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Strategy & Business

Strategy that moves off the slide into results.

Diagnostics, new businesses, operating model and M&A led by people who also implement. For large companies, multinationals and scale-ups.

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In short

What Stage's strategy consulting is

We are a strategy consulting firm that also implements. We work on diagnostics, planning, new businesses, operating model, processes, governance, growth and M&A, bridging to technology and experience when the solution calls for it.

What sets us apart is what comes after: the same team that recommends follows the implementation, measures the result and adjusts. In operational efficiency, we measure the baseline during immersion and compare it after implementation.

Who it is for
Large companies, multinationals and scale-ups
Formats
Diagnostics, fixed-scope project, PMO or VMO, and dedicated allocation
Practices
Strategy, operations, governance, growth and M&A
Choose where to start

A ladder of deliverables, not a fixed package.

Each step adds deliverables to the previous one. Start with diagnostics or go straight to building the new business. Tap a step to see what is included.

Step 01 of 05

Strategic diagnostics and journey mapping

We identify and map customer challenges and journeys to ground the strategy and actions.

Included deliverables · 6

  • Strategic decisions
  • Pain point map
  • Mapped journeys
  • Value proposition
  • Business model
  • Prioritized opportunity roadmap
Operating model (TOM)

Right model, right size, right people.

The method we use in efficiency projects: frictionless processes across areas, a structure with no idle capacity and the right people in each role. With clear timelines for each phase.

  1. Phase 01

    Immersion

    4–5 weeks

    Interviews, shadowing, SIPOC and operational data to understand the current scenario and measure times and volumes.

  2. Phase 02

    Concept and validation

    6–7 weeks

    Target operating model, value chain, org chart and to-be processes, validated with leadership.

  3. Phase 03

    Gap analysis and roadmap

    4–5 weeks

    Gap between current and target state, right size calculator and a prioritized implementation roadmap.

  4. Phase 04

    Implementation

    6+ weeks

    Wave follow-up, training, support materials and adjustments until the change sticks.

Modules

To accelerate what already exists.

Standalone practices for operating businesses that need to grow, gain efficiency, reposition or raise capital.

M01

Scale-up and growth

Qualitative and quantitative research on market pain points, prioritization of opportunities and execution of initiatives, with operations monitoring.

Deliverables

  • Qualitative and quantitative research
  • Opportunity prioritization
  • Initiative execution
  • Operations monitoring
M02

Processes, governance and PMO

As-is and to-be mapping, SIPOC, service catalog, governance rituals and PMO or VMO so the plan gets all the way through.

Deliverables

  • SIPOC and flowcharts
  • Service catalog
  • PMO and VMO
  • KPIs
M03

Implementation of new solutions

We reassessed market demand and restructured the perceived value of the business, proposing scenario adaptations and new technologies.

Deliverables

  • Market pain points
  • Value proposition
  • Technology development
M04

Marketing for new businesses

We use data, opportunities and trends to understand customer profiles, generate new business and expand operations.

Deliverables

  • Client profile
  • Go-to-market execution
  • Operation and roll-out
M05

M&A and finance

Mergers, acquisitions and fundraising with NexStage Partners: investment thesis, financial model, investors, negotiation and post-merger integration.

Deliverables

  • Investment thesis
  • Financial modeling
  • Due diligence and PMI
Where we create leverage

Six business levers.

New businesses

From thesis to launch, with hypotheses tested before heavy investment.

Growth

Research, data and experiments to grow predictably.

Governance and processes

A frictionless operating model across areas, with clear roles and rituals.

People development

Profile assessment and development of the teams that will sustain the change.

Project management

PMO and governance so the plan gets all the way through on the agreed timeline.

M&A and finance

Valuation, financial modeling, fundraising and post-merger integration.

Business consulting for businesses

We work with our own methodology. Our mission is to build and evolve with you, developing your business with agility and a focus on technology.

M&A and finance with NexStage Partners.

