Operational Review and Analysis

We work with our clients to help identify possible productivity gains and profit improvements through an assessment of and/or redesign of technology systems and procedures. Assessed areas typically include: Deposit Operations, Loan Operations, Teller Line Operations, Customer Service Operations, Information Technology, and Electronic Banking.

These Operational Reviews are involved and require investment of both time and on-site fieldwork. Clients report our analysis to be both insightful and beneficial in helping them determine future goals and objectives. Our Operational Reviews focus on key factors that include workflow, efficiency of operational functions and processes, and technology.

We make recommendations for improvement based upon:

• Industry-wide best practices
• Organizational considerations
• Standards of performance
• Projected reduction in expenses following implementation.