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One of the largest mortgage banks in the United States found it was at a plateau, unable to continue growing effectively. Organic change over the last decade had led to inefficient processes and misaligned resources across more than 20 offices. Further growth was choked by internal friction and lack of clarity on how to make profitable investments.

Creating consistency required adapting the enterprise vision to the unique culture and circumstances of each local office. This mediation was accomplished by two parallel initiatives:

Enterprise Operations Manual. Cory led a team of writers and editors to create the bank’s new operations manual, including sections on Mission & Vision, Organizational Structure, Processes, Metrics, Technology, Compliance, Sales Management, and Marketing. The manual was distributed as each section was completed using an internal publication platform supporting comments, voting, and tracking all changes. Cory and David assisted each team as they reconfigured existing resources to align with the standards set by the manual.

Leadership Coaching. David and Cory established a coaching program for leaders in the bank. Starting with the 300-person sales force, this initiative included rolling out coursework for managers, a new sales metrics package, development of standardized scripts and forms for sales, visits to every branch, observations and analysis of more than 20 coaching sessions, tracking the progress of coached vs. non-coached sales officers, and making continuous improvements to the program once launched. Through the coaching program, local adaptations to the enterprise vision were documented and incorporated. Establishing the coaching practice in the sales organization provided substantial momentum to bring the same cultural changes to all other parts of the organization.

The bank opened its first new branch office in nearly 4 years after the coaching program was established, and is on track to become a $4 billion institution.Through new management techniques and the creation of metrics-based tools that support objective accountability, it has transitioned to a data- and analytics-driven organization where employees are empowered through transparent access to standardized assessment criteria and their own real-time performance metrics.

Testimonials

Cory contributed great thought leadership to our project - especially in the area of adult learning and best practices. He was attentive, diligent, and a pleasure to work with. If you're looking for a strategic consultancy with a diverse yet competent portfolio, RAW Consulting should be your clear stop!

Annaliese Wimbleton
Global Innovation Manager / Whirlpool Corporation

Cory is a top notch professional. In addition to being a strong Human Factors consultant, he was also instrumental in management collaboration and decision making. His expertise, focus, and creativity under pressure made him a tremendous asset to our team.

Paul Cutsforth
District Sales Manager / Cequent Performance Products

Cory’s interdisciplinary background gave him the ability to see patterns and solutions across different domains that were not apparent to others on the team. These valuable insights have led to opportunities for improvement in the way Intel manages its relationships with academic institutions. I am looking forward to my next occasion to work with Cory.

Ken Anderson
Principal Researcher / Intel Corporation

Cory was a pleasure to work with on a critical training development project. He brought deep knowledge of adult learning theories to his work and presented us with practical suggestions that improved our training delivery almost immediately. In addition to delivering the project, Cory also helped us to gain better insight into our own processes and work culture.

Sara Ulius-Sabel
Global Innovation Senior Manager / Whirlpool Corporation

David has the uncanny gift of identifying business needs by asking on-the-mark questions at a macro level and translating them to applications in a most granular and accurate fashion.

Gerard Broussard

David has a superior ability to quickly assess a situation and identify business needs then translate them into an action plan.

Kerry Little

I engaged with Research At Work Consulting for review of the University of Michigan Enterprise Analytics Roadmap. We asked the RAW team to look for areas that were either underrepresented or missing. Since we thought we had done a comprehensive roadmap, we were surprised with the results. The RAW team did an excellent job of comparing our roadmap to national standards and identifying areas requiring additional definition. It was a thoughtful and thorough review.

Mary Hill
Director of Data Management Services / University of Michigan Medical School

David drove the project to completion and was extremely effective in a difficult corporate environment. I would hire him again without question.

Warren Schlicting
Senior Vice President / Comcast

I had the opportunity to hire Cory to document a multi-year, multi-institution (academic and industry) research network that involved over 70 participants with as many projects. Cory conducted interviews with key members of the research network, reviewed key projects, analyzed this data, and produced a detailed report on the activities of the network, with an emphasis on analyzing the structures of collaboration that did and did not work. The report was simply outstanding. Throughout the project, Cory constantly excelled in both his social skills and his research skills. His deliverables were on time and thorough, and his insights were exceptional.

Carl DiSalvo
Associate Professor / Georgia Institute of Technology

I hired Cory to lead the design and development of a website documenting the research network. Cory identified a great designer/ developer and managed the project perfectly. The design and content were outstanding, and the website launched on schedule. Simply put, Cory is outstanding and I will hire him again.

Carl DiSalvo
Associate Professor / Georgia Institute of Technology