Completed Project Examples

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Organization: Twice New by WINS

Project: Develop and implement online offer extending organization's lines of service offerings.

Work Included: 

• Online shopping portal creation
• Pricing modelling
• Delivery logistics
• Product building
• Ordering processing mapping
• Implementation of service
• Payment system integration
• Policies' creation and documentation

Timeframe: Three (3) months

Outcome: Successful offering providing non-profit with increased revenues to support its social and community services thereby improving the organization's social impact.

Organization: A Financial Services Dealer

Project: Define, select and implement selected CRM system.

Work Included: 

• Define user needs
• Obtain client selection criteria while providing additional expertise for determining best system
• Analyzed and assessed prospective CRMs for alignment for needs and fit with selection criteria
• Put forward recommendation including implementation plans
• Implemented new CRM for firm
• Completed user training

Timeframe: Two (2) months

Outcome: CRM successfully implemented for company on time and within budget with full user uptake of system.

Organization: Private Factoring Firm

Project: Assessment of capital raising by firms competing for same capital investment. 

Work Included: 

• Detailed review of competitive investment offering documents 
• Compare/ contrast with client's capital raising methods
• Report summarizing competitor offerings
• Findings and recommendations for client offerings improvement

Timeframe: Two (2) months

Outcome: Recommendations presented and accepted by clients for inclusion in future offering documents.

Organization: Two Separate Non-Profit Organizations

Project: Feasibility assessment in two parts - 

1. Amalgamation of donation centres within city
2. New social enterprise offering

Work Included: 

Amalgamation Review

• Document current process flows of both operations
• Map combined facility layout
• Collect volume metrics of goods processed through each operation
• Assess staffing needs and cultural fit of combined operation
• Set out financial implications via proforma financials defining monetary benefits
• Document feasibility results in report and present to respective executives and/ or boards

Social Enterprise

• Determined marketplace consumer
• Developed operation costs, space needs, staffing requirements, environmental benefits, revenue gains and social impacts of enterprise
• Built financial proforma considering current product selling alternatives versus proposed social enterprise
• Reported findings of feasibility for social enterprise

Timeframe: Four (4) months

Outcome: Feasibility reports presented to respective organizations' board/ executives for determination of implementation - 

• Donation centers amalgamation was determined feasible but with caveats related to clarity of operation's oversight however did not proceed due to external circumstances.
• Social enterprise was found to be feasible; project was deferred for 18 months and has since been successfully launched with continuing operations providing positive social and environmental impacts within the community.

Organization: A Non-Profit Indigenous Society

Project: Define and assess four prospective social enterprises within not-for-profit facility to produce revenues that would support social offerings.

Work Included: Detailed research into Restaurants, Catering, Cafes and Day Cares

Industry data including key aspects of -

• Space;
• Equipment;
• Expense lines;
• Staffing; and
• Margins.

Markets for competitive offers - 

• Nearby; and
• City wide.

Development of proforma financials for each social enterprise including - 

• Build-out costs; 
• Operational costs; and
• Revenue projections - Self-operated or leased to 3rd parties to operate.

Timeframe: Four (4) months

Outcome: Feasibility was established with report submitted to client for use in future building development.