Services
BUSINESS STRATEGY
Oakbrook specializes in the implementation of business strategy to achieve your targeted goals including:
- Digital transformations
- Improving operations for cost reduction
- Recovering initiatives in distress
- Scaling capabilities for new business
TECHNOLOGY AND OPERATIONAL ASSESSMENTS
Oakbrook expertise enables us to render assessments efficiently and effectively. These assessments serve as the center point for additional consulting services that leverage this information. You have to understand the present to plan the future.
TECHNOLOGY ROADMAPS
The end result of our assessments is a roadmap of recommendations and designs for our clients to review aimed at producing a feasible, reliable and scalable solution set.
VENDOR SEARCH, SELECTION & ORGANIZATIONAL ASSESSMENTS
Oakbrook provides highly experienced professionals to execute and facilitate all desired phases of Vendor Selection and Management. We work with our clients to build robust requirements and Vendor Selection criteria. After determining viable vendors, we send out on behalf of our clients succinct proposals while providing them with the needed insight to make informed decisions about selecting the best fit vendor. Oakbrook assists with researching and vetting of vendors thru meetings and demonstrations with our client’s key stakeholders to ensure that business goals/requirements and risks are addressed before engaging a vendor.
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