Major Financial Services Company

Rock River Solutions demonstrated their project management expertise in working with a major financial services firm to lead software upgrades for both the client services and the account management application systems.  This included coordinating activity with more than 100 business and IT staff. Internal reorganizations resulted in a loss of key project leaders and placed the conversion schedule in jeopardy of missing key dates.  Rock River Solutions was able to step in, quickly assess the situation, and get the schedule back on track. By applying best practices for change management, the resulting conversion was delivered on time and on budget.  In addition, the client was able to maintain a positive end-customer experience throughout the process.

Process Improvements in Financial Services

Process management and strategic organizational assessment were emphasized when the Rock River Solutions team worked with a major financial services company to review both the organization and process implications of migrating six million customer accounts valued at more than $300 billion to a new application platform.  The Rock River Solution team understood the need to maintain operations while moving quickly to convert to a new software application.  Practical solutions that identified the major risks to the executive team allowed the client to realize the implications of their organizational decisions and provided clear, actionable plans to deliver the results need to keep the business competitive.

Operations Efficiency in Services Sector

Working with diverse, multi-functional workgroups in a large financial services company, the Rock River Solutions team used root cause analysis to identify key problem sources and identify workable solutions to support a key customer account base conversion.  The result increased conversion capacity by at least 100 percent, and sped the conversion process to meet business critical 2006 goals.  The innovative technical approach championed by the Rock River Solutions team, facilitated the move of 22,000 customers to a new application platform with minimal service disruption.

Managing Mergers

As a Director with a company implementing a merger, one of the Rock River Solutions Principals managed a team of more than 100 technical specialists in two companies to implement a merger resulting in $9 million savings of operating costs.  The professional expertise applied by Rock River Solutions helped the two companies to consolidate software licenses, develop the right IT infrastructure and staffing plans.  This migration included 21 applications driving $16 million in spending over a 12 month period of time. 

Transportation and Logistics

Working in conjunction with the President and CFO of a transportation logistics company, Rock River Solutions developed process improvements to both the order flow and vendor payables processes resulting in a reduction of working capital affecting the cash flow planning of the start-up venture.  This included developing a sophisticated working capital model to manage funds from the investor.  In addition, Rock River Solutions acted as an interim executive managing the Accounts Payable function to implement the identified improvements.