Oak Business Consultant

BACKGROUND

Please describe your company and position.

 I am the BD Director of a business services company 

Describe what your company does in a single sentence.

We are a company providing Engineering, construction, procurement and facilities management services.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Oak Business Consultant to accomplish?

• Financial modelling
• Financial comparisons

SOLUTION

How did you find Oak Business Consultant?

Online Search

Why did you select Oak Business Consultant over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from Oak Business Consultant were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

• Project financial modelling: dashboard, cashflow, P&L, balance sheet...
•  scenario simulations
• cost alternatives and comparisons 
• rate cards

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• deliverables 
• accuracy 
• respect of deadlines

Describe their project management. Did they deliver items on time? How did they respond to your needs?

• Their availability and responsiveness were impressive.
• very skilled and proficient interlocutor 
• ownership of the project as if it was their own, commitment to the deliverables and the deadline

What was your primary form of communication with Oak Business Consultant?

Virtual Meeting

What did you find most impressive or unique about this company?

• Rapid capture of our business model and understanding of our way of doing things, compiling information and rapid adoption of all new concepts to better integrate within our team
• High sense of ownership, delivering as a full member of the team, no excuse.

Are there any areas for improvement or something Oak Business Consultant could have done differently?

• Consultants seem to be on a very heavy workload, we are now going for dedicated consultant within Oak,
• fees added on billing by the invoicing systems and excluded from quotation are too high

BACKGROUND

Please describe your company and position.

I am the Founder/CEO 

Describe what your company does in a single sentence.

A startup, building a network of longevity clinics for women.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Oak Business Consultant to accomplish?

• Develop a financial model for startup
• Develop a business plan for startup
• Develop a pitch deck for startup

SOLUTION

How did you find Oak Business Consultant?

• Online Search
• References

Why did you select Oak Business Consultant over others?

• Pricing fit our budget
• Good references

How many teammates from Oak Business Consultant were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Oak Business Consultants provided detailed financial modeling for my startup. Based on that financial model, they helped develop a detailed business plan and pitch deck.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• detailed financial model
• detailed business plan, detailed pitch deck

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Absolutely. The team was extremely responsive and took all deadlines seriously.

What was your primary form of communication with Oak Business Consultant?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

I was impressed with their expertise in financial modeling and responsiveness.

Are there any areas for improvement or something {provider_name} could have done differently?

They were patient with me because this startup is new territory for me, which also caused the project timeline to go much longer. I was thinking of the components of the project in a more sequential/linear fashion and they were working on the three deliverables simultaneously.
As a result, my modifications to the financial model and my simultaneous learning about how to use the model and what I needed it to reflect were a challenge for the Oak Team, but they handled it very well and were gracious with me.
The team was responsive to my suggestions to making the business plan shorter and better organized (sections, table of contents, appendices, etc.). As for the pitch deck, it was helpful to see what they included and how the team organized the information for a startup pitch deck.
I was hoping that my brand standards would've been done long before they were so that Oak could help put the pitch deck information into that branded format, but it wasn't ready in time. I used some of the financial charts in the pitch deck that I crated with my branding person.