Our Focus Is the Customer…That’s because everything we do is for our clients.

We’re a boutique firm, which means we’re flexible and don’t offer cookie-cutter, generic services.  We offer customized, deliberate solutions to problems and issues, executed by skilled and experienced people.  We aren’t afraid to roll up our sleeves and leverage brainpower.  Every one of us is hardwired with a true, customer-oriented mindset.  Our single aim is to do the right thing, no matter how difficult, every time, for you as a true partner. Here are a few examples of our partnerships.

  • Global Insurance - Treasury Transformation

    Defined strategy for establishing regional centers of excellence, along with key success measures for implementing process improvement and transformation across MetLife’s treasury organization on a global scale.

    Developed and managed an integrated strategy and execution plan for process enhancements and technology automation, ensuring alignment of MetLife’s various global entities with the US Treasury model.

    Implemented project management best practices and governance across management teams overseeing 30 distinct projects.

    Achieved over $25 million in savings, reduced headcount by 50 full-time equivalents (FTEs), significantly lowered banking fees, and streamlined operations globally.

  • Telecom - M&A Strategy and Process Transformation

    Conducted analysis of functions and manpower across Vonage’s finance organization and identified ideal scale, resource requirements, and a go-forward strategy to support the integration of overlapping finance functions for three acquired organizations.

    Analyzed and documented current state process across Vonage home-office finance functions as well as overlapping functions for finance reorganizations from three recent acquisitions to assess gaps, identify best practices, and model future state processes for application across the consolidated organization.

    Developed a blueprint and strategy for future company acquisitions and presented to the CEO/CFO on findings and recommendations.

  • Global Insurance - European Solvency

    Managed the design and development of data and systems integration efforts encompassing MetLife’s acquisition of ALICO’s European subsidiaries.

    Engaged customers across 18 European countries to collaboratively develop aligned requirements and plans for reporting applications/tools to support European Solvency II compliance.

    Working with actuarial and finance business partners as well as IT stakeholders, facilitated the design of commonly held processes for report development and supporting IT functions across business units and country stakeholders.

    Worked with business groups to design and segment the overall flow of data from original country sources, through supporting systems and applications, and finally to regulatory bodies for approval.

  • Health Care - Customer Experience Strategy

    Developed strategy and governance model for standing up a new customer experience organization and outlined 1- and 3-year strategic plans for driving customer experience into the broader organizational mindset and practices.

    Conducted customer segmentation analysis and held interviews with internal UHS leaders and customers to define the current state health of customer experience and a strategy for making key improvements.

    Designed a survey based on customer analysis and documented outcomes that facilitated actionable results for improving key customer relationships.

    Designed and calibrated a metric for determining the health of customer relationships across key accounts and a process for governing the management of “unhealthy” accounts.