Consulting services

Strategy and operational efficiency

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A solid strategy needs an operation to back it up

We partner with companies seeking to improve their organizational performance through a clear structure, efficient processes, and well-informed decisions. Our approach integrates strategic vision with operational excellence to enable more agile, sustainable, and growth-ready organizations.

We work alongside organizational leaders to align their objectives with day-to-day execution, helping to build robust business models, scalable structures, and an operation focused on generating value.

Our solutions

We design structures that support growth with vision and control

True scaling requires a structured strategy, measurable steps, and, most importantly, continuous support over time. At Grupo Consultor EFE™, we implement a proven scaling model that spans over a year to a year and a half, designed to profoundly and sustainably transform a company's operations.

This process is not just a set of coaching or training sessions. It is a systematic process that generates business traction through process optimization, leadership strengthening, and the creation of a solid organizational culture. The goal is to ensure that every aspect of the business is aligned with its vision and mission, thereby allowing for controlled, efficient, and autonomous growth.

Simply put, Grupo Consultor EFE™ offers proven scaling models based on globally recognized methodologies (such as EOS® and Scaling Up®), specifically adapted to the needs of companies looking to optimize their operations and maximize their efficiency. These approaches are designed for growing companies that not only seek to expand but to do so in an organized and sustainable manner. Although we do not specify every model due to copyright restrictions, our scaling process is aligned with the principles of the most effective systems to foster business traction and ensure solid, measurable growth.

What we do
We evaluate the level of organizational maturity to identify strengths and limitations.
We design scalable operating models aligned with the business's strategic vision.
We propose functional and hierarchical structures adaptable to new levels of complexity.
We define priorities, growth phases, and measurement mechanisms.
We support the implementation of the model to ensure its adoption and continuous evolution.
Why is it important?

Many organizations face friction as they grow: overloaded processes, duplication of functions, low productivity, or loss of control. These situations are not a product of growth itself, but of the absence of a model designed to sustain it.

A proper scaling model allows you to anticipate scenarios, manage resources efficiently, and move clearly toward the next stage of the business.

Our approach

We begin with a deep understanding of the company’s current structure and strategic objectives. Based on this diagnosis, we develop a model adapted to its operational reality, avoiding generic formulas. We integrate practices from organizational design, functional analysis, and strategic planning to deliver solutions that are applicable, measurable, and sustainable.

Added value
Models designed to sustain growth without compromising operations.
Alignment between the business vision and the organizational structure.
Clear diagnosis of the starting point and the evolutionary path.
Supported implementation focused on results.
Comprehensive vision that connects people, processes, and strategy.

Converting vision into results demands more than ambitious goals: it requires direction, structure, and conscious execution

Strategic planning is the starting point for aligning the entire organization with a common goal. It is not just about defining where to go, but how to get there, with what resources, within what deadlines, and under what conditions. For this reason, we support companies in structuring strategic plans that are realistic, actionable, and aligned with the environment in which they operate.

Our approach connects strategic thinking with operational execution, allowing us to build clear roadmaps that guide decision-making, measure progress, and adjust with agility to market changes.

What we do
We facilitate strategic diagnostic sessions with senior management.
We conduct environment analysis (internal and external), including market trends, competition, and organizational capabilities.
We define clear, measurable, and prioritized strategic objectives.
We design tactical plans by functional area, with defined owners and timelines.
We establish monitoring systems with Key Performance Indicators (KPIs).
We advise on the cascading implementation of the strategic plan, from management down to operational teams.
We support annual strategy review and update processes.
Why is it important?

Companies that operate without a strategic plan run the risk of becoming dispersed, losing focus, and acting reactively to environmental changes. In contrast, a well-designed strategy allows them to anticipate, make better decisions, and focus efforts on what truly generates value.

Furthermore, strategic planning facilitates internal communication, generates commitment to objectives, and promotes a culture of accountability based on results.

Our approach

We move away from traditional models based on extensive documents that are never executed. Our work focuses on building living plans that evolve with the organization and integrate both the leaders' vision and the business's operational reality.

We utilize tools for analysis, team facilitation, and change management to ensure that strategy is converted into concrete action, with the appropriate structure, resources, and monitoring.

Added value
Strategic alignment among leaders, teams, and key resources.
Visibility of business risks, opportunities, and real priorities.
Actionable plans with defined owners and clear metrics.
Practical approach that connects strategy with culture and execution.
Flexibility to adapt the plan in the face of environmental or business changes.
Close support in the implementation, review, and evolution of the plan.

A well-governed company is a company that inspires trust, attracts investment, and ensures its permanence over time

Corporate governance is not just a practice for large companies: it is a necessity for every organization seeking to operate with integrity, transparency, and a long-term vision. One of our primary missions is to strengthen strategic decision-making through clear structures, formal processes, and control mechanisms that reduce risks and promote sustainability.

Understanding each client's culture, business model, and regulatory environment helps us design governance schemes that are tailored to their reality and prepared to scale as the organization evolves.

