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Robert Thomas GroupOttawa Advisory Firm

Insights

Insights

Sales have grown, but the business still runs on workarounds. Reports arrive late. Decisions stall. Too much still depends on the owner. Start with the issue you see first, then go deeper.

Start Here

"I can see pieces of the business, but not how they fit together"

You have reporting, some structure, and some planning, but they do not work as one system.

Not sure where the gap is?

If you cannot tell whether the issue is reporting, decision-making, or structure, start with a conversation.

How the System Works

Each part fixes a different problem. Together, they create control.

1

Vision and Direction

Fixes drift. People know what matters and what comes next.

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2

Accountability Chart

Fixes role confusion. Ownership is clear and decisions move faster.

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3

Management Scorecard

Fixes weak reporting. You can see what changed and what needs attention.

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4

Rolling Forecast

Fixes reactive planning. You can see pressure coming before it becomes a cash problem.

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5

Employee Handbook

Fixes inconsistency. Expectations are clear and work gets done the same way.

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Supporting Tools

Supporting Tools

True Hourly Cost

Shows what labour really costs so pricing, staffing, and margin decisions are grounded in fact.

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Monthly Reporting Package

Gives a clear monthly view so issues are easier to spot and act on.

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