Projects

Our services are uniquely tailored to your ambition. We focus and build on your objectives whether you seek to create a new strategic direction or to execute on a current initiative. We are more than an advisor. We are a partner with you in conceiving and implementing a solution to your company’s challenge. Here are some highlights of challenges we have solved for clients:

Challenge

The Director of Strategy, Planning and Operations for a technology company’s global sales engineering group was faced with the development and implementation of a long-term strategy and plan.

Solution

Lee-Soy Associates conducted environmental scanning to provide forward-looking analyses of sales engineering trends, best practices, and challenges. We used this information to develop their strategy for and functional plan for world-class sales engineering and implementation plan.

In addition, Lee-Soy Associates worked with the client’s global team leadership to implement the plan and monitor performance to help them attain their objectives.

Challenge

The Founder and Chief Executive Officer of a growing management consulting firm sought to increase organizational capacity in the strategy and planning arena.

Solution

As a partner to this consultancy, Lee-Soy Associates provided a range of strategy and planning services enabling several NGOs and a corporate foundation to set direction and improve results. Services included:

  • Production and presentation of environmental scanning and insights and facilitated conversations to refresh a foundation’s strategy including vision, mission, areas of focus, objectives, and metrics
  • Assessment of a Board of Directors’ culture, governance, and recruitment practices that identified opportunities for improved board governance and succession planning

Challenge

The Chief Marketing Officer of a small, non-profit “digital giving” company needed to develop a pricing strategy resulting from its migration to a new email marketing partner.

Solution

Lee-Soy Associates generated insights about the financial impact resulting from this migration, including a comprehensive analysis of current and future pricing and margin impact for both existing and new customers. Embedded with the client’s team, Lee-Soy Associates built an actionable and scalable email marketing pricing model.

Challenge

The Managing Director of a small, innovation management consulting firm sought to address their clients’ growing need to align technology planning and roadmaps with business strategy.

Solution

Lee-Soy Associates served as a trusted sounding board for decisions about investing in a new business model including forward-looking analyses of emerging technological horizons.

Lee-Soy Associates was further retained by this client as an evaluator for the UK’s 2022 Queen’s Award for Enterprise-Innovation Category.

Challenge

The Head of Strategy & Business Intelligence at a Top 5 English Premier League (EPL) football club sought to establish a financial valuation model for comparison against peer clubs.

Solution

Lee-Soy Associates identified and validated a robust multivariate EPL club financial valuation model in support of the client’s strategic analysis.

In addition, we developed a proprietary brand index, comprised of key brand equity performance indicators, helping to broaden the client’s view on ‘brand’ as a key valuation dimension.

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