Strategic Planning & Training2

Strategic & Financial Planning

Strategic Planning & Training | Growth Solutions | Financial Planning

Strategic Planning & Training

  • Data collection and analysis
  • Meeting with boards, staff, or both
  • Reviewing the company’s current financial, market, organizational, technological, and product position
  • Educating the board and staff on key business and industry issues
  • Performing the SWOT analysis
  • Identifying goals and objectives
  • Developing strategies and action items to achieve clients’ specified goals
  • Development of implementation plans
  • Developing a process for continuous review and documentation
  • Creating reports and dashboards for easy review and communication
  • Preparing summary reports

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    • General industry overview
    • Cost separations studies
    • Forecasting and budgeting
    • Technical operations
    • Strategic sales and customer service
    • Finance and accounting
    • Internal and external communications
    • Product and service development and deployment
    • Bundling and pricing
    • Business case analysis
    • Board fiduciary responsibilities
    • Management communications

    Our staff training emphasizes long-term goals, effective operations, and getting the most out of your organization and employees.

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  • Organizational structure
  • Financial performance
  • Product as service strategies
  • Pricing
  • Network and technological resources
  • Processes and procedures
  • Staffing resources and the identification of missing positions and skill sets
  • Identification of potential strategic partnerships and alliances

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  • Executive searches, including CEOs, CFOs, CTOs, and CMOs, among others
  • Executive pay and incentive package design
  • Organization and staff compensation plans
  • Incentive compensation system design
  • Performance review systems
  • Employee surveys

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  • Goals and objectives of the enterprise
  • Roles and responsibilities
  • Fiduciary responsibilities
  • Regulatory landscape
  • Consumer demand and technology trends
  • Corporate financial standing
  • Corporate structure
  • Internal and external communications needs

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  • Financial reporting
  • FCC/USAC audit support, including Mock Audits for the FCC Form 499, Payment Quality Assurance, and BCAP audits
  • Affiliate transactions
  • Review of accounting process and procedures
  • Part 32 account assignments and classifications
  • Affiliate and non-regulated service offerings
  • Rate case analysis and representation
  • Accounting seminars
  • Accounting manuals

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  • Central office CPRs
  • Cable and wire CPRs
  • Competitive local exchange carrier (CLEC) CPRs
  • General support facilities (GSF) CPRs
  • Headend CPRs
  • Internet CPRs
  • Wireless CPRs
  • Subsidiary CPRs
  • Non-regulated CPRs

In addition, our team offers clients a comprehensive set of CPR services, including, among others:

  • Conducting physical inventories
  • Establishing CPRs
  • Maintaining CPRs on an annual, quarterly, or monthly basis
  • Tracking additions and retirements
  • Reviewing client-produced CPRs
  • Jurisdictional Cost Studies
  • Competitive Cost Studies
  • Economic Cost Studies
  • UNE Prices
  • Cost Versus Average Schedule Feasibility Studies
  • Pro Forma Studies
  • Cost Allocation Manuals
  • Access Tariff Rate Development & Filing
  • Average Schedule Settlements
  • Lead Lag Studies

Strategic
Growth
Solutions

Business Case Development & Analysis
Competitive Local Exchange Carrier (CLEC) Expansion
New Business Strategies
Video Business Strategies

Successful service launches begin with thorough research of the market and the existing business opportunities, and JSI’s team of industry veterans and experts are here to help you perform your due diligence.

JSI is equipped to provide comprehensive business and financial analyses, including:

  • New business opportunities
  • Business case development and financial analysis
  • Competitive analysis
  • Pricing analysis
  • Market assessment
  • Multi-year financial projections
  • Network and infrastructure considerations
  • Geographic review
  • Toll, local calling plan, and EAS analysis
  • Technology decisions
  • Primary market research
  • Market surveys and focus groups

For additional information about our financial forecasting services, please contact please contact Valerie Wimer, Bhavini Sokhey, or Brian Sullivan in JSI’s Maryland office at 301-459-7590, or simply click here to be connected with a senior member of our team.

If you are looking to expand your footprint, JSI offers clients complete support in rolling out and managing a broadband, CLEC or VoIP, video, and other service operation in a new area.

Our deep knowledge of the planning, implementation, and management processes involved in these cases increases our clients’ speed to market, minimizes their service launch complications, and promotes effective marketing.

Notably, our broadband, video, CLEC and VoIP, and related service studies and implementation solutions include:

  • Business case analyses
  • Implementation plans and timelines
  • Interconnection agreements
  • Negotiating partner and provider contracts
  • Marketing support
  • Service pricing and bundling
  • Ongoing process and renewal checklists
  • Tariffs
  • Customer contracts

For additional information about our financial forecasting services, please contact please contact Valerie Wimer, Bhavini Sokhey, or Brian Sullivan in JSI’s Maryland office at 301-459-7590, or simply click here to be connected with a senior member of our team.

