What Operational Excellence Consulting does

Operational Excellence Consulting LLC is a privately held management consulting firm co-founded in 2009 by Frank G. Adler and headquartered in Fort Myers, Florida. The firm specializes in Operational Excellence (OPEX) consulting and training for small and medium-sized manufacturing and service organizations, organized around a proprietary four building blocks framework — Strategy Deployment via Hoshin Policy Deployment, Performance Management via Balanced Scorecard, Process Excellence via Lean Management, Six Sigma, and Root Cause Analysis, and High-Performance Work Teams. Its core engagement methodology is the proprietary P-A-C-E (Prepare-Align-Cascade-Execute) Deployment Process, typically preceded by the branded Operational Excellence 360 Assessment that benchmarks organizations across ten focus areas. The team is practitioner-led, with most coaches and trainers having personally led OPEX initiatives rather than being career consultants, and the founder holding a Ph.D. in Applied Mathematics and Industrial Economics together with Lean Six Sigma Master Black Belt credentials.

The firm's product portfolio spans three primary delivery formats: (1) downloadable MS PowerPoint training libraries sold individually or in bundles ranging from $34.50 to $599.50, with the flagship Complete Operational Excellence Library containing 19 modules and over 2,250 slides; (2) HTML5 and SCORM 1.2 e-learning modules covering 8D Problem Solving, A3 Problem Solving, Lean Value Stream Mapping, and Process Risk Analysis (FMEA); and (3) instructor-led onsite workshops plus public certification workshops for Lean and Six Sigma (Yellow, Green, Black Belt) delivered directly and through partnerships. Paid webinars are distributed via LearnItLive and online certification courses are resold through MindEdge Learning; technology integration with i-nexus supports Hoshin and Balanced Scorecard tooling.

The customer base is horizontally segmented across manufacturing, automotive, healthcare, biotechnology, food and beverage, insurance, government, aerospace, and technology, with named logos including B. Braun Medical, Allstate, KIA, Allison Transmission, WhiteWave Foods, MicroVention-Terumo, Saving Sight, Measat, PROzyme, TrimTech, Yinlun, TextHelp, Tandem, and the County of San Bernardino. Pricing is fragmented across one-time digital purchases, mid-three-figure workshop fees, and bespoke consulting engagements. The firm currently operates with 1–10 employees, has not raised institutional funding, and is independently held with no disclosed parent company or ownership changes.

Name

Operational Excellence Consulting

Legal name

Operational Excellence Consulting LLC

Website

https://operational-excellence-consulting.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

Operational Excellence Consulting is a privately held Florida-based consultancy that helps small and mid-sized manufacturing and service organizations deploy Lean, Six Sigma, Hoshin Policy Deployment, and Balanced Scorecard via its proprietary four building blocks framework and P-A-C-E methodology.

Ownership category

akta.pro rank

Product category

Operational Excellence and Lean Six Sigma Management Consulting

NAICS

Management Consulting Services (54161), Professional and Management Development Training (611430), Other Management Consulting Services (541618), Management, Scientific, and Technical Consulting Services (5416)

SIC

Services-Management Consulting Services (8742), Services-Educational Services (8200), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Operational Excellence (OPEX) & Performance Management (KPI/OKR) (EDABAKAH)

akta.pro secondary industries

Process Mapping & Improvement (SIPOC, VSM, BPM) (EDABAKAG), Data-Driven Operations & Quality Analytics (DOE, basic analytics) (EDABAKAO), Foundational PM & Delivery Methods (Waterfall/Agile/Hybrid) (EDABAHAA)

Keywords

• Operational excellence consulting
• Lean six sigma training
• Process improvement services
• Strategy deployment consulting
• Performance management consulting

Headquarters

HQ city

Fort Myers

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Training Materials Sales: Sale of downloadable PowerPoint training modules covering Operational Excellence, Lean Management, Six Sigma, Strategy Deployment, and Problem Solving. Pricing ranges from free introductory modules to $599.50 for complete library bundles.
2. eLearning Module Sales: Sale of HTML5 and SCORM-compatible e-learning modules including 8D Problem Solving, A3 Problem Solving, Lean Value Stream Mapping, and Process Risk Analysis (FMEA). Duration-based pricing with 3+ hours of content.
3. Webinar Access: Revenue from live and recorded webinars on Operational Excellence topics including Introduction to OPEX (free), 8D Problem Solving ($99), Lean Value Stream Mapping ($49), and Process Risk Analysis & Mistake-Proofing. LearnItLive platform provides 50% discount for members.
4. Online Course Partnerships: Partnered with MindEdge Learning for online courses including Data Analytics certificates, Lean Basics, Six Sigma Basics, Lean Six Sigma Basics, Yellow Belt, Green Belt, and Black Belt certifications. Includes Ask the Expert support feature.
5. Consulting and Workshop Services: Onsite assessments, training solutions, Kaizen event facilitation, project support, and hands-on implementation support. Services include Operational Excellence 360 Assessment (2-4 days per site), Hoshin Policy Deployment workshops, Balanced Scorecard deployment, and Lean/Six Sigma deployment support.
6. Public Workshop Partnerships: Revenue through partnership with SixSigma.us for public Lean Management and Six Sigma certification workshops including Yellow Belt, Green Belt, and Black Belt programs with project support.

