Our approach
We understand your business before we advise it.
Every engagement rests on the same discipline: understand the business with evidence, agree what matters most, change it hands-on, and measure the result.
2.9
Overall maturity
out of 5.0
- Strategy & direction3.8
- Commercial performance3.2
- Operations2.1Primary constraint
- Processes2.6
- Data & reporting2.3Secondary
- Technology & tools3.0
- Organization & people3.4
The Shermand diagnostic
Seven dimensions. One picture of the business.
Each dimension is scored from 1 to 5 against evidence from interviews, process observation, and your data. The pattern of scores shows where the constraints are, and how they connect.
- D1
Strategy & direction
Clarity of goals, market position, business model, and how decisions are prioritized.
- D2
Commercial performance
Positioning, marketing channels, lead generation, pipeline, conversion, pricing, and retention.
- D3
Operations
Capacity, throughput, lead times, quality, cost per unit, and supply or delivery chain.
- D4
Processes
How work flows end to end: handoffs, approvals, rework, documentation, and controls.
- D5
Data & reporting
Data quality, shared definitions, KPIs, and how quickly leadership gets trusted numbers.
- D6
Technology & tools
Fit, integration, adoption and cost of systems, including automation and AI opportunities.
- D7
Organization & people
Structure, roles, skills mix, hiring, leadership, culture, engagement, and dependency on key individuals.
Looking beneath the surface
What you see is rarely the whole story.
Understanding the real drivers behind results is what lets a growth plan put effort where it pays off.
- Margins are shrinkingUnpriced complexity and rework in operations
- Growth has stalledSales time lost to admin and unreliable pipeline data
- Customers wait too longQueues and handoffs between teams, not slow people
- Nobody trusts the reportsDifferent definitions and data spread across systems
- Technology spend keeps risingTools bought to fix what are really process problems
- Good people keep leavingUnclear roles, uneven hiring, and a culture that rewards the wrong things
Four phases
From diagnosis to lasting results.
- Phase 01
Diagnose
Find the real constraints
What we do
- Leadership and frontline interviews
- End-to-end process walk-throughs
- Analysis of financial, operational and customer data
- Scoring across seven dimensions
What you get
- Diagnostic report and scorecard
- Ranked constraints and root causes
- Value-at-stake estimate
- Quick wins to start immediately
- Phase 02
Design
Decide what to change
What we do
- Target operating model and process design
- Tool and technology options, vendor-neutral
- Business case for each initiative
- Sequencing by value, effort and risk
What you get
- Transformation roadmap
- Initiative charters with owners
- KPI framework and targets
- Investment and resource plan
- Phase 03
Deliver
Make the change real
What we do
- Program leadership and PMO
- Process redesign and piloting
- Systems, automation and dashboards
- Training and change management
What you get
- Working processes and systems
- Adoption by the teams that use them
- Progress reported against targets
- Issues raised early, not hidden
- Phase 04
Sustain
Keep the results
What we do
- Performance review rhythm
- Continuous-improvement routines
- Handover and capability building
- Follow-up check-ins
What you get
- Measured, lasting results
- A team that keeps improving
- Less dependence on outside help
- A baseline for the next stage
Ground rules
How we keep it pragmatic.
- Fix the process before buying the tool
- Automating a broken process only makes the problem faster.
- Quick wins fund the journey
- Every roadmap includes changes that pay back in the first months.
- Measure before and after
- A baseline from the diagnostic makes every result provable.
- Your team owns the result
- We build capability as we go, so improvement continues without us.
Next step
Ready for the next level?
Tell us where you want to take the business. We’ll show you how to get there: bigger, leaner, and more profitable.