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Identification of Major Areas

Based on our discussions with you and others in your organization, as well as our preliminary
review of your operations, we have identified the following areas for concentration in the review
of your operations:
Personnel: including distributor and support functions, as well as selling, general and
administrative operations
Distributing operations: including inventory control methods and procedures
Product line analysis: reviewing the various product lines distributed and sold including
such aspects as sales, cost, and pricing considerations
Profit center concepts: looking at the various businesses such as specialty boards, custom
boards, defense business, and basic boards.
Operational reporting considerations: analyzing present reporting procedures and
developing an effective operating reporting system that allows you to effectively manage
all of the varied aspects of the business
Planning and budget systems: assistance in developing effective planning techniques for
your business, which would include strategic and long-term planning, organization and
departmental short-term planning, ongoing detail planning and effective budget
techniques.
Our Approach
The work steps that we plan to follow to assist you in identifying and remediating those areas in
need of positive improvement in your operations are:
1. General review of existing operational methods and procedures to provide us with a clear
understanding of your operating functions, so that we can provide effective consulting
assistance in developing and implementing improved procedures. This would include a
review of all operating systems and methods, as well as management and administrative
practices.
2. Interview a number of operating personnel so that we can assess individual needs and
concerns as well as incorporate such concerns into overall considerations. We will
attempt to interview each of your personnel assigned management/supervisory
responsibilities as well as a representative number of operations personnel in each
function. We will also prepare an employee questionnaire for each employees response.
We will, of course, discuss the findings of our general review and interviews with you so
that we can jointly agree as to the major issues for change to be included in our detailed
review and analysis
3. Detailed operational review and analysis of those critical areas identified in our
preliminary review as previously described. We will perform sufficient analytical work to
fully determine the present condition of each area, what it should be, the effect on
operations, the cause of the condition, and practical recommendations for improvement.
4. Develop detailed findings and recommendations for improvement, which will be
developed in a manner that will optimize each functions achievement of their individual
goals and objectives. These findings and recommendations will be documented for your
review in both an oral presentation and a written report.
5. Provide assistance to you and your staff in the implementation of recommendations that
can be accomplished during the course of this operational review. Other longer-term
recommendations will be reviewed with you at the oral presentation at the conclusion of
our field work and subsequently documented in the final report summarizing the results
of the operational review. We are available, of course, to provide the necessary assistance
to you in the successful implementation of any of these longer-term recommendations.

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