Services

Our highly-focused consultants have proven experience across a broad range of industries. Here are some of the key areas where our insight and unique perspective could produce measurable results for your organization.
  • PROJECT ​MANAGEMENT
  • SELECTION / IMPLEMENTATION
  • PERFORMANCE MEASUREMENT
  • PROFITABILITY ANALYSIS
  • PROCESS IMPROVEMENT
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Project Definition + Scoping
Identify objectives, expected outcomes, high-level description and formulate project scope
Outputs / Outcomes
  • Project Objectives/Expectations
  • Project Scope
  • Key Stakeholders
  • Preliminary Schedule
  • Preliminary Budget
​Business Case Definition/ROI Analysis
Define project (see above), evaluate alternatives, and develop project justification, including return on investment (ROI)
Outputs / Outcomes
  • Analysis of Alternatives
  • Solution Selection Justification
  • Expected Benefits (tangible and intangible)
  • Estimated Costs
  • Cost/Benefit Analysis (ROI)
  • Recommendations
Risk Management
​Identify, evaluate, classify and measure project risks, and develop risk management plan, including contingency plans
Outputs / Outcomes
  • Risk Identification
  • Risk Management Tools
  • Risk Summary
  • Contingency Plans
  • Risk Management Plan
  • Periodic Risk Reviews
​Quality Assurance
​Provide assistance to manage project risks and implement proper project management techniques, practices, and tools
Outputs / Outcomes
  • Action Item Management
  • Risk Management
  • Issue Management
  • Problem Management
  • Workproduct Reviews
  • Deliverable Reviews
  • Steering Committee Project
  • Status Communications
​Complex Project/Program Management
​Provide leadership, organization, direction and oversight for mission-critical large and complex projects
Outputs/Outcomes
  • Project/Program Office Setup
  • Project/Program Office Management
  • Coordination of Projects
  • Issue Tracking & Resolution
  • Problem Tracking & Resolution
  • Risk Management
  • Resource Management
  • Workplan Management
  • Technical Assistance
  • Project Status Reporting
  • Budget Management
  • Staff Direction, Supervision and Oversight
  • Executive Communications
​Independent Project Review + Validation
​Conduct review of an ongoing Implementation project to identify weaknesses and risks of non-delivery and develop recommendations for corrective action
Outputs/Outcomes
  • Assessment by Project Area
  • Key Issues
  • Key Project Risks
  • Recommendations
REQUIREMENT DEFINITION
Develop functional, technical, and other requirements for solution and/or system
Outputs/Outcomes
  • Key Requirements
  • Prioritization of Requirements
  • "As Is" Workflows
  • "To Be" Workflows
  • Workflow Gap Analysis
SOLUTION EVALUATION AND SELECTION
Using key requirements, research and evaluate available alternatives and recommend most viable solution
Outputs/Outcomes
  • Solution Fitness Criteria
  • Solution Evaluation
  • Solution Recommendation
  • Key Implementation Implications
  • Risk Identification
GAP ANALYSIS
Compare key requirements to software capabilities, identify unmet needs and recommend best ways to address gaps
Outputs/Outcomes
  • Solution Fit Analysis
  • Gap Analysis and Prioritization
  • Gap Resolution Strategies
  • Implementation Impact
IMPLEMENTATION READINESS AND SELECTION
Assess readiness for a successful implementation
Outputs/Outcomes
  • Implementation Objectives
  • Readiness Report by Key Implementation Area
  • Resources Assessment
  • Corrective Action Plan
  • Recommendations
IMPLEMENTATION PLANNING
Develop implementation strategies and plans. May be combined with  implementation readiness assessment.
