managing Director, Amfax

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

VI Engineering, Inc.

Bob Jacobs

Founder and Board Chairman, VI Engineering, Inc.

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