Discovery Process

Discovery Process

Dynamic and Tailored

Cogent Analytics provides a tailored Discovery process designed to analyze your current state of a business. A key aspect of this analysis is to identify areas within your business that are under performing in order to maximize profit and increase the business’ value. We recognize that most business owners sense or have a “feeling” about what the challenges are in their business. But on most occasions, it is intangible. Worse yet they talk about the perceived problems yet never implement – hence living with recurring issues month over month or year over year.

At Cogent, we designed the Discovery process to produce a tangible deliverable that provides our clients the insight necessary to effectuate change. Keeping integrity and transparency first, Discovery addresses the key pillars of business that include management, operations, internal controls, and development. By reviewing these aspects of the business, your Cogent business analyst recommends services that will improve systems, maximize profitability, increase cash flow, and reinforce efficiencies.


  • Short-Term Objectives
  • Long-Term Objectives
  • Company Initiatives
  • Profit Engineering
  • Capital Management
  • Succession
  • Exit Planning
  • Management Team
  • Structure
  • Communications
  • Inter-department
  • Information Systems
  • Performance Reporting
  • Costing Systems
  • Process Measurement


  • Facility Layout
  • Planning & Schedule
  • Inventory Management
  • Process Flow
  • QA & QC
  • Productivity
Human Resources
  • Accountability
  • Job Descriptions
  • Performance Evaluation
  • Discipline
  • Compliance
  • Staffing
  • Training
  • Procedures
  • Inventory Control
  • Centralization

Internal Controls

General Accounting
  • System Review
  • Procedural Analysis
  • Information Accuracy
  • Accounting Software
  • Profit Controls
  • Expense Controls
  • Credit & Collections
  • Financial Ratios
Cost Systems
  • Costing Methodology
  • Cost Controls & Tracking
  • Cost Analysis
  • Pricing Methodology
  • Bidding & Estimation
  • Profit & Loss Statement
  • Balance Sheet
  • Management Reporting
  • Budgeting & Variance
  • Cash Flow Management


  • Organization
  • Forecasting
  • Implementation
  • Training
  • Accountability
  • Compensation
  • Market Analysis
  • Technology Integration
  • Market Research
  • Competitive Analysis
  • Market Planning
  • Tactical Execution
  • Marketing Materials
  • Website & SEO Strategy
  • Budgeting
  • Measurement Structure
  • Market Penetration
  • Return on Investment

Although the Discovery process is dynamic and is tailored for each client, these pillars are the foundation of business management. In the life of every business there is one constant and that is change. This Discovery alone, gives owners the opportunity to take an unbiased look at their business without emotional attachment. Our objectivity is our greatest asset. After Discovery is complete, your Cogent business consultant works with you to implement the recommended changes.

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