Case Studies: Management Consulting
Project-Based Deliverables | Technology Services
Card System Strategic Planning
Objective Enhance the acquired credit card system to support features desired by bank including the ability to offer multiple concurrent promotions, tiered pricing of new accounts and hybrid pricing strategies.  Develop strategic concept to assess project feasibility and framework.
CG Role Sr. Strategic Consultant
Responsibilities The Consultant participated in business JAD session, project scoping discussions, and related planning activities. The consultant was responsible for the Project Charter(s), Project Framework and Catalog of Project Assumptions.
Results Project definition and deliverables completed successfully.  Strategic analysis led to a thorough understanding of the project and a unique opportunity to deliver project measurement deliverables as part of a seamless solution.

Compliance/Risk Management 3 –yr Strategic Plan
Objective Develop a 3-Year compliance strategic plan for Global Technology & Operations. Consider entire risk environment, geographic reach, and technology direction.
CG Role Sr. Consultant
Responsibilities Our role was to manage the schedule, facilitate the information capture, provide industry research and insight, participate in interviews of key executives, help develop recommendations, and assist in creating the Strategic Plan Presentation.
Results The final deliverable was well-received by the Global Technology Executive, who authorized implementation of the early recommendations. CG Technology fulfilled our responsibilities on time and within budget.

Portfolio Marketing:  Financial Analysis & Process Review
Objective Determine how $70M marketing spend affected balance growth
CG Role Senior Project Manager
Responsibilities Major challenge understanding current marketing expense utilization due to lack of reporting and measurement.  Develop new processes, validate and correct data issues, produce custom reporting from systems of record to assign ownership and responsibility of campaign expenses to campaign managers.
Results Rapid communication of relevant campaign information: forecasts, mail quantity, and other metrics.  New information and insight into how marketing spends equate into balance growth to produce greater marketing effectiveness.  Efficiency gain of 1300 hours/year, approximately $104,000 annual savings.
APRIMO Planning           
Objective Execute executive mandate for adoption of new marketing effectiveness software
CG Role Senior Project Manager
Responsibilities Process analysis to determine which marketing processes were applicable to benefit from the software; development of strategy for marketing to effectively leverage the software package; provide thorough documentation to allow for both user acceptance of strategy and retention of implemented marketing strategy.
Results Portion of work completed reduced project expense by over 50% compared to software vendor rates; marketing strategy implemented is still the current process and providing accurate insights to marketing spends.