Overview of Balanced Growth
Consulting Services
Strategic and Operational Innovation
By Jason M. Bordui
One Magnificent Mile
980 North Michigan Avenue
Suite 1400
Chicago, IL 60611
valuecreation
The BG360⁰ Method = Value Creation
Customer
Value
Organization
Performance
Revenue
Generation
BG360⁰
Value
Creation
Productivity
Improvement
980 North Michigan Avenue
Suite 1400
Chicago, IL 60611
Costs
Savings
312-988-4885
877-252-6589
www.balancedgrowth.com
BG Value Proposition
The Innovation and Operations Experts
Innovation is a mindset that is never satisfied with the status quo. The passion to envision a
brighter future and to make it a reality is our expertise and the unifying element of our company.
Integrated Business Solutions
Balanced Growth (BG) is known for solving complex business problems and developing
comprehensive models, strategies, and plans that establish a clear direction for the future.
Winning Track Record of Success
For 20 years, the principals of BG have delivered hundreds of successful projects. This track
record of success translates into a tailored engagement that will deliver the results you expect.
Active Collaboration & Authentic Business Relationships
Balanced Growth is set apart for its ability to work alongside our clients in a collaborative fashion
to build the best solutions with the highest probability of internal acceptance and success.
Exceptional Value for the Fees
BG delivers exceptional value for the investment. Our BG360⁰ Method focuses on creating value
and delivering a balanced set of business results that make a meaningful and sustainable impact.
980 North Michigan Avenue
Suite 1400
Chicago, IL 60611
312-988-4885
877-252-6589
www.balancedgrowth.com
consultingservices
Balanced Growth Consulting Services
Innovation
Operations
Performance
Transformation
980 North Michigan Avenue
Suite 1400
Chicago, IL 60611
312-988-4885
877-252-6589
www.balancedgrowth.com
Balanced Growth Consulting Services
Innovation
Customer & Market Insights
Business Opportunity Assessment
New Venture Business Plan
Operations
Operational Strategy
Sales & Service
Excellence
Business Analysis &
Answers
Business Process Design
Performance
Organizational Design &
Optimization
Business Management Processes
Professional Training Series
Transformation
Executive Facilitation
980 North Michigan Avenue
Transformation Leadership
Suite 1400
Chicago, IL 60611
312-988-4885
Project Management
877-252-6589
www.balancedgrowth.com
Innovation Services
Customer &
Market Insights
•  Discover objective insights about your
customers and target markets as the
basis for innovation and improvement.
Business
Opportunity
Assessment
•  Design and evaluate new, businessbuilding product and service concepts
following a proven stage gate process.
New Venture
Business Plan
980 North Michigan Avenue
Suite 1400
•  Develop comprehensive business plans
for new concepts focused on articulating
viable business and economic models.
Chicago, IL 60611
312-988-4885
877-252-6589
www.balancedgrowth.com
Operations Services
Operational Model
& Strategy
•  Develop operational strategies to deliver
value; minimize cost; and maximize agility,
productivity, and scalability.
Sales & Service
Excellence
•  Optimize customer-facing functions to
increase revenue, improve retention, and
enhance the customer experience.
Business Analysis
& Answers
•  Analyze and solve specific strategic or
tactical problems following a rigorous
business analysis process.
Business Process
Design
•  Design sustainable processes to enhance
speed, lower cost, maximize efficiency,
and ensure quality.
980 North Michigan Avenue
Suite 1400
Chicago, IL 60611
312-988-4885
877-252-6589
www.balancedgrowth.com
Performance Services
Organizational
Design &
Optimization
•  Design an effective organizational model
to ensure alignment to and accountability
for critical business objectives.
Business
Management
Processes
•  Define a business intelligence plan for
measuring and managing organizational
performance.
Professional
Training Series
980 North Michigan Avenue
Suite 1400
•  Elevate the skills of your high potential
performers and leaders through
interactive professional training.
Chicago, IL 60611
312-988-4885
877-252-6589
www.balancedgrowth.com
Transformation Services
Executive
Facilitation
•  Conduct expert-guided sessions to
generate ideas to energize your
company and improve the bottom line.
Transformation
Leadership
•  Initiate and lead an integrated program
of meaningful and sustainable changes
to elevate your business.
Project
Management
•  Follow rigorous, yet flexible project
management disciplines to drive one or
many projects to successful completion.
980 North Michigan Avenue
Suite 1400
Chicago, IL 60611
312-988-4885
877-252-6589
www.balancedgrowth.com
“Balanced Growth has a unique ability to see both the strategic
and operational sides of issues, and also is quite adept at
dealing with technology-related projects. I strongly recommend
them to any organization looking for an outstanding consultant.”
Art Middlebrooks – Executive Director
Kilts Center for Marketing – The University of Chicago
Graduate School of Business
ourexperience
Case Study
The American Academy of Pediatrics (AAP) is the leading organization of pediatric caregivers in the United States
with over 60,000 members.
Objective
The AAP was interested in identifying creating value for members, parents, and patients and
identifying new sources of revenue.
Results
Conducted market research to evaluate the possibilities for a digital platform for delivering
child health information. Completed an Opportunity Assessment to determine the size of the
market, to estimate the economic potential for a potential venture, and to evaluate various
business models.
Developed the Business Plan for a new online venture to generate millions in sustainable
revenue. The Business Plan was approved by the AAP Board of Directors and launched to a
US and international audience in December 2009.
