AEGIS leverages content and execution experience gained from a career serving our clients. We provide practical advice with a focus on helping companies solve complex business challenges. We emphasize what will work for each client’s particular situation.

“I have been colleagues of Don and Greg for well over a decade. In my role in leading Ernst and Young’s Global Consulting Practice for the Financial Services Sector, they were always my first point of outreach for any of our client’s business issues in the Finance function. They consistently demonstrated industry leading expertise in the modernization of Finance including operating model strategy and design and how to most effectively use enabling technologies.
When the rubber meets the road in effecting change, Don and Greg were my “go to” team for most effectively implementing change. Their industry, functional, innovation, and execution know how set them apart from their peers and competitors.
Without exception I would encourage any organization to consider how to best apply their combined skills.”

ZRG Partners LLC – Managing Director
Global Professional Services Practice Leader

Business Challenge
A global financial organization was sunsetting legacy systems and needed to design a new system and approach to develop, implement, sell and administer all products / businesses. The client was experiencing challenges with the timely production of comprehensive data requirements documentation (i.e., business, functional and technical) that were robust enough to meet their needs, an inability to understand, track and monitor production pipeline and throughput, metrics to perform resource analysis and performance reporting.

Established a senior program risk control advisory team to evaluate the transformation program. Leveraging our Program Risk Control (PRC) framework and asking critical questions of key stakeholders, we determined the root cause for challenges. Designed a new process, created a model to estimate resource needs, established related KPIs and management reporting to allow for progress updates, bridged the relationship gap with the technology group to ensure documentation produced was fit for purpose, and created an integrated plan that identified cross dependencies and critical path items.

Benefits Achieved
Resulted in a framework for a more effective process, allowed for critical performance management, status reporting and resource assignment across multiple simultaneous efforts. Provided management with the ability to make critical decisions in a timely manner, clearly identify and act on production impediments. Reduced labor costs by accurately measuring production needs.