Satori orchestrates change; we deliver insight, add clarity and align business objectives to yield results. We go beyond the obvious and search for innovative solutions, working side-by-side with our clients to implement them.

Case Studies

Testing emergency response capabilities

We assessed governance policies and performed a Command Center drill for our client’s emergency response capabilities, building awareness…
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Establishing compliance through retrospective analysis

Ourcomprehensive project methodology and governance structure strengthened ourclient’s compliance with increased regulatory oversight.The…
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Improving the management of operational risk

We overhauled our client’s Operational Risk Management Program to ensure it complied with changes in the regulatory and governance…
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Developing a peer network

We developed a Peer Network that facilitated collaboration efforts between our client and other diverse internal service groups, helping…
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Building systems and processes to support technology risk management

We designed a Systems Architecture and an automated data aggregation process that provided structure and clarity to our client's technology…
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Strengthening business resiliency with remote working

We helped our client strengthen its Business Continuity plans by designing and executing a series of global remote working exercises.The…
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Preparing for a pandemic

We helped our client develop responses to potential long-term disruptions and to increase the overall resiliency of its business.The…
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Improving performance and talent management

We introduced structure and oversight to our client’s talent management programs, allowing it to link training to necessary skills…
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Developing a warehouse for credit derivatives

We provided the planning, structure, and communications support that positioned our client to make positive contributions to an industry-wide…
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Developing a distributed computing environment

We managed the selection and end-to-end implementation of a distributed solution for our client’s critical systems, with no interruption…
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Strengthening a vendor risk approach

We helped our client assemble a complete picture of all of its service providers, improving its ability to analyze risk and monitor…
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Improving inventory management

We designed a new process and solution for the production and distribution of inventory, generating dramatic savings in storage and…
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Bringing structured program management to technology operations

We helped our client address operational issues and institute effective Program Management tools and processes, providing it with the…
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Building program management capabilities in technology risk policies & standards

We instituted a process for standardizing and articulating Technology Risk policies and standards, laying the foundation for our client…
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Supporting training and communications in technology risk

Our revised training and communications program helped our client make better use of existing materials and delivery channels, helping…
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Linking training programs to firm-wide competencies

We redesigned the offerings of a newly-formed training division, helping it to better support its clients and the strategic vision…
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Turning around a program management function

Our program management tools and methods helped our client gather accurate and timely information on a wide range of disparate projects,…
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Developing a curriculum & certification program

We strengthened our client’s existing training program to match a global competency model and the needs of employees. Our additions…
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Creating a disciplined program management structure

We helped our client improve on-time delivery of critical information technology projects by implementing a new governance structure,…
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Guiding a strategic vision for a new alliance

A new alliance mapped a course toward successful integration and adopted a strategic vision to forge ahead in a challenging market.The…
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Developing a highly resilient organization

Our client transformed its Business Continuity Planning group from a tactical, reactive organization into one that is forward-looking,…
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Developing a better decision-making framework

Our client optimized its decision-making approach for technology projects, resulting in ease of prioritization and faster time to deliver.The…
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Bringing efficiency to a workplace technology provisioning process

Satori partnered with the client to refine its workplace technology provisioning process resulting in new standards, reduced costs,…
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Building efficiency and effectiveness through a shared services model

Our client eliminated redundancies and drove down costs by implementing a shared services model for its US Operations groups.The SituationAs…
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Increasing the efficiency and cost effectiveness of a customer acquisition process

We helped our client improve its customer acquisition process by reducing complexity, lowering costs, and increasing operational efficiency.The…
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Building a data structure for a modernized IT infrastructure

We provided the structure and systematization necessary for our client to obtain the full value of its federal IT contract.The SituationA…
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Assessing a competitive landscape

By assessing our client’s competitive landscape and technological capabilities, we designed a roadmap that enabled the completion a…
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Refining business strategy

We developed an action plan that enabled our client to implement a business improvement strategy.The SituationIn an effort to improve…
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Prioritizing enterprise-wide initiatives through portfolio optimization

We helped an Organizational Effectiveness (OE) group develop a pragmatic process for the alignment of strategic objectives and business-critical…
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Improving regulatory compliance through metrics measurement

Our project management, training, and reengineering approaches helped our client address shortcomings in its regulatory reporting.The…
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Developing a management scorecard to improve performance and reduce costs

We implemented flexible performance measurement and management processes and tools to improve the performance and reduce the costs…
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Introducing organizational change through virtual training

We developed enhanced performance management practices and supported their adoption through a virtual training program, allowing our…
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Reducing costs and improving service through strategic sourcing

We managed and executed an effort to improve pricing and service levels of our client’s sourcing function on a global level.The SituationOur…
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Enhancing customer service through improved dispute resolution

We reduced our client's average dispute-resolution time and its number of open customer disputes by providing recommendations for improved…
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Changing culture and improving processes through compliance

We designed and implemented a full-scale change management plan for a technology organization in order to increase the strategic focus…
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Designing an organizational effectiveness infrastructure strategy

We developed and implemented a strategy to refine operational processes and transform our client’s infrastructure through the adoption…
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Validating a records and retention program

We helped our client achieve consistent compliance with regulatory guidelines by centralizing its record-keeping and improving its…
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Developing an organizational design capability

We designed and delivered training to educate Organizational Effectiveness (OE) and HR participants on the fundamentals of our proprietary…
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Building a performance support community

We helped a global pharmaceutical company develop an internal community that overcame operational constraints and achieved a critical…
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Developing a strategic plan for the future

