Divestiture Due Diligence
In the course of modernizing its business, a major governmental agency wanted to see if its legacy platforms still had any value in them and if there was a market for potential acquisition.
Case Studies
Case Studies
Our clients call us truth-sayers – trusted advisors who drive actionable outcomes. Learn more about our past projects and the impacts our engagements have generated.
M&A Post Announcement Integration Planning
Further Advisory partnered with an acquiring bank to align stakeholders and develop a comprehensive plan for the successful execution of technology integration, product migration, and change management needed to support acquisition integration.
Office of Change Management Leadership
A healthcare client undergoing a complex, multi-year platform modernization effort needed a sophisticated change plan and leadership to prepare its workforce for the forthcoming change.
Grants Platform Implementation Management
In a complex initiative to replace legacy systems, we ensured the successful optimization of business processes and provided the underlying program and change management support needed to drive a successful platform modernization.
Mergers & Acquisitions Market Growth Playbook
A major payments processor struggling to support rising demand for supplier payments engaged Further Advisory for strategic recommendations to increase market penetration in its top supplier verticals.
Journey to the Cloud Strategy and Mobilization
Seeking to modernize and simplify their technology environment, a prominent financial services company engaged Further Advisory to lead the planning and mobilization of migrating on-premise technology to the cloud.
Tech Org Restructuring for Digital and Cloud
To adapt to a reduction in revenues due to changing government regulations, a major student loan servicer engaged Further Advisory to perform an assessment and recommendations to reduce costs across the technology organization.
Media Company IT Assessment & Strategy
To rectify the impact from business disruptions faced by a mid-market media company, Further Advisory assessed current technology capabilities and built a roadmap for achieving the company’s goal to improve the delivery of customer experiences via technology.
Commercial Payments Interim Leadership
During the temporary absence of a senior VP for a global payments company, Further Advisory placed an interim executive with experience in commercial payments to maintain momentum in the execution of a commercial API strategy.
Consumer Banking Technology Strategy
A major US bank needed a new technology strategy to enable modernization and growth. We conducted a thorough assessment and developed a consumer-centric strategy and pragmatic roadmap for realizing that vision.
Loan Servicing Vendor Proof of Concept Management
A major student loan servicing organization decided to modernize their industry leading platform, we partnered with executive leaderhisp to provide an unbiased perspective in the development of a proof of concept with a Fortune 100 enterprise software company.
Grants Administration Software Request for Proposal
A student-aid state agency sought to modernize its business and technology platform into a cloud based SaaS solution. We conducted a market scan of viable targets, objectively prioritized options, conducted a robust RFP process, and led due diligence efforts which led to a selection of a preferred vendor solution.
HR Technology Assessment & Strategy
A major retailer needed an outside consultancy to come in and provide an objective perspective on which HR technology platform was right for them.
Digital Custody Solution Architecture
A major financial institution wanted an industry-first solution for digital custody of cryptocurrencies. We facilitated the design of a solution architecture for securely managing access to digital assets and helped mobilize the overall program.
Customer Success Model and Growth Playbook
A global financial services company was looking to improve sales on a network payments solution. Further Advisory conducted an opportunity analysis and delivered tools for optimizing their customer-tiered support model and improving overall product commercialization.
Change Impact & Readiness Assessment
When a major bank decided to modernize the system used by colleagues in every branch location, we partnered with program leadership to make sure key parties knew what was changing and how to be prepared for it.
Payments FinTech Acquisition Due Diligence
A global payments company sought to extend its business into new areas of the B2B value chain. We conducted a market scan of viable targets, objectively prioritized options, and led due diligence efforts.
Activating Customer Personas
After small business crafting personas and journeys for a payments provider, we then went further to activate them — via marketing campaigns, sales enablement, and all other aspects of the customer lifecycle.
Data Governance Landscape Assessment
Companies worldwide are rethinking approaches to enterprise data governance, finding the right balance between control and flexibility… while keeping the regulators happy.
Financial Services M&A Value Realization
Acquisitions often bring more hype than actual value. A global payments provider wanted to improve the “time to value” for its M&A activities and reached out to Further to learn how.
Small Business Personas, Journeys, & Segmentation
When a major player in point-of-sale systems sought to increase win rate, they partnered with Further to conduct a proper Voice of the Customer analysis to truly understand buyer behavior among SMBs.
Lending Platform RFP & Strategy
Choosing to modernize an aging legacy platform can be difficult… and often emotional. We became the unbiased partner this major loan provider needed to objectively propell themselves forward.
Divestiture Due Diligence
In the course of modernizing its business, a major governmental agency wanted to see if its legacy platforms still had any value in them and if there was a market for potential acquisition.
Office of Change Management Leadership
A healthcare client undergoing a complex, multi-year platform modernization effort needed a sophisticated change plan and leadership to prepare its workforce for the forthcoming change.
Mergers & Acquisitions Market Growth Playbook
A major payments processor struggling to support rising demand for supplier payments engaged Further Advisory for strategic recommendations to increase market penetration in its top supplier verticals.
Tech Org Restructuring for Digital and Cloud
To adapt to a reduction in revenues due to changing government regulations, a major student loan servicer engaged Further Advisory to perform an assessment and recommendations to reduce costs across the technology organization.
Media Company IT Assessment & Strategy
To rectify the impact from business disruptions faced by a mid-market media company, Further Advisory assessed current technology capabilities and built a roadmap for achieving the company’s goal to improve the delivery of customer experiences via technology.
