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Strategy & Operations Consulting
Clarity. Strategy. Results That Last.

Helping mid-market organizations solve complex operational challenges, sharpen their strategy, and build the capabilities to sustain growth long after the engagement ends.

85+
Engagements
14
Industries
18yrs
Experience
94%
Re-engagement Rate
What We Do
Core Consulting Services
01
Strategic Planning
Strategy
02
Operations Optimization
Operations
03
Organizational Design
People
04
Change Management
Transformation
05
Performance Analytics
Data
Trusted by leading organizations
Meridian Corp
Apex Group
Northfield
Solaris Inc
Crestline
Harwick Co
What We Do

Consulting Services

Every engagement is scoped to the specific problem — not templated to a service line. These are the disciplines we work within.

01
🎯
Strategic Planning

Building the strategic framework that aligns your leadership, resources, and operations around a coherent set of priorities — not a document that lives in a drawer.

Market position analysis
3–5 year strategic roadmap
OKR and KPI framework
Scenario planning
Discuss This Service
02
⚙️
Operations Optimization

Diagnosing and rebuilding the operational systems that determine how efficiently your business creates and delivers value at scale.

Process mapping and redesign
Cost and capacity analysis
Technology and tool assessment
Implementation support
Discuss This Service
03
🏗️
Organizational Design

Restructuring roles, reporting lines, and team structures to match the strategic direction — and doing it in a way that minimizes disruption and retains key talent.

Structure and spans analysis
Role and responsibility design
Leadership team effectiveness
Transition planning
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04
🔄
Change Management

Most transformation projects fail not because of poor strategy but because of poor change management. We plan and manage the human side of transformation from day one.

Stakeholder analysis and mapping
Change communication strategy
Training and adoption programs
Resistance management
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05
📊
Performance Analytics

Building the measurement infrastructure — dashboards, KPIs, reporting cadence — that gives leadership teams the visibility to make faster, better decisions.

KPI design and prioritization
Dashboard build and deployment
Reporting cadence design
Team enablement
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06
🚀
Growth & Market Entry

Expanding into new markets, launching new products, or scaling a proven model — we build the go-to-market strategy and operational foundation to do it without overextending.

Market sizing and entry analysis
Competitive positioning
Go-to-market planning
Scalability assessment
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Industry Depth

Industries We Serve

Industry context matters. Generic consulting advice built without it rarely holds. We bring deep familiarity with the dynamics, constraints, and opportunities in each sector we work in.

🏭
Manufacturing & Supply Chain

Lean operations, supplier management, and capacity planning for complex production environments.

OperationsLean
🏥
Healthcare & Life Sciences

Operational efficiency and strategic planning in highly regulated, patient-centered environments.

ComplianceOperations
💻
Technology & SaaS

Scaling operations and organizational design for fast-growth software and technology companies.

ScaleOrg Design
🏦
Financial Services

Strategy and process improvement for banks, insurance, and professional services firms navigating regulatory change.

StrategyProcess
🛒
Retail & Consumer

Omnichannel operations, customer experience strategy, and supply chain modernization for retail and CPG companies.

OmnichannelCX
🏗️
Construction & Real Estate

Project management systems, operational scaling, and strategic planning for developers and contractors.

SystemsScale
Energy & Infrastructure

Organizational strategy and change management for utilities, renewables, and infrastructure operators.

ChangeStrategy
🎓
Education & Nonprofit

Operational efficiency and strategic planning for mission-driven organizations with resource constraints.

MissionEfficiency
Client Work

Case Studies

Three recent engagements — structured as we structure our thinking: challenge, approach, outcome.

