Operational Improvement

Significant operational improvement often requires dedicated internal or external resource to drive the programme or project through. Internal resource is obviously cheaper and retains corporate knowledge, while dedicated external resource is more expensive but can often achieve results in a shorter timeframe.

Swan Partners combines both approaches with small teams of senior people who work collaboratively with the management team. Our team consists of ex-advisory and industry professionals experienced in assisting our clients with key strategic, financial and commercial projects.

Our experience lies not just in advice, but crucially actual project delivery. Our broad range of sector experience means that we can quickly pick up the key requirements in either supporting an on-going project, or in the initial design phase.

The types of work we undertake are set out below (for detailed information place your cursor over the row title).

Typical projects include significant cost reduction programmes, improvements in reporting and consolidation, process improvement and financial modelling.

What our clients think

  • "They added the most value in understanding the dynamics that drive the business. They project managed our people and managed that very well."

    - COO, FTSE250 INSURANCE COMPANY

  • "Strong project management skills were demonstrated through regular reporting, updates and meetings – good at understanding the best method of working with us and the types of formal/informal updates we required."

    - FD, FTSE MANUFACTURING COMPANY

  Strategic Financial Commercial
Project & Stakeholder Management

Project & Stakeholder management

Coordination, communication and planning of project tasks and internal/external stakeholders

X X
Reporting

Reporting

Review of existing internal reports to understand effectiveness and appropriateness. Development and implementation of effective Management and Board reports (KPI's and Dashboards).

X X X
Data analysis & interpretation

Data analysis & interpretation

Analysis of historic, budget and forecast financial and management information to support decision making.

X X
Scenario analysis

Scenario analysis

Development of tools to support the senior management team with key strategic decisions, e.g. acquisitions, disposals, new markets expansion.

X X X
Group reporting & consolidations

Group reporting & consolidations

Development of dual Chart of Accounts and multi-dimensional cubes to enable the production of subsidiary and group reports from one source, support with month-end/weekly reporting and group consolidations. Implementation of group reporting at subsidiary level.

X
Budgeting & Forecasting

Budgeting & Forecasting

Development of fully integrated PL, BS and CF budgets and forecasts to support decision making and forecast working capital requirements.

X X X
Process improvement

Process improvement

Analysis of internal process, identification of process gaps and inefficiency and delivery of process improvements.

X
Cost reduction

Cost reduction

Support, analysis and management of significant efficiency and cost reduction programmes.

X
Cashflow modelling

Cashflow modelling

Amendment or creation of cash flow models to help management’s visibility of short and medium term cash requirements.

X X X
Pricing & Costing

Pricing & Costing

Development of standard product and process costing and pricing.

X
  • Project & Stakeholder management

    Coordination, communication and planning of project tasks and internal/external stakeholders.

  • Reporting

    Review of existing internal reports to understand effectiveness and appropriateness. Development and implementation of effective Management and Board reports (KPI's and Dashboards).

  • Data analysis & interpretation

    Analysis of historic, budget and forecast financial and management information to support decision making.

  • Scenario analysis

    Development of tools to support the senior management team with key strategic decisions, e.g. acquisitions, disposals, new markets expansion.

  • Group reporting & consolidations

    Development of dual Chart of Accounts and multi-dimensional cubes to enable the production of subsidiary and group reports from one source, support with month-end/weekly reporting and group consolidations. Implementation of group reporting at subsidiary level.

  • Budgeting & Forecasting

    Development of fully integrated PL, BS and CF budgets and forecasts to support decision making and forecast working capital requirements.

  • Process improvement

    Analysis of internal process, identification of process gaps and inefficiency and delivery of process improvements

  • Cost reduction

    Support, analysis and management of significant efficiency and cost reduction programmes

  • Cashflow modelling

    Amendment or creation of cash flow models to help management’s visibility of short and medium term cash requirements

  • Pricing & Costing

    Development of standard product and process costing and pricing