Engagement Workflow

Where it started. What we did. Where it ended.

Every engagement follows the same arc — a problem worth solving, a specific set of actions, and a measurable result. Read about some of our solutions and we are happy to discuss how we can do the same for your business.

Problem
Actions Taken
Result

Building the system and data backbone for a company slowed down by old technology

Environmental Science
Problem

Legacy systems couldn't keep pace with the business, leaving decisions based on guesswork instead of data.

Actions Taken

Modernized core systems, redesigned workflows, and built real-time data insights with forecasting capability.

Result
+200% Revenue

Growth driven by real-time visibility and forward-looking forecasts.

Engineering a new business model and the technology to support it from a blank page

Financial Services
Problem

Wanted to launch a new business model for early-stage companies but had no platform to run it on.

Actions Taken

Designed and built a complete application suite from scratch — onboarding, servicing, everything in between.

Result
0 → 100+ Clients

A concept turned into a running business, built end to end.

A transformation plan, project-managed start to finish

Manufacturing
Problem

Outdated technology, disconnected processes, and no real data analytics were holding back performance.

Actions Taken

Evaluated the technology stack, project-managed a full transformation plan, and delivered a data analytics platform.

Result
−30% Costs / +40% Sales

Leaner infrastructure and a real view of performance.

Four companies' of data, made into one valuable data set

Healthcare
Problem

Data from the parent company and three acquisitions was fragmented across four disconnected systems.

Actions Taken

Unified every data source into a single, high-value data set for consistent, effective client servicing.

Result
−50% Cost / Transaction

Faster, more effective service at half the cost per transaction.

A blueprint for integrating what growth-by-acquisition leaves behind

Insurance
Problem

Multiple acquisitions left the organization with fragmented, unintegrated technology.

Actions Taken

Evaluated each acquisition's technology, built integration plans, and carried them through execution.

Result
+100% Revenue

Integration that doubled the company's overall revenue.

The right systems, chosen right and implemented right

Import & Distribution
Problem

Uncertain which systems actually fit the business's operations and budget.

Actions Taken

Evaluated technology needs, selected the right systems for the business, and implemented them end to end.

Result
+50% Efficiency / +60% Sales

The right tools, working the way the business actually runs.

Re-engineering the student loan transaction, step by step

Financial Services
Problem

Student loan transaction processing was slow, manual, and expensive to run.

Actions Taken

Evaluated the transaction process end to end and implemented a plan to streamline it.

Result
−35% Overhead Costs

A leaner transaction process, start to finish.

The Directory

A record of who we've built alongside — across finance, healthcare, insurance, environmental science, IP licensing, and the not-for-profit sector.

24+ Organizations / 6 Sectors

Financial & Accounting

6

JP Morgan Chase · Citibank · PNC · eMoney Advisors · Fidelity · Bierbaum Martin

Environmental Science

4

Protect Environmental · Brightly, a Siemens Company · Union Carbide · New York Hall of Science

Insurance

3

Prudential · AIG · Phoenix Brokerage

IP Licensing

6

Corbis Corporation · LicenseStream · Wright's Media · The Stock Market Photo Agency · Imagestate · Masterfile

Healthcare

4

Discovery Health Partners (Multiplan) · Point-Click-Care · Intl. Immuno-Oncology Working Group · Prospect Heights Dental

Not for Profit

3

American Parkinson Disease Association · New York Hall of Science · Intl. Immuno-Oncology Working Group

Ready to be the next transformation?

Let's talk about where your technology is holding you back — and what it looks like when it doesn't.

Book a Discovery Call