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Capability Assessments

What It Is

A Capability Assessment is an intensive review of a company’s capabilities inherent in its systems, processes, metrics, and people. The goal of this intensive effort is to identify opportunities and challenges a company may face, and what gaps could be preventing it from achieving its full growth potential.

A Capability Assessments has four focal areas: Sales, Marketing, Customer Support, and Innovation. Each of these Capability Assessments focuses on analyzing the organizational setup in that business operation and compares actual results with targeted outcomes. If there are significant discrepancies, the Capability Assessment aims to identify the root causes and make recommendations for remedies.

The real power of Capability Assessments is in the ability to identify and bring about immediate results while also uncovering more long-term opportunities for growth.

Capability Assessments organize a highly diagnostic and prescriptive report in four time-lines.

Contact Us Today

What It Is

A Capability Assessment is an intensive review of a company’s capabilities inherent in its systems, processes, metrics, and people. The goal of this intensive effort is to identify opportunities and challenges a company may face, and what gaps could be preventing it from achieving its full growth potential.

A Capability Assessments has four focal areas: Sales, Marketing, Customer Support, and Innovation. Each of these Capability Assessments focuses on analyzing the organizational setup in that business operation and compares actual results with targeted outcomes. If there are significant discrepancies, the Capability Assessment aims to identify the root causes and make recommendations for remedies.

The real power of Capability Assessments is in the ability to identify and bring about immediate results while also uncovering more long-term opportunities for growth.

Capability Assessments organize a highly diagnostic and prescriptive report in four time-lines.

Contact Us Today

Contact Us Today

Capability Assessment Time Lines

TERM:

Immediate

PERIOD LENGTH:

1-30 Days

Things that will take no more than a few hours to a few days to change that bring about marked improvements that are evident within a few days of implementation.

TERM:

Short

PERIOD LENGTH:

30-90 Days

New activities that are identified as necessary that will take some time to setup and ramp up to show results.

TERM:

Intermediate

PERIOD LENGTH:

3-12 Months

Refine, scale, and operationalize short term activities described above in order to increase efficiencies and maximize results.

TERM:

Long

PERIOD LENGTH:

1-3 Years

New products/services necessary to enable the company to be highly competitive in its chosen space. Requires time for development, operationalization, marketing, and sales.

TERM:

Immediate

PERIOD LENGTH:

1-60 Days

Things that will take no more than a few hours to a few days to change that bring about marked improvements that are evident within a few days of implementation

TERM:

Short

PERIOD LENGTH:

60-80 Days

New activities that are identified as necessary that will take some time to setup and ramp up to show results

TERM:

Intermediate

PERIOD LENGTH:

6-12 Months

Refine, scale, and operationalize short term activities described above in order to increase efficiencies and maximize results

TERM:

Long

PERIOD LENGTH:

1-3 Years

New products/services necessary to enable the company to be highly competitive in its chosen space. Requires time for development, operationalization, marketing, and sales.

How We Do It

Capability Assessments are a powerful tool for identifying opportunities as well as challenges that get in the way and prevent a company from realizing its full potential.

The recommended Assessment approach is to start with Sales, then Marketing, Customer Service, and finally tackle Innovation. Each of these business operation Assessments take about five (5) business days to complete and consists of four sets of activities: internal data gathering, external research, analysis of findings, and recommendation report. Assessments are typically conducted on client site.

Internal Data Gathering

The focus of this phase is to gather facts regarding the company’s internal capabilities and their fit to stated Senior Management goals and strategies. The two key modes for conducting the investigation are interviews of key people and comprehensive review of systems, processes, and publications.

