Strategis Llc

Delivering operational turnarounds, field service improvements, and value-creation programs for SMB and middle-market companies. • Built reporting systems and dashboards linking operations to financial performance; improved revenue cycle speed and EBITDA efficiency by 30%. • Redesigned dispatch, scheduling, and labor planning for service clients; improved technician utilization and customer response times. • Implemented IBP/SIOP and forecasting models that stabilized operations and supported YOY growth. • PE/VC advisor on operational diligence, PMOs, and Day 100 playbooks; led synergy capture initiatives across supply chain, service operations, and SG & A. • Developed leadership bench strength, coaching supervisors and managers to drive accountability and continuous improvement. • Partnered with CEOs and boards to design value chain strategies that scaled portfolio companies toward $1B+ revenue. • Designed analytical planning and BI/Dashboard reporting programs that improved revenue cycles, reduced operating expense by 15%, and increased EBIT efficiency by 30%. • Implemented enterprise planning and governance models to improve compliance, risk mitigation, and financial health. Fostered positive, engaged teams that achieved high performance while maintaining a culture of trust and support. • Introduced AI and digital solutions for forecasting, workforce alignment, and customer intelligence; drove 23% revenue growth and 94% retention through data-driven decision making. • Developed organizational strategies aligned to stakeholder priorities and governance standards, strengthening compliance and continuous improvement culture. • PE/VC advisor on operations and supply chain diligence, M&A, and post-merger integration; stood up 90-day value-creation PMOs; delivering rapid synergy capture. • Designed national manufacturing and DC footprints to lower total landed cost and enable growth (flow, layout, staffing). • Built growth camp