Services
BUSINESS STRATEGY
- Digital transformations
- Improving operations for cost reduction
- Recovering initiatives in distress
- Scaling capabilities for new business
TECHNOLOGY AND OPERATIONAL ASSESSMENTS
TECHNOLOGY ROADMAPS
VENDOR SEARCH, SELECTION & ORGANIZATIONAL ASSESSMENTS
IMPLEMENTATION PLANNING
Our assessments consider all aspects of the organization: people, process, and objectives. We employ a current/future state methodology for efficiency gains, technology change, and organizational alignment.
Oakbrook’s unique vendor-search methodology is conducted multiple times annually across all major vendors and provides us with intimate knowledge of vendor and technology solutions.
Finally, if execution assistance is needed, then expertise is available to supplement the client as needed.
PROCESS RE-ENGINEERING & WORKFLOW or BUSINESS PROCESS MANAGEMENT
Workflow automation architected on the right platform will deliver new efficiencies, cost reduction, and better client experiences. Oakbrook re-engineers and designs workflow processes and process architecture when this work is tied to strategic consulting engagements.
Workflow Use Cases
Using our experience building workflow applications, we can build innovative and efficient workflows that can be implemented on any platform. Examples include:
- Account/Client Onboarding
- Asset Transfer
- Account Closing
- Service Request Management
- Data Quality & Exception Management
- Client Activity Management
- IRA RMD Processing