How S360 Unlocks Value
Unlocking Operational Excellence:
How S360 Drives Efficiency & Growth for Businesses We Serve
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Common Business Constraints
ACCOUNTING & FINANCE
• Management and financial reporting, budgeting, and forecasting
• Month-end close and variance analysis
• Cash flow modeling and working capital management
• Financial planning, KPIs, and dashboard development
•Consolidations, audit preparation, and internal controls oversight
• AR/AP, payroll, and transactional accounting support (as needed)
SALES SUPPORT
• Inconsistent lead follow-up causing missed opportunities.
• Poor pipeline visibility, making forecasting unreliable.
• Disorganized CRM data leading to duplicate efforts or lost prospects.
• Sales teams bogged down with admin instead of selling.
HR OPERATIONS
• Manual processes leading to errors and delays (e.g., invoices, payroll).
• Lack of real-time visibility into financial health, making forecasting difficult.
• Compliance headaches with tax and regulatory filings.
• Underutilizing technology, relying on spreadsheets instead of dedicated software.
IT OPs & SUPPORT
• Reactive IT support, only fixing problems after they occur instead of proactive management.
• Security vulnerabilities from outdated systems or a lack of proper protocols.
• Scattered tools and systems that don't integrate, creating data silos.
• Inefficient administrative tasks like scheduling, data entry, and document management.
ADMINISTRATION SUPPORT
• Time wasted on repetitive, low-value tasks that drain productivity.
• Difficulty maintaining consistent organization across files, calendars, and communications.
• Missed deadlines due to lack of structured support.
• Overloaded internal staff unable to focus on higher-level priorities..
DIGITAL MARKETING
• Scattered efforts across platforms with no clear strategy.
• Difficulty measuring ROI and tracking campaign performance.
• Struggling to keep up with trends, algorithms, and evolving tools.
• Wasted ad spend due to poor targeting and optimization.
Regardless of functional area, leadership and key talent are distracted by “busy work”, forfeiting time on critical value drivers for the business
Summit360 Approach & Value Creation
DIAGNOSTIC ASSESSMENT
• Department interviews
• Process documentation (as applicable)
• Headcount & staffing costs
• IT stack review
• Leadership insights
VALUE CAPTURE ROADMAP
• Prioritization of opportunities based on ROI and feasibility
• System recommendations
• Timeline/stage gate execution plan
PARTNERSHIP & SUPPORT
• Implementation of priority opportunities
• Staffing based on assessment of complexity (domestic and/or offshore), with goal of transitioning work to more $ efficient resources over time (after complex items are resolved)
Providing Guidance & Leverage through process, fluid systems, and efficient staffing
Why Partner with Summit360
Summit360 Solutions connects businesses with world-class offshore professionals trained for skill, culture, and long-term impact. We don’t just fill roles, we build lasting partnerships that help you scale smarter.
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We work with businesses ready to scale with confidence. Complete the form below and our team will reach out with a tailored approach designed around your goals.
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