Opportunity Identification

  • Analyzed opportunities across the 4 work areas consisting of 14 total workstreams
  • Noted potential constraints, but did not limit opportunity identification or scope of work


  • Thirteen-week process supported by consulting working team and informed by three main sources of insight – advisor interviews, peers benchmarks and historical performance
  • Mapped current state across workstreams and identified potential levers for improvement opportunities
  • Discussed diagnostic findings with key stakeholders