  • Interviews – SOMAmetrics conducts one-on-one, completely anonymous interviews with the heads of each business group as well as two to three top performers within that group. The goal of the interview is to determine the degree to which:
    • Team members understand the high level goals and strategies set by their managers
    • Team members have bought into the goals and strategies
    • Feel they have the tools, resources, and training to meet expectations of their managers
  • Reviews – SOMAmetrics will review the systems, processes, and publications that currently exist. The goal of these reviews is to determine the degree to which:
    • Systems and processes support goals and strategies set by Senior Management
    • There is a fit between Marketing and Sales messaging and tools
    • Metrics and compensation plans support stated goals and strategies
    • Customer Support metrics lie within industry expectations
External Research

SOMAmetrics will conduct independent external research to identify opportunities and threats relevant to the client. Some of the areas investigated may include: the growth prospects of that market space; the degree of competition within the space; the degree to which outside entrants are pursuing customers in this space; and the degree to which changes in legislation, technology, and customer preferences are impacting the space. 

 

 

 

 

 

 

 

 

Analysis of Findings

With data and information gathered on both external and internal conditions, SOMAmetrics will then “plug” this data into its Capability Analysis Matrix to determine:

  • Level and type of Untapped Opportunities
  • Reasons why these opportunities remain untapped
  • Gaps between what the company is currently capable of and what new capabilities it may require to fully exploit Untapped Opportunities

 

 

 

 

 

 

 

Recommendation Report

With the analysis complete, SOMAmetrics will prepare a full written report as well as an Executive Summary of the findings and recommendations and present these to the Senior Management Team.

This is typically done on Day 5 of each of the Capability Assessment engagements.

  • All interview discussions are considered confidential, and only information necessary for Management to know will be anonymously included.
  • Findings are prioritized by impact, with those with highest impact presented first.
  • Recommendations are prioritized by payback period with those with shortest payback period presented first.

 

 

 

 

How We Do It

Capability Assessments are a powerful tool for identifying opportunities as well as challenges that get in the way and prevent a company from realizing its full potential.

The recommended Assessment approach is to start with Sales, then Marketing, Customer Service, and finally tackle Innovation. Each of these business operation Assessments take about five (5) business days to complete and consists of four sets of activities: internal data gathering, external research, analysis of findings, and recommendation report. Assessments are typically conducted on client site.

Internal Data Gathering

The focus of this phase is to gather facts regarding the company’s internal capabilities and their fit to stated Senior Management goals and strategies. The two key modes for conducting the investigation are interviews of key people and comprehensive review of systems, processes, and publications.

  • Interviews – SOMAmetrics conducts one-on-one, completely anonymous interviews with the heads of each business group as well as two to three top performers within that group. The goal of the interview is to determine the degree to which:
    • Team members understand the high level goals and strategies set by their managers
    • Team members have bought into the goals and strategies
    • Feel they have the tools, resources, and training to meet expectations of their managers
  • Reviews – SOMAmetrics will review the systems, processes, and publications that currently exist. The goal of these reviews is to determine the degree to which:
    • Systems and processes support goals and strategies set by Senior Management
    • There is a fit between Marketing and Sales messaging and tools
    • Metrics and compensation plans support stated goals and strategies
    • Customer Support metrics lie within industry expectations
External Research

SOMAmetrics will conduct independent external research to identify opportunities and threats relevant to the client. Some of the areas investigated may include: the growth prospects of that market space; the degree of competition within the space; the degree to which outside entrants are pursuing customers in this space; and the degree to which changes in legislation, technology, and customer preferences are impacting the space. 

Analysis of Findings

With data and information gathered on both external and internal conditions, SOMAmetrics will then “plug” this data into its Capability Analysis Matrix to determine:

  • Level and type of Untapped Opportunities
  • Reasons why these opportunities remain untapped
  • Gaps between what the company is currently capable of and what new capabilities it may require to fully exploit Untapped Opportunities
Recommendation Report

With the analysis complete, SOMAmetrics will prepare a full written report as well as an Executive Summary of the findings and recommendations and present these to the Senior Management Team.

This is typically done on Day 5 of each of the Capability Assessment engagements.

  • All interview discussions are considered confidential, and only information necessary for Management to know will be anonymously included.
  • Findings are prioritized by impact, with those with highest impact presented first.
  • Recommendations are prioritized by payback period with those with shortest payback period presented first.

Case Studies

CASE STUDY: Capability Assesments

Capability Assessments

Our client’s business model was based on volume transactions—high volume of lending was good for business, and the reverse was equally bad. Volumes were at a historically low level.
Read More

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