Business & Financial Diagnosis

Summary

Business and financial diagnosis is a crucial first step in the problem-solving process. By conducting a thorough diagnosis, companies can validate and verify the issues they face before implementing any solutions. 

This process not only helps in identifying the root causes of problems but also serves to reduce the level of errors in assumptions that may occur. Furthermore, with a clear understanding of the business and financial conditions, the company can mitigate risks more effectively, allowing the implemented solutions to deliver optimal and sustainable results..

Who needs

Business and financial diagnosis is not limited to a specific type or size of company. Essentially, any organization that wants to improve performance, address issues, or plan for growth can benefit from this process. Specifically, this diagnosis is highly relevant for:

• Startup Company: Requires an initial evaluation to ensure a solid and sustainable business model.
• Fast-Growing Companies: Need to identify potential bottlenecks and ensure adequate financial infrastructure.
• Companies Experiencing Performance Decline: Require in-depth analysis to identify the root causes and formulate improvement strategies.
• Companies Looking to Expand or Diversify: Need to Evaluate Risks and Opportunities Before Taking Major Steps.
• Family Business: Requires an objective perspective to ensure sustainability and professionalism in business management.
• Companies Looking to Improve Operational Efficiency: Need to identify wasteful areas and find ways to optimize processes.
• Companies That Will Conduct Mergers or Acquisitions: Require a comprehensive assessment of financial and operational conditions.

When Diagnosis is Needed

Business and financial diagnosis is very important in various situations, especially when companies face uncertainty or change. Here are some key moments when this diagnosis is essential:

1. Symptoms of the Problem:
   • Decline in sales or profits.
   • Uncontrolled increase in operational costs.
   • Common cash flow problems.
   • Decreasing customer satisfaction.
   • Employees who are unmotivated or unproductive.
2.  Not Having a Clear Framework Yet:
   • The company is aware of problems or opportunities, but does not yet know exactly what needs to be fixed or improved..
   • The company has goals it wants to achieve, but does not know how to reach them..
   • The company feels "stuck" and doesn't know what the next steps should be.
   • The company has many ideas, but does not know which ones are the highest priority and worth pursuing..
   • The company needs clear guidelines to formulate effective strategies and action plans.
3. Significant Changes:
   • Changes in regulations or government policies.
   • Changes in market trends or customer preferences.
   • Changes in technology or competition.
   • Changes in organizational or management structure.
4. Pengembangan atau Ekspansi Bisnis
   • Before launching a new product or service.
   • Before entering a new market.
   • Before making a large investment.
   • Before seeking funding or investors.

How Matasigma Helps

Matasigma helps companies utilize artificial intelligence (AI) systems (Agent AI) comprehensively, assisting companies and expert teams to 

1. Identification of Objectives and Scope

• Role of AI: AI helps companies (clients) streamline the process of identifying goals and scope by quickly and accurately analyzing the information provided by the company and industry trends using Smart Assistant, which is a Chat-based AI Agent.

2. Data & Fact Gathering

• Role of AI: AI will help automate the collection of data from various sources, ensuring the completeness and accuracy of the collected data, including data collection through questionnaires, interviews, role-playing, and simulations.

3. Data Analysis

• Role of AI: AI helps perform real-time data analysis, identifying patterns and anomalies that may not be detected manually, as well as providing deeper insights for companies (clients) and expert teams according to specified parameters.

4. Problem Identification 

• Role of AI: AI helps consultants or experts in identifying problems by comprehensively analyzing data based on data patterns.

5. Formulation of Hypothesis

• Role of AI: AI helps consultants or experts formulate hypotheses by analyzing data and providing recommendations based on detected patterns.i.

6.  Rekomendasi

• Role of AI: AI assists consultants or experts in formulating recommendations by analyzing various scenarios and providing optimal suggestions based on data and predictions.

7. Penyusunan Laporan

• Role of AI: AI assists consultants or experts in report preparation by automating the creation of data visualizations and presenting information in an easily understandable format.

Type of Diagnosis

Bookkeeping & Tax Diagnosis

Diagnosis to ensure compliance with bookkeeping & taxation as well as identification of potential risks that may occur.

Financial Diagnosis

 Financial and treasury diagnosis is a comprehensive analysis of the financial condition of an entity, including income, expenditures, and assets, to identify issues, potential risks, and opportunities for improvement in financial management..

Human Resource Diagnosis

Human resource diagnosis is an analytical process to evaluate the performance, needs, and potential of employees within an organization, in order to identify issues and formulate effective development strategies..

Business Process Diagnosis

Business process diagnosis is an analysis to identify problems and obstacles within a business process, aimed at improving efficiency and effectiveness. Examples of business processes include order processing, inventory management, and customer service. This process involves data collection, analysis, performance evaluation, and improvement recommendations..

Marketing & Sales Diagnosis

Marketing and sales diagnosis is an analytical process to identify problems, strengths, and opportunities within a company's marketing and sales strategy. The goal is to enhance effectiveness, understand consumer behavior, and optimize sales performance..

See Marketing and Sales Diagnosis Package

Diagnosis Results

Scoring

 The results of the initial business and financial diagnosis in the form of values or scoring provide an overview of the financial health and performance of the company. This is useful for identifying strengths, weaknesses, and areas for improvement, thereby assisting in strategic decision-making and better future planning..

Recommendation

The second result of the business and financial diagnosis is strategic recommendations designed to enhance operational efficiency, profitability, and resource capacity.. 

Service fee 

Our business and financial diagnostic services start with a fee of Rp 1,000,000 for the identification and scope determination process based on the desired Type of Diagnosis. Subsequently, companies can choose advanced diagnostic options ranging from Data Collection to Recommendations, with prices adjusted based on needs and budget.

Service Work Process

For Companies that Need Customized Diagnosis