Manufacturing
Supply Chain Redesign & Operations Overhaul for a $180M Manufacturer
32% Cost Reduction
Challenge
A mid-size manufacturer was carrying 40% excess inventory, operating 12 redundant processes across three facilities, and facing margin pressure from a key customer demanding price reductions.
Our Approach
8-week diagnostic across all three facilities. Developed a lean operations roadmap, redesigned supplier contracts, and built a unified inventory management system replacing three legacy tools.
Result
32% reduction in operational costs, inventory turns improved from 4x to 9x annually, and the customer contract was renewed — with a price hold — within 6 months of implementation.
Engagement
18-week engagement · Operations team of 6 · Implementation support through Month 12
Technology / SaaS
Strategic Restructuring and Growth Planning for a Series B Software Company
2.1x ARR in 14 Months
Challenge
A $12M ARR SaaS company had strong product-market fit but was growing chaotically — unclear ownership, duplicated functions, and a leadership team spending more time resolving internal confusion than serving customers.
Our Approach
Strategic planning facilitation and organizational redesign. Defined three business units, restructured 38 roles, built a new OKR system, and ran a 6-week change management program for the leadership team.
Result
ARR grew from $12M to $25.5M in 14 months post-engagement. Employee NPS increased 42 points. The company closed a $30M Series C six months after the engagement concluded.
Engagement
24-week engagement · Strategy + org design + implementation · Ongoing advisory retained
Healthcare
Operational Transformation Across a 9-Location Regional Health Network
$4.2M Annual Savings
Challenge
A regional health network had grown to 9 locations through acquisition with no operational standardization — every site ran differently, billing was fragmented, and staff turnover was 28% annually.
Our Approach
Cross-site diagnostic, process standardization across clinical and administrative operations, unified EMR workflow design, and a 12-month change management program with site champions at each location.
Result
$4.2M in identified annual savings from standardization and billing efficiency. Staff turnover dropped from 28% to 14%. Patient satisfaction scores increased 18 points across the network.
Engagement
36-week engagement · Cross-functional team of 8 · Change management through Month 18
How We Work

Our Consulting Process

Every engagement follows a disciplined four-phase approach. The phases are consistent — the work inside them is built entirely around your situation.

Phase 01
Diagnose
Weeks 1–3

We don't start with answers. We start with observation. Stakeholder interviews, data review, process mapping, and on-site assessment.

Deliverables
Current-state analysis
Problem statement & root causes
Opportunity prioritization matrix
Engagement scope confirmation
Phase 03
Implement
Weeks 8–20+

We stay through implementation. Recommendations mean nothing without execution — we work alongside your team to make the changes real.

Deliverables
Implementation project management
Change management program
Training and enablement
Weekly progress reporting
Phase 04
Sustain
Months 4–6

The goal is capability transfer — your team should be able to sustain and extend the work without us. We build that into every engagement from day one.

Deliverables
Capability transfer program
Playbooks and documentation
KPI dashboard handoff
30/60/90 day check-ins
85+
Engagements
14
Industries
94%
Re-engagement
18
Yrs Experience
Principal Consultant

David Harwick

Founder, Vantage Strategy Group · 18 Years in Consulting

David founded Vantage Strategy Group after a decade at a global management consulting firm, where he led engagements across North America, Europe, and Southeast Asia. He left to build a different kind of practice — one that prioritizes depth of engagement over volume of clients, and measures success by what holds after the consultants leave.

He works with a select portfolio of clients at any given time — typically three to five active engagements — and is personally involved in every piece of work Vantage produces.

MBA, Kellogg School of Management, Northwestern University
Former Senior Manager, Deloitte Consulting
Certified Lean Six Sigma Black Belt
Adjunct Faculty, Operations Management — University of Florida
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Start the Conversation

Schedule a Consultation

The first conversation is about understanding your situation. We'll listen, ask questions, and tell you honestly whether and how we might be able to help.

🔍
Rapid Assessment
Scoped diagnostic to identify your most important constraint or opportunity — delivered in two weeks.
📋
Full Engagement Scoping
Detailed project scoping conversation for larger strategic or operational engagements.
🤝
Fractional Advisory
Explore an ongoing advisory relationship — strategic judgment on a retained, part-time basis.
(555) 000-0000 — Mon–Fri 8 AM to 6 PM
david@vantagestrategy.com — Response within 24 hours

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We respond to every inquiry within one business day.