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CEO SWAT WEB 2.0. Creating More Value for SMALL and Mid-size Business Stakeholders Summer 2008 . CEO SWAT Product Features and Price. CEO SWAT Two Minute Drill. CEO SWAT is a business assessment tool for C Level managers.

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ceo swat web 2 0


Creating More Value for

SMALL and Mid-size Business


Summer 2008

ceo swat two minute drill
CEO SWATTwo Minute Drill

CEO SWAT is a business assessment tool for C Level managers.

CEO SWAT packages business analysis tools to determine a company’s vulnerabilities and risks.

CEO SWAT conducts over 200 assessments reviewing products, clients, markets, business departments and functions, critical success factors and macro-risks.

CEO SWAT requires departmental managers to focus on critical success factors to assure that business departments are aligned and that future profitability and growth is a shared concern of the company’s management team.

CEO SWAT requires that department managers outline and score action items that address specific problems so the CEO can perceive all enterprise risk factors and make informed executive decisions based on corporate priorities and expected return on investments.

ceo coo concerns interests
Investors require a growth story and strategy that’s believable. The board wants corporate governance, risk and compliance concerns put to rest.

Questions concerning management team, talent development, preparation, resource and depth. Can I count on these people?

Time is valuable and the need to deliver tangible results is a pressing concern. Too many meetings, no time for friends and family. Constant vigilance is required to stay ahead and stay on top of present situations to manage change.

Should we stay the course or change? The need to assess continuous outside opinions (investors, legal, government, stakeholders, board, etc.) inhibit the desire to address change.

Managed growth requires a deep understanding of company’s markets. How can we keep competitive advantage? What is our competitive advantage? Who are our customers and how can we best serve them?

We have leadership and resource needs. How do we effectively allocate capital to address needs. What initiatives address our greatest risk and produce optimal return on investment?

CEO SWAT will: Develop thought-leadership and trust.

CEO/COO Concerns & Interests
profit optimizer what is it
Profit|OptimizerWhat Is It?
  • Business Intelligence Tool
  • Performance Measurement 
  • Builds Management Team
  • Stops Capital Leakage 
  • Risk Management Program
  • Product and Market Discovery
  • Enhance Equity Valuation
  • Manage Transparency
  • Effective Corporate Governance
ceo risk review opportunity team assessment
Template 1: Market and Competitive Assessment

Template 2.1: Product Service Grouping, Customers

Template 2.2: Product Service Grouping, Suppliers

Template 2.3: Product Service Grouping, Competition

Template 2.4: Product Service Grouping, Market Dynamics

Template 3.1: General Management

Template 3.2: Sales/ Marketing Management

Template 3.3: Operations and Production Management

Template 3.4: Facilities Management

Template 3.5: Financial Management

Template 3.6: Planning and Information Management

Template 3.7: People and Human Resource Management

Template 4: Financial Ratios

Template 5: Business and Financial Plan Assessment

Template 6: Scoring Specific Critical Success Factors

Template 7: Scoring Generic Critical Success Factors

Template 8: SWOT Analysis

Template 9: STEEPLE Analysis

Template 10: Macroeconomic Event Risk

CEO Risk ReviewOpportunity & Team Assessment
web 2 0 applications
WEB 2.0Applications

User Generated

Business Intelligence

  • Demand Aggregation
  • Capital & Credit
  • Capacity Utilization
  • Hedging
  • Product Marketing
  • Psychographics / IAO
Sum2 is dedicated to the commercial promotion of sound practices. Sum2’s objective is to assist businesses to implement corporate sound practices that add exponential value for shareholders, employees, clients and to the communities in which they operate and serve.

Sum2 identifies its core competency to be the creative application of sound practice principles to the industries and businesses that we serve. Sum2’s SMB 360 is a clear example of this creative application of sound practices to an industry need. Sum2 is dedicated to corporate responsibility, ethical business practices, customer service excellence and delivering to our clients a unique and essential value proposition. We uphold these values in all our work and continually strive to deliver on the commitments that we make to our clients.

All products marketed by Sum2 are focused on risk mitigation. We look to creatively package and bundle solution suites that address targeted client and industry market segment requirements. All product marketing activities and business development initiatives are guided by and conform to a clearly identified industrial application of sound practices.

We appreciate your business and look forward to hearing from you about our products and how we can improve it.

PO Box 665

Oakland, New Jersey 07436


contact details
Contact Details

James McCallum


PO Box 665

Oakland, NJ 07436


E-mail :

Podcast : Better Process Manufacturing

GRC for SME Manufactures


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Thank You for Your Interest