Services

Seven practice areas.
One common goal.

Every engagement is guided by Operational Intelligence, the clarity to see your organization as it is and the systems to make it what it should be.

01 Organizational Clarity 02 Performance and Margin Recovery 03 Operational Reliability 04 Visibility and Workflow Design 05 AI Integration 06 Leadership Continuity 07 People and Org Effectiveness

Organizational Clarity

Most organizations don't have an execution problem. They have a clarity problem. Before any improvement initiative can hold, leadership needs an honest picture of what is actually happening, not what the reports say, not what people think is happening, but what is real.

This is where every Kelter Group engagement starts. Not with a solution, but with a clear-eyed assessment of the current state. What are the real constraints? Where is the noise coming from? What decisions are being made on bad information? Where are people working hard on the wrong things?

Organizational Clarity is the foundation. Everything else builds on it.

What This Looks Like
  • Current state operational assessment
  • Gap analysis across people, process, and technology
  • Priority identification tied to business outcomes
  • Leadership alignment on what is real vs. perceived
  • Roadmap for what to address first and why
Best For
  • PE firms assessing an acquisition or portfolio company
  • Executive teams who feel like they are always reacting
  • Organizations where strategy and daily operations feel disconnected
  • Anyone who has tried to improve before and had it not stick

Performance and Margin Recovery

Waste is everywhere in an operation. Most of it is invisible until someone who knows what to look for walks the floor. Lead time, motion, inventory, rework, waiting, overproduction. Every one of these is margin walking out the door.

Lean and Six Sigma are the tools. But tools without strategy just move the noise around. The difference is tying every kaizen event, every project, every improvement initiative directly to a number that matters to leadership. EBITDA, throughput, cost per unit, on-time delivery. If we can't tie it to the P and L, we don't prioritize it.

Results from recent engagements: $50K per week in sustained EBITDA improvement, 70% lead time reduction, 92% reduction in motion waste, 37% reduction in inventory carrying cost.

What This Looks Like
  • Value stream mapping and waste identification
  • Kaizen events tied to specific financial targets
  • Flow design and line balancing
  • Inventory optimization and level scheduling
  • Performance management system design
  • Operator and supervisor capability building
Best For
  • PE-backed manufacturers under margin pressure
  • Operations with high variability and unpredictable output
  • Plants coming off a bad year looking for rapid recovery
  • Companies scaling fast with systems that haven't kept up

Operational Reliability

A quality system should make your operation stronger, not just audit-ready. Too many organizations build ISO compliance for the certificate and end up with a binder nobody uses. That's not a quality system. That's paperwork.

Operational reliability means your processes run consistently, your quality systems are owned by the people doing the work, and your customers rarely have a reason to call. It means your audit scores reflect reality, not preparation.

Built ISO 9001:2015 from zero to certification in seven months at a wind turbine component manufacturer. Improved customer audit score from 16.7% to 95.8%. Reduced quality PPM from 166 to 12 in six months.

What This Looks Like
  • ISO 9001 design and implementation
  • Quality Management System development
  • SOP writing and documentation structure
  • FMEA and control plan development
  • Internal audit program design
  • Supplier quality systems
  • Customer audit preparation and support
Best For
  • Companies pursuing ISO 9001 certification
  • Organizations with recurring quality escapes
  • Manufacturers facing customer audit failures
  • Companies in regulated industries needing documentation structure

Visibility and Workflow Design

Most organizations are sitting on a Microsoft 365 license they are using at about 20% capacity. SharePoint is a dumping ground, Power BI dashboards nobody looks at, Teams channels nobody monitors. The tools are there. The system is not.

Visibility means the right information reaches the right people in time to act on it. Not more data, better data. Not more reports, better decisions. Workflow design means the daily work of your organization flows through systems that are consistent, transparent, and actually used.

Built Power Apps contributing $2.9M to annual margin. Designed SharePoint communication and performance infrastructure used daily across a 200-person operation. Replaced manual invoicing tracking across 38 offices and doubled monthly invoicing to a company record of $34M.

