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Octavio Lorenzo

People and Performance, Brown Paper Analytics

Better leaders, better systems, better results.

COMPASS: Culture, Operations, Metrics, People, Accountability, Strategy, Sustainability.
People at the center. Accountability is the needle. Strategy is True North.

I help founder‑led SMBs transform faster by uniting operational discipline with human performance. I am a PMP®and Lean Six Sigma Green Belt, plus a Heroicaligned leadership coach. At Brown Paper Analytics, I partner in a CoPresident model to install our 5‑Pillar operating system and ICBST weekly management cadence, then I coach leaders so behaviors match the numbers. Clients get measurable ROI with rhythms that stick.

I operate where systems and people meet. My work links identity, habits, and accountability to hard metrics such as weekly cash, throughput, and retention. Within Brown Paper’s method, I help clients implement the ICBST management platform and the 5Pillar system, then I embed the leadership practices that sustain it. We deliver using a productized service ladder, from Assessment and ICBST Go‑Live to Accelerator and Complete Transformation, with documented ROI targets and executive rhythms that protect the gains.

Brown Paper’s latest catalog clarifies the work streams we sell, such as Business Transformation and Strategy, Financial Performance and Analytics, Revenue Growth and Sales Optimization, Operational Excellence and Process Improvement, Leadership Development and Change Management, and Specialized Consulting. I am the integrator who makes these programs adoptable and durable, connecting tools, cadences, and coaching so leaders and teams execute under pressure without burning out.

Our pillar language is now standardized: P1 Measurement & Clarity, P2 Leadership & Accountability, P3 Process & Efficiency, P4 Culture & Engagement, P5 Growth & Sustainability. My role sits at the intersection of P2 and P4, while reinforcing P1 and P3 so performance habits and dashboards tell the same story.

Tim’s collaboration note also defines our client‑facing dynamic: he brings the hard‑charging analytical and fiscal rigor, I keep the humanity and adoption front and center, and we co‑lead messaging, website, and the client‑portal vision as fully integrated partners.

Where I plug into the Service Outline

(Selections shown, tied to what I will own or colead for clients.)

  • Business Transformation and Strategy: Strategic Vision Implementation and Legacy System & Capability Building. I translate strategy into OKR and review cadences, design capability handoffs, and coach leaders through the first full cycle, from plan to proof.
  • Financial Performance and Analytics: Cash Flow Optimization, Working Capital, and Performance Metrics I install the meeting rhythm and role clarity that make the ICBST financial modules and KPI dictionaries actionable every week.
  • Revenue Growth and Sales Optimization: Sales Process Design and Customer Retention. I tune CRM behaviors, pipeline hygiene, and cross‑functional reviews so sales, ops, and finance operate from one forecast.
  • Operational Excellence and Process Improvement: Lean redesigns, MOS dashboards, and continuous improvement My LSSGB credibility helps frontline teams adopt value‑stream changes and daily control routines.
  • Leadership Development and Change Management: Executive coaching, management training, pipeline development, and sustained adoption. I integrate leadership workshops, engagement measures, and change frameworks into the operating cadence.
  • Specialized Consulting: Hands‑on implementation and lifecycle I co‑lead rapid

stabilization, then guide the LifeCycle phase so behavior change becomes durable.

How my work maps to the Service to Pillar Alignment

  • P1 Measurement & Clarity: Stand up KPI dictionaries, weekly cash reviews, AR/AP discipline, and leadership usage of the ICBST Outcome: decisions improve in real time.
  • P2 Leadership & Accountability: Executive and manager playbooks, role clarity, coaching pods, and a consistent review rhythm. Outcome: leaders model the behaviors the system
  • P3 Process & Efficiency: Lean events, MOS, and workload balancing that remove Outcome: throughput rises without chaos.
  • P4 Culture & Engagement: Engagement and retention levers, mentorship pipelines, and team performance rituals that make adoption stick. Outcome: lower churn, higher ownership.
  • P5 Growth & Sustainability: Align market expansion and revenue programs with capacity, succession, and capability building, so wins Outcome: growth without rework or burnout.

Delivery model and proof

We show the system, tie deliverables to KPIs, and use a productized ladder: Assessment and Roadmap, ICBST GoLive, Accelerator, Complete Transformation, and Advisory, with ROI proof targets and SLAs for adoption. The management platform is the ICBST, a 14‑sheet operating hub for weekly, monthly, and quarterly rhythms.

Third‑person version

Octavio Lorenzo blends operational excellence and human performance to deliver durable transformation for founder‑led SMBs. A PMP®, Lean Six Sigma Green Belt, and Heroicaligned coach, he partners with Brown Paper Analytics in a CoPresident model to install the 5‑Pillar system and ICBST management cadence, then coaches leaders so behaviors sustain the numbers. His remit spans the current Service Outline across Transformation, Financial Performance, Revenue Growth, Operational Excellence, Leadership and Change, and Specialized Consulting, mapped to Pillars 1–5 for clarity.

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968 Bradley St, Suite # 314 Watertown, NY 13601

Phone : 800-217-4550