Consumer Banking Technology Strategy
A major US bank needed a new technology strategy to enable modernization and growth. We conducted a thorough assessment and developed a consumer-centric strategy and pragmatic roadmap for realizing that vision.
Loan Servicing Vendor Proof of Concept Management
A major student loan servicing organization decided to modernize their industry leading platform, we partnered with executive leaderhisp to provide an unbiased perspective in the development of a proof of concept with a Fortune 100 enterprise software company.
Grants Administration Software Request for Proposal
A student-aid state agency sought to modernize its business and technology platform into a cloud based SaaS solution. We conducted a market scan of viable targets, objectively prioritized options, conducted a robust RFP process, and led due diligence efforts which led to a selection of a preferred vendor solution.
HR Technology Assessment & Strategy
A major retailer needed an outside consultancy to come in and provide an objective perspective on which HR technology platform was right for them.
Change Impact & Readiness Assessment
When a major bank decided to modernize the system used by colleagues in every branch location, we partnered with program leadership to make sure key parties knew what was changing and how to be prepared for it.
Payments FinTech Acquisition Due Diligence
A global payments company sought to extend its business into new areas of the B2B value chain. We conducted a market scan of viable targets, objectively prioritized options, and led due diligence efforts.
Data Governance Landscape Assessment
Companies worldwide are rethinking approaches to enterprise data governance, finding the right balance between control and flexibility… while keeping the regulators happy.
Financial Services M&A Value Realization
Acquisitions often bring more hype than actual value. A global payments provider wanted to improve the “time to value” for its M&A activities and reached out to Further to learn how.
Lending Platform RFP & Strategy
Choosing to modernize an aging legacy platform can be difficult… and often emotional. We became the unbiased partner this major loan provider needed to objectively propell themselves forward.
Divestiture Due Diligence
In the course of modernizing its business, a major governmental agency wanted to see if its legacy platforms still had any value in them and if there was a market for potential acquisition.
Grants Platform Implementation Management
In a complex initiative to replace legacy systems, we ensured the successful optimization of business processes and provided the underlying program and change management support needed to drive a successful platform modernization.
Journey to the Cloud Strategy and Mobilization
Seeking to modernize and simplify their technology environment, a prominent financial services company engaged Further Advisory to lead the planning and mobilization of migrating on-premise technology to the cloud.
Tech Org Restructuring for Digital and Cloud
To adapt to a reduction in revenues due to changing government regulations, a major student loan servicer engaged Further Advisory to perform an assessment and recommendations to reduce costs across the technology organization.
Media Company IT Assessment & Strategy
To rectify the impact from business disruptions faced by a mid-market media company, Further Advisory assessed current technology capabilities and built a roadmap for achieving the company’s goal to improve the delivery of customer experiences via technology.
Consumer Banking Technology Strategy
A major US bank needed a new technology strategy to enable modernization and growth. We conducted a thorough assessment and developed a consumer-centric strategy and pragmatic roadmap for realizing that vision.
HR Technology Assessment & Strategy
A major retailer needed an outside consultancy to come in and provide an objective perspective on which HR technology platform was right for them.
Digital Custody Solution Architecture
A major financial institution wanted an industry-first solution for digital custody of cryptocurrencies. We facilitated the design of a solution architecture for securely managing access to digital assets and helped mobilize the overall program.
M&A Post Announcement Integration Planning
Further Advisory partnered with an acquiring bank to align stakeholders and develop a comprehensive plan for the successful execution of technology integration, product migration, and change management needed to support acquisition integration.
Customer Success Model and Growth Playbook
A global financial services company was looking to improve sales on a network payments solution. Further Advisory conducted an opportunity analysis and delivered tools for optimizing their customer-tiered support model and improving overall product commercialization.
Payments FinTech Acquisition Due Diligence
A global payments company sought to extend its business into new areas of the B2B value chain. We conducted a market scan of viable targets, objectively prioritized options, and led due diligence efforts.
Activating Customer Personas
After small business crafting personas and journeys for a payments provider, we then went further to activate them — via marketing campaigns, sales enablement, and all other aspects of the customer lifecycle.
Small Business Personas, Journeys, & Segmentation
When a major player in point-of-sale systems sought to increase win rate, they partnered with Further to conduct a proper Voice of the Customer analysis to truly understand buyer behavior among SMBs.
Office of Change Management Leadership
A healthcare client undergoing a complex, multi-year platform modernization effort needed a sophisticated change plan and leadership to prepare its workforce for the forthcoming change.
Grants Platform Implementation Management
In a complex initiative to replace legacy systems, we ensured the successful optimization of business processes and provided the underlying program and change management support needed to drive a successful platform modernization.
Journey to the Cloud Strategy and Mobilization
Seeking to modernize and simplify their technology environment, a prominent financial services company engaged Further Advisory to lead the planning and mobilization of migrating on-premise technology to the cloud.
Commercial Payments Interim Leadership
During the temporary absence of a senior VP for a global payments company, Further Advisory placed an interim executive with experience in commercial payments to maintain momentum in the execution of a commercial API strategy.
Digital Custody Solution Architecture
A major financial institution wanted an industry-first solution for digital custody of cryptocurrencies. We facilitated the design of a solution architecture for securely managing access to digital assets and helped mobilize the overall program.
Case studies include work performed as part of prior consultancies