Operations, Technology & Strategy

We Value Your Growth.

We offer services to improve operational execution and unlock financial value through better processes, controls, and decision insight.

Our team will partner with yours to build world-class operating models using business systems and customized best practices. We will guide you through critical decisions and provide operational leadership that will put your team in a position to succeed. Our focus is on aligning operations, leadership, and decision-making to support sustainable growth, improved margins, and efficient use of resources.

Our Services

Operational Assessments and Improvement Services

• Operational health and readiness assessments
• End-to-end process mapping and workflow redesign
• Inventory, production, and back-office improvements
• Lean and continuous improvement practices
• SOP development and standardization
• KPI definition and performance management frameworks
• Management reporting, dashboards, and decision-support tools
• Light automation and system enhancements

Business Systems Strategy and ERP Support

ERP Strategy and Readiness
• Requirements development
• Current-state workflow analysis
• Fit-gap evaluation
• Cloud versus on-premise considerations

ERP Selection
• Structured 6 to 12 week evaluation
• Vendor scoring and comparison
• Demo planning and moderation
• Total cost of ownership analysis

ERP Implementation Support
• Implementation oversight
• Data migration planning
• Testing and validation
• Go-live preparation
• Stabilization and transition support

Interim and Fractional Operations Leadership

Roles include:
• Fractional COO or operations leadership
• Interim operations or functional leadership
• ERP and systems project leadership
• Technology strategy leadership
• Cross-functional operational project leadership

AI Training and Digital Enablement

Training topics include:
• Generative AI fundamentals
• AI applications for finance and accounting
• Prompting and workflow automation
• Governance, security, and responsible use
• Hands-on exercises using real business scenarios

Change Management and Adoption Support

Support includes:
• Early stakeholder engagement
• Role-based training and documentation
• User-friendly materials aligned to real workflows
• Internal change champion programs
• Hands-on workshops
• Post-go-live reinforcement and coaching

Our Operating Model

What to expect:

Assess

Strategize

Implement

It is our commitment to keep you engaged and informed throughout this process!

Facts:

— 38% of executives plan to invest more in technology to make it their competitive advantage (McKinsey, 2020)

— 29% of executives from companies with high digital maturity reported digital transofmration’s positive impact on growth and innovation, while 41% emphasized the positive impact on sales and marketing functions (Deloitte, 2020)

—  Out of 20 companies surveyed, 55% hard returns of $100,000 - $500,000 from business process management improvements made. (Gartner, 2016)

Frequently Asked Questions:

How can an operations and technology consulting firm help my company?

We help organizations improve operational execution, strengthen financial and operational performance, and modernize systems when appropriate. Our team supports operational assessments, process improvement, leadership support, ERP and CRM strategy, reporting and dashboards, and change management. Our focus is on delivering practical improvements that are adopted and sustained.

How do I choose the right ERP software for my organization?

ERP selection begins with clear goals and well-defined requirements. We help organizations assess needs, evaluate multiple systems objectively, compare total cost of ownership, and determine which platform best fits their operations, industry, and long-term strategy. Our vendor-neutral approach ensures decisions are driven by operational and financial fit rather than software partnerships.

What ROI or payback can we expect from a new ERP system?

Independent research from firms such as Nucleus and Forrester shows many organizations achieve 100 to 200 percent ROI, with payback periods typically ranging from 12 to 36 months. Benefits often include reduced manual work, improved reporting, lower inventory carrying costs, and better scheduling. We help define measurable outcomes upfront and establish a framework to track results after go-live.

Do you offer interim or fractional ERP or operations leadership?

Yes. We provide interim and fractional leadership support, including ERP project managers, operations leaders, and technology leaders. This model allows organizations to access senior-level expertise and execution support without adding permanent headcount.

What industries and types of organizations do you serve?

We support operations-driven organizations across manufacturing, distribution and logistics, aerospace and defense, government contracting, professional services, technology, and nonprofit sectors. Our experience spans high-growth organizations, mid-market companies, and complex enterprise environments.

What does operational excellence consulting typically involve?

Operational excellence consulting focuses on improving operational processes, controls, and execution across the organization. This may include process mapping, workflow redesign, lean improvement initiatives, KPI development, SOP documentation, and performance management. Engagements can range from short-term assessments to longer-term improvement programs.

What do consulting services like this typically cost?

Costs vary based on scope, duration, and level of support required. We offer flexible engagement models, including short-term assessments, project-based work, and monthly retainers for interim or fractional leadership roles. We work with clients to align scope, budget, and expected outcomes.

What types of results have you delivered for organizations like ours?

We have delivered results such as reduced inventory costs, faster month-end close cycles, improved production scheduling, better performance visibility, and consolidation of legacy systems into modern platforms. We share relevant examples during scoping conversations based on your goals and priorities.

Can you help improve operations without implementing new systems or ERP?

Absolutely. Many operational improvements can be achieved through better workflows, clearer accountability, stronger KPIs, improved reporting, and standardized processes. Organizations often see meaningful gains before considering any new technology investments.

Do you offer interim or fractional operational leadership roles?

Yes. We provide interim and fractional operational leadership, including COO-level support, operations leadership, and operational program management. This approach allows organizations to access experienced leadership during periods of growth, transition, or transformation.
  • “Jon was excellent. We purchased software that was not in his core competency. He was transparent about that and then proceeded to become very knowledgeable about it. He provided insights into the inner workings of our company that helped us to reach the right solutions. I appreciated the work of him and his team.”

    Doug Dickinson

    Dayton Freight Lines | Director of Risk Management
  • “The Brixey & Meyer Team acted as if they were part of our business. They learned our processes, language and helped us implement a new ERP system. It took over two years, but we would not have been successful without the expertise from B&M’s Business Advisory Services.”

    Jason Gregg

    Silfex | Business Operations Manager
  • "The Brixey & Meyer M&A team has taken the time to understand the business environment of Winsupply and the complexities that go along with it.  Having co sourced several engagements with them for M&A transactions, I cannot speak more highly to the level of competency and professionalism they bring to drive home the deliverables. As a direct extension of our team, the partnership has allowed for continuing organizational growth initiatives with aggressive timelines."

    Greg Holbrock

    M&A Due Diligence and Financial Integration, Winsupply Inc. | Vice President
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485 Metro Place South
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Dublin, OH 43017
(P) 866.760.0940
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2991 Newmark Dr.
Miamisburg, OH 45342
(P) 937.291.4110
(F) 937.291.4120
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