Consulting Project Types

Operational Best Practices Assessments

Developed from many years of experience working with some of the largest and most innovative financial institutions, Shaw’s Best Practices Assessment is an evaluation of your lending operations designed to ensure that you’re maximizing your investment in your Shaw application. We’ll identify reporting and workflow gaps, operational redundancies, manual processes, and other areas where your Shaw application can help you improve business and IT productivity and improve your customers' experience.

Incorporated in our Best Practices Assessment are the following:

  • Analyze existing operational procedures and compare to industry best practices
  • Identify manual and automated processes that could be supported by existing Shaw functionality
  • Identify unused Shaw functionality that can provide positive business and IT impacts
  • Prepare a project summary detailing challenges, opportunities, and recommendations

Implementations and Upgrades

We will leverage our expertise and proven project methodology to make your implementation or upgrade project successful.

Our project methodology involves the following project phases:

  • Operational analysis and business and technical decomposition
  • Project management
  • QA strategy and support
  • Coding – data conversion and integration points
  • Mock and live conversion support
  • User and technical training
  • Post-production support

Not sure you have the resources to complete your project? Learn about our Remote Workforce Delivery Option.


Workflow Automation

Workflow and queue automation cannot be purchased in a software package but are rather learned and developed through years of hands-on industry experience and institutional knowledge. Banks and financial institutions vying for market share in today’s competitive business environment are considering every possible alternative to streamline business processes, improve profitability, and customer experience. Every contact must be seamless and add value to both your customer and your company. To meet this goal, financial institutions are reengineering workflow processes to make their customer interactions as seamless as possible.

Our automation experts can analyze your current workflow and queue processes, compare those processes to industry best practices, and design state-of-the-art automations that improve productivity, reduce errors, and miscommunications.


Management Reporting

We can help you develop a management reporting solution to provide your key decision makers with instant access to critical information in a variety of styles and formats designed to meet the requirements of each business segment. Our management reporting experts can design and implement custom solutions.

  • Your choice of formats and display options
  • A variety of standard or configurable templates
  • Real time, daily, weekly, monthly, quarterly, and yearly reporting options
  • Drill-down, hot-spotting, and traffic light options
  • Data warehouse development and refinement

Our goal is to place you in control by providing you with the timely data you need to make the best decisions for your business by improving management reporting.


Staff Augmentation

Does your team need short-term resources to mitigate customer impacts? Do you need subject matter experts to support a special project, integration, upgrade, or acquisition?

Proficient in your industry and systems, we will address your business and technical challenges and deliver the results you expect. Our services span the complete solution life cycle, including project management, staff augmentation, strategic planning, integrations, operational assessments, management reporting, acquisitions, upgrades, training, systems enhancements, and more.

Our SMEs average 15+ years of experience in your industry, and 10+ years of experience with Shaw lending systems. Versed in all lending disciplines including commercial, consumer, collections, recovery, leasing, and auto finance, no one understands the challenges faced by financial service organizations better than we do. We provide focused expertise in both Shaw and non-Shaw disciplines.

Whether a short-term or long-term project, let us help you.