We use years of experience and industry expertise to understand your organization’s current state and what you value moving forward. This involves studying your business processes, technology, data, cybersecurity, and company culture. We perform this assessment through a variety of research, interviews, and stakeholder consensus meetings. The end result can be a variety of reports depending upon a fund’s needs. This includes strategic vision and plans, IT and business assessments, cybersecurity vulnerability reports, and roadmaps.

We understand the pension market and why there is demand for pension administration systems, data cleansing, CRM, imaging, and other software solutions. Having worked in the market for over 20 years, we understand the business lifecycle of these companies and how competition works between them. We have seen specific solutions rise (or fall) in popularity and have experienced the changes that occur as vendors grow and evolve. We understand how pension software ages and what end-of-life issues may occur. This expertise allows us to help our clients succeed in the long term.

We typically are an executive’s eyes and ears on large-scale pension system initiatives that are beholden to intricate statutes and challenging technology. Our work goes beyond oversight and project management, it includes the myriad of risk mitigation strategies and collaborative problem solving techniques that often require participation of multiple departments and all external vendors. These risks could include actuarial correctness, over or under-funding, healthcare funding and status, or many other pension-unique issues.

We understand all the aspects involved with a large scale pension administration system implementation. Because we provide system assessments, procurements, organizational change management, system design, testing support, data conversion services, and post-production support, we have a firm grasp of everything it takes to deliver these large projects successfully. This expertise allows us to track and resolve obstacles in a way that focuses on delivering a solution that meets the expectations of the business.

There are many reasons a project can be derailed. When this occurs, it can be beneficial to bring in a fresh perspective that is able to review the problems from a vantage point outside of those parties closely associated with the project. Having worked on so many pension projects with so many funds, we understand the unique situations and issues that may be derailing the project, and are much better able to assess and propose potential fixes.