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All six stagesWAY TO WEALTH™ · FUNCTIONAL EXECUTIVE

How does my function concentrate on what our vital-few customers need?

Your function’s cost, effort and service levels, inside the enterprise intent.

YOUR PATH

The six stages, as you lead them

  1. Stage 1: See the economic truth

    Where is value actually created, and where is it consumed?

    You see your function’s cost and effort by the segments it serves.

    Output: Profit by customer, product and channel after the cost to serve them, sorted into quartiles and a value-versus-complexity quad.

  2. Stage 2: Price and cost to serve honestly

    Does each segment pay for what it consumes?

    You are honest about internal cost to serve and the service levels each segment receives.

    Output: The gap between price and cost to serve by segment, with pricing and terms options.

  3. Stage 3: Concentrate on the vital few

    Where will we focus, and what will we stop or change?

    You design a differentiated service model for the vital few.

    Output: An approved focus set, and a decision for the rest: standardize, reprice, consolidate, shift channel or responsibly exit.

  4. Stage 4: Release capacity

    What capacity does that focus free?

    You release capacity inside your function.

    Output: Freed hours and spend by function, with a plan for where they go.

  5. Stage 5: Reinvest into growth

    Where does the freed capacity go?

    You reinvest it in the capabilities your function needs next.

    Output: A reinvestment plan aimed at growth in the vital few.

  6. Stage 6: Compound it

    How do we make this repeat?

    You keep your function’s cadence linked to the enterprise reviews.

    Output: Owners, a review cadence and an ARC™ rhythm, so each cycle starts from a stronger base.

RUN YOUR OWN NUMBERS

The Way to Wealth™ calculator

Your Current, Improvement and Dream scenarios side by side: customers, revenue, costs and profit, with action cards and an Excel model you can download and load back. Your figures stay on this device.

Open the calculator

What goes in, what comes out

Inputs

  • Functional spend, effort and service levels by segment
  • The enterprise focus set

Outputs

  • A differentiated service model
  • A capacity plan
  • Capability investments

Who decides

Decides
You decide within the enterprise intent.
Recommends
Your team recommends; the CEO decides cross-functional trade-offs.
Consulted
Your peers are consulted.

How you will know

Leading measures

  • Cycle time and service level for the vital few

Lagging measures

  • Functional cost as a share of revenue

Bring your function’s next level of growth to a confidential conversation.

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YOUR NEXT STEP

Start with a confidential conversation about what you want to achieve

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