Strategy Execution & Transformation

Project Summary

Problem to be Solved

Approach and Results 

Strategy Execution for  European Insurance Carrier

Client needed support to pivot the business to grow in higher margin areas

Supported executive team to launch transformation effort, with workstreams touching underwriting, sales, human resources and non-personnel cost reductions.   Guided client on change management and communication to ensure successful transformation.   Structured and kicked off project management office, work stream leaders and overall program governance.  Built multi-year roadmap and transformation scorecard.  Resulted in 15% cost reduction and increased growth in targeted areas. 

Transformation for Leading Insurance Company 


Company needed to adapt their entire business system to compete in a more digital world


Led a large project team across 10 different workstreams to substantially lower costs and increase digital capabilities.  Workstreams included physical location consolidation, consolidation of technology systems, product portfolio streamlining, and .   The effort also included change management and communication planning to thousands of impacted employees.   Resulted in 10% cost reduction and streamlined organization.   

Strategy Execution for Regional Bank 

Launch comprehensive program to execute on business line transformation to modernize operations


Translated strategy into tangible roadmap with work-stream level action plans.  Launched program management office, workstream leaders and associated governance structure.  Developed milestones and scorecards to track success of implementation.  Crafted internal messaging to launch execution effort.