Strategy Execution & Transformation

Problem to be Solved

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

Approach and Results

Supported executive team to launch transformation effort with workstreams touching underwriting, sales, human resources and non-personnel cost reductions. Guided change management and communication. Structured and kicked off PMO, workstream leaders and program governance. Built multi-year roadmap and transformation scorecard.

Problem to be Solved

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

Approach and Results

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

Problem to be Solved

Company needed to adapt their business system to become materially more efficient and modernize operations

Approach and Results

Led a large project team across multiple workstreams to substantially lower costs and increase digital capabilities (location consolidation, technology consolidation, product portfolio streamlining, etc.). Included change management and communication planning for thousands of impacted employees.