Download PDF

One of the largest mortgage banks in the United States was preparing for a period of high growth. The owners realized a series of disruptive change initiatives would be required to reposition the organization to take advantage of upcoming market opportunities.

Crafting a customized plan for the bank’s unique needs, RAW team members engaged at many different levels simultaneously to adapt the enterprise to what would have otherwise been disruptive changes:

Interim CTO. David served as the bank’s interim CTO for 18 months, establishing new capabilities in automation, project management, and decision support. Key to this and later change initiatives was the creation and maintenance of a new data warehouse and business intelligence environment.

Sales Evaluation. David and Cory performed data analysis and modeling based on 5 years of company-wide sales data and other performance and market metrics to evaluate the effectiveness of a sales peer support program. Based upon results of the analysis, the executive team was able to make
data-driven decisions about further investments in the sales initiative.

Internal Audits. A series of internal audits on payroll, benefits, and accounts payable found significant savings and improvement opportunities. As each process was updated, new metrics were established to ensure the changes were durable and continued to deliver the expected benefits.

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 technology improvements and new management techniques, it has transitioned to a data- and analytics-driven organization with fine-grained control of the business through new metrics.

Testimonials

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 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 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 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

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

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

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

Kerry Little

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