Partners: Our Services

Organize & lead accelerated strategic planning processes
Forge cross-organizational consensus despite legitimately differing perspectives
Plan & facilitate executive strategy sessions & offsites
Plan for major changes including mergers/acquisitions, alternate sourcing, & expansion
Develop thoughtful, practical, deployable business plans
Create, manage and assess responses to RFIs and RFPs
Develop mechanisms to enable & deploy your strategy
Support the bridge from strategy to execution
Drive your projects from conception through implementation

Assess your current product/service offerings in light of changing market needs
Conduct client research to define market needs
Prepare product/service requirements & specifications
Determine pricing strategies
Manage the development of new products & services from conception through roll-out
Define systems & operational business requirements to support new products
Develop service level agreements with solution providers
Manage in-house, outsourced, and/or offshore development
Test your business solutions before implementation, based on a clear assessment of risk

Direct critical projects or serve as a key contributor
Move from strategy through execution, working shoulder-to-shoulder with your staff
Make change happen while building your internal skills and capabilities
Analyze current workflow
Suggest changes to increase efficiency & improve customer service
Improve or develop operational systems to support key initiatives
Define & negotiate practical, hard-hitting service level agreements with vendors
Plan & manage critical outsourcing initiatives
Reduce risk & expense due to fraud
Provide compliance review of financial services products
Create and implement best practices to meet regulatory requirements

Define, adapt, or extend methodologies for: systems development and project management
Prepare scope documents, business requirements, use cases
Organize & manage key initiatives leveraging emerging and/or legacy technologies
Identify & write best practices & integrate critical systems following: mergers, acquisitions, and the implementation of alternate sourcing strategies
Protect systems from security breeches & the piracy of private Client data
Initiate & maintain quality programs for continuous, measurable improvement
Develop test strategies, plans, & test cases
Manage the testing process
Work with software engineers to: create & edit application & systems' documentation, user manuals, procedures, and training materials
Build & direct practical and effective program and project offices

Provide product management
Design & deploy loyalty programs for consumer and business customers
Reduce expenditures by analyzing customer buying behavior
Conduct marketing research
Develop focused creative strategies & briefs
Generate and deploy marketing and communications plans
Create targeted online & traditional marketing collateral for domestic & international markets
Envision, articulate, & document business requirements & use cases as they relate to: sales processes, field personnel, marketing systems, new account fulfillment
Innovate processes & tools to capture results
Analyze and report ROI

Deliver classes in key areas bridging business need & manual or automated solutions (See Courses Offered for a more detailed listing)
Educate staff in systems & product development best practices
Teach sales and customer-service staff cross-selling skills
Coach managers & executives: effective management styles and communications skills to enhance their professional relationships
Conduct a gap analysis
Coach/Shadow trainers to maximize their effectiveness in achieving your objectives