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Case Study: Exploration, Strategy, and Advisory Launch Accelerator and Scale Project

The Client

The client is a US-based international non-profit organization.

Their Challenge

The client wanted to launch an international Accelerator program to support sustainable medical clinics for low-income areas.

The engagement included the application toolkit to support the back-office business functions (Sales, Marketing, Technology, Customer Service, et al) and business coaching. They faced challenges in staffing, organizational change management, pricing policies, and how to scale. Training was crucial as was 1:1 Advisory/Coaching by a seasoned executive.

Recognizing the scale of the opportunity at hand, the client engaged MSS Business Transformation Advisory (MSSBTA) to evaluate the goals, created a program, and implemented the necessary structure to ensure project success.

Our Solution

MSSBTA assigned a seasoned prior C-suite executive as an advisory consultant to lead the effort and provide leadership, governance, and accountability. Plans for managing project tasks, communications and organizational change were quickly built. The advisory consultant assumed responsibility for the management of the effort, including management of the clinics charged with accelerator compliance. Tasks critical for success were planned and executed. They included:

  • Complete documentation of business requirements

  • Internal and external team accountability for work tasks, reporting status, naming risks, and communicating issues requiring resolution

  • Risks and incomplete data and process identification and work with the client and clinics to complete those items

  • Creation of a toolkit schedule to allow business, staffing, and process changes as soon as they were ready

Client expectations were managed through regular formal and informal communications. The MSSBTA advisory method supplied leadership, governance, and accountability throughout the project to hold the clinics and clients accountable for their assigned tasks.

Their Results

The client was incredibly pleased with MSSBTA during the project and continues to engage MSSBTA to assume an ongoing support role. They recognized their own resource limitations and inexperience in managing innovation, process optimization, change management, technology, and internal resources effectively. They appreciated the guidance and advocacy MSSBTA provided during all phases of the project.


  • Project Work Plan

  • Risks and Issues Log

  • Decision Log

  • Weekly Status updates

  • Project completion to agreed plan

  • Organizational Readiness - Adoption & Deployment

  • Business and Executive Advisory

  • Training plan


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