Accountability starts with defining success metrics and establishing governance frameworks to drive your OpEx strategy.
  • It’s important to align on success metrics – both quantitative and qualitative – before beginning OpEx initiatives. Are you looking to reduce the cost to serve customers so that as your volume increases, you don’t need to rely on new hires alone? Or are you looking to improve the customer experience and increase repeat customers?
  • A robust governance framework will ensure your organization prioritizes its investments appropriately and sets up a mechanism to measure, adjust, and sustain improvements over time. How might a governance strategy ensure alignment and define expected outcomes across your OpEx initiatives?
Culture recognizes the value of leaders owning the vision and setting the OpEx strategy within their organization. 
  • Leaders aiming for impact must connect the dots of change with their workforce. Employees need to hear their leaders talking about the value of operational excellence, see them thoughtfully engaging questions, and feel a sense of partnership in solving problems. How are leaders in your organization championing change alongside employees?
  • On the flip side, employees need to be comfortable and embrace continuous change. Operational Excellence is not a 1-year strategy or a project with a start and end date. It’s a way of working that anticipates changes in daily workflows to account for changing technology and customer needs. Employees aren’t surprised by change; they naturally expect it. Does your organization have the change management and communication strategy needed to engage and mobilize employees fully?


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Tools & Technology will bring your OpEx initiatives to life for employees and customers.
  • Having the right technology, systems, and data structure in place will enable your company to serve customers, deliver value at scale, and exceed customer expectations. Technology won’t solve every problem or address every challenge, but it can be a critical part of your overall OpEx strategy. Begin the brainstorming process by clearly defining your objectives. Are you looking to eliminate manual steps through process automation? Or streamline and strengthen decision-making through data & analytics capabilities?
  • From a tooling perspective, if you’re going to ask employees to drive operational excellence, you need to provide best practices, templates, and toolkits to help them get started. These resources allow teams to understand and analyze data, solve problems, prioritize improvements, and collectively measure results over time. What framework would your organization implement to ensure employees feel set up for success with the right training? 

We’ve partnered with retail and restaurant brands across all stages of their journey toward operational excellence. From a global quick-service restaurant facing back-of-house operational disruptions to a $29 billion retailer and manufacturer looking to optimize its supply chain, our team helps leaders find the right starting point for their business.  


Next Steps for Your OpEx Strategy

Apply this framework to a problem your organization is facing. Maybe it’s back-of-house restaurant capacity constraints or long wait times at your retail storefronts. Whatever the challenge, the more clearly you define it, the easier it will be to overcome.

Once you’ve identified the issue, take time to understand it. Go to your store and walk the workflow through, see what your data tells you, and listen to your employees who live and breathe the process every day. As you observe and develop solutions, make sure you have a method for prioritizing next steps based on costs and benefits. 

From there, share the problem with other leaders and get their buy-in on your vision for OpEx growth. Facilitating leadership alignment and advocacy will generate momentum and excitement within your organization and help to build the business case for current – and future – investments in operational excellence.

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Our team of Consumer & Retail consultants has partnered with brands across all stages of their journey toward operational excellence. From navigating back-of-house operational disruptions to optimizing and standardizing supply chains, we help leaders find the right starting point for OpEx improvements. 
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