Cogent Analytics was extremely professional throughout the entire consulting process – Merlin during the 3 day discovery process and Bob throughout the 9 week consulting project. During those 9 weeks, Bob worked closely with Mary, Chuck and I to develop a number of helpful tools, policies, and standard practices that I believe will prove invaluable in helping the three of us succeed as we transition into the full owners, and de facto the full leaders, of our firm starting in 2019.
My hope and expectation is that all will embrace these new organizational and structural improvements that Cogent helped to develop and implement at our firm. This will allow Mary, Chuck and I to operate more independently of the day to day pressures of project and overhead roles, and succeed in the execution and oversight of more strategic sales and marketing plans, more efficient operations work flows, and more measured and predictable financial procedures.
I am highly satisfied with the work Bob did for us, and look forward to a continued relationship with Cogent. We will undoubtedly need some support as we further implement all of the tools introduced, but are confident that we will be able to make them part of our daily, weekly and monthly routines. Thank you so much for providing us with the structure and focus we will need to be successful moving forward.