NewVantage Partners has assisted many of the nations leading Fortune 1000 companies with business and technology strategic and operational initiatives in Data Management/Information Architecture, Customer Strategy/Multi-Channel Optimization, and Business Strategy.

Current and recent engagements have included work on behalf of Aetna, AIG, American Express, Aventis Pharmaceuticals, Boston Globe/New York Times, Capital Group, Charles Schwab, CitiGroup, Citizens Bank/Royal Bank of Scotland, Commonwealth of Massachusetts, Fidelity Investments, Freddie Mac, Liberty Mutual, Marsh McLennan, Merrill Lynch, Monster Worldwide, Washington Mutual, Wells Fargo Bank, and Unicco Services Company.

Business and Technology Strategy and Operational Initiatives

• Enterprise Customer Data Management Roadmap – Financial Services
  Develop enterprise customer data management roadmap to ensure regulatory compliance, data accuracy, product development agility, and operating efficiencies.

• Integrated Customer Service Platform and Portal Design – Financial Services
  Redesign and rationalize divergent portal interfaces of the customer service platforms supporting branch, call center, and web operations.

• Data Warehouse and Reporting Assessment and Roadmap -- Business Services
  Conduct review of current organizational and management reporting and information requirements, and development of future state roadmap for supporting double-digit growth in domestic and international markets.

• Enterprise Customer Information Management – Financial Services
  Architect enterprise customer information management approach to managing data dependencies, business rules and reporting, and enterprise information security.

• Customer Experience/Multi-Channel Marketing – Financial Services
  Improved customer experience through multi-channel marketing process design, automation of customer feedback and reporting processes, and development of an integrated call center and branch client service platform.

• Business and Technology Architecture and Roadmap -- Financial Services
  Develop business and technology roadmap and customer marketing architecture for next-generation customer data management strategy. Develop event-based triggering processes to support improved customer experience and responsiveness.

• Real-Time Personalization/Customer Relationship Management (CRM) – Financial Services
  Formulate real-time personalization strategy and architecture for Internet, call center, and online banking, including vendor evaluation and selection. Develop enterprise information management inventory for strategic information asset management and security.

• Customer Information Strategy -- Automotive
  Design next-generation customer information strategy, architecture, and conduct executive education program to build organization consensus.

• Services Oriented Architecture – Life Sciences
  Design strategy and architecture for Integration Competency Center (ICC) to enable cross-functional application and data integration for drug discovery efforts.

• Information Management and Reporting -- State Government
  Design next-generation data warehouse and information management and reporting environment to support 86 government agencies for state government.

• Multi-Channel Customer Relationship Management (CRM) – Financial Services
  Develop business justification for cross-business creation of unified customer view for approval by chairman, with rollout through center of excellence.

Emerging Technology Solution Evaluation and Selection

• Customer Information Hub -- Retailing
  Recommend customer information hub solution to support customer management and next-generation marketing platform requirements for national office products retailer.

• Business Intelligence Dashboard – Financial Services
  Evaluate and select executive dashboard for presenting sales and marketing metrics combining structured data and unstructured content to ensure fast measurement and action.

• Enterprise Data Management – Financial Services
  Conduct enterprise data management tool selection for integrating and cleansing customer data from disparate sources for improved customer view and relationship management.

• Mobile and Wireless CRM -- Business Services
  Selection of mobile application development partner for building mobile application for improving customer service management. Received ComputerWorld Award for Mobile and Wireless Strategy. ComputerWorld Award:Unicco

• Real-Time Event Triggering – Financial Services
  Selection of real-time event triggering plaform and rules-engine for managing and acting upon responses to changes in customer behavior.