Our approach
We don't apply a generic consulting framework to your project. We apply 200+ combined years of pension domain expertise — through a methodology we've spent decades refining specifically for this industry.
Built for this industry.
Refined over decades.
Most RFPs are copied from a library and scaled to fit. Ours are built from a conversation. We spend significant time in discovery before anything is written — understanding your vision, goals, pain points, and expectations. We then flip the standard procurement process: vendors meet with us before responding in writing, producing more honest proposals and fewer downstream surprises. Our copyrighted lean RFP format is specific to your needs and built to prevent scope battles before they start.
We built a custom Agile project management framework that draws on the best of Kanban and Scrum — applying each where they work best rather than forcing a single methodology across every situation. We apply this framework across every dimension of the engagement — from procurement management through project oversight, quality assurance, data reconciliation, and post-implementation support. Flexibility, transparency, and iterative progress are built into how we work at every phase.
Our scenarios aren't just for testing — they are a mirror of how your business intends to operate. We invest the time of our senior subject matter experts to work with you and your vendor to ensure your system is designed to match your vision while taking full advantage of industry and product best practices. We don't leave clients alone to make design decisions. We advise, provide meaningful input, and ensure every configuration decision is intentional and aligned with how your fund actually works.
Our testing methodology is rooted in Agile testing principles — specifically Behavior Driven Development (BDD) and Specs by Example. We build a comprehensive matrix of scenarios that capture not just documented rules but the detailed permutations and hidden fund-specific policies that standard approaches miss. These same scenarios that drove the design now validate the build — ensuring the system works exactly as your business intends to operate, not just as the software was configured.
We don't just test the software — we test the data. We ensure data mappings align with the solution design and apply the same scenario-based principles we use to build our business scenarios to validate the data. We independently reconcile data apart from the traditional data conversion reconciliation process, applying our proprietary method to ensure data doesn't just make it into the system — but works exactly as it was intended. We leverage application functionality to achieve what cannot be achieved through standard reconciliation queries.
We are hyper-active about managing risk. We don't just report — we mitigate, and we plan for contingencies. We identify issues before they are reported and proactively manage them before they can become a reality. Following Agile principles, we go small when it comes to risk. No risk is too small. We don't identify high-level risks and leave them on a register — we actively monitor project activities, weed out risks early, and ensure every risk has an owner, a plan, and a resolution path.