Skip to content

Project Management: 180,000 Definitions of On Track

Have you ever noticed how projects start out so well with everything on track until suddenly, out of the clear blue sky, there’s a giant problem? The project is unexpectedly off track and you’re scrambling to slow the resulting domino effect. What happened? It’s likely that things weren’t nearly as on track as you were … Continued

One Financial Institution’s Evolution – A Success Story

Client Objectives: Engage our people to rally around the strategy and build a bridge to successful implementation Create a foundation of the right people in the right seats to take us into the future, while delivering outstanding and efficient experiences Things were going well, yet leadership was certain that the institution was capable of more. … Continued

Vendor Relationships: Signs You Should Be More Strategic

Vendor and partner relationships are essential to financial institutions, therefore we are reposting this blog in light of recent conversations with our clients.  Taking a strategic approach to these important relationships can better position the organization for future moves, boost performance, save resources, and maybe even lessen the total number of relationships required.  Optimizing these … Continued

What Comes Before AI? PI.

In light of the many conversations we are having with our clients about artificial intelligence, we thought it would be helpful to repost this blog as a reminder to explore the power of process improvement, before artificial intelligence. When it comes to newer technologies in the financial services industry, the usage of artificial intelligence (AI) … Continued

Business Intelligence Strategy – Put the Horse Before the Cart

5 minute read – After receiving great feedback on this topic, we have decided to remind leaders how important it is to establish clear objectives for business intelligence (BI) and data analytics initiatives.  There are almost as many strategic initiatives focused on business intelligence (BI) and data analytics as there are financial institutions.  The potential … Continued

Five Sticking Points To Building Process Efficiency

6 minute read – The following blog post was written by c. myers and originally published by CUES on June 5, 2023. Big recession?  No recession?  Rising cost of funds?  Regardless of what’s happening in the environment, building a more efficient organization brings big benefits, including cost control, and better employee and customer experiences.  A good … Continued

Multipronged Approach to Process Improvement

3 minute read – Strategic initiatives that include process improvement as a key component are highly prevalent.  Some institutions set out to use process improvement to build a more efficient organization, better customer and staff experiences, or higher loan funding ratios.  In addition to improving specific processes and metrics, more and more organizations are working to … Continued

Organizational Flexibility vs Strategic Distraction

7 minute read – It’s important for organizations to stick to their plans in order for strategic progress to occur.  At the same time, the pace of change is driving a need to adapt faster.  What’s the best way to approach decisions when faced with being flexible or staying the course?  With the appropriate information … Continued

6 Keys to Building a Culture of Continuous Process Improvement

3 minute read – Improving a process can bring many positive changes, including boosting profitability, but we’re often asked how organizations can progress from making improvements on processes to embedding process improvement into the culture. By definition, changing the culture requires changing mindsets as well as actions.  It means moving away from most people not … Continued