We are proud of the results we have helped create with our clients.

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    Claims System Consolidation

    Our Transformation Readiness Framework was used to guide a complex effort to consolidate 19 claims systems into one in 10 months.


    CLIENT: Large Global Insurance Company (P&C).


    SERVICE: Transformation Readiness Assessment, program management, change management.


    VALUE: 20% time slip, 100% adoption, $400M saved over 3 years.

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    IT Maturity in 10 months

    A scrappy and hungry small Clinical Research Company was struggling to drive profitable sales. Our Four-Week Transformation Framework was used to identify key barriers to innovative growth.


    SERVICE: Transformation Readiness Assessment and active project management of 25+ initiative portfolio.


    VALUE: New capabilities and 89% of project portfolio was introduced in 10 months.


    INDUSTRY FIRST: Created an application of project management concepts to accelerate and improve complete Work Breakdown Structures for end to end 21CFR Part 11 compliant clinical trial planning.

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    New Sales Capabilities

    A large US Property & Casualty insurer wanted to recover a failing Agile-based Salesforce software implementation to power its distribution but lacked procedural competency to guarantee the outcome.


    SERVICE: Transformation Readiness, Project Management, Change Management.


    VALUE: Six months to first release. Reduced end to end cycle time for sales and Large Group client implementation by 45 days (50%).

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    PMO Outsourcing

    A medium-sized east coast US health insurance company wanted to increase quality and reduce costs of project management functions. We designed and lead an Agile-based PMO service.


    SERVICE: PMO Design, Project Management Business Process Outsourcing, resource coaching and development.


    VALUE: 89% of funded projects completed and acquired and trained over 100 project professionals in its first year of operation ($300M budget) that served nearly two dozen stakeholders.

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    Pega Systems Project

    A US healthcare insurance company wanted to reduce Product Lifecycle Management cost and complexity.


    SERVICE: Transformation Project Management, process improvements.


    VALUE: $200M in annual compliance fines prevented.

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    25% Productivity Increase

    A large US P&C insurance company was incurring fines and customer dissatisfaction when it was too slow to send benefit booklets to incurred customers. Their process needed to be significantly faster with improved quality.


    SERVICES: Six Sigma process analysis, Transformation Management, Project Management.


    VALUE: 25% production time reduction, $10M in annual savings, and increased customer satisfaction in four months.


    We can fish for you or you can learn how to fish for yourself. We are with you either way. Check out our publications here.


    Some people call us consultants. We think of ourselves as your professional guide through the world of change.

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    Chief Transformation Officer

    • 30 Years of Transformation Experience
    • 70 Programs Managed
    • $500 million in budget managed
    • Speaker and author on Transformation Enablement
    • Professional Executive Leadership Coach
    • Latest: 89% first year projects completed after establishing internal governance for a US Clinical Research Organization


    Don't be afraid to reach out. You + us = awesome.