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Aperio Consulting Capabilities 112316 LI

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Proprietary and Confidential Aperio Consulting Capabilities 112316 LI
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Page 1: Aperio Consulting Capabilities 112316 LI

Proprietary and Confidential

Aperio Consulting Capabilities

112316 LI

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Why Aperio Consulting?

Aperio means to open or reveal. Our mission is for you, our client, to have a clear vision of your marketplace opportunities. We collaboratewith you to reveal the best solutions for your organization.

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How? Through a proven methodology of:

1. Client Collaboration2. Market Based Discovery3. Information Synthesis4. Innovative Recommendations

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1. Client Collaboration

FIRM Aperio

We ask that you to take an active role in the creation of solutions by collaborating with us through client meetings, interviews and workshops that include your stakeholders.

+ + Stake-holders

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2. Market Based Discovery

We use market based discovery techniques to gain a complete view of your firm in the marketplace: • quantitative and qualitative secondary research• qualitative interviews• quantitative primary research

Sales

Marketing

Management

Customers

Channels

Vendors

Influencers

FIRM

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3. Information Synthesis

We take the inputs from the market based discovery and collaboration phases and synthesize them to reveal insights and potential solutions.

FIRM AperioholdersStake-

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4. Innovative Recommendations

We then provide you with innovative recommendations that you can begin to implement immediately. We will also provide you with an option to help manage implementation.

Revealing your marketplace opportunities.

Aperio Consulting

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Our three practices are aligned to provide you with a clear vision of your opportunities.

What We Do

Strategy

SalesMarketingVISION

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Strategy

“Sound strategy starts with having the right goal.”

-- Michael Porter

• Corporate Strategy• Strategic Planning• M&A Portfolio Evaluation and Due Diligence

Strategy

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Marketing

“Intimately understanding who the customer is and what they need is the essence of great marketing.”

-- Matt Matson, Founder & Principal

• Marketing Strategy• Market Assessment, Analysis & Evaluation• Go-to-Market Strategy• Customer Loyalty/Voice of Customer Analysis

Marketing

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Sales Effectiveness

“Lack of direction, not lack of time, is the problem. We all have twenty-four hour days.”

-- Zig Ziglar

• Sales Process Assessment, Development & Recommendations • Account Management Strategy• CRM Evaluation, Process Development & Audit• Customer Journey Mapping

Sales

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Work

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Extensive Professional ExperienceWe have worked or consulted for some of the top global firms...

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Aperio Consulting Principal’s Contact Information

Robert “Matt” Matson, President & Principal mobile 262.290.1555 [email protected] holds a BS in General Engineering from the University of Illinois at Urbana-Champaign and an MBA in marketing and MIS from Indiana University, Bloomington, IN. With over 25 years of business leadership and consulting experience, Matt has also held numerous non-profit board member positions including recent past president and treasurer of the Wisconsin Naval Academy Parents Association and past president and EVP of the Wisconsin Air Force Academy Parents Association.

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Aperio Consulting


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