Maclean & Bruce

 

The Client

Pinpoint Finance has a wealth of commercial lending experience and are able to structure lending propositions in order to obtain bank approvals at best terms.  Senior members have a background in banking and are committed to promoting commerce in an around York.

The Challenge

Put simply, the pandemic had hit Pinpoint hard, and Keith needed some clarity in which direction to take the business.  He was also looking to redesign the company to step away from the operational and focus more on strategy.

The Solution

Keith identified a need for a session to create clarity around Pinpoint’s offering in direct response to the shift in the market.  It was agreed that an initial Diagnostic session, followed by a programme of consulting sessions, would bring the most value.

The Results

After an initial discovery session with the whole team, we completed a skills audit and  identified several business changes required. Aileen worked with the entire team to help create a roadmap to make the most of our in-house skill set.  Aileen provided counsel to the MD and supported Keith in reviewing roles and responsibilities.  As a result, Pinpoint could realign its offering and revenue model to meet their client changing needs. Pinpoint also restructured roles and responsibilities, updated its business continuity plan, and identified training opportunities for key staff.  In the end, Pinpoint had survived the shift without losing any team members.  Pinpoint was a more robust organisation with a greater fee-earning capacity to support the MD as he focused on the future. 


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