Recent Case Studies

Strategy

Design & Implement Operating Model to Achieve Optimal Merger Integration

Merger Integration Program Office
Technology

Leverage Quantitative Decision-Making to Evaluate Integration Readiness

Integration Architecture Capabilities
Data

Leverage Enterprise Data for Operational Intelligence and Analytics

Operational Intelligence Platform
Strategy

Drive Project Portfolios to Achieve Strategic Objectives

Identity & Access Management Program Transformation
Risk

Reduce Operational Risk from Technology Change with Rightsized Control Design

IT Control Development
Technology

Prioritize Technology Initiatives to Modernize Architecture & Maximize Business Value

IT Architecture Assessment
Data

Manage Data Assets with the Right Enterprise Strategy and Oversight

Data Management Framework
Strategy

Prioritize Investments to Improve End-to-End Application Development

IT Organization Strategic Assessment
Risk

Assess Enterprise Impacts & Drive Key Findings to Closure

Data Management Issue Remediation & Closure
Strategy

Benchmark Finance and Treasury Operations Against Industry Peers

CFO Organization Strategic Assessment
Technology

Improve Business Resiliency with Focused Technology Transformation

Payments Resiliency Application
Risk

Test IT Infrastructure to Ensure Compliance with Regulatory Requirements

Mission Critical Technology Resiliency
Data

Establish Framework to Promote Cross-Organization Data Governance

Data Office Operating Model
Strategy

Enhance Asset Tracking Capabilities with Process Automation

Software Capitalization Assessment
Risk

Benchmark IT Risk Management Policies Against Industry Standards

Operational Risk IT Policy Review
Technology

Modernize Payments Technology with Process-Focused Vendor Selection

Payments Modernization
Data

Govern Enterprise Data with the Right Operating Model and Strategy

Enterprise Data Strategy
Risk

Develop Strategy & Program to Manage Third Party Risk Exposure

Third Party Risk Management Program
Risk

Assess and Remediate Regulatory Compliance Gaps

Regulatory Preparedness
Risk

Streamline Operational Incident Data Capture Process and Analysis

Operational Incident Data Taxonomy
Strategy

Assess Enterprise Program Management Organizational Effectiveness

EPMO Strategic Assessment
Technology

Transform Program Management into an Asset for Technology Transformations

EPMO Process Improvement
Risk

Develop SDLC Standards Aligned with Enterprise Risk Taxonomy

IT Policies and Standards Development
Data

Develop a Multi-Year Roadmap to Improve Data Management Capabilities

Data Management Assessment and Tool Selection
Risk

Assess SDLC Standards Against Enterprise Risk Taxonomy

SDLC Standards Analysis
Technology

Streamline Bank Connectivity to Automate Cash Reporting

Treasury Workstation Implementation
Technology

Identify Unforeseen Risks with Application Cloud Migration

Target State Application & Data Architecture
Data

Benchmark Data Management Maturity Against Industry Peers

Data Management Capability Assessment Model

End-to-End Services, Working Together.

Strategy. Risk. Data. Technology. Reference Point evaluates critical elements all together to build cohesive, lasting value for financial services clients.

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