Stage's M&A and finance practice runs sell-side and buy-side processes, fundraising and post-merger integration, with the same close involvement as our strategy projects.

  • Investment thesis, financial model and investor materials
  • Process management and negotiation support
  • Post-merger integration (PMI): synergies, risks and integration plan
How we work

How strategy becomes delivery.

Six stages with clear deliverables. We come in where your business is and stay with you until it gets where it needs to be.

Stage 01 of 06

Immersion

Interviews, data and process mapping to understand the business from the inside and find the real pain points.

Stage 02 of 06

Concept

Co-creation of hypotheses, value proposition and prioritization of the highest-impact opportunities.

Stage 03 of 06

Modeling

Business model, operating model and financial modeling to decide with confidence.

Stage 04 of 06

Development

Design and technology in agile cycles: prototype, MVP and product, with governance at every delivery.

Stage 05 of 06

Go-to-market

Launch plan, campaigns and operations to reach the right customer and stand out.

Stage 06 of 06

Scale-up

Continuous research, growth and operations monitoring to grow sustainably.

Strategy cases

Efficiency, new businesses and people.

Strategy, operations and governance challenges solved for large companies and scale-ups.

All strategy cases
Chubb Insurance Strategy Technology

Lean issuance: fewer steps from quote to policy

We redesigned the issuance process with Lean and Agile: fewer areas involved, a single process owner, a single invoice to the broker and automation of the quote letter and policy specification.

Mercer Marsh Benefits Insurance Strategy Data and AI

One operating model for 11 Latin American countries

We harmonized the regional operation based on the TOM and global processes: a new model by client segment, a right size calculator, a service catalog, a roadmap by country and the new structure implemented in Mappu.

Optinsure Insurance Strategy M&A and finance

Spin-off of AON's middle market portfolio

We supported the creation of Optinsure from strategy to operation: value proposition, spin-off governance and PMO, mission and culture, processes and a new organizational structure.

TOTVS Techfin Financial services Strategy M&A and finance

Strategy and new products for the joint venture between Itaú and TOTVS

Addressable market, target audience, value proposition, high-level architecture, roadmap and business plan for each product, plus the JV budget that supported the vision behind Itaú's R$ 1 billion investment.

Localiza Financial services Strategy

Financial products for the ecosystem

Market analysis, benchmark and interviews with repair shops and ride-hailing drivers to recommend the new line of financial products.

Raízen Energy Strategy Data and AI

VP of People: journey, processes and the first people analytics

Employee journey, more than 200 processes mapped, new bonus letters with automatic error correction, VMO for the people budget and the connection with a fintech for M&A analysis.

Photo of Bruno Amorim Campos
Commitment to delivery and quality. Excellent support and professionalism.
Bruno Amorim Campos COO LAC, Mercer Marsh Benefits Project: New operating model and operations transformation in Latin America
FAQ

Frequently asked questions

What does Stage's strategy consulting do?

Diagnostics, strategic planning, new businesses, operating model (TOM), processes, governance, growth and M&A. The difference is that the same team follows through on implementation, with technology and design when the solution calls for it.

What is the difference between Stage and a traditional consultancy?

The recommendation does not end with the report. We measure the baseline, implement with the business areas and track the KPIs. When the solution is a system, a portal or an automation, our technology team builds it.

How long does an operating model project take?

On average 20 to 24 weeks, in four phases: immersion (4 to 5 weeks), concept and validation (6 to 7), gap analysis and roadmap (4 to 5) and implementation (6 or more). Multi-country projects take longer.

Does Stage work with startups and scale-ups?

Yes. In addition to large companies, we support scale-ups with business plans, financial modeling, fundraising and structuring operations. The partners came from startups: Stage was once a venture studio, with 8 startups in its portfolio.

Together, we build

Ready for the next stage?

Tell us your business challenge. In the first conversation, we show you where to start: diagnostics, product or squad.

Talk to Stage