--- title: "Strategy and operating model consulting | Stage" description: "Strategy consulting: diagnostics, new businesses, operating model (TOM) and M&A, led by people who also implement. For large companies." url: "https://stage.consulting/en/estrategia" lang: en updated: 2026-10-26 publisher: Stage Consulting --- 1. [Home](https://stage.consulting/en) 2. Strategy 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. [Talk to Stage](https://stage.consulting/en/contato?interesse=estrategia) [See offerings](https://stage.consulting/en/estrategia#ofertas) 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 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 Step 02 of 05 ### New business modeling and lean business plan We define the operating model from the validated hypotheses, with lean processes and a plan ready for fundraising. #### Included deliverables · 9 - Strategic decisions - Pain point map - Mapped journeys - Value proposition - Business model - Prioritized opportunity roadmap - Roadmap - Operational partners - Financial modeling Step 03 of 05 ### Building the new business We get the business up and running: context and market, process integration and the core components of the product. #### Included deliverables · 11 - Strategic decisions - Pain point map - Mapped journeys - Value proposition - Business model - Prioritized opportunity roadmap - Roadmap - Operational partners - Financial modeling - Design - Technology development Step 04 of 05 ### Launch With the product ready, we lead the launch and differentiation from competitors with targeted strategy and campaigns. #### Included deliverables · 13 - Strategic decisions - Pain point map - Mapped journeys - Value proposition - Business model - Prioritized opportunity roadmap - Roadmap - Operational partners - Financial modeling - Design - Technology development - Go-to-market plan - Go-to-market execution Step 05 of 05 ### Complete product We study the market and build a product validated with the client, ready to scale revenue safely. #### Included deliverables · 15 - Strategic decisions - Pain point map - Mapped journeys - Value proposition - Business model - Prioritized opportunity roadmap - Roadmap - Operational partners - Financial modeling - Design - Technology development - Go-to-market plan - Go-to-market execution - Business operations - Roll-out 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](https://stage.consulting/en/cases#estrategia) 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. > 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](https://stage.consulting/en/contato?interesse=estrategia)