We developed a comprehensive Strategic Planning Initiative to address the rapidly changing needs of a well-respected, co-educational…
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Rolling out an online learning program

We helped our client successfully establish an online presence by introducing effective techniques for managing change and weaving…
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Performing due diligence for technology project proposals

Our advisory services and a due diligence review of a set of proposed projects positioned our client to develop guidelines for proper…
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Implementing a flexible services model

We helped our client reduce the complexity of managing its global operations and positioned it to provide common, reliable, and consistent…
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Managing post-merger integration

We provided the project and program management expertise and tools that enabled our client to successfully complete a major integration…
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Managing a workforce transformation

The consultant team provided the program management discipline and process redesign expertise that enabled the client to successfully…
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Increasing the adoption of vendor management controls

We helped our client achieve widespread buy-in to new policies and procedures for governing vendor risk, improving the management of…
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Improving cash flow and customer service by insourcing collection activities

We provided our client with the project management and facilitation skills necessary to ensure the smooth transition of processes and…
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Attaining operational efficiency through customer realignment

We supported our client's efforts to optimize its workforce and realign many of its customers to a streamlined operating mode, helping…
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Building consensus around changes in performance management

By creating a collaborative work environment, we were able to effectively deliver a performance transformation program that attracted…
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Refining training and communications for a transformation program

We promoted thoughtful change management by developing a training strategy and communications plan that linked competencies and skills…
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Upgrading systems for managing regulatory compliance

We helped our client better manage its compliance with regulatory legislation improving systems, consolidating data, and developing…
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Overhauling project planning and delivery

By improving project planning and filling gaps in communications and staffing, we enabled a division to better serve the needs of its…
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Measuring and monitoring regulatory compliance

We developed metrics and monitoring processes that helped our client develop a proactive approach toward compliance with regulatory…
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Managing a regulatory compliance program

We provided the program structure and methodology that allowed our client to take corrective and preventive steps toward avoiding further…
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Improving data aggregation and assessment in technology risk management

By introducing more effective data aggregation processes and systems and fostering communication and collaboration, we helped our client…
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Establishing release processes for a new operating system

We helped our client design, automate, and manage processes for releasing a more cost-effective operating system to a global organization.The…
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Customizing pandemic plans

We tailored the pandemic preparedness plans of a large, global organization to fit the size and specific needs of one of its subsidiaries.The…
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Designing a concept of operations for digital marketing support services

We constructed a suite of potential services and processes for a new global support organization, positioning our client to take advantage…
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Engineering financial management processes

We helped our client devise a future-state framework that would optimize business processes, facilitate increased levels of collaboration…
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Managing the procurement life cycle for a major ERP selection

We managed the complete procurement life cycle for the selection of an Enterprise Resource Planning solution in order to modernize…
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Transitioning and managing problem debt

We worked with our client to execute a critical transfer of distressed assets within an aggressive schedule, positioning it to mitigate…
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Academic continuity capability

We created a repeatable Crisis Response, Recovery and Continuity capability that ensured uninterrupted operations during unanticipated,…
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Designing a regulatory operations model

We helped our client better fulfill its regulatory mission by improving operations and instituting a proactive, priority-focused, and…
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Developing detailed design requirements for a concept of operations

We conducted a detailed design for a newly developed operating model and identified the projects and timelines necessary for successful…
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Independent Assessment of Pilot Tax Administration System

We performed an independent assessment of the development of a new national tax administration system for a major South East Asia developing…
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Designing the Sustainable PMO

We worked with an offshore insurance company to retire an oversold risky product and launch a new product that would enable platform…
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Enabling Continuous Verification of Quality Critical Process Parameters for Pharmaceutical Products

We orchestrated an Analysis and Requirements gathering initiative for a global pharmaceuticals company aimed at clarifying ways to…
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Providing crisis management support in the wake of an unprecedented natural disaster

We worked with our global client to coordinate the crisis response efforts for their Tokyo operations following the March, 2011 earthquake…
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Augmenting operation risk analysis with better analytics, tighter controls, and more efficient processes

We assessed the client’s processes and systems, and partnered with their operational risk analysis team and technology team to strengthen…
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Enabling successful divestment strategy planning and program management

We orchestrated a divestment and program management plan for a global financial services firm targeted at reducing its non-core assets…
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Improving Project and Strategy Execution for a Talent Organization

The Talent Organization of a major bio-pharmaceutical company needed to improve the execution, visibility, and strategic focus of its…
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Implementing Program Management Best Practices

We provided PMO Support to a global bank migrating multiple entities to a common settlement platform.The SituationA large global bank,…
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Creating and delivering a new product strategy for a global financial services organization

We created a new product strategy for our client that fits better with its target customer base, while at the same time reducing the…
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Economic Architecture in Securities Technology

We helped our client achieve its organizational efficiency strategy by implementing an economic architecture through documenting a…
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Designing and implementing a surveillance strategy

We worked with a financial services firm to create surveillances to capture trading that was not in line with normal trading activity…
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Planning and Implementing a Global Culture Transformation

Satori drove the cultural transformation of one of the world's largest pharmaceutical corporations. We partnered with the client to…
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Technology Governance Management in Financial Services

We helped our client, a systemically important financial institution (SIFI), develop and implement a technology governance program…
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Global Pharma Multi-Channel Marketing Capability Development

The executive leadership of a leading global pharmaceutical company recognized that developing a variety of proprietary, standardized,…
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Developing Playbooks for Global Digital Marketing Channels

We worked with a pharmaceutical firm to create standardized processes for global digital marketing channels to ensure consistent customer…
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