CONSULTING & ADVISORY
From Strategy to Execution to IMPACT
We know that when a strategy is strong, implementation needs to be proportionately effective. Strategy without planning may lead to poor execution. Conversely, implementation without a 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 condition to ensure your strategy and plan is grounded in reality.
We know the broader impact of engagement across your operation and business strategy. To break a project down into executable action plans, we align with your stakeholders to define the mission, goals, objectives, and priorities across technology, markets, product lines, and operations.
Using both a top-down and bottom-up approach, we conduct a thorough gap analysis, prioritize and rank tasks based on cost-per-task breakdowns, correlating these priorities with strategic objectives. The result is a well-thought-out and practical project plan that details methodologies required, financial budgeting, action plans, milestones, resources, people, and technology requirements.
Execution is one of the most critical phases of any consulting engagement, and we love the thrill of seeing each project come to fruition. Our teams work side-by-side with clients to remain within timelines and budgeting goals, orchestrating projects and change management strategies, and deploying common sense leadership to fill execution gaps and deliver meaningful outcomes.
Areas of Expertise
“We have little wiggle room for inefficiencies and that intolerance carries over to client projects.”