Services

Our certified project managers have worked with a variety of process, procedures, software, and systems.  Need to streamline your internal processes? We  can help with best-of-breed right-sized solutions unique to your organization's needs.  We can also assess current projects to see how they could flow better. 

PMP and Scrum certified project managers with decades of business and IT experience, planning and performing project management for enterprise-class projects, software applications and systems, and niche projects.

Process documentation and improvements.  Describe as-is and to-be environments.  Requirements development, documentation, and traceability. Support quality assurance activities.

We have experience assessing your organization for emergency preparedness.  We have written disaster recovery, business continuity and pandemic flu plans (yes, before COVID).

Risks.  Actions. Issues. Decisions.  Our project support team members have experience managing KPIs and project reporting for tracking.  They are also skilled at bug tracking and vendor management.

We have reach-back support for almost any technical need.including technical architects, developers, integrators, and other specialists available depending on the  need.

Implement strategic planning methodology to produce 1 - 5 year plans with KPI's and traceable success metrics.

Our seasoned professionals are stewards for your business and their projects.  We are well versed in managing and coordinating vendors across projects.

Can expertly document and analyze business systems and develop recommendations and requirements for stakeholders.  Curious in nature, our analysts know how to get to the root of the problem and help you improve systems for better business performance.  Our Business Systems Analysts bridge quality assurance activities as well.

Produce written content and screenshots for learning and development specialists. Document primary and alternate flows.  Can add detail by role or permission.

We have reach-back support for almost any technical need.including technical architects, developers, integrators, and other specialists available depending on the  need.

Lead evaluations and implementations/upgrades for both Empower and Encompass loan origination systems, steering teams to develop applications and software to interact with LOS and third-party software. Oversee end-to-end project lifecycle initiatives including automated workflow for disclosures, product and pricing, mortgage acquisitions, wholesale lending, warehouse lines, loan servicing, reporting, performance monitoring, and other solutions.

We can help with audit preparation and internal security campaigns to help mitigate internal security risks. We can also do role and responsibility matrices and perform access control assessments to be sure that the right folks within your organization have access to the right things.

Every small business reaches a point where they need more integrated systems to catapult to the next level.  We can work with your leadership teams to determine where efficiencies need to be made.  Our team can then research and evaluate various options to meet your needs.  Once decsions are made, we will help with implementation and work with the vendor to manage your project internally, allowing your resources to continue serving clients.  Having an integration partner helps cut down the noise

We have experience assessing your organization for emergency preparedness.  We have written disaster recovery, business continuity and pandemic flu plans (yes, before COVID).

Instructional written content , how-to, for use in instructional materials.  Can create process flows and graphics to support written content.

Collect data, analyze and develop communications plans and performance indicators for various stakeholders. Can  conduct survey , analysis, reporting, and recommendations.

Timely and seasonal content for newsletters, calendars, social media and more.

Recognized as a trusted resource, SME, and advisor to C-Suite, corporate leadership, business leaders, clients, and teams.

Formal documentation, marketing collateral, case study, FAQ's, fact sheets, etc.

Have an idea? Don' t want to write it yourself?  Tell us about it and let us help you.