What we do
We evaluate the level of maturity of the current corporate governance.
We design or strengthen governing bodies (Board of Directors, Committees, Executive Board).
We establish policies and protocols for strategic decision-making.
We implement mechanisms for accountability, ethics, and internal control.
We define frameworks for responsibility and the relationship among partners, directors, and executives.
We facilitate institutionalization processes for family businesses or those undergoing generational transition.
We advise on the adoption of best corporate governance practices in accordance with international standards.
We support the drafting of bylaws, regulations, and governance manuals.
Why is it important?

The absence of clear governance structures can lead to conflicts among partners, poorly founded decisions, or reactive management that limits growth. Furthermore, in contexts of investment, financing, or transition, the level of governance is a key factor in generating trust.

A well-implemented corporate governance system improves decision-making, professionalizes management, and aligns the interests of all key business stakeholders.

Our approach

Rather than applying generic models, we work from the organizational reality and internal dynamics of each company. We identify gaps, define priorities, and build governance structures that promote the stability, growth, and continuity of the business.

Our approach considers both the strategic and operational dimensions, and seeks to generate a cultural change around decision-making and corporate responsibility.

Added value
Professionalization of executive management and decision-making.
Clarity regarding the roles and responsibilities of the governing bodies.
Reduction of legal, financial, and reputational risks.
Enhanced trust among investors, banks, and strategic allies.
Support for succession and business transition processes.
Practical implementation with close support and progressive adaptation.
Strengthening of the organizational culture based on ethics, transparency, and sustainability.

Efficiency is not a result of chance: it is built through well-designed, managed, and continuously improved processes

In an increasingly dynamic business environment, the organizations that stand out are those capable of operating with precision, flexibility, and quality. At Grupo Consultor EFE™, we help companies redesign and optimize their key processes to maximize the value delivered to the client, reduce operating costs, and strengthen their execution capacity.

We work with a comprehensive vision that combines in-depth analysis, technology, talent, and organizational culture, so that processes cease to be a bottleneck and instead become a real engine for growth and competitiveness.

What we do
We map current business processes and evaluate their efficiency, redundancies, and risks.
We redesign key processes to improve timing, costs, quality, and customer experience.
We establish performance indicators (KPIs) to monitor their execution and results.
We support the implementation of process automation and digitalization tools.
We identify critical points to reduce errors, rework, or control bottlenecks.
We design schemes for continuous improvement and a culture of operational excellence.
We align processes with strategic objectives and team capabilities.
We facilitate training workshops for process leaders and middle management.
Why is it important?

Processes are the nervous system of the organization. If they are not well-designed or managed, they generate time loss, inefficiencies, recurring errors, and team exhaustion.

Process excellence allows companies to be more agile, respond better to the environment, and focus their resources on what truly generates value. Furthermore, it facilitates scalability, strengthens internal control, and improves the customer experience.

Our approach

We start with a functional and cross-sectional diagnosis, which allows us to understand how areas connect, what obstacles exist, and what opportunities can be leveraged. We work closely with operational teams to redesign processes that are not only efficient but also sustainable and adaptable to change.

We use practical methodologies, always with a realistic vision: it is not about reinventing everything, but about generating tangible impacts that strengthen operational performance from the entry level up to senior management.

Added value
More agile, controlled, and results-oriented processes.
Reduction of time, operational errors, and unnecessary costs.
Greater organizational clarity in roles, workflows, and responsibilities.
Integration of digital tools for the automation of repetitive tasks.
Improvement in the internal and external customer experience.
Operational alignment with business strategy.
Team training to sustain and scale improvement over time.

Success Stories

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Rosa Delia Silva Pineda

The follow-up provided throughout the entire process is constant and highly precise. Their commitment to completing every stage is evident, as is the high level of professionalism with which they approach each project.

Their working approach builds trust from the outset, and the results clearly reflect their serious and responsible focus. The way they commit and deliver on their promises is truly exemplary.

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Argentina Hidalgo

Working with their team has been a positive experience from start to finish. From the very first contact, they demonstrated a high level of professionalism, attention to detail, and clarity in communication.

We believe the work they deliver reflects technical knowledge, commitment, and seriousness. The results we obtained were completely aligned with our expectations, which confirms the quality and effectiveness of their services.

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Pablo Rafael Xep

It was my first time dealing with transfer pricing. The attention and follow-up were excellent and appropriate.

Our corporate office in San Diego requested that we complete the transfer pricing study. Previously, our company's accounting was handled by an external firm, and they were the ones who recommended Grupo Consultor EFE to us. This is our 2nd consecutive year working with you, and so far, we have successfully completed the transfer pricing study on time and in accordance with the requirements.

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Our experts

Jorge De la Rosa
CEO
Francisco Arballo
Transfer Pricing Partner
Eduardo Núñez
Central America Leader
Andrea Baschkir
Human Resources Director
Adrián J. Romero
Founder and CEO