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Primary Research KnowledgeBase

Team Development & Project Management

Systems & Software Development

Completed Short Term Consulting Projects

Completed Long Term Consulting Engagements

Practice Disciplines:

  • Global Business Sector Index
    • [ Tech ]
    • [ Financials ]
    • [ Real Estate ]
    • [ Energy ]
    • [ Transports ]
    • [ Media ]
  • Strategic Leadership Planning & Visioning
  • Executive Coaching
  • Business Process Development & Infrastructure Services
  • Partnerships, Co-Ops & Associations Development
  • Project Development & Operations
  • Performance Optimization
  • Team Development
  • Project Management
  • Financial Portfolio Management & Indices Consulting
  • Asset and Wealth Management
  • Investment Research
  • Hedging & Leverage
  • Succession, Mergers & Acquisitions, Valuations
  • Process Improvement
  • Change Management
  • Outsourcing
  • Conflict Management
  • Labor Relations and Negotiations
  • Meeting & Communication Facilitation
  • Expert Witness
  • Technology Evaluation & Explanation Vetting Facilitation
  • Training in the following areas:
    • Technical Services
    • Leadership
    • Management and Supervision
    • Communication Skills
    • Problem Solving
    • Diversity
    • Labor Relations
    • Conflict Management
    • Managing Change
  • Management Consulting Practice
  • Diversified Holding Company
  • OnLine/Digital Technology
  • Motor Sports Racing
  • Financial Services
  • Trust Investment Management
  • Equity & Debt Markets Portfolio Management
    • (Transaction History, Trading, Asset Allocation, Modeling, GIPS Performance, Billing, Security Interfaces, Reporting, Currency Translation)
  • Legal Practice
  • Recruiting
  • Talent Management
  • Private Equity Partnerships
  • Banking
  • Savings & Loan
  • Mortgage Banking
  • Secondary Market
  • Investor Reporting
  • Loan Origination System (LOS)
  • Loan Production
  • Loan Administration
  • Master Loan Servicing
  • Commercial Lending, Accounting
  • Real Estate (Commercial & Residential) Development
  • Property Management
  • Insurance and Insurance Premium Finance

Technical Services:

  • Mortgage Loss Mitigation (MLM)
  • Business Process Outsourcing (BPO)
  • Search Engine Optimization (SEO)
  • Service Oriented Architecture (SOA)
  • Application Software and Systems Development (SSD)
  • Application Systems & Internet Hosting (HOST)
  • Technical Recruiting, Staff Outsourcing, Team Building, Technical Training, and Technical Staff Assessment (onsite & offshore).
  • Deploying large enterprise multi-tier client-server and web-based Internet applications. Object Oriented Analysis (OOA), Object Oriented Design (OOD), Object Oriented Programming (OOP), using SDLC methodology (Project Initiation, Requirements Definition, Architecture, Analysis, Design, Programming, Testing, Q/A, SCM, Build, Deployment, Installation) for iterative systems development.
  • Business and product development cycle, designing relational database (DB2, Oracle, SQL Server, Informix), B2B & B2C e-Business (HTML, XML, XSLT, Java, Web Services, ASP.NET), Enterprise (Windows DNA n-tier client/server, Visual Studio.NET), Micro Focus Object COBOL, and Mainframe Legacy (CICS/COBOL/VSAM) applications.
  • Life Cycle Methodology, Reengineering/Case Tools, Benchmarking, Disaster Recovery & Business Resumption, Service Level Agreements, Database Security & Administration, Data Warehousing, Data Dictionary & Data Modeling, Systems Analysis, Feasibility Studies, RFP, Executive Presentations, Product Evaluation, Consultation, System Testing & Quality Assurance, Application Programming.

Our full spectrum of information-based software and services:

  • Windows Based Portfolio Management Product - PX 
  • Unix & Windows/NT Fixed Income Product - FIN
  • Unix & Windows/NT OnLine & Batch Reporting Product - FIN
  • Master-Console Product - XEROX/MC  
  • NYSE Tracking Product - NYNEX/TRAK
  • IBM Mainframe to Unix & Windows/NT Conversion Project
  • Data Center Decentralization Project
  • Disaster Recovery Project
  • Mainframe to Client/Server Conversion Project
  • Mainframe DOS to MVS/XA Migration Project
  • COBOL/CICS/DB2 Investor Management Project
  • Mortgage Loan Origination Project
  • Mortgage Loan Servicing Project
  • Mortgage Loan Master Servicing Project
  • Mortgage Loan Investor Reporting Project
  • Nationwide retraining of 650 Technical Staff Members Project
  • Complete operations of an Automobile Insurance (MGA & Company) and Premium Finance Direct Writer Project
  • Online Automobile Insurance/Finance Quoting Project
  • Insurance Policy and Loss Management Project
  • Premium Finance Processing Project
  • Application service provider (ASP)
  • Application development and application management
  • Benchmarking/business process consulting
  • Billing (Bill & Receipt)
  • Business analysis - consulting, technology management and business process re-engineering
  • Business continuity/disaster recovery
  • Call center operations
  • Commercial/business lending and servicing solutions
  • Consumer/retail lending and servicing solutions
  • Conversion services
  • Core accounting and deposit software systems
  • Customer care billing
  • Customer relationship management (CRM)
  • Documentum Document Management System
  • Electronic bill presentment and payment (EBPP)
  • Facilities management
  • Fully integrated, multichannel delivery system
  • Information management and data warehouse
  • Information technology/business processing outsourcing
  • Internet banking software
  • Inventory data reconciliation
  • Managed operations
  • Managed Web hosting
  • Merger/acquisition/conversion consulting and technical support
  • Metrics
  • Mortgage/residential lending and servicing solutions
  • Network services
  • Offshore Resource Pool 
  • Professional technical and project management consulting
  • Profitability measurement software systems
  • Retail banking software
  • Software development, customization, maintenance, training and production support
  • Systems integration
  • Technology product sales
  • Training
  • Web development
  • Wholesale banking software and services

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