Pricing tiers

Go-to-market motion2 records

Distribution channels6 records

Marketing channels7 records

Core offering

Operational Excellence Consulting provides hands-on consulting, assessments, and deployment services that help smaller and medium-sized manufacturing and service organizations build a Business Execution System integrating Strategy Deployment (Hoshin Policy Deployment), Performance Management (Balanced Scorecard), Process Excellence (Lean Management/Six Sigma), and High Performance Work Teams. The core methodology is the proprietary four-phase P-A-C-E (Prepare-Align-Cascade-Execute) Operational Excellence Deployment Process, typically preceded by the Operational Excellence 360 Assessment. Revenue is delivered through onsite consulting, public and onsite workshops, downloadable training module libraries, HTML5/SCORM e-learning modules, webinars, and partner-led certification programs.

Product overview

Operational Excellence Consulting provides a comprehensive consulting and training portfolio organized around its four building blocks of Operational Excellence: Strategy Deployment, Performance Management, Process Excellence, and High Performance Work Teams. The core offering consists of the Operational Excellence 360 Assessment for diagnosing organizational capabilities, and the P-A-C-E Deployment Process (Prepare-Align-Cascade-Execute) for full Operational Excellence initiatives. The product suite is organized into three primary delivery formats: (1) Training Material Library — downloadable MS PowerPoint presentations and MS Excel templates sold individually or in bundles (Complete Operational Excellence Library with 19 modules and 2,250+ slides; Complete Lean Management Library with 8 modules and 1,000+ slides; Complete Six Sigma Library with 7 modules and 800+ slides; Strategy & Balanced Scorecard Library); (2) e-Learning Module Library — HTML5 and SCORM 1.2 versions of core training modules (8D Problem Solving, A3 Problem Solving, Lean Value Stream Mapping, Process Risk Analysis/FMEA); and (3) Instructor-Led Workshops — public and onsite workshops including Six Sigma certification (Yellow/Green/Black Belt, Champion), Lean certification, Hoshin Policy Deployment, Balanced Scorecard, and 8D/A3 Problem Solving, offered directly and via partnerships with SixSigma.us and MindEdge Learning Online. Webinars on Lean, Six Sigma, and Problem Solving are delivered through LearnItLive. Online courses are delivered through MindEdge, including Data Analytics, Lean Basics, Six Sigma Basics, Lean Six Sigma Basics, and Belt Certification programs. All products and services are grounded in Lean Management and Six Sigma methodologies and tools.

Differentiator

Problem solved

Functional benefit

Products and services

• Operational Excellence 360 Assessment Proprietary in-depth assessment of an organization's Operational Excellence capabilities and opportunities across ten focus areas; serves as the typical entry point for an Operational Excellence engagement for smaller and medium-sized manufacturing and service organizations.
• P-A-C-E Operational Excellence Deployment Process Proprietary four-phase (Prepare-Align-Cascade-Execute) consulting engagement methodology for comprehensive Operational Excellence initiatives, including Hoshin Policy Deployment, Balanced Scorecard rollout, and Lean/Six Sigma deployment support for manufacturing and service organizations.
• Complete Operational Excellence Training Module Library Bundled library of 19 downloadable MS PowerPoint training modules with over 2,250 slides, plus templates, worksheets, and forms, covering all four building blocks of Operational Excellence; sold as a one-time perpetual license at $599.50 with 360 days of free updates.
• Complete Lean Management Training Module Library Bundled library of 8 downloadable MS PowerPoint Lean Management training modules with over 1,000 slides plus templates, worksheets, and forms; sold as one-time perpetual license at $249.50.
• Complete Six Sigma Training Module Library Bundled library of 7 downloadable MS PowerPoint Six Sigma training modules with over 800 slides plus templates, worksheets, and forms; sold as one-time perpetual license at $199.50.
• Strategy & Balanced Scorecard Training Module Library Bundle of two downloadable MS PowerPoint modules (Strategic Planning - Hoshin Policy Deployment Process and Balanced Scorecard Deployment Process) with 231 slides plus templates; sold at $99.50 as one-time perpetual license.
• Operational Excellence e-Learning Modules (8D, A3, VSM, FMEA) HTML5 and SCORM 1.2 e-learning modules covering 8D Problem Solving, A3 Problem Solving, Lean Value Stream Mapping, and Process Risk Analysis (FMEA), each 2-5 hours of content; sold directly as one-time perpetual licenses (e.g., Process Risk Analysis at $149.50) with 360-day free updates.
• Onsite Operational Excellence Workshops Hands-on, customized Operational Excellence, Lean Management, Six Sigma, and A3/8D Problem Solving workshops delivered at client sites, covering topics from strategic planning and Balanced Scorecard deployment to Six Sigma certification and Kaizen facilitation.
• Public Lean and Six Sigma Certification Workshops (via SixSigma.us) Public Lean Management and Six Sigma certification workshops (Yellow Belt, Green Belt, Black Belt) offered in partnership with SixSigma.us, including project support and approved by IACET and PMI.
• Operational Excellence Online Courses (via MindEdge) Online Lean, Six Sigma, Lean Six Sigma, Data Analytics, and belt certification courses (Yellow/Green/Black Belt) delivered through a MindEdge Learning catalog, including the Ask the Expert feature with on-demand Master Black Belt support.
• Operational Excellence Webinars (via LearnItLive) Live and recorded webinars on Operational Excellence, Lean Management, Six Sigma, and Problem Solving topics delivered through LearnItLive, with limited free introductory webinars and paid options ($49-$99), available with unlimited replay access.

