Category: Business process improvement & optimization
Executive dashboard design and development – U.S. Government Agency
Challenge. U.S. Government Agency Program had incurred excessive overtime expenditures in recent fiscal years and, as part of a Headquarters-directed, enterprise-wide initiative, Region leadership was charged to reduce overtime expenditures in the current fiscal year to 25% of base year levels. To help evaluate its effort, Region leadership sought a simple, user-friendly labor execution reporting…
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Event re-design and management – U.S. Government Agency
Challenge. The monthly customer meetings (hereafter, “Event”) hosted by U.S. Government Financial Management organization generated sparse and irregular attendance among the target audience – extra-organization personnel responsible for budget management in their respective programs. The meetings seemed to lack structure and there wasn’t much enthusiasm among leadership. Approach. Sensing an opportunity for improvement, I proposed…
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Funding allocation process re-design – U.S. Government Agency
Challenge. The funding allocation process (hereafter, “Funding Process”) at Regional Headquarters of U.S. Government Agency traced its origins to the Unfunded Requirements List (“UFR List”) and was designed to provide Region Program Directors (RPDs) and Installation Commanders an alternative source of funding to Command Headquarters-issued funds through which to purchase programmatic requirements. The existing funding…
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Credit evaluation tool design and development – International Chemical Manufacturing Co.
Challenge. The client, an executive at an international chemical manufacturing company, was seeking a Microsoft Excel-based tool that he could use to help him better evaluate the credit risk of and issue credit to his company’s B2B customers. He wanted a more rigorous, data-based decision-making methodology to improve the process his credit administration team was…
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Program design and implementation – Community Bank Co.
Challenge. Community Bank Co. was a six year-old, 4-branch, $220M asset community bank that was growing very rapidly. Its leadership wanted a functional and scalable internal audit program that would help the bank realize its business goals and also address growing pressure from bank regulators to develop a more comprehensive and formalized internal audit program.…
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