Professional Documents
Culture Documents
Rebranding
Proposal
Prepared by Samuel Castaneda under the consultation of
Anthony Gonzales
Highlights
Ten X’s ascendancy will be the result of using proven business methodologies, such a SCRUM
project management method and best practices, to minimize cost associated with system
inefficiencies, toxic practices, and antiquated procedures that currently inhibit potential Dairy
services companies from their full potential
Objectives
The main objective, and milestone of success, will be rebranding through the successful merger and
acquisition of the following business ventures: Specialized Dairy Service [SDS], a full service dairy
operation based in Ontario, CA and Southland Dairy Equipment [Southland], a dairy services entity
based in Roswell, NM.
Upon mutually agreed negotiations, Ten X would integrate select aspects of SDS to leverage the
existing assets, skilled employees, and knowledge base. Ten X would also merge Southland, in its
entirety, into core business operations. Effectively forming a conglomerate to reduce cost through
economy of scale and to optimize the effectiveness of current practices through hive-knowledge.
Mission Statement
Analysis. Plan. Execute. Review.
Keys to Success
The following are a few examples that Ten X plans to implement into its business model design
which has been verified through the LEAN start-up venture principals:
Location
The Headquarters for Ten X will be located in Northern Orange County, and this location will
maintain the Executive staff, Administration, Dispatch, Procurement, Accounting and other
supportive roles.
Clovis, NM: Responsible for equipment maintenance for this region of operation
Hours of Operation
While we acknowledge most farming operations work above and beyond standard business hours. It
will be a primary goal of Ten X to have its operators work scheduled 8-hour shifts, and reserving
overtime for emergency and on-call situations only.
Suppliers
Ten X will leverage existing relationships that have been established through industry experience
within the executive team. The following are suppliers that will most likely assist in Ten X’s success:
Manufacturing
Through the successful acquisition of selected assets of SDS, Ten X will be able to maintain and
support on-site manufacturer of Dairy equipment at its headquarters. Ten X will be fully capable of
producing an array of necessary equipment for a dairy operation. Such as: Calf milk pasteurizers, calf
supplies, bottle fillers, VAT pasteurizers / cooling storage, PMO pasteurizers, Hot water systems,
mixing tanks, C.I.P. controllers, and other relevant machine systems.
Samuel CEO
Jason: Chief Technical Officer, Dairy Engineer. Responsible for his team, dairy construction,
installation, cooling systems, bottle fillers, VAT pasteurizers, pasteurizers, water heating units,
turning tanks, and other similar operations required to operate and maintain a dairy operations.
An example of his team may include: Brett Fontaine, I.E.E., Jose Figuera Ch.E., Jake Fix,
C.S. Robert Mesa, M.E. Shawn Rayan, PLC Prog. As well as supporting engineering interns.
An example of his team may include: Kristoffer Hammerback, Chem Tech, and Dave Ferris,
Chem Driver. This team would be responsible for maintaining customer’s chemical systems,
including washes, pumps, inspections, deliveries, titration, blending, customer relations, bacterial
count management and inventory management.
Marinus: Dairy Director, will be responsible for compost management, calf management, dairy feed,
dairy management, nutritional analysist.
An example of his team may include: Abraham Duplesis PhD nutritional science, as well as
support through the local universities internship programs for STEM.
Gina: Compliance Officer, Head Administrator, Office Manager, and will support the various intra-
office departments such as: Dispatch, Procurement, Accounting and other supportive roles. The
following departments that Gina will support are:
• Secretarial: comprising of Sheryl and Wendi Tesimale. These individuals will manage,
payroll, banking, data entry, accounts receivable, reception, billing, accounts payable, part
changes, and ticket auditing.
• Procurement: Managed by Jerry Woodrard, established to support the infield technicians
and vendor management
• Dispatch: Joesph Brown, responsible for dispatching technicians to clients, optimizing
route management, and maintain efficient logistic processes.
• Internship: Gina will be responsible for managing the various individuals involved in the
Ten X internship programs.
Branch Manager: a prospective individual for this position may be Tori Castro, this role would
require the individual to lead a team, execute projects, plan work schedules, and establish quality
controls & assurances.
