Financial Services

Situation Analysis

Client was losing business with previously loyal customers, customer service was lacking as customers wanted more flexibility and self service through the web and mobile. Needed to decrease servicing costs all the while realize a ROI for new innovation.

The client sought after best-in-class design, program management and execution expertise.

Consulting Services

Provided a strategy and idealized design of a future state organization and prioritized list of initiatives that were in line with the overall goals and objectives. Provided visioning and program management of a three phase overhaul of a $7MM+ customer facing loan origination development effort. Directed all phases from ideation through development, commercialization, deployment and post deployment analysis and transition.

Led an IT Strategy initiative to assess the enterprise IT department including current state, IT organizational capabilities, enterprise architecture and project management effectiveness all in an effort to define the ideal future state of the same. The current state assessment was considered to be the baseline for the IT Future State and a priority list of initiatives was employed based on the recommendations presented.


The web-originations solution was the primary vehicle to help the client be first in their market for the most commonly utilized financial products. The current state and future state findings were fully accepted as recommended. The web-originations portal was accomplished on time and to budget while managing exogenous factors such as federal legislation impacting the this particular lending market sector.

Industries Served

  • Banking
  • Chemical
  • Commercial Development
  • Consumer Goods
  • Contracting
  • Defense
  • Education K-12
  • Energy
  • Engineering
  • Financial Services
  • Government
  • Healthcare
  • Higher Education
  • Information Technology
  • Insurance
  • Lifesciences
  • Manufacturing
  • Municipal
  • Nonprofit & Memberships
  • Professional Services
  • Supply Chain & Logistics
  • Web & Mobile