Our Projects
At Fizi Advisors, we are proud of the work we have done for our clients. Click on the links below to learn more about some of our past projects.
Creating an Operations Function
Strategy Operationalization for a Startup
Context
Faced with the challenge of inconsistent customer experience despite delivering awesome products and a team on the brink of burnout, our client decided it was time to get the house in order and we helped them accomplish that goal
How we helped
We got to know them—really know them. We chatted with the leadership, hung out with the team to see the day-to-day, joined in on their meetings, and even reached out to customers to see things from their side. Together, we cooked up a new game plan for how they run things. We reimagined their processes, figured out who does what, streamlined their reporting, and set up some cool goals to hit. It wasn't just about making a plan that looked good on paper; it was about making something that felt right for them, something that matched their vibe. We developed an entire function and operating model tailored to the company's unique culture and objectives
Results
The results have been nothing short of transformative. The company has not only grown in size but also in operational efficiency and complexity, supported by an efficient operations team. This evolution has fostered a more consistent customer experience and a healthier, more sustainable work environment for the team. It’s a testament to what can be achieved with a shared vision and a commitment to positive change.
Optimizing Payment Process
Process Simplification/Complexity Reduction for Small business
Context
With a growing issue of unpaid and partially paid accounts, our client found themselves in a precarious situation due to customers taking the 'pay later' idea a little too casually after trial periods
How we helped
We played detective and dug into the sales data to figure out what was going on. We found out that it wasn't just about who was paying and who wasn’t; we spotted patterns in customer behavior and how different sales folks had varying degrees of success in getting those payments through. It was an eye-opener that the root problem was the absence of a solid, consistent process for collecting payments that was causing all the confusion. So, we put our heads together with the client and whipped up a clear, no-nonsense payment process. This meant everyone knew exactly when and how to drop the payment talk, making the whole process smoother and less anxiety-driven for both the sales team and the customers.
Results
Testing out our new process with a pilot sales team was like watching magic happen—payments started coming in like clockwork. Encouraged by this, we rolled out the new and improved process across the company. The impact was massive, with a whopping 87% drop in customers dodging their payments on new sales. And the best part? The company didn’t lose a single customer over it, nor did their revenue take a hit. Now that’s what I call a smooth operation!
Standardizing KYC process
Process standardization/Compliance update for Small Business
Context
The client was in a tight spot with new regulatory requirements demanding a uniform 'Know Your Customer' (KYC) process across all its agents, with the added twist of integrating risk management procedures and controls
How we helped
We broke down those big, scary regulations into bite-sized pieces everyone could get behind. We even roped in some experts to give us the thumbs up on our game plan, making sure we were hitting the nail on the head. Armed with clarity and confidence, we plunged into the client's current setup, gathering insights and viewpoints from every nook and cranny. We laid all this out on the table, mapping out the current scene and spotting where the gaps were hiding. Our mission was clear: knit these new, must-have components into their process so smoothly that it would feel like they’d always been part of the gang, all while keeping things as easy-peasy and efficient as possible.
Results
We came up with a shiny, new KYC process that didn't just check all the boxes but did it with style. We led the charge with training sessions to get everyone jazzed about the new way of things, and created crystal-clear documentation that laid out the ins and outs of every part of the process. And just like that, what could've been a compliance headache turned into a smooth, savvy operation ready to take on the world."
Improving the Order-To-Cash Process
Process Improvement for a Midsize Business
Context
The company had an Order-to-Cash (OTC) process that was like an old favorite pair of jeans—comfortable but not quite fitting right anymore, especially with all the shiny new tech they'd brought in
How we helped
We started by digging through all existing process docs, hanging out with the team and folks who actually use the process daily to get the lowdown on what works and what doesn't. We also teamed up with the tech whizzes in the company (and their external tech support buddies) to figure out smarter ways to tie the tech and process together. After some serious teamwork, we laid out a bunch of recommendations, spelling out the good, the not-so-good, and why we thought these changes would be a game-changer for them. With the green light from the company, we got to work on sprucing up their OTC process. We whipped up fresh process docs, cool maps to show how everything flows, SOPs that don’t bore you to tears, and training stuff that actually makes sense.
Results
A super-charged, efficient process that made the most of their new tech and set the company up for some smooth sailing