initiatives get you
back on plan

We focus on your initiatives to get you back on plan. Initiatives come in all shapes and sizes. They can be strategies, programs, projects, or training.

We do initiatives during their planning and when they’re in-flight. We take on straightforward initiatives where you don’t have the time or resources. We also take on initiatives where they’re messy, shaky, or uncertain. Messy with ambiguous requirements. Shaky where people and budgets can be pulled at any time. And uncertain where it involves adopting new paradigms and methodologies like innovation, design, and AI. The initiatives ranged from a few people, to tens of people, to hundreds of people.

There are a multitude of ways we engage with our clients to get them back on plan. We engage as advisors to support your key people and run training workshops to support your key teams. We run your initiatives with your people or ours. We also work within the staff-aug model as managers and hands-on resources.

business performance

We do performance improvement initiatives to get you back on plan. Performance improvement are DATA-driven approaches to align business with C-SUITE priorities and use DATA to execute those priorities at the individual, team, and leadership levels. This involves melding business, design, and DATA tech solutions. We work as advisors, trainers, designers, and hands-on resources. Here are some of the stuff we did for performance improvement initiatives.

• capability maturity models and strategy road-mapping
• organizational redesign and incentives restructuring
• policy and process re-engineering including regulatory compliance
• strategy and process realignment and improvement (internal, de-mergers, and M&As)
• program and project realignment and restructuring

data and technology

We do DATA and tech initiatives to get you back on plan. These initiatives were data-intensive, had ambiguous requirements, and were highly interconnected with other moving parts. Solutions covered AI, BI, ERP, CRM, mobile, data warehouses, reporting systems, workflow engines, and rule engines. We leveraged practices from BIZBOK, DMBOK, TOGAF, BABOK, PMBOK, Agile, UX, and OOP. Here are some of the projects we contributed to and managed.

• maturing data capabilities from spreadsheets, to databases, to BI, to AI
• re-engineering and implementing data intensive systems
• re-engineering, programming, migrating code
  (SQL, Java, Python, COBOL, Assembly Language)
• adopting unfamiliar and disruptive tech

capability development

We do capability development initiatives to get you back on plan. Capability development is improving and creating new skills, knowledge, and abilities for individuals and organizations, aligning with C-SUITE priorities and executing those priorities using DATA-driven paradigms. Initiatives ranged from adopting unfamiliar frameworks from industry experts like Gartner, Pink Elephant, and IBM; down to training and course development for design and re-design of business infrastructure, organizational systems, and data-intensive systems. We work as coaches, trainers, designers, and implementers. Here’s some of our capability development work.

• developing governance, change boards, offices, and centers of excellence for leadership, data, business architecture, and program to project management
• coaching for large initiatives, maturity building, business transformations, digital transformations, and adopting disruptive tech
• transitioning hands-on resources to management and leadership

regulatory compliance

We do regulatory compliance initiatives for the financial, insurance, pharma, and energy industries. We work as risk analysts, data analysts, and implementers. Here’s some of our work.

• analyzing and implementing new rules and business processes to remain compliant
• designing and implementing solutions to support litigation procedures
• developing and delivering training for risk analysis and regulatory compliance