Expertise That Moves Business Forward
We excel in crafting and executing plans that jumpstart new business ventures and reduce business inefficiencies that cost you money. Our comprehensive approach integrates business plan development and hands on support to ensure your business is agile and future-ready.
Our Services
Business Plan Writing
We help you write comprehensive business plans that provides clear strategic road map to drive your goals forward! We provide market research, financial analysis, and action plans to save you time and help you make stronger business strategy decisions.
Board Governance Set Up
We help businesses set up effective Boards of Directors through guided planning, role definition, and onboarding. Our support ensures your board is structured to provide oversight, strategic input, and long-term value.
Fractional COO & Project Manager
Gain part-time operational leadership to establish business operations or jumpstart strategic projects. We help growing businesses manage strategic initiatives, optimize daily operations, and streamline processes—whether you need a dedicated project manager to launch key efforts or a fractional COO to drive long-term growth and efficiency.
Do you have Big Dreams, but you’re not sure where to start…
During its lifecycle, businesses often experience:
- Stagnation: Despite growth potential, they struggle to scale operations to the next level.
- Reduced Profitability: You find inefficiencies lead to wasted resources, driving up costs and reducing margins.
- Increased Risk: Without a clear operational strategy, you more susceptible to market shifts and unforeseen challenges.
- Employee Dissatisfaction: A lack of streamlined processes and clear direction can lead to confusion and frustration among team members.
We will help you diagnose the core issues using data, develop plan and help you execute that plan if necessary!
How We Can Help
At Nortalis Advisory, we turn bold ideas into repeatable execution. Whether you need a trusted sounding‑board, a skills boost for your team, or extra hands to get work done, we meet you at any stage of the journey and move you forward through our proven 5D Transformation Process—Discover, Develop, Deploy, Deliver and Diligence. Choose the level of partnership that matches your current challenge and scale up as your needs grow.
Our Three Engagement Paths
| Engagement Path | How It Helps | Typical Outcomes |
|---|---|---|
| Ops Strategy Deep‑Dive (1‑to‑1 Advisory) | Private sessions with a seasoned COO who pinpoints inefficiencies, re‑maps workflows, and converts vision into a 90‑day execution sprint. | Clear operating model, priority roadmap, performance KPIs, and risk‑mitigation plan that unlocks stalled growth. |
| Operations Excellence Workshops | Half‑ or full‑day team labs that blend process design with enabling tech (e.g., monday.com, Power BI). We coach teams through lean methods, automation opportunities, and change‑management playbooks. | Up‑skilled staff, documented SOPs, quick‑win automations, and a culture of continuous improvement. |
| Embedded Fractional COO & Project Manager | Part‑time COO leadership plus or interim project managers who integrate with your team to run day‑to‑day ops, track metrics, and deliver projects. | Faster project delivery, streamlined processes, cost savings, and sustained profit growth—without full‑time payroll burden. |
Select the path that matches today’s bottleneck, or combine all three for an end‑to‑end operational transformation.
How We’ve Helped Other Businesses
Business Plan
Assisted a number of clients in developing a comprehensive business plan.
Deliverable: Facilitated the strategic planning process and provided a thoroughly written 3 and 5-year strategic plan. This included market analysis, financial projections, and strategy blueprint for operational and financial growth.
Business Relocation Coordination
Worked with regional corporate office to set up new business location.
Deliverable: Coordinated relocation of business headquarters’ physical office.
Sales Process Improvement Project
Helped business increase sales by automating part of the sales process.
Deliverable: Reconfigured existing web channels to capture new leads and set up newsletter platform for ongoing communications.
Employee Engagement Surveys Project
Designed and administered customer and employee engagement surveys to collect and organize feedback from our client’s employees, customers, and stakeholders.
Deliverable: An objective Employee Engagement Analysis Report that identified key challenges and opportunities for improving employee experience.
Process Documentation Project
Collaborated with organizations to develop and design operational processes for their first standard operating procedure manual.
Deliverable: A comprehensive Standard Operating Procedure Manual to support business process continuity and consistency.
Performance Measurement Project
We helped client identify key performance metrics (KPIs), created a strategy to collect data, and created data visualization dashboard to help to help them review their progress and make strong data driven decisions.
Deliverable: A data analytics plan and KPI scorecard designed to clearly track and analyze defined metrics.
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