Client Profile – Insurance and HR Consulting

The Need

  • Post-merger integration of financial and reporting systems
  • Assist client Shared Services team by providing Project Management leadership

The Solution

  • Deploy an experienced project manager to assess project status for the Shared Services Group
  • Develop an updated project plan and establish new target dates
  • Provide resources to support non-shared service teams
  • Training requirements were identified, developed, and  then conducted
  • Stakeholder reporting was established and communications were formalized
  • A central documentation location was established and managed for the client
  • Phase 2 deliverables were documented, work plans developed, and resources identified
  • Policy and procedures were updated and documented

The Results

  • Client Shared Services Group successfully completed all tasks and were ready for transition as planned
  • Supporting documentation was transferred to Client management