Outputs/Outcomes
  • Implementation Strategy
  • Preliminary Implementation Workplan
  • Resource Plan (including sources, qualifications and quantity of needed staff)
  • Internal Skills Assessment
  • Risk Assessment
  • Governance Plan
  • Communications Plan
  • Business Transformation Plan
  • Estimated Costs
BUSINESS TRANSFORMATION
Identify and help implement  changes in operations to facilitate the migration from the old to the new processes, which are consistent with the new or enhanced software
Outputs/Outcomes
  • Stakeholder Interviews
  • Executive Interviews
  • User Needs Surveys
  • Operations Improvement Objectives
  • "As Is" Workflows
  • "As Is" Processes
  • "To Be" Workflows
  • "To Be" Processes
  • Gap Analysis
  • Gap Resolution Plan
  • Change Management Plan
  • Change Readiness Assessment
  • Job (Re)design
  • Organization (Re)alignment
  • Revised Job Descriptions
  • Revised Performance Measures
  • Coordination with Integration Project
  • Communication Plan
  • Periodic Communications
IMPLEMENTATION SERVICES
Manage the implementation and coordinate vendor(s) and internal teams
Outputs/Outcomes
  • Communications
  • Risk Management
  • Implementation Plan
  • Project Management
  • Readiness Assessment
  • Scope Management
  • Technical Architecture
  • Gap Analysis
  • Design
  • Development/Configuration
  • Data Administration
  • Business Transformation (see previous page)
  • Conversion
  • Interface
  • Stress Testing
  • Capacity Planning
  • Performance Tuning
  • User Acceptance Testing
  • Deployment
  • Training
  • Operations Plan
  • Disaster Recovery
  • User Support Plan
  • Maintenance Plan
  • Transition Plan
PERFORMANCE MEASUREMENT REVIEW
Identify and publish key performance indicators for lines of business, product and channels
Outputs/Outcomes
  • Line of business, product and channel measurement framework
  • Modeled performance measures
  • Technology integration approach
  • Published results
  • Opportunity identification
STAFF MODELING, FORECASTING + sCHEDULING
Develop staff optimization models and schedules based upon activity volume patterns in any operational environment
Outputs/Outcomes
  • Transaction volume analysis
  • Staffing models
NON INTEREST INCOME OPPORTUNITY ASSESSMENT
Identify opportunities for increasing the effectiveness of existing Non Interest income sources
Outputs/Outcomes
  • Existing income analysis
  • Income source assessment
  • Opportunity identification
PROFITABILITY MODELING
Definition and design of an organization,  product, customer/member or channel profitability model
Outputs/Outcomes
  • Product, Channel and Member Definition
  • Funds Transfer Pricing Assumptions
  • Non-Interest Income Allocation Assumptions
  • Cost Allocation Assumptions
  • Profitability Reporting
  • Profitability Analysis
  • Opportunity Identification
  • Vendor Selection, if required
cUSTOMER SEGMENTATION AND OPPORTUNITY ASSESSMENT
Design of custom segmentation scheme to analyze customers for marketing, product targeting, and pricing programs
Outputs/Outcomes
  • Segmentation Scheme Development
  • Demographic Profiling
  • Product Usage Profiling
  • Segmentation Analysis
  • Opportunity Identification
CHANNEL TRANSACTION ANALYSIS
Provide assistance by identifying the nature and volume significance of channel transactions to facilitate strategic channel decisions
Outputs/Outcomes
  • Channel & Transaction Definitions
  • Transaction Analysis
  • Opportunity Identification
  • Cost per Transaction
​RELATIONSHIP PRICING PROGRAM DESIGN + EVALUATION
Assist clients by leveraging key member and profitability analysis to define critical program structures
Outputs/Outcomes
  • Program Structure Definition
  • Operational Analysis and Design
  • Business Case Definition (see project definition)
  • Technology Assessment
BUSINESS PROCESS REVIEW
Identify key business concerns and objectives, define existing business process activity and both "quick hit" and longer-term redesign opportunities
Outputs/Outcomes
  • Project Objectives/Expectations
  • Project Scope & Key Stakeholders
  • "As-Is" Activity Assessment
  • Findings & Opportunities/Recommendations (including "Quick Hits")
PROCESS IMPROVEMENT
Builds upon the Process Review by incorporating action planning, performance measure development and implementation
Outputs/Outcomes
  • Action Plans
  • Design and Implementation Schedule
  • Business Performance Measures
ACTIVITY-BASED COSTING
Builds upon the Process Review by incorporating identification of the direct and indirect costs of each activity within the business process
Outputs/Outcomes
  • Direct and Indirect costs
  • Fixed and Variable Cost Analysis
  • Activity Unit Cost and Overall Cost (at current volume)
  • Business Process Cost
  • Cost per Unit of Output
BENCHMARKING
Builds upon the Process Review by incorporating an analysis of internal and external benchmark performance measures
Outputs/Outcomes
  • Identification of Benchmarks
  • Benchmark Analysis
  • Opportunity Identification
BUSINESS PROCESS CONSOLIDATION
Builds on the Business Process Review by identifying activities that are candidates for consolidation or where centralization could lead to greater efficiency or throughout
CALL CENTER REVIEW
Builds on the Business Process Review by identifying opportunities for contact reduction and enhanced forecasting, resource scheduling and performance monitoring capabilities
Tshibanda & Associates, LLC  ●  1717 Oak Street  ●  Kansas City, MO  64108  ●  816-389-8550