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London based equity fund
Market evaluation
We provided assistance in assessing selected market in Poland
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Pharmaceutical company
Business plan definition
We defined business plan for an innovative pharmaceutical initiative in order to secure financing from the banking partners
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Financial institution
Strategy definition
We updated 5-year strategy for a leading financial institution on the Polish market
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Hongkong based equity fund
Evaluation of acquisition targets
We provided assistance in assessing acquisition targets on the Polish market
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Large company
IT management
We assisted in improving IT development function, with focus on production planning; provided tools and executed trainings
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Large B2B company
Product model
We designed detailed product model - a conceptual structure for handling all the company's complex offerings - and related processes for a large B2B company
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Large B2B company
Self-service web portal
We designed the processes and functional requirements for the corporate clients' web portal, and supported initial stage of development
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Large financial institution
Foreign expansion strategy
We drafted market entry strategy and conducted analysis for opening a branch in selected CEE country
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Leading medical services provider
Process and functional design for sales area
We designed the processes and identified functional requirements related to the sales area
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Leading media group
M&A support
We provided analytical support in buyer side valuation of an acquisition target
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Large Polish Bank
Brokerage process design
We validated business assumptions and designed detailed processes for the new stock brokerage organization
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Retail bank, subsidiary of a European financial group
Change management planning
We evaluated change impact and developed change plans for a Basel II initiative which impacted over 1,500 of bank's employees
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Top Polish Bank
Operational CRM
We designed detailed processes for the purpose of introducing operational CRM in the top retail bank on the Polish market
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Leading retail stock broker
Business strategy
We drafted new development directions and planned strategy implementation for a leading stock broker, with an eye on a strategy of the overall financial group
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Mobile payments startup
Process documentation
We prepared process documentation for a startup in mobile payments area
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Global pharmaceutical company
CRM Process Diagnosis
CRM process diagnosis executed globally, involving analysis of processes on a country level and comparing them with global guidelines
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Global pharmaceutical company
CRM Implementation
Overall CRM implementation including process design, capturing functional requirements, customization and implementation support
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Large Polish bank
Campaign management system for retail division
Implementation of CRM system and operating model definition including campaign management process design; integration with other systems and applications; test, training, pilot and roll out
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Asset management company
Startup business strategy
Designing a new Asset Management initiative, which included a product factory for investment funds and a proprietary distribution channel based on high-end advisors
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Leading international financial group
Performance monitoring system
Designing performance monitoring system across all companies of the group in Poland (life and P&C insurance, asset management, shared services), including role descriptions and key performance indicators
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Leading sweets producer in Poland
Portfolio optimization
Analysis of current product offer, recommendation for portfolio optimization, design of portfolio management process and tools, implementation roadmap and pilot
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Large retail bank
Improving quality of cash loan portfolio
Reviewing the current risk organization and designing changes in order to improve the portfolio quality, including detailed analysis of the scorecard performance and upgrade of collection capabilities (organizational structure, processes and performance indicators)
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Leading international insurance company
Restructuring of claims settlement organization
Detailed analysis of the claim data in order to recommend changes in the settlement organization, including reduction of branch footprint and introduction of mobile claims settlement structure
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Major local financial group
Strategy for Consumer Finance startup
Designing Consumer Finance startup, including high level operating model (product offer, processes, organization)
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Leading local life insurer
Introduction of Program Management Office
Transferring project management skills to the key personnel of the insurer and setting up Program Management Office, for effective implementation of an ambitious strategy
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Leading local financial group
Strategy for a leading player in car and mortgage loans
Strategy development for mortgage, car loans and leasing business lines including high level operating model with key processes and organizational structure
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Consumer finance bank
Improving cross-selling activity
Assessment of market maturity, by positioning the Russian market compared to typical market evolution; definition of cross-selling strategy and launch of cross-selling pilot involving new product, new sales processes, IT development
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Consumer finance bank
Emergency process definition
Definition of the process and coordination of necessary developments for an emergency scenario, involving operations and IT
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European financial group
Business advisory in due diligence process
Assessment of business fit of a Consumer Finance acquisition target, including analysis of the distribution network potential
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European financial group
Strategy and operating model for Consumer Finance startup
Definition of the distribution strategy, with emphasis on agent channel, including extensive primary research on agents; process design for all major operational areas
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Leading universal bank
IT feasibility study
Assessment of emergency scenarios for replacement of back-office treasury system
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Leading Polish bank
Startup of a Consumer Finance initiative
Definition of functional requirements and high level gap analysis of the proposed core banking system
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Leading Polish financial group
Strategy development
Strategy involving all three business lines operating in Poland (retail banking, Consumer Finance, leasing), included market research and competitive benchmarking
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Major financial group
Internal SLA implementation
Defining and facilitating agreement of an internal Call Center SLA
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Financial group
Strategy for a startup financial advisory network
Start-up strategy for financial advisor including processes, product offer, distribution network plan, cooperation model, remuneration/commission model, market maturity analysis and strategic business rules
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Major Polish bank
Post-merger integration
Customer service model development and organizational model design in order to align processes and organizational structure of the merged bank and provide seamless services to customers after the merger
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Mystery shopping in insurance
Analysis of customer service level: skills, knowledge, quality of documentation, selling process
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Large Bank
Introducing brokerage services in banking branches
Integration of stock brokerage and banking operations within branch network, call-center and web front-end
projects executed as Goldenberry