The speed of technological advancement requires communications providers to continuously look at new lines of business and new georgraphic markets to meet the rapidly evolving needs of their customers and to continue successfully growing their businesses.

To increase the odds of your success, you and your company must conduct due diligence before deploying any new products or services. JSI’s experts can assist you with this process and provide valuable insight at every step along the way – from initial concept to implementation, and then on to management.

In particular, we can help you consider:

  • Business viability
  • Competition
  • Implementation support
  • Resources allocation
  • Financial expectations and ramifications
  • Regulatory considerations
  • Marketing strategies
  • Policy and rules documentation

For additional information about our financial forecasting services, please contact please contact Valerie Wimer in JSI’s Maryland office at 301-459-7590, or simply click here to be connected with a senior member of our team.

Today, independent communications providers face unprecedented threats when providing competitive video services.

Considerable thought must be given when a company is considering entering or exiting the traditional video business or if it is considering offering support for over the top (OTT) video.
JSI’s team of industry veterans is here to provide you and your company with any support you that you might need here to sort through critical financial, investment, operational, programming, and technological issues and to determine whether video is the right answer for your business.

JSI’s staff specializes in customized, thorough video business case analyses. JSI will work with you to evaluate and build a detailed financial business case to help determine the impact of video services provisioning on your company’s financial well-being. Our analysis includes:

  • Multi-year financial statement projections
  • Return on investment analysis
  • Partnering opportunities
  • Information to assist in securing debt financing

Venturing into the video business is complex, and our team of experts is prepared to assist you in each phase of implementation. Our knowledge and experience will help you create a successful, long-term strategy that allows you to compete with larger providers.

Among other things, JSI provides support in the following areas:

  • Technology analysis and decisions
  • Programming decisions
  • Developing back-office systems and support
  • Compliance and regulatory Requirements
  • Service pricing and bundles
  • OTT Solutions

For additional information about our financial forecasting services, please contact please contact Valerie Wimer or Bhavini Sokhey in JSI’s Maryland office at 301-459-7590, or simply click here to be connected with a senior member of our team.

Business
Intelligence
Solutions

Forecasts are the cornerstone of any forward-looking corporate culture, as they enable a company to adopt a systematic and rational approach to understanding how today’s decisions and actions impact that company in the long term.

Creating multi-year income, balance sheet, and cash flow statements through detailed financial projections will enable your company to realize positive financial and operational results in both the short-term and the long-term, and illustrates:

  • Cash flow and operating margin projections and analytics
  • Investor return analysis
  • Revenue and income projections
  • Profit center analysis
  • Capital expenditure budgets and projections
  • Operating expense budgets and projections
  • Multi-divisional and consolidated statements
  • Detailed inputs and drivers tabs
  • Debt service analysis
  • Common size analysis
  • Performance indicators to defined measures, including revenue-generating units (RGUs) and employees
  • Sensitivity analysis to modified inputs and goal seeking

Our sophisticated modeling tools target your enterprise objectives and develop critical forecasts so you can take control of your company’s financial future.

Our SmartAdvantage: Peer Group Study provides a benchmark of your financial, customer, and operational metrics, comparing your performance to that of over 150 of your peers.

In the study, data is presented in an easy-to-consume graphical user dashboard, which helps you to quickly identify outliers and areas requiring improvement within your operation. This cloud-based solution is easily accessible through a stand-alone applications, which requires no special programming or lengthy installation.

Key features include:

  • An easy-to-navigate online executive dashboard, which gives you a snapshot of your prime business functions’ performance coupled with the ability to drill deeper.
  • This service includes a separate and full balance sheet as well as an income statement comparison.
  • KPI comparison against competitors in the industry.

Our “SmartAdvantage: Business Analytics” solution gives you the clearest, most comprehensive picture of your company’s key performance metrics, all in one incredibly easy-to-use online platform.

  • Microsoft Power BI-driven performance management solution
  • Compiles essential financial, customer, and operations data in one place
  • Summary of the key trends impacting your business
  • Actionable insight in an easy-to-digest graphical format

Whether you’d like to grow your business via acquisition, better understand what your company is worth, or even sell your company outright, our strategic financial advisory group offers a wide array of corporate finance, M&A, and valuation services to help you accomplish your strategic objectives.

  • Seller representation
  • Buyer / strategic acquisition advisory
  • Enterprise, equity & asset valuations
  • M&A due diligence
  • Capital raising & debt financing
  • Purchase price allocations
  • ESOP valuations

Building the Blueprint

In order to properly set a business course for the future, a provider needs to understand where it came from, where it is today and identify where it wants to go.

We have developed a disciplined approach to strategic planning that lays the blueprint for provider success through specific goals and actions items tailored to the individual need.

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