Strategy to help you perform. Operations to help you execute.
Coming up against barriers to growth is inevitable.
Demographic shifts and a shrinking labor market are making hiring, retaining and training new talent more challenging than ever. Technology continues to advance at a rapid pace, leaving organizations facing new investments and implementations to stay competitive. And an uncertain economy means organizations need to find new, innovative ways to take the costs out of their processes.
To successfully overcome these barriers and achieve sustainable growth, your organization needs to be able to identify the root causes of your biggest challenges and deploy the right strategies. But gaining a big-picture view of your organization is difficult when you and your staff are already overburdened with day-to-day operations.
High-performing organizations not only have a clear vision for the future they also have the culture, alignment, leadership and accountability they need to achieve it. They look for innovative solutions and connect them to outcomes — and they know when they need to engage outside help to fill in gaps in capacity and capability.
Wipfli can help you start your journey to operational excellence by looking at your current state and helping you develop a strategy to reach your desired future state. We offer a broad range of proven methodologies and tools so that we can help you find the right, proven solution for your unique situation.
With our business strategy and operations services, you get a plan that matches your objectives and guidance for executing it effectively.
Why Wipfli?
At Wipfli, we don’t just understand your pain points — we’ve lived them. Our team of professionals brings a depth of industry and executive leadership experience along with a full range of strategy facilitation and process improvement skills, data and analytics capabilities and change management experience.
Combined with our hands-on approach, we can provide proven solutions that help you achieve results. We believe perspective changes everything, so we look at challenges from all angles — strategic, operational, digital, people and cultural — to fully help you implement change within your organization.
We also know that strategy and optimization are continual processes, so our support and guidance don’t end after deployment. Our people continue to work with you, evaluating your progress and helping you restrategize as needed.
We’re ready to help you become a high-performing, future-ready organization by helping you ensure your strategy is aligned with continual performance management and that you have the right systems, people and processes in place to succeed.
Our services include:
Strategy
At its most effective, strategy isn’t just a one-time event — it’s a way of being.
Traditional planning methods rely on stability and predictability, which are increasingly rare in today’s environment. The current marketplace means that traditional methods may leave you with unachieved goals and waste in both resources and opportunities.
Wipfli can help you build a strategy that meets your unique needs and focuses on keeping your organization future-ready. With our services, you don’t just get strategy — you get holistic alignment to help ensure that your organization is unified in realizing your priorities and achieving greater stability.
Wipfli’s team of dedicated facilitators brings deep industry experience to advising your organization on best practices and overcoming the challenges that are preventing you from reaching your future objectives.
We focus on helping your organization prepare for the future by identifying your strategic priorities and finding the gaps that are preventing you from reaching your objectives. We then take a tailored approach, working with your organization to build a deep understanding of your needs and applying a methodology that fits your most critical concerns.
Our strategic planning services offer your organization three levels of support:
- Transactional planning: Sustain your performance by finding new ways to increase efficiency, eliminate waste and improve how you use your assets.
- Forecasted transformational planning: We analyze your performance and compare it to shifts in your organization to better understand the gaps you need to address. From there, we help you develop a plan to meet your organization’s future needs, including organization and process changes and infrastructure improvements.
- Revolutionary transformational planning: We help you redefine and regenerate your organization’s advantage. Whether you need new lines of business or delivery models, we can help you innovate and transform your organization to better suit your vision of the future.
We can also support your organization with people plans and strategy and technology alignment to help ensure that your human capital and systems are aligned with your objectives. In developing your strategy, we can help you facilitate:
- Human-centered design discussions.
- Custom survey administration.
- Stakeholder or community needs assessments.
Wipfli’s strategy services don’t end with a paper plan. Our support follows you throughout your journey, helping you implement strategy effectively and master the culture of your organization.
Our services include:
- Journey mapping: Our customer, member and technology mapping services can help you understand your strategy through the lens of those you serve.
- Enterprise risk management: We help you assess and minimize the potential risks associated with your plan.
- Implementation: We align your people, technology, culture and operations so that you can achieve a successful strategy implementation.
Wipfli’s digital advisory team applies holistic ideation and planning to help your organization transform with technology. We work closely with you to understand and accelerate your vision with the right technology strategy. Whether you’re looking to reinvent your organization or have a road map for incremental improvement, our seasoned practitioners help ensure that every area of your organization receives targeted guidance.
We help you use technology to bring your vision to life through four essential components:
- Human-centered planning and ideation: Through collaborative conversations, such as design thinking workshops, our advisors help you envision what your organization can become and craft a strategy to achieve your goals.
- Technology initiative assessment and readiness benchmarking: Our team helps you blend technology with your mission and vision, guiding you through the software selection process so that you can maximize your ROI.
- CIO advisory: We provide interim, partial, consultative and mentoring services for the CIO role to help shape your organization’s digital strategy at the executive level. Our range of services can be tailored to your level of need, whether you want situation-specific guidance, fractional resources to augment your team or coaching to help your leadership reach their full potential.
- Program management: Wipfli specializes in orchestrating multiple technology initiatives, combining both internal and external resources to achieve strategic business outcomes. Our services start by assessing your current practices and providing you with actionable recommendations for improvements. We then help you build a robust program management office tailored to your needs and coordinate multiple projects within your program.