What This Looks Like
  • Microsoft 365 operational infrastructure design
  • Power Apps for operational workflows
  • Power Automate process automation
  • Power BI dashboards tied to real decisions
  • SharePoint as a communication and performance system
  • Content governance and information architecture
Best For
  • Organizations running on spreadsheets and email chains
  • Companies with M365 licenses they are not fully using
  • Operations where information gets lost between shifts or departments
  • Leadership teams who can't see what's happening in real time

AI Integration

AI is an accelerator. That's the part most leaders understand. What they miss is the second half: if you accelerate chaos, you get faster chaos. AI deployed into an operation with high process variation, poor data quality, and unclear decision ownership will make your problems worse, faster.

The question is not whether to implement AI. The question is whether your operation is ready to benefit from it. That requires reducing the noise first. Lean and Six Sigma taught us this decades ago: stabilize the process before you improve it. The same principle applies to AI deployment.

Once the foundation is solid, AI becomes a genuine force multiplier. Workflow automation, predictive analytics, generative AI for documentation and communication, intelligent decision support. Practical applications built into how your people actually work.

What This Looks Like
  • AI readiness assessment
  • Problem definition before solution selection
  • Workflow automation design and implementation
  • Generative AI integration into existing processes
  • Microsoft Copilot deployment and governance
  • AI-augmented documentation and communication systems
  • Team training and change management
Best For
  • Organizations feeling pressure to deploy AI but unsure where to start
  • Leadership teams who want a strategy, not just a tool
  • Companies that have tried AI pilots and seen limited results
  • Operations ready to move from manual to intelligent workflows

Leadership Continuity

Leadership gaps are expensive. A plant without a manager, a quality function without a director, an operation without a COO during a critical transition. These situations cost more every week they go unfilled. The work doesn't stop because the seat is empty.

Interim leadership is not babysitting the operation until a permanent hire arrives. Done right, it's an opportunity. An experienced outside leader can stabilize the operation, identify what the permanent hire will need to succeed, and leave the organization in better shape than they found it.

Served as interim COO during company formation. Led plant stabilization during senior leadership departure at a PE-backed global manufacturer. Embedded as interim operational excellence leader across multiple facilities. Every engagement ends with a system that runs without me.

What This Looks Like
  • Interim COO and VP Operations roles
  • Interim Quality Director and Quality Manager roles
  • Plant stabilization during leadership transition
  • Operational continuity during M and A activity
  • Onboarding support for permanent hire
  • Systems documentation so nothing leaves with the consultant
Best For
  • PE firms managing portfolio companies through transitions
  • Organizations with sudden or planned leadership departures
  • Companies scaling faster than their leadership bench
  • Operations that need senior expertise without a permanent headcount commitment

People and Org Effectiveness

Every operational system is ultimately a people system. You can build the best process in the world and it will still fail if the people running it don't understand it, don't trust it, or don't believe in the leadership behind it. Culture is not soft. It is the operating system your organization runs on.

The measure I trust most is not a survey score. It is whether people are still doing things the way we built them six months after the engagement ends. Whether they call me when something comes up. Whether I am still connected to nearly every client I have worked with, because the work meant something to both of us.

Organizational effectiveness means people at every level understand what is expected, have what they need to do it, and can see how their work connects to the outcome. Change management, talent development, accountability systems, communication design, leadership alignment. These are not soft skills. They are the difference between an initiative that sticks and one that fades.

What This Looks Like
  • Organizational design and role clarity
  • Change management for operational initiatives
  • Training program design and delivery
  • Performance management system design
  • Leadership alignment and communication
  • Talent development and path-to-promotion frameworks
  • Culture assessment and improvement planning
Best For
  • Organizations where operational initiatives keep failing to stick
  • Leadership teams that are misaligned or siloed
  • Companies with high turnover or low engagement affecting performance
  • Operations going through significant change who need people brought along
Get Started

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Most engagements begin with a conversation about what is actually going on. No pitch deck. No obligation. Just an honest look at where you are and whether we are the right fit.

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