A winning strategy is only half the battle.
Aligning your strategy with the right operating model and execution frameworks is the second half. NimblStrategy does both.
We Bridge the Gap Between Strategy and Execution
NimblStrategy is the strategy-focused arm of NimblShift Consulting, designed to help businesses translate vision into reality. We offer a unique approach that integrates strategy design with actionable execution to ensure your success in today’s competitive and digital-first world.
What’s in it for me?
Our process addresses the most common challenges organizations face:
Strategy misalignment and market disruption
Operating model constraints
Lack of clear execution frameworks
Inadequate change adoption
Resource allocation challenges
Overwhelming complexity
Challenges with integrating emerging technologies
Why NimblStrategy will drive your success:
NimblStrategy provides an integrated solution that aligns strategy, operations, and strategy execution, with a focus on:
Adaptive Operating Models: Flexible and scalable designs that integrate technologies seamlessly.
Sustainable Digital Transformation: Strategies that align business goals with modern digital capabilities.
Talent Development: Building internal capabilities for long-term innovation.
Change Adoption: Embedding change management into execution for lasting success.
How it works
Our services are tailored to support your journey from strategy definition to execution:
Aligning Vision and Strategy - We define and execute winning strategies using frameworks like Play to Win, focusing on digital readiness and long-term growth.
Scalable Operating Models - Capability-driven operating models bridge strategy and operations ensuring scalability, adaptability, and alignment with strategic goals.
Strategy Execution - An engaged workplace is key to achieving your objectives. We develop people and culture strategies that optimize talent and bring your strategy to life.
The NimblStrategy Process
Current-Target State Assessment: A structured approach to understanding the current state of your operations, identifying strengths, gaps, and priorities.
Play to Win: Refining your vision and exploring strategic options based on feasibility, market impact, and alignment with long-term objectives.
Target Operating Model: Prioritize existing and required business capabilities based on strategic importance, scalability, and the ability to create competitive advantage.
Optimized People and Culture: An engaged workforce that attracts, retains, and optimizes top talent while fostering a shared sense of purpose. Identify the skills and competencies needed to execute your strategy.
Business Case Development: Justify strategic investments with ROI-focused business cases. Assess skills and map internal and external resources.
Case Study Highlight
Learn how NimblStrategy helped Vesta Wealth achieve alignment between strategy, operations, and execution.
Scope of Engagement
NimblStrategy collaborated with Vesta Wealth Partners to:
Develop a comprehensive Vision, Strategic Plan, and Target Operating Model (TOM).
Address critical scalability and efficiency challenges.
Identify new target markets, including mid-market investors with assets of $500K–$5M.
Enhance client acquisition processes and operational capabilities.
Conclusion
NimblStrategy’s tailored approach enabled Vesta Wealth Partners to redefine their market positioning, operationalize their strategy, and set a strong foundation for scalable growth.
This partnership exemplifies how strategic alignment and an integrated operating model can drive sustainable success in a competitive industry.
Transforming Strategy and Operating Model for Vesta Wealth Partners
Vesta Wealth Partners, a boutique wealth management firm, faced challenges as they aimed to scale operations and expand Assets Under Management (AUM) from $360M to $1B.
With a vision of empowering families through strategic wealth preservation, Vesta sought NimblStrategy’s expertise to align their strategy, operating model, and execution framework.
Strategic Approach
Using the Play to Win Framework, NimblStrategy guided Vesta through:
Current-State Assessment: Found gaps in client acquisition, CRM, and internal processes.
Target Operating Model: Built capability-driven model focusing on partnerships, marketing and business development.
Financial Modelling: Projected revenue growth and costs, creating roadmap for AUM targets.
Key Outcomes
Enhanced Strategic Alignment: Refined Vesta's Vision and Mission to better align with their mid-market investor focus.
Scalable Operating Model: Introduced an adaptive model integrating digital tools and prioritizing client acquisition and experience.
Strategic Priorities: Focused on partnerships with advisors and brokers, and expanded model portfolios for diverse client needs.
Growth Acceleration
Supported by robust management systems and a clear risk management framework.
Client Feedback:
“Nimblshift is incredible to work with. They have vast experience, with growing, redefining, large and small businesses. They are professional, listen, and are very responsive, making sure that you have significant input into the work that they produced with and for us.”
- Max Fortmuller, CEO, Vesta Wealth Partners.
