Customer Channels & Operations Management
1 minute read
Nov 27, 2016
Written by: Doug Murphy
Have you ever experienced that moment of frustration when you realize a project nearing final implementation does not meet your expectations? Everyone started on the same page, but somewhere along the way, the project team deviated from what you were expecting. Consider inserting a checkpoint, called a “planning tollgate”, to explicitly review and approve the project team’s proposed solution prior to the beginning of project delivery. Here are a few reasons why a planning tollgate makes sense:
Taking the time to conduct a “planning tollgate” prior to the execution phase of a project is an investment of your time, as well as the project teams. However, making the investment at this stage is critical in avoiding those late-game surprises.
Following a period of rapid growth, a large US commercial bank realized it needed to rethink the way it organized its business units, as a means to create greater visibility into risk and opportunities. The organization’s Enterprise Risk Management (ERM) team tapped Spinnaker to help justify that transition and begin to envision what transformation might actually look like.
Customer Channels & Operations Management, Risk Management & Regulatory Compliance 1 minute read
Late last month, I had the pleasure of attending and facilitating a couple of on-demand panels for the American Banking Association’s (ABA’s) first-ever Risk and Compliance Virtual Conference.
Customer Channels & Operations Management, Business Analytics & Data Management, Risk Management & Regulatory Compliance 4 minute read
As most entrepreneurs will tell you, developing a business plan is one of the first critical to-do’s for establishing a new entity. Once that item is checked off the list, there’s often an eagerness to move straight into execution. But hammering out the details of your organization’s “what” is only a starting point. Particularly in professional services, there’s tremendous value in solidifying the very meaningful – albeit intangible – elements around team and culture, which are big drivers in enabling effective execution.
Customer Channels & Operations Management, Business Analytics & Data Management, Risk Management & Regulatory Compliance 5 minute read
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