Operations
With vast experience helping achieve operational excellence, Wipfli’s professionals bring valuable insight to help your organization solve its most pressing challenges and thrive well into the future.
We can help your organization with:
Wipfli’s Leadership Essentials training program provides flexible leadership development designed for your company’s unique needs.
We take your leaders on a dynamic, nine-part journey that equips them with the skills and knowledge they need to develop high-performing teams. And we align our program with your strategic goals so that you can see a clear return on your investment.
Effective collaboration is critical for success. A highly functioning team can exceed expectations, while inadequate teamwork can leave your organization running in place.
Wipfli takes a data-based approach to your team development. We use scientifically validated assessments to understand individual and group dynamics and examine how your team functions regarding trust, conflict resolution, commitment, accountability and performance.
Based on your results, we create customized, interactive team-building and problem-solving exercises to address the specific dynamics of your team.
With our program, your employees develop an increased awareness of self and others and learn how to work together effectively, helping you create high-performing teams.
To transform your organization, you need leadership that transcends.
Leaders who transcend go beyond their current limits to find ways to grow their people and their organization. They know how to leverage their strengths and curiosity, making them capable of driving strategy and change in your organization.
Wipfli is ready to help your senior leadership and executives reach that state.
Our process
Our leadership coaching services help leaders excel by addressing specific skill deficits and focusing on the key aspects of leading others.
We develop your organization’s high performers, new leaders in transition and leaders who aren’t fulfilling their potential with our three-step process:
1. Discover: We help leaders understand how they operate, identifying their core values, beliefs and strengths, as well as the behaviors acting as obstacles to their success.
2. Conquer resistance: We challenge individuals’ beliefs and assumptions about their leadership and recruit a team that can support their development.
3. Transcend: We help leaders find their edge and leverage it so that they can transcend their limitations, and we enable them to foster an ongoing, relentless curiosity through a growth mindset.
Our approach
We offer two coaching options to match your organization’s needs:
- Rise: Wipfli’s Rise is an accessible, 90-day approach to help your most critical leaders reach the next level in their growth. If your organization is in the process of transformation or innovation, this approach can help your leadership rapidly realize their capacity to own and drive change.
- Transform: Wipfli’s Transform approach provides leaders with long-term support to help them develop the skills they need to better guide your organization. During this six-to-12 month approach, we support them with personalized, one-on-one coaching to help them develop critical leadership skills, such as EQ and executive presence.
Talent is one of your most vital resources. And in a tough labor market, acquiring and allocating it effectively becomes even more critical.
Talent assessment tools can help ensure your organization is hiring people who fit your culture and giving them roles where they can thrive. Let Wipfli help you make data-driven decisions about your people with these assessments:
Predictive Index
Solve your people problems faster with Wipfli and Predictive Index (PI).
Wipfli is a certified partner of PI, a talent optimization platform that has helped thousands of organizations for more than 65 years. We help you take advantage of PI’s assessments and data-driven strategies so that you’re not just hiring the right people but also designing better teams.
Together, we’ll help you combine your people strategy with your business strategy so that talent stays engaged and capable of giving you their best performance.
EQ-i
Better support your organization’s current and future talent development needs.
Wipfli can help your organization facilitate the emotional quotient inventory (EQ-i) assessment process and evaluate your results so that you can improve your people strategy. Using EQ-i, we can help your people create effective development plans and increase leadership readiness by identifying individuals with the leadership qualities your organization needs.
360-degree evaluations
Wipfli can help your leadership gain a new perspective with 360-degree evaluations.
The 360-degree review focuses on gathering feedback from a variety of sources, helping the recipients better understand how others perceive them and identify areas where they can improve their leadership.
Wipfli can help you facilitate 360-degree evaluations so that you can build more effective plans for developing your people. With our 360-degree evaluation support, you can find new ways to increase employee productivity and engagement and ultimately enhance your organizational performance.
Our team
Jeffrey H. Wulf
Jeff Wulf combines experiences in management consulting and business process improvement to provide a unique blend of talents for Wipfli’s clients. He specializes in developing holistic consulting strategies aimed at improving overall client performance.
Brett Polglaze
Brett Polglaze brings over 20 years of experience to Wipfli’s organizational performance management consulting team and has a passion for tackling complex organizational questions. From improving business process flows to assisting clients through complex system selections, his focus has always been to architect solutions that solve critical business issues. He has led all aspects of technology selection, implementation, and operations improvement initiatives.
Marcie Bomberg-Montoya, OCI, OEI
Marcie Bomberg-Montoya brings over 25 years of experience in executive leadership roles in both financial institutions and private enterprise to her engagements. She has developed a high level of proficiency, leading a myriad of complex enterprise-wide endeavors such as mergers and acquisitions, strategic analysis and plan implementation, growth and transformation strategies, as well as innovative product and service development.
Deron J. Kling
Deron Kling is an experienced consultant and leader focused on helping Wipfli’s clients plan for the future and reach their goals. His background includes over 20 years as an organizational leader and management consultant.
CLIENT SUCCESS STORY
How we helped one manufacturer overcome internal conflict to quadruple their growth.
