This firm provides debt management services.
- Capabilities Heat Map
- Detailed Capabilities Assessment
- Primary and Secondary Market Research
- Quantitative Filter Analysis – e.g., strategic alignment, financial alignment, industry size
- Product Entry Framework Illustration
- Interview Key Themes
- Industry “Lite” Assessments
- Business Plan
This firm provides benefit software to the financial services industry.
Fully Optimize The
Weak capabilities were identified for further analysis. One major area of concern was their project management capabilities – the center of everything they did. Company Expert assessed their process, outstanding projects, and methodologies across the entire organization.
We recommended best in class program and project management practices to improve their delivery of their services. In addition, we designed a new organizational and operating model to improve accountability and oversight.
- Capabilities Heat Map
- Organizational Model Maturity Curve
- New Operating Model
- New Organizational Chart
- Program and Project Management Assessment Chart
- Recommendations and Roadmap
FINANCIAL SERVICES FIRM
This company was a regional bank that provided traditional banking and financial services products to its clients.
To Optimize Their
Management Plan To
We then created the bank’s future state by creating a vision, strategic outcomes, and goals.
Next we developed over 70 recommendations to close the gap between their current and future state. Given the magnitude of change we developed a transformation and change management plan for them to implement.
- Vision, Strategic Outcomes and Goals
- Transformation Plan
- Change Management Workshop
- Change Management Plan
- Management Reporting Best Practices
- Operating Model Assessment Including – HR, Technology, Processes, Metrics, Capabilities, and Organization
This company was a FinTech company that focused on providing point solutions to financial service companies.
Their Business Lines
And Data To Grow The
Based upon the results of our analysis, we recommended that the client exit one of the business lines and focus their resources on the better opportunity. The client agreed with our recommendation and exited the one business.
- Benchmarking Against Competitors
- Sizing the Market
- Sales Segmentation
- Assessed Each Product Against the 4 Levers of Growth – e.g., Optimize Distribution, Enhance Existing Products, Pursue Adjacencies, Grow Inorganically
- Industry Research
- Financial Modeling