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The engagement · Step 04

Advisory: keep the model sharp, and the decisions sharper.

A profitability model is most valuable when it is part of how you decide, every quarter. Advisory keeps the model current and gives you a sparring partner for the calls that move margin: which prices to reset, which customers to renegotiate, which mix to push. You own the model; we stay as long as you want a second pair of eyes on the numbers.

advisory · the quarterly loop
What does the Advisory service include?

Advisory is an ongoing engagement that keeps your TDABC profitability model current and supports the decisions it informs. It includes quarterly model reviews, pricing and mix strategy support, scenario and what-if analysis, and model updates when your business changes. You keep ownership of the model; we act as a sparring partner for profitability decisions.

The engagement, in full

A standing second pair of eyes on the numbers that move margin.

What it covers

  • Quarterly profitability reviews: whale curve shift, margin leaks, cohort movement
  • Pricing and mix strategy support, grounded in real cost-to-serve
  • Scenario and what-if analysis before you commit
  • Model updates when processes, products or structure change
  • A standing point of contact for profitability questions

What you get

  • Decisions backed by current cost truth, not last year's model
  • Margin protected and improved quarter over quarter
  • A second pair of eyes on high stakes pricing and customer calls

Deliverables

  • Quarterly review session plus written summary of findings and actions
  • Updated model and dashboards reflecting current data
  • Scenario analyses on request
  • Pricing and mix recommendations grounded in the model
Format Ongoing, typically structured around quarterly reviews, with support between them as needed.

Common questions

Do we need to keep you to run the model?

No. You own and run it. Advisory is for when you want a sparring partner and someone to keep it current.

How often do we meet?

Typically quarterly, with support between reviews when decisions come up.

Can Advisory follow Build & Embed?

Yes, it is the natural next step: the model is yours, Advisory keeps it sharp.

What if our business changes a lot?

We update the model so it keeps reflecting reality, and re-baseline when needed.

Keep it sharp

Keep the model, and the decisions, sharp. Start with a Profit Check.

No data upload. No sales call. Just fourteen questions and a personalised profitability report.

Proof

A distributor in New Zealand. €1.335M of cost-to-serve made visible, then halved, and 830 loss-making customers brought down to 295.

Read the case study →

Who you would be talking to

Miguel Guimarães, Founding Partner

Cost and profitability practitioner for 25+ years. Presented the Damco cost-to-serve case at Managing for Profit (Amsterdam RAI, December 2009), on the same programme as Robert S. Kaplan.

Call +351 910 313 731

Workshops20-21 Oct · Online, ZoomReserve a seat

Miguel Guimarães

Reviewed by

Miguel Guimarães

Founding Partner, Cost and Profitability Consulting

More than 150 Time-Driven ABC engagements across 11 sectors since 2010, working within the Kaplan and Anderson framework.

About the author →

Published

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