Real engagement templates

A growing construction company was losing tenders due to incomplete documentation. They had the capability to deliver but kept getting disqualified for paperwork issues.

• CSD registration review and optimisation
• Tax clearance, B-BBEE affidavit, and banking confirmation
• Standard tender document folder with version control
• Pre-submission checklist and quality review process

• Week 1: Document audit and gap identification
• Week 2: Registration corrections and document preparation
• Week 3: Folder setup, checklist creation, and team training

• Zero disqualifications for documentation in subsequent tenders
• Submission preparation time reduced from 3 days to 4 hours
• Reusable compliance pack across all tender applications

An established manufacturing SME needed R2 million for equipment expansion. Previous applications to SEFA had been rejected due to incomplete documentation and weak financial projections.

• Funding readiness assessment and gap report
• Business plan in SEFA-required format
• 3-year financial projections with clear assumptions
• Complete application package with all supporting documents

• Week 1: Gap assessment, document collection, and owner interviews
• Weeks 2-3: Business plan drafting and financial model development
• Week 4: Application compilation, quality review, and submission support

• Application approved on first submission
• R2 million funding secured within 8 weeks of engagement
• Post-funding reporting structure in place from day one

A 15-person consulting firm had inconsistent monthly reporting. Partners received different numbers from different sources, and month-end took 3 weeks to close.

• Chart of accounts restructure for meaningful reporting
• Monthly close process with clear timelines and responsibilities
• Management pack template with KPIs and variance commentary
• Partner dashboard for real-time visibility

• Week 1: Current state review and KPI definition with partners
• Weeks 2-3: System configuration, template development, and process documentation
• Week 4: First month-end run with support and refinement

• Month-end close reduced from 3 weeks to 5 working days
• Single source of truth for all partners
• Quarterly trend analysis enabling proactive decisions

A group of professionals leaving corporate to start their own firm needed a properly structured company with all registrations in place to pursue government contracts.

• CIPC company registration with appropriate MOI
• SARS registrations: Income Tax, VAT, PAYE, UIF
• CSD registration for tender eligibility
• B-BBEE affidavit and compliance calendar setup

• Week 1: Structure planning, name reservation, and CIPC submission
• Week 2: SARS registrations and bank account opening support
• Weeks 3-4: CSD registration, B-BBEE affidavit, and compliance calendar

• Fully registered and compliant company within 4 weeks
• CSD-active and eligible to bid on government tenders
• Compliance calendar preventing missed deadlines

A retail business with 4 stores had grown from owner-managed to 25 staff. The owner suspected cash leakage but had no visibility into daily operations across locations.

• Controls assessment across cash, stock, and payments
• Segregation of duties review and conflict identification
• Exception reporting and daily reconciliation procedures
• Controls matrix and staff training

• Week 1: Process walkthroughs and risk identification at each location
• Week 2: Controls design and exception reporting setup
• Week 3: Implementation, staff training, and monitoring procedures

• Cash variance reduced from 3% to under 0.5%
• Daily exception reports flagging anomalies within 24 hours
• Owner visibility without micromanagement