Harnessing the Power of IT Project Management in the Finance Industry: A Case Study of Citizen's Bank's Franklin American Mortgage Division and Fiduciary Counseling Inc.

In the fast-paced world of finance, every decision counts and every minute matters. As an IT Project Management firm, we're at the forefront of delivering innovative solutions that help financial institutions navigate this complex landscape. Two key examples are our work with Franklin American Mortgage and Fiduciary Counseling Inc., where we've leveraged cutting-edge IT strategies to streamline operations, boost efficiency, and unlock new revenue opportunities.

Agile Transformation at Franklin American Mortgage

At Franklin American Mortgage, our mission was clear: modernize the enterprise software development lifecycle (SDLC). The solution lay in introducing Agile and Kanban principles - a move that not only modernized their approach but also enhanced their project management efficiency.

We led a series of projects, applying both Agile and Waterfall principles, to create unique solutions tailored to Franklin American's specific needs. Among these was the integration of Salesforce—a strategic move that yielded increased revenue for the business.

Another standout accomplishment was the development of proprietary web applications designed to automate the buyback and re-pooling of loans. Beyond these tangible improvements, we focused on fostering a collaborative culture. We coached IT staff and leadership on project management best practices, improved communication, and aligned IT efforts with mortgage industry best practices.

Infrastructure Overhaul at Fiduciary Counseling Inc.

When we partnered with Fiduciary Counseling Inc., the organization's IT infrastructure needed an overhaul. Our solution encompassed a sweeping range of initiatives, from migrating company servers to the cloud to implementing Microsoft Dynamics CRM.

Key to this transformation was the development of a comprehensive Agile Hybrid Project plan, along with streamlined communication procedures. These measures ensured all stakeholders remained well-informed of project progress, fostering an environment of transparency and trust.

We also implemented financial software products, refreshed user workstations, launched an IP phone system, replaced aged network infrastructure, and installed fiber optic lines. Through strategic planning, we successfully minimized downtime of technology systems within the organization—a vital achievement in an industry where downtime can lead to significant losses.

Delivering Value in the Finance Sector

Our experiences with Franklin American Mortgage and Fiduciary Counseling Inc. underline our ability to deliver tailored IT Project Management solutions in the finance sector. We bring a deep understanding of industry-specific challenges, ensuring we deliver solutions that not only address immediate needs but also pave the way for future growth and innovation.

Through agile principles, strategic IT transformations, and a collaborative approach, we help financial institutions operate more efficiently, unlock new revenue streams, and stay ahead in a competitive sector. We're committed to empowering our clients to meet their business objectives, maximize ROI, and ultimately enhance their service to their own clients.