

Operations
Patina delivers expertise and capabilities to support client efforts in operational excellence, including process improvement, quality management, Lean, Six-Sigma, administrative shared services, global process standardization, purchasing and procurement, inventory management, operational assessments, and all aspects of supply chain and logistics.
Examples of client engagements:
Supply Chain & Logistics
Patina led a warehouse distribution fulfillment planning project charged to maximize space and increase productivity in picking, packing and shipping for a $1B company.
Quality Systems
With a tier-two supplier, Patina experts helped with outcomes that included the design, documentation and support in the implementation of a new, quality operating model for TS-16949 certification.
Capacity Utilization
Patina partnered with a $100M machining company to help develop strategic alliance alternatives to address underutilization of assets across its North American manufacturing footprint.
SALES & MARKETING
Many companies need assistance achieving maximum sales, business development, and marketing performance. Patina can help. Typical outcomes include sales training, development of reporting and metrics, use of sales technology, competitive intelligence, sales compensation and reward systems, marketing ROI, marketing strategy and planning, communications, public relations, investor relations and advertising.
Sample deliverables include addressing:
- Sales that are chronically behind plan
- High turnover in the sales team
- Poor lead generation and management, pipeline management and forecasting
- Ineffective or undocumented sales processes and support materials
- Channel conflict
- Incentive plans not driving desired behavior or revenue mix
- New product or service rollouts
Following are some of the areas in which Patina Sales experts provide value:
- Sales training
- Sales reporting and metrics
- Effective use of sales systems and technology
- Strategy and planning to maximize sales
- Additional direct selling resources
- Competitive intelligence
- Sales compensation and reward systems
Strategic Marketing Plan
A commercial real estate firm never had a marketing plan to help it fully lease its vast holdings of industrial and office space. The company did not need a full-time marketing executive, but it did need the type of experience and knowledge gained from a seasoned marketing professional that Patina provides.
Sales Improvement
A private equity firm was seeing shortfalls in sales versus plan in one of its portfolio companies. Patina developed and oversaw a sales strategy and worked with the current leadership team to improve its understanding of selling.
Interim VP of Sales
A $500 million diversified manufacturer abruptly lost its Vice President of Sales. Patina provided a professional for six months while the company recruited a new leader of its large sales team.
Sales Team Stability
A large temporary staffing firm was experiencing significant turnover amongst its sales ranks over the past few years. Patina delivered competitive research, a review of current and past sales team profiles, and practical solutions to lower sales turnover.

SUPPLY CHAIN
A high-performance supply chain is mission-critical for every business. Many companies lack the combination of resources, time and talent to address critical supply chain issues in-house alone. Patina’s clients leverage our expertise to source, manage and improve suppliers’ and internal operations. We deliver highly valuable outcomes that positively impact a company’s bottom line. Expertise spans sourcing and procurement, planning and scheduling, operations, and supplier remediation.
Examples of client engagements:
Supply Constraint Management
A leading commercial vehicle OEM with a broad portfolio sought strategy and execution support to address supply constraints. The Patina team delivered 48% improvement in order-to-ship lead time, 11% reduction in transportation costs, and 50% reduction in premium freight.
Plant Transformation
Patina brought operations leadership, maintenance expertise, and shop floor productivity execution to solve persistent problems in manning, scheduling, processes, material supply and equipment reliability for a client. Our expert increased plant capacity, enabling the consolidation of manufacturing plants in the client’s network and increased volumes for the target plant.
Indirect Procurement Sourcing
Patina executed sourcing and implementation for a professional services company with a spend of $80 million. We implemented new contracts, driving savings of $25 million across the category, with $5 million booked prior to project end.

