Business Assessment™
Seeing the whole business.
Understand first. Advise second.
A complete reading of the business: where it stands, how it runs, how it is directed, its strengths, its weak points and its priorities. Everything we recommend afterwards rests on it.
Starting point
CHF 3,500
What we examine
Ten dimensions, one reading.
- The leader and what they are facing
- The business model
- Strategy
- Clients and market
- Finance and cash
- Organisation
- People
- Processes and digitalisation
- Governance
- Risks and opportunities
Business Index™
Where the business is solid,
and where it needs reinforcing.
Ten dimensions, placed on four levels. The mark sits further from the centre as the function is mastered. What stays close to the centre is what we address first.
Overall index · 72/100Hover over a dimension to read the detail.
- 01The leader and what they are facingMasteredThe direction is clear and owned. Priorities are named.
- 02The business modelReliableValue creation is understood; margin by offer is not yet isolated.
- 03StrategyReliableA three-year direction, with no costed scenarios beside it.
- 04Clients and marketReliableA healthy portfolio; concentration on the top five clients warrants attention.
- 05Finance and cashBeing builtThe figures are accurate, but land on day 25. No thirteen-week cash forecast.
- 06OrganisationReliableResponsibilities are set; financial delegation is not.
- 07PeopleReliableThe team is stable, payroll under control.
- 08Processes and digitalisationBeing builtData still travels through spreadsheets; the monthly close depends on one person.
- 09GovernanceReliableReporting exists. It informs more than it helps you decide.
- 10Risks and opportunitiesReliableOperational risks are identified; their financial effect is not.
An illustrative example, built on a typical business. The Business Index™, its criteria and the way it is read belong to Kelya.
How it unfolds
A first conversation
We take the measure of your context, what is at stake, and what is on your mind today.
The review
We examine the business across ten dimensions, drawing on your documents and on interviews.
The debrief
We hand over the Business Assessment™ Report and the recommendation that follows from it.
What you receive
Business Index™
Our reading of the maturity of the business, function by function. It shows where the company is solid and where it needs strengthening.
Business Assessment™ Report
Your situation set down in writing: what is working, what is exposing you, and the priorities we draw from it.
Why start with the Business Assessment™?
The Business Assessment™ lets us understand your situation before putting forward any recommendation.
Does the Business Assessment™ commit us to what follows?
It concludes with a recommendation. What happens next is yours to decide.
The support that follows
Each situation calls for its own level of support.
The recommendation names the level that matches the maturity and the priorities of the business.
Start with a clear reading of your business.
The Business Assessment™ concludes with a recommendation.