In addition, the AAP has retained Balanced Growth to develop a Business Plan for its most
important revenue initiative to deliver value added services to 20,000 pediatric practices
nationwide.
980 North Michigan Avenue
Suite 1400
Chicago, IL 60611
312-988-4885
877-252-6589
www.balancedgrowth.com
Case Study
HealthyChildren.org is the premier destination for child health information for parents and caregivers on the Web
and is the only site backed by the full force of the American Academy of Pediatrics.
Objective
The AAP is the gold standard for child health content and is a major book publisher with over 8
million copies in print. The AAP hired Balanced Growth to manage the strategy and execution
of its new online business venture to reach 30 million families.
Results
Managed all aspects of the new business venture including putting an internal and external
team in place; implementing the revenue strategy; selecting the technology vendor; working
with the vendor and team to design, develop, and test the site; and developing the branding,
marketing and launch strategies.
Successfully launched HealthyChildren.org in less than one year to a US and international
audience in December 2009.
In addition to being the premier destination for child health information on the Web; the site
generated revenue prior to launch and is ahead of revenue projections. Additionally, the digital
platform will enable new innovations such as mobile applications and multimedia.
980 North Michigan Avenue
Suite 1400
Chicago, IL 60611
312-988-4885
877-252-6589
www.balancedgrowth.com
Case Study
Security Benefit Corporation (SB) is a Financial Services holding company consisting of multiple business units
including Rydex Investments, Security Global Investments, and se2.
Objective
In response to the financial crisis of 2007-09, SB needed to improve its ability to harvest critical
business intelligence across its multiple business units.
Results
Developed an enterprise-wide Transformational Business Intelligence Strategy focused on
delivering information and insights to shape the company’s business direction.
Introduced a comprehensive solution framework to address the needs of SB’s Asset
Management, Retirement, and Third Party Administrator (TPA) businesses.
Focused the organization on addressing information, process, structure, and technology issues
for six key management disciplines including: Product Portfolio Management, Business
Development, Asset Management, Operations, Financial, and Risk Management.
980 North Michigan Avenue
Suite 1400
Chicago, IL 60611
312-988-4885
877-252-6589
www.balancedgrowth.com
Case Study
se2 is a Third Party Administrator for the Life Insurance and Annuity sector that has grown to over $40M in annual
revenue since its inception in 2004.
Objective
se2 wanted to improve its ability to articulate, manage, and price its complex portfolio of
technical service offerings for the Life Insurance and Annuity industry.
Results
Evaluated a portfolio of dozens of services that consisted of hundreds of functions by
conducting over 50 interviews with subject matter experts from across the company.
Repositioned the service portfolio focusing on 10 major service offerings to bring increasing
levels of clarity and value to the marketplace.
Documented the strategic, operational, and technology details of the major service offerings
to improve the ability to scope and manage projects.
Compiled a complete inventory of services to establish a consistent baseline for pricing and
to ensure greater profitability in one-time conversions and ongoing outsourcing services.
980 North Michigan Avenue
Suite 1400
Chicago, IL 60611
312-988-4885
877-252-6589
www.balancedgrowth.com
Industry Focus
Healthcare
Healthcare Associations
Insurance
Financial Services
Professional Services
980 North Michigan Avenue
Suite 1400
Chicago, IL 60611
312-988-4885
877-252-6589
www.balancedgrowth.com
“Jason Bordui is an outstanding business advisor who adds
value in every interaction. He works effectively with people of all
levels and disciplines. I've been particularly amazed at how well
he dissects complex issues, engaging people in problem solving
process and motivating them into action.”
Roland Jacobs
President & CEO
AspireUp
biography
Jason M. Bordui
Proven Leadership
Founder and President, Balanced Growth Enterprises, LLC. Previously, Managing Director,
Keane Worldzen and Senior Vice President, Keane Consulting Group.
Twenty years in Management Consulting with expertise in Strategic Innovation, New Venture
Planning, Operations & Technology Strategy, Business Process Design , Organizational
Development, and Transformation Leadership.
Differentiated consulting services with a balanced focused on customer value, revenue growth,
productivity improvement, cost savings, and workplace transformation.
Industry-leading and award-winning service for dozens of clients in numerous sectors including
Healthcare, Insurance, Financial Services, Professional Services, Information Technology, and
Associations.
Healthcare clients have included: American Academy of Pediatrics, American Dental Association,
Amerigrioup, National Institutes of Health . Other clients include: Allianz Life, Aon, Baker
Hughes, Chubb, CNA, Prudential, se2, Security Benefit, State Street, and many more.
Graduate with Distinction of the Indiana University Business Honors Program with degrees in
Marketing & Finance; International Studies at University of Cambridge (England).
980 North Michigan Avenue
Suite 1400
Chicago, IL 60611
312-988-4885
877-252-6589
www.balancedgrowth.com
elevateyourbusiness
Contact Us
Balanced Growth Enterprises, LLC
One Magnificent Mile
980 North Michigan Avenue
Suite 1400
Chicago, IL 60611
Jason Bordui Mobile: 312-545-5365
Office Phone: 312-988-4885
Fax: 312-214-3510
Toll Free: 877-252-6589
www.balancedgrowth.com
980 North Michigan Avenue
Suite 1400
Chicago, IL 60611
312-988-4885
877-252-6589
www.balancedgrowth.com