FINANCE and ACCOUNTING
Patina’s Finance & Accounting practice helps companies address issues at both strategic and tactical levels. Our experts are as ‘hands-on’ as needed. Whether clients have a skills or expertise gap — or need more help to meet deadlines — we’re ready to assist.
Patina professionals have backgrounds with titles that include CFO, Director of Finance, Vice President of Finance, Controller, and more to deliver the outcomes your team seeks.
Sample capabilities include:
- Financial and management reporting
- M&A: due diligence, execution & integration
- Profitability improvement and cost reductions
- Controls, compliance and internal auditing
- Financial and operational analysis
- Month or year-end closings
- Cost and plant accounting management
- Treasury and cash
- Federal, state and local taxation
Examples of client engagements:
Expense Reduction
Patina delivered the financial parameters and model for a complete re-bid of all commodity, capex and advertising/service contracts for a client, producing significant worldwide expense reductions.
Financial Turnaround
One of the nation’s largest independent foundries turned to Patina to lead its turnaround. Outcomes included major improvements in operating margin and EBITDA, and reductions in overtime, inventories and headcount.
Interim CFO
A Patina professional operated as the interim CFO for six months to give a client time to find a permanent one. Patina was instrumental in the interview and selection process involving the new hire as well.

HUMAN RESOURCES
With a wide range of high-caliber Human Resources experts, we work with current HR organizations to deliver critical outcomes.
Patina Human Resources professionals help address the responsibilities internal teams take on, including specialties such as executive search, talent acquisition, and employee, leadership and organization development.
Sample capabilities include:
- Compensation and benefits
- Organizational development
- Coaching, mentoring, and team and leadership development
- Performance evaluation and 360 assessments
- HR general operations and administration
- Workforce strategy, planning, on‐boarding and retention
- HR systems and reporting
- Safety, labor and employee relations
- Diversity, Equity and Inclusion
- Talent development
Examples of client engagements:
Executive Search and Talent Acquisition
Recent Patina placements of full-time leaders include the Chief Information Security Officer for a global automotive manufacturer, Controller for a big-box retailer, VP of Operations Excellence for a global HVAC manufacturer, and Director of Strategic Finance and Analytics of a National Health System.
New Benefits Rollout
Patina delivered the implementation of a new health insurance program for more than 5,000 employees in five states.
Employee Retention Improvement
Patina investigated causes and provided potential solutions for chronic high turnover rates in several areas for a mid-size trucking company.
Executive Coaching and Team Development
One of our many Patina coaches and mentors regularly coached several members of the management team of a biotechnology firm, including individual support and group development programs.

INFORMATION TECHNOLOGY
We help clients achieve their business and IT objectives with Patina experts, including experienced technology executives, directors, program and project managers, and business analysts. We have professionals who can deliver within leading-edge fields from AI to Predictive Analytics and beyond.
Sample capabilities include:
- IT strategy development, assessment and realignment
- Software selection and system implementations
- Understanding and leveraging AI and advanced digital technologies
- Business process improvement
- Business intelligence
- IT infrastructure
Examples of client engagements:
IT Assessment
A mid-sized manufacturer struggled with its IT operation for years. Leadership turned to Patina to develop an assessment of the IT team, its processes and infrastructure.
System Implementation
Patina IT directors partnered with a client to meet a key deadline on a new system rollout covering nine locations in North America.
Disruptive Strategies
Patina IT leaders work with clients to identify game-changing growth opportunities, which includes unique products and services that redefine markets and introduce new customers. Outcomes span omni-channel and multi-device access to expanded services and capabilities, creating new revenue streams.

