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Business Advisory Services

Business Advisory Services

Business Advisory Services

Strategic Planning

Transforma facilitates strategic planning that turns ambition into a clear, executable plan—aligning leaders, priorities, and the talent required to deliver. We combine structured planning methods with practical workforce and operating insights so your strategy is not only compelling, but actionable across teams, budgets, and timelines. The result: sharper focus, faster execution, and measurable progress.

What this service includes

  • Strategy discovery and alignment — Pre-work to clarify goals, constraints, market realities, and decision points.
  • Facilitated strategy sessions — High-impact workshops that align leaders on direction, trade-offs, and where to invest.
  • Strategic priorities and outcomes — Define 3–6 enterprise priorities with clear success measures, value targets, and ownership.
  • Initiative design and roadmap — Translate priorities into initiatives with scope, sequencing, dependencies, milestones, and governance.
  • Operating and workforce implications — Assess capability needs, capacity, skills gaps, and operating model considerations required to execute the strategy.
  • Metrics and performance system — Develop KPIs/OKRs, review cadences, dashboards, and decision rhythms to track progress and course-correct.
  • Communication and leadership enablement — Executive narrative, leadership talking points, and alignment tools to cascade the strategy effectively.
  • Execution support (optional) — Quarterly business reviews, progress facilitation, initiative troubleshooting, and change enablement.

Outcomes you can expect

  • Clear strategic direction with aligned leadership commitment
  • Prioritized initiatives with ownership, timelines, and measurable outcomes
  • Stronger execution cadence and faster decision-making
  • Better alignment of resources, workforce capability, and operating focus
  • A strategy that becomes action—sustained through governance and metrics

Project Management

Transforma provides project management that brings structure, speed, and accountability to complex people and transformation initiatives. We keep stakeholders aligned, risks controlled, and milestones moving—so your projects launch on time, land with adoption, and deliver measurable outcomes.


What this service includes

  • Project charter and scope definition — Objectives, success measures, deliverables, stakeholders, constraints, and clear “in/out” boundaries....
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Lean Six Sigma

Transforma applies Lean Six Sigma to simplify workflows, reduce waste, and improve service quality—so your teams can deliver faster, more consistent outcomes with less effort. We combine proven process-improvement methods with practical change enablement, helping you diagnose root causes, redesign processes, and embed controls that sustain results across business operations.


What this service includes

  • Process discovery and scoping — Define the problem, ...
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Turn Complexity Into Clarity

Engage with experienced advisors who bring focus, alignment, and momentum to your most critical organizational challenges. Let's transform your business today.