CONSULTING & ADVISORY
We Bridge the Gap Between Strategy and Execution
We know that when strategy is strong, implementation needs to be proportionately effective. Strategy without planning may lead to poor execution. Conversely, implementation without strategy may result in excessive re-work. Our focus is to bridge that gap so that you can see your vision through. By employing subject matter experts (SME) and practitioners across a wide range of mortgage and financial services disciplines, we develop and deploy executable strategies and roadmaps that ensure excellence in operations, people, processes, and systems.
How We Work
The most effective consulting projects are transparent and based on data, facts, and stakeholder intel. With each new engagement, we take the time to listen to stakeholders and users, gather technical and non-technical requirements, and document each requirement to ensure your strategy and plan is grounded in reality.
We know the broader impact of an engagement across your operation and business strategy. In order to break a project down into executable action plans, we align with your stakeholders to define the mission, goals, objective and priorities across technology, markets, product lines, and operations.
Using both a top-down and bottom-up approach, we conduct a thorough gap analysis and prioritize and rank tasks based on cost-per-task breakdowns and correlate these priorities with strategic objectives. The result are well-thought out and practical project plans that detail methodologies required, financial budgeting, action plans, milestones, resources, people, and technology requirements.
Execution is one of the most critical phases of any consultant engagement, and we love the thrill of seeing each project come to fruition. Our teams work to remain within established timelines and budgeting goals by orchestrating projects and change management strategies, and deploy common sense leadership to fill gaps in execution and deliver meaningful outcomes.
Areas of Expertise
“We have little wiggle room for inefficiencies and that intolerance carries over to client projects.”