Open-i Advisors can help you grow your business.

Our expert team will build your ideal roadmap for business growth, using data and analytics to guide you every step of the way.

Below are just a few of the services we offer.


A decision made without data is little more than a guess. Open-i Advisors can eliminate the guesswork and arm organizations with necessary business intelligence.  We build robust and detailed management dashboards based on key performance metrics. These dashboards give valuable insight into performance and serve as a communication tool, illustrating the overall health of the company. Select dashboards can also be used to communicate department specific statistics, and track success against pre-determined goals. Learn more.


Your vision is what you aspire to be, your mission is how you will do it; your values are the behaviors you will follow while you are reaching for your mission. However, if you haven’t taken the time to intentionally establish a specific set of standards, you run the risk of others shaping your business’ public perception. You also run the risk of creating a workforce that is misaligned with each other and the common values of the company. 

Open-i Advisors’ core values discovery engagement, takes companies through a proven process of uncovering them, and building a plan to leverage those values and the culture they represent, everything from employee engagement to marketing materials to product development. Learn more.


Your business may engage many different channels to develop business opportunities; determining whether you are leveraging the correct ones can be difficult. There is only so much time to focus on opportunities, and knowing where to apply resources is one of the most critical components of any growth strategy.

Open-i Advisors can analyze your channel effectiveness and give you clear-cut decision-making tools on what you should be focusing your channel efforts on. We have the industry experience to point you in the direction of new channel opportunities, as well as building you an efficient path to success that will allow you to quickly figure out how to do more of what’s working rather than maintaining the status quo. Learn more.


Understanding your customer base, listening to their desires and responding to their needs is paramount to a company’s success, period. As a company scales, it becomes impossible to keep track of customers’ needs, wants, and complaints, without a system in place to do so.

 Open-i Advisors builds such systems for our clients. We give organizations a reliable, consistent feedback loop and communication plan that puts actionable intelligence in the hands of managers and front-line employees, while ensuring customers feel heard and valued. Learn more.


The need to improve and adapt business operations, as customer expectations and technology change, exists in every company regardless of size or industry. An effective way to stay on top of these changes and ensure effective operations, is to participate in a Business Process Improvement cycle.  Open-i Advisors leads its clients through a tested four-step method of analyzing current processes, uncovering opportunities for improvement, mapping new processes, and creating a continuous improvement strategy. 

Broken processes are fixed, ineffective or redundant processes are eliminated and in their place is a documented system of procedures and workflows that improve operational efficiency and the organization’s bottom line. Learn more.


In order to pursue goals and realize strategy, a company’s operational structure must be able to efficiently support the activities of the organization. 

Following a function-over-form approach to organizational structure, Open-i Advisors guides companies in building a business architecture that defines how processes, organization structure, competencies, metrics and infrastructure need to be structured and integrated to support organizational goals. Whether those goals are bringing a new product to market, opening up new channels of business or better supporting the current customer base, optimal operational architecture is key. Contact us to start to reimagine your business in support of your goals. Learn more.


Open-i Advisors knows that at the heart of a successful company are its people. We also know that staffing is a huge investment, and seeing a return on that investment is crucial. We aid companies in their hiring, onboarding and employee management activities to make sure the right employees are joining the company, engaging quickly, staying motivated and delivering their best work. 

We evaluate each client’s specific needs and customize a project that combines expert analysis with key deliverables. We arm leaders and managers with the tools and knowledge to manage the entire employee life-cycle. Learn more.