Case Studies
At Russ Williams Consulting, our success is measured by the success of our clients. Every project is an opportunity to make a difference—whether it’s helping a nonprofit secure funding, guiding a small business toward financial stability, or supporting a startup in scaling to new heights.
Explore a few examples of how our business consulting, research, and financial management services have transformed organizations across industries.
Client Profile:
A mid-sized nonprofit organization serving underrepresented communities in California.
The Challenge:
The nonprofit relied heavily on donations but lacked structured financial management. Cash flow problems and unclear reporting made it difficult to secure large grants.
Our Approach:
- Conducted a comprehensive financial analysis to identify inefficiencies.
- Designed a grant reporting system aligned with funder requirements.
- Developed a three-year budget and cash flow forecast.
- Trained staff in financial best practices.
The Results:
- Secured a $500,000 multi-year grant.
- Reduced unnecessary expenses by 15%.
- Improved financial transparency, leading to greater donor trust.
Client Profile:
An e-commerce retail company based in Texas.
The Challenge:
Sales were flat despite heavy investment in digital marketing. The business lacked insight into changing consumer behaviors and competitor strategies.
Our Approach:
- Conducted quantitative surveys with over 1,200 customers.
- Performed competitor analysis to identify market gaps.
- Designed a customer segmentation strategy based on buying patterns.
- Advised leadership on marketing realignment.
The Results:
- Increased customer retention by 22% in 6 months.
- Discovered untapped product opportunities, leading to a 35% sales boost.
- Marketing budget efficiency improved by 25%.
Client Profile:
A technology startup in New York preparing for its first round of investor funding.
The Challenge:
The founders had a great idea but lacked a clear business model, financial strategy, and pitch materials to attract investors.
Our Approach:
- Developed a comprehensive business plan.
- Built financial projections and forecasts for 5 years.
- Created an investor-ready pitch deck.
- Provided coaching for investor presentations.
The Results:
- Successfully raised $2.5 million in seed funding.
- Secured partnerships with two major industry players.
- Launched operations in record time with clear financial direction.
Client Profile:
A local health coalition in the Midwest focused on community wellness.
The Challenge:
The organization wanted to expand services but lacked reliable data on community needs and priorities.
Our Approach:
- Conducted qualitative interviews and focus groups with community members.
- Performed a quantitative survey across the region.
- Identified key barriers to healthcare access.
- Presented findings in a data-rich report with actionable strategies.
The Results:
- Coalition expanded services to three underserved areas.
- Received state funding for new health programs.
- Strengthened community trust and engagement.
Create Your Success Story
Your organization could be our next success story. Whether you need financial management, research services, or strategic planning, we’re here to help.
📞 Call us today at (510) 689-1211 or reach out via our Contact Page