Fabrication: An analysis of potential candidate for the shop manager position has identified
Edward Hernandez. This position would be responsible for: Project FAB management, FAB
training, shipping, fabrication, pasteurizer building, PLC building, VAT building and shop hands.
Field Tech Managers: This position will require a deep understanding of the full spectrum of
technical requirements that one may be exposed to in dairy operations. This is a position of
leadership and will require responsibility for training new technicians, maintenance inspection, job
• Frank Mendoza, Steve Boersma, Paul Coehlo, Scott Evartt, Jeremy Williams
Field Technicians: Ten X Techs will be responsible for the following services as it pertains to dairy
operations: routine maintenance, vacuum procedure, air compressors maintenance, gas regulation,
sanitary welding, pulsation, structural welding, control instruments, refrigeration services, milking
equipment, plumbing, electrical service, CIP systems, heating and cooling management. The
following are potential candidates for this position:
Revenue Streams
New Business Services
4% [PERCENTAGE]
Chemicals
Installation
Service
New Business
Installation
[PERCENTAGE]
Chemicals
[PERCENTAGE]
Service
Installation
• Target • Target • Target
Margins Margins Margins
40% 35% 45%
Start-Up/Acquisition Summary
The following scenarios are just a few of the numerous permutations of possible outcomes for the
possible acquisition of SDS and merger of Southland.
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
Salary
Shareholder $280,093 $283,629 $333,628 $510,282 $923,169 $1,107,803 $1,307,207 $1,516,360 $1,728,651 $1,936,089
Distribution
Leo’s $280,093 $283,629 $333,628 $510,282 $923,169 $1,107,803 $653,604 $758,180 $864,325 $968,045
Distribution
• Dairymen would receive personalized phone call from Ten X customer service rep, inquiring
about scheduling a routine maintenance.
o Initial phone call would be followed up with an email and a digital link to their
accounts within Ten X’s online platform.
• Dairymen would receive updated ETA, the day of the schedule visit, via text message.
• A uniformed Technician would arrive in company vehicle and provide a face to face
encounter with the customer, asking permission and inquiring if the dairymen has any other
business to win. (Opportunity to upsell other activities, while on site by identifying possible
concerns)
o It is imperative that the Ten X representative completes the initial assigned task prior
to engaging in other business services.
• Ten X Technician would evaluate dairymen’s operational equipment and deliver a concise
report, detailing work completed, and suggestions moving forward via a digital system.
o Technician would confirm work by documenting with photographs uploaded to
internal system.
• Within one business week, a Ten X customer service representative would perform follow
up contact with dairymen requesting a simple rating of technician’s performance.
o This rating would be used to assessed performance based compensation
Market Analysis
After a careful study of current providers for equipment and chemical needs it is clear that
execution of best practices is the biggest hurdle for growth. Most competitors have gone through a
stage of massive growth, spreading too thin. Ten X is aimed to master the execution of best
practices and implement strong customer services experiences versus our competition.
See Appendix
• Saul Valley Dairy Products, NM | Muleshoe Vet, TX. | Automated, Herefor TX & Portales,
NM. | Dairy Direct| Future dairy services, NM | Micro Technologies, Amarillo TX |
United Dairymen Association (UDA), Muleshoe TX | W.S West GEA, TX | Miguel Diary
Service, TX |
• Samuel Castaneda | Jason Swart | Vicente Lopez | Marinus Dijkstra | Joe Trujillo
Once the relevant parties have agreed to the investment proposal, negotiations on compensation,
ownership, and company structure can begin.
Expenses:
Inventory
Utilities
Rent
TOTAL COST
Milestones
• Present Investment Proposal
• Coordinate all parties agreeance
• Conduct Due Diligence
• Negotiate compensation
• Establish official corporate structure
• Develop Ten X’s internal process, procedures, infrastructure, define best practices, establish on-boarding protocol
• Inform relevant employees
• Inform relevant customers
• Merge Southland
• Acquire SDS
• On-board new employees
• On-site training
• Define trail and probationary period for internal metrics
• Conduct after action review on merger and acquisition