Sales & Marketing
Many companies need assistance achieving maximum sales, business development, and marketing performance. Patina can help. Typical outcomes include sales training, development of reporting and metrics, use of sales technology, competitive intelligence, sales compensation and reward systems, marketing ROI, marketing strategy and planning, communications, public relations, investor relations and advertising.
Sample deliverables include addressing:
- Sales that are chronically behind plan
- High turnover in the sales team
- Poor lead generation and management, pipeline management and forecasting
- Ineffective or undocumented sales processes and support materials
- Channel conflict
- Incentive plans not driving desired behavior or revenue mix
- New product or service rollouts
Following are some of the areas in which Patina Sales experts provide value:
- Sales training
- Sales reporting and metrics
- Effective use of sales systems and technology
- Strategy and planning to maximize sales
- Additional direct selling resources
- Competitive intelligence
- Sales compensation and reward systems
Examples of client engagements:
Strategic Marketing Plan
A commercial real estate firm never had a marketing plan to help it fully lease its vast holdings of industrial and office space. The company did not need a full-time marketing executive, but it did need the type of experience and knowledge gained from a seasoned marketing professional that Patina provides.
Sales Improvement
A private equity firm was seeing shortfalls in sales versus plan in one of its portfolio companies. Patina developed and oversaw a sales strategy and worked with the current leadership team to improve its understanding of selling.
Interim VP of Sales
A $500 million diversified manufacturer abruptly lost its Vice President of Sales. Patina provided a professional for six months while the company recruited a new leader of its large sales team.
Sales Team Stability
A large temporary staffing firm was experiencing significant turnover amongst its sales ranks over the past few years. Patina delivered competitive research, a review of current and past sales team profiles, and practical solutions to lower sales turnover.

ENGINEERING
Patina engineering experts can help in the plant, office, lab or classroom. Their expertise spans electrical, mechanical, civil, structural, industrial, chemical, process and environmental. Our engineering professionals have worked across a range of industries including manufacturing, defense, communications, energy, food, consumer products and packaging, as examples.
Sample capabilities include:
- New product design and testing
- Operational efficiency
- Automation and controls
- Lean manufacturing
- Compliance: internal and external
- Safety and quality
- Technical document development and review
- Engineering technology and systems
A cross-section of example client engagements:
Product Development
Patina helped improve product features and on-time-delivery, as well as enhanced functionality in key product lines for a large, industrial products company.
Interim Vice President
Patina’s Interim Vice President of Engineering kept technical development and project management under control while the client looked for a permanent replacement. The Patina expert was instrumental in the interview and selection process of the new Vice President hire as well.
Due Diligence Support
Patina successfully delivered evaluations of an acquisition target, which was a stretch for the existing team’s background.

Legal
Patina legal experts work with companies and law firms in several ways including:
- Interim or ongoing executive and managerial roles
- Special projects
- Expertise or general support for cases and trials
- Support for attorneys, paralegals and legal secretaries
- Consulting and training engagements
Corporate legal department capabilities include:
- Interim Chief Legal Officer or legal staffers
- On‐demand and part‐time in‐house counsel
- Agreements and contracts
- Collections
- Compliance
- Due diligence support
- International and domestic
Law firm capabilities include:
- Fulfilling of needs for highly specialized talent or skills
- Help with spikes in workload or urgent staffing needs
- Mentoring of new attorneys
- Assistance with firm management, administration and technology issues
Examples of client engagements:
Interim Corporate Counsel
A $1.2 billion diversified manufacturer abruptly lost its Chief Counsel. The company was not prepared to have someone assume this key position, so it turned to Patina for a six‐month Interim Chief Counsel while recruiting a new leader.
Law Firm Case Support
A large insurance company was brought into a complex lawsuit that would require many hours and resources, but the company’s law firm was already at capacity. With time being of the essence, the law firm turned to Patina for assistance and successful delivery.

Our accomplished experts each offer more than 25 years of experience to resolve issues, accelerate growth and drive positive results.
Contract Review and Improvement
A large temporary staffing firm developed a number of client agreements over its 25 years in operation. The company’s CFO did not have an in‐house legal team and enlisted Patina’s help in reviewing and standardizing the documents.
Compliance Review
A manufacturing company with eight plants needed to review and report on its compliance with health and safety regulations and file a report with the government agency overseeing this area. Patina legal experts were engaged to successfully design the project, oversee the day‐to‐day collection of information and draft the report to the agency.
FURTHER FUNCTION EXPERTISE
With its global network of experts, Patina can address nearly every function. The growing list of functions that we cover also includes business transformation, international services, business development, leadership development, and change effectiveness and management. Ask us how our talent has served your function.

Further Function Expertise
With its global network of experts, Patina can address nearly every function. The growing list of functions that we cover also includes business transformation, international services, business development, leadership development, and change effectiveness and management. Ask us how our talent has served your function.