Medium Sized Business Case Studies

Social Enterprise Case Study

Marie Management has helped 106 nonprofit & social enterprise entrepreneurs with for-profit companies across 8 states with operational systems and strategies that resulted in 30% of the company's new earnings from scaling to for-profit equity opportunities for their organization.

Social Enterprise Business Problems

Problem #1 Owner Balance: Social Enterprise Companies are often guilty of over working in the business and transitioning that stress to the company, its staff and clientele. Often we found that the systems of the business were non-existent because the owner spends more time in the business and not on the business. Social Enterprise Companies require leadership from the owner and a business structure that allows everyone to thrive both collectively and together.    

Problem #2 Delegation & Outsourcing: Social Enterprise Companies are not able to increase revenue, income streams and scale within their markets because one person is still completing all business and management tasks beyond the necessary development stage. Business Owners have to spend time determining what needs to be done, releasing power and control in order to get it done by someone that possesses the skills to complete it that does not require a learning curve.  

Problem #3 Internal Infrastructure: Social Enterprise Companies seldom possess thorough operating systems across the business that create consistent capacity. Internal Infrastructure for service based businesses consist of systems for documentation storing and distributing, human resources, marketing, advertising, compliance, fee schedules, financial management, contract storage etc. Social Enterprise Companies avoid completing these steps, systems and structural necessities because they are caught up daily in offering/providing the services themselves.

  • Grassroot gained capacity building systems, department development, diversified revenue and community engagement strategy.
  • Managing Boards gained structured approaches to governing, delegating and outsourcing professional services through strategic planning.
  • Family Foundations gained program and fund development strategies for annual implementation regarding the legacy of their loved ones.
  • Fundraising Boards gained training over entrepreneurial focused individual donor practices, marketing, strategy and integrated software systems.
Identify the Ways Marie Management Can Solve Your Problems As a Social Enterprise Entrepreneur

After an initial assessment, audit, strategic plan development and consulting all inefficient processes, existing technology systems and operating management systems required solutions in the following areas:

  • Customer Knowledge: Rather the social business is identifying its customer by the user, the buyer or the founder it needs to be determined which approach will be targeted. Understanding their needs, developing relationships with them and managing various customers where they are is priority for social businesses.
  • Product & Program Knowledge: It is imperative to understand what the business is selling just as much as it understands how it's selling it. Goals, outcomes, results and impact must provide the customer a complete perspective on the services provided.
  • Outcome and Experience Measurement: Social businesses must separate the what from the how of their programs, products and services in order to establish measuring tools and KPIs.  
  • Customer Management: Managing the customer from point of contact to the final contact with operating systems, marketing, advertising and communication systems.  
  • Real Time Service Maintenance: Being able to put off or delay customer needs or wants is not an option in the service business. Managing capacity and creating an appropriate company culture where customers are serviced according to standards in real time is crucial to business survival.  
  • Coordination: Social businesses require an integration of all internal and external capacity in order to manage systems like human resources, marketing, advertising and team management. Social businesses are required to do these activities and then deliver the services of the business in real time unlike many other industries.
  • Separating Operational Decisions From Business Success: Business success is related to the steps taken to satisfy and retain existing customers, new customers, new markets, profit earnings and reduced costs. Business Operations is the management of those activities and all other company departments daily.
Social Businesses scale to invest their profits in programs that provide services to vulnerable populations.

With these implemented solutions our Social businesses become equipped to scale in order to implement their philanthropic arms with the following new operations and management processes in the following places:

  • Human Resources Systems
  • Training and Development Programs
  • Management Protocols
  • Policies and Procedures
  • Standard Operating Procedures
  • Project Management  
  • Customer Relations Management Systems
  • POS Systems
  • Financial Management System
  • Marketing & Advertising System
  • Communication System
  • Referral Management

Upon completion of streamlining and scaling the for-profit, Marie Management consultants began to build the philanthropic arm of the entrepreneurs choice (nonprofit, non-governmental organization, philanthropic arm, corporate responsibility program, private foundation, association or trust) with the following steps:

Step 1: Organizational Structure Development  

Step 2: Board & Business Network Development

Step 3: Committee Development

Step 4: Program Development

Step 5: Strategic Planning & Logic Model Development

Step 6: Fund Development

Step 7: Outreach Strategy & Development

Step 8: Department Development

Step 9: Operational Systems

Step 10: Marketing, Advertising & Sales Systems

Get Started on Your Business