From Chaos to Calm
We structure solutions for your mergers, migrations, ops upgrades and business changes.
Selected Engagements
Distribution Operations Launch – Fast Food Supply Chain
280 restaurants | 6 months
Legal Case Management System Rollout – Insurance Litigation
55 attorneys | 4 months
Digital Insurance Product Revamp – Commercial Insurance
Nationwide launch | 9 months
Recovery of API-Driven Product Launch – Commercial Insurance
Enterprise platform | 9 months
Post-Merger IT Integration – Insurance Acquisition
40+ systems | 6 months
Integration Testing Program – Insurance Acquisition
270+ systems | 12 months
Distribution Operations Launch – Fast Food Supply Chain
Client: Regional Wholesale Distributor serving Fast-Food Restaurant
Scope: Accelerated stand-up of regional wholesale distribution operations supplying 280 McDonnalds locations
Duration: 6 months
- Facilitated weekly coordination across seven client workstreams including logistics, IT, procurement, and operations
- Coordinated order system integration including master data, predictive ordering, online ordering, pick lists, shipping documentation, and invoicing
- Supported operational readiness including truck leasing, warehouse setup, driver training, and refrigerated transport certification
- Organized operational dry runs with client teams ahead of launch
Result: Client teams launched wholesale ordering, warehouse, delivery, and invoicing operations on schedule with no operational errors.
Legal Case Management Rollout – Insurance Litigation
Client: U.S. Automobile Insurance Carrier
Scope: Rollout of SaaS legal case management system for 55-attorney litigation department
Duration: 4 months
- Facilitated rollout of enterprise SaaS legal case management platform across litigation teams
- Coordinated migration of court filings and active case records into the new system
- Structured standardized digital filing taxonomy and case workflows for attorneys and staff
- Organized training and pilot rollout with legal teams prior to full deployment
Result: Client litigation teams transitioned to the new platform with historical records migrated and staff operational on the system.
Digital Revamp of Insurance Product
Client: Global Property & Casualty Insurance Carrie
Scope: Digitization revamp of insurance product
Duration: 9 months
- Facilitated cross-functional workshops with underwriting, operations, and technology teams to document current-state policy issuance processes and pain points
- Facilitated capture of as-is and to-be workflow, roadmap, and high-level business requirements
- Facilitated feedback on wireframe designs and software demonstrations to align team on expected final design.
- PM discipline on confronting issues, following up on action items and tracking progress-to-plan.
Result: Client teams launched a fully digital quote-to-bind process, replacing manual workflows and enabling nationwide online distribution of the product.
Recovery of Late Project for API-Driven Products
Client: Global Property & Casualty Insurance Carrier
Scope: RAPI-based integration enabling digital distribution of commercial insurance product
Duration: 9 months
- Facilitated alignment between underwriting, architecture, vendor platform teams, and internal development groups after the initiative had stalled
- Structured workshops documenting current policy issuance workflows, pain points, and system dependencies
- Coordinated development of to-be process flows, high-level requirements, and API interaction models
- Guided creation of wireframes and broker-facing user journeys supporting quote and bind workflows
Result: Client teams delivered a digital quote-to-bind capability integrating internal and vendor services through APIs, enabling online distribution of a previously manual insurance product.
Post-Merger Integration – Insurance Acquisition
Client: Global Insurance Holding Company
Scope: IT Integration of acquired property & casualty insurer
Duration: 6 months
- Facilitated assessment of acquired company systems, documenting application inventory, dependencies, technical constraints, and contract obligations
- Drove alignment on application strategy (retain, replat form, retire)
- Facilitated daily standup meetings for application development, IT infrastructure and procurement teams.
- Aggregated status, documented issues and risks and drove timely decision-making.
- Facilitated UAT preparation and execution.
Result: Successful big-bang cut-over of prioritized applications. Systems were functional on new domain, in new data center with systems functioning and data fully migrated.
Integration Testing for Insurance Acquisition
Client: Global Property & Casualty Insurance Carrier
Scope: Integration testing for insurance company merger involving 270+ systems
Duration: 12 months
- Staffed QA team including test lead, test engineers, and testers associates
- Structured test planning and deliverables - test strategy, test plans, test cases.
- Facilitated interviews and test deliverable review/sign-off for with system owners and business users
- Established bug triage and test progress reporting
Result: Client leaders were aligned on the test strategy. Alignment on the test schedule and plans. Staff were in-place to conduct tests. Communications were established to communicate bugs and report test progress.