45 minutes, focused on one workflow. You leave with a 1-page map, 3 quantified quick wins, and a 30–90-day action plan you can execute with or without ConsultingX.
$27M+
In verified savings across higher Ed, wealth management, and health plan operations over 5 years across 12 core projects
30%
Time reduction for evaluators at a national online university (delivered in a 9-month implementation)
2:1
ROI per automation project at a Fortune 500 wealth management firm (averaging 4–6 weeks per process)
Why Operators Choose ConsultingX
Brings big‑company transformation experience to lean teams
Leads cross-functional initiatives in a way that cuts bureaucracy, clarifies priorities, and keeps non-technical stakeholders aligned.
Hands‑on operator, not just an advisor
Collaborates with your teams to streamline high-friction workflows and implement technology-enabled automations that cut turnaround times and operating costs within weeks, not quarters.
Bridges the gap between business teams and technology specialists
Turns complex automation and data concepts into a clear roadmap with specific, near-term ROI targets.
Co‑designs solutions with frontline teams and stays through adoption
Builds simple playbooks, feedback loops, and metrics so improvements stick and scale without a large consulting bench.
Who ConsultingX Serves
1
Financial Services
Banks, credit unions, and wealth firms with 200–5,000 employees or significant back‑office processing volume. Familiar with PCI, SOC 2, and Bank Secrecy Act (BSA) requirements.
2
Healthcare
Health plans and healthcare payers processing 50K+ monthly claims or enrollment transactions. Operating under HIPAA, CMS, and state Medicaid regulations.
3
Tech-Enabled Education
Providers with 10K+ learners and complex assessment or enrollment operations. Working within FERPA, Title IV compliance, and institutional accreditation frameworks.
Who this is not for
Early-Stage Startups
Very early‑stage startups still changing their core offering every few months.
Strategy-Only Engagements
Teams looking only for a strategy deck with no execution support.
Lack of Internal Ownership
Organizations without an internal owner for operations or change (no sponsor, no team).
For these teams, start with the Unstuck Playbook or Operational Efficiency Checklist and revisit consulting support when processes are more stable.
What Happens When Nothing Changes
3x
Higher OpEx
Compared to automated competitors in back-office processing
40%
Staff Time Lost
To routine data entry and rework instead of high-value analysis
$0
Real-Time Insights
Data is trapped in manual workflows and disconnected systems
The Real Consequences
Unresolved operational friction actively erodes your competitive position. Margins shrink as operational expenses climb. Compliance risks multiply with every manual data entry. Your digital-native competitors pull further ahead.
A Hands-On Operator, Not Just an Advisor
With 15+ years at giants like Centene, Raymond James, and American Express, ConsultingX brings enterprise-grade discipline to your projects—but operates as a solo partner, not a bloated firm. You get workflows configured, vendors managed, and savings that actually hit your bottom line. The approach is pragmatic, operational, and strategic—focused on what works in reality, not just theory.
1
Proven ROI
Delivered $20M+ in cost savings at a Higher Education University and $7M+ at a Wealth Management Firm through process optimization and automation.
2
Certified Expertise
PMP and CSM certified with a Master's in IT Management—bridging rigid methodologies and agile execution.
3
Battle-Tested
15+ years navigating complex, regulated environments including HIPAA, CMS, PCI, and SOC 2. This isn't theory—it's proven experience.
How We Work Together
Discovery – Focus on one critical workflow
45‑minute Process Discovery Session with Ops, IT, and a frontline lead.
Map the current workflow, quantify volume and failure points, and identify 3–5 potential quick wins.
Design – Roadmap with real numbers
Create a logic‑driven, integration‑ready future‑state map with clear ROI targets (hours returned, error reduction, cost savings).
Define what should be simplified before any automation and where existing tools can be stretched.
Implementation – Practical change
Work inside your current tech stack where possible, introducing targeted automations and process changes in weeks, not quarters.
Coordinate with your internal IT, PMO, and vendors using a one‑page roadmap, weekly working sessions, and clear decision owners so work moves forward without 'death by committee.'
Optimization & Handoff – Make it stick
Establish metrics, dashboards, and a basic playbook so your teams can run and refine the process without ongoing consulting support.
Train frontline staff and leaders, with adoption tracked via usage, error rates, and cycle times.
How We De-Risk Change
Transformation doesn't have to be risky. We use proven methods to validate results before scaling.
Start with pilots
60–90‑day pilot focused on one workflow, with agreed baseline metrics and target improvements before any larger rollout.
Phased fees and exit criteria
Phased fees and exit criteria: If the pilot does not achieve at least 15–20% reduction in cycle time or error rate, you can stop without committing to a broader implementation and pay only for the pilot scope completed.
Change and politics included
Small, empowered decision group (4–6 people), weekly 60-minute working sessions, and short exec touchpoints (15 minutes bi-weekly) to keep decisions moving and prevent 'death by committee.'
Proof in context
Real results from similar organizations in your industry, with measurable outcomes you can benchmark against.