Quantifiable outcome

• Typical Value Stream Mapping Kaizen events have payback time of less than 3 months
• +2 more outcomes

Named customers14 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Three partnerships are on record, tiered core.

• SixSigma.uscoreChannel Partner/ Reseller/ DistributorSixSigma.us is one of the leading Six Sigma training and certification firms with internationally recognized programs open to the public. Partnership provides high-quality public and onsite Six Sigma training and certification workshops to develop competencies needed to effectively lead Operational Excellence projects. All certification workshops approved by IACET and PMI.
• LearnItLivecoreGTM or Marketing PartnerLearnItLive selected as platform to provide live, recorded, and customized webinars on Operational Excellence, Lean Management, Six Sigma Methodology, and Problem Solving. Provides affordable training solutions for individuals and organizations to initiate and support their Operational Excellence initiatives.
• MindEdge LearningcoreChannel Partner/ Reseller/ DistributorMindEdge offers high-quality online learning solutions developed by business school professors and industry professionals. Partnership makes online courses available to clients, integrating them with one-on-one coaching into their Operational Excellence initiatives. Includes courses on Data Analytics, Lean Basics, Six Sigma certifications.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• MoreSteam: Long-standing Lean Six Sigma training and e-learning provider offering Yellow/Green/Black Belt certification, online training, and OPEX project tooling. Highly comparable to OEC's combined training materials library + e-learning + certification offering.
• Lean Six Sigma Institute: Lean Six Sigma certification and training provider offering belts, project-based learning, and corporate training. Comparable to OEC's Lean/Six Sigma training materials, e-learning modules, and public workshop partnerships.
• SixSigma.us: A leading provider of Lean Management and Six Sigma training and certification programs (Yellow, Green, Black Belt) with IACET and PMI approved public workshops. Directly comparable to OEC because OEC partners with SixSigma.us to deliver public certification workshops while also offering competing Lean/Six Sigma training and workshops.
• Aveta Business Institute: Six Sigma and Lean certification training provider offering Yellow/Green/Black Belt programs to individuals and organizations. Comparable in target audience (certification-seeking professionals) and delivery model (online + onsite).
• GOLEAN SIX SIGMA: Lean Six Sigma training and certification provider offering Yellow/Green/Black Belt programs with both online and onsite formats. Directly competes with OEC's Lean Six Sigma certification and workshop business for individual learners and corporate clients.
• Velaction: Lean/continuous improvement training, coaching, and content provider targeting manufacturing and service organizations. Comparable to OEC's Lean Management workshops, training modules, and SMB-focused consulting offering.

Emerging players

• KaiNexus: Continuous improvement / OPEX software platform that helps organizations capture, manage, and measure improvement ideas (kaizen, lean projects, problem-solving). Comparable as an OPEX enablement player, although delivered as SaaS rather than consulting and training.
• i-nexus: Strategy execution software for Hoshin Planning, Strategy Maps, and Balanced Scorecards — overlapping with OEC's Strategy Deployment and Balanced Scorecard training and consulting practice. Also an existing OEC technology partner.

Broad incumbents

• Accenture Operations: Global management consulting and technology services firm with operations excellence and process improvement practices. Comparable in methodology and customer base (large enterprises pursuing Lean/OPEX transformations) but operates at vastly greater scale and breadth.
• PwC Operations Consulting: Global Big Four advisory firm with a large Operations/Supply Chain/OPEX practice serving enterprise clients. Overlaps with OEC's OPEX consulting and Lean/Six Sigma deployment work but at materially larger scale and enterprise focus.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

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Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Operational Excellence Consulting