Case Studies

Financial Case Study – Multi-Purpose Sales

Alteris Consulting is supporting a Banking Insurance client in transforming day to day operations to create People/Process and Technology Synergies, while driving operational efficiencies and alignment across the business.

Together with Alteris Consulting leverage industry best practice and collaborated to improve and deliver an agile customer experience


  • Alteris Project Management Framework integrated into client’s environment.
  • Implemented a reporting structure for Executive management and program oversight. Inclusive of leveraging CLARITY technology tool for project updates and financial monthly project forecasting
  • Developed and implemented a Benefit tracking and financial tracking mechanism to track cost, Risks & Issue management at the project execution level.
  • Implemented a document management framework- which controlled and capture meeting management items, while leveraging a repository built environment for presentation materials for the Executive Steering Committee all through technology, Microsoft SharePoint in our Document Repository Management System
  • Created an Analytics framework to provide comprehensive analysis, created metric based decisions, and actions for management reporting.
  • Resource planning and analysis, working closely with the Program Management team to create and adjust forecasting and staffing models to deliver the right people at the right time.

Value Achieved

  • Report based metrics for executive management and real time descision making.
  • Delivering Operational efficiencies and alignment across the Business and Technology to create a robust delivery management and framework
  • Delivered Innovative business improvements while leveraging people, process and technology