Management Consulting

Although investing in technology plays a big role in digital transformation, transforming or growing a car rental company isn’t just about the deployment and modernization of front- and back-end systems. Transformation initiatives also require the development, implementation, and execution of strategies and programs capable of delivering operational efficiency, reducing expenses, and increasing revenue. For example, […]

The first thing any investment company must do in response to the new SEC Investment Company Reporting Modernization is evaluate its current state of readiness. Chances are you have started a compliance program. However, we can help you understand your gaps, including areas where you need immediate action and longer-term changes to support the program. […]

Ensuring that agents and brokers have the best tools to evaluate and close opportunities can be a real differentiator for insurance companies. For example, many companies wish to invest in solutions that effectively automate and improve underwriting, as such solutions can help remove human bias, increase the lendable pool of consumers, and reduce response times. […]

Our company participated in the Colfax Marathon Relay again this year.   It’s a great event with the marathon broken up into 5 legs (6.5, 4.0, 5.5, 4.1, and 6.1 miles).   While I was running my leg, I started thinking about why I like running this race every year with my coworkers (mainly to distract me […]

“How will the change affect me personally?”   This is the first question that people want answered as soon as they learn about upcoming plans for a large organizational change. However, at the early stages of preparing for organizational change, leaders are not able to give specific answers to these questions. This concept, known as the Cone of Uncertainty, is found in […]

In a new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. The snippet below talks about the challenges you can expect when developing a response program. Expect challenges in various areas: Data Availability: All required data elements may not be available internally. […]

I’m amazed at how often I get asked – and frankly argued with – about the amount of work that it takes to perform change management activities. After all, it’s not that hard to “send out a few emails,” right? Wrong. Sending out a few emails isn’t rocket science. But it’s also not as simple […]

While the term “business transformation” has been floated around for decades, digital and the deployment of modern technology remain the cornerstone of today’s investment decisions. Customer expectations have changed greatly in recent years. Strong brands like Facebook, Amazon, Apple, Netflix, and Google, which investors often refer to as FAANG, have changed consumer behavior. Not only […]

Digital transformation can absolutely be thought of as improving a website through which a car rental company sells its used vehicles – an important source of revenue for the company. It can also be thought of as enhancing a mobile app that enables customers to make, modify, or cancel reservations, view a car’s mileage and […]

Attracting new customers and cultivating existing relationships by building a great customer experience is a certainly a recipe for growth and profitability. When speaking of customer experience, one typically thinks of the technology customers interact with, be it a website or a mobile app. Customer experience encompasses the features, functionality, and benefits provided to customers […]

In a new guide, we discuss the background of the SEC’s Investment Company Reporting Modernization Rules and the potential effects on individual financial institutions. The snippet below talks about the foundational work companies should have already completed. By now, you should have a program in place that covers the following work streams: Engage Report Filing […]

Treating all stakeholders the same is one of the most common, yet biggest, mistakes that change managers make today. Why? Because they’re not the same. As a sports fan – one who likes to both play and watch sports on TV – I came up with an analogy to illustrate the complexity of change management. The difference […]