Our Services

servicesD & D Consulting and Management Services specializes in complex, multi-organizational projects that require careful handling and immediate action. We function equally well at the local, provincial and national level and can respond to the needs of institutions of all sizes and stages of evolution from de novo banks to well-established credit unions.

We offer a comprehensive suite of services to our clients that range from strategic and business planning to program design and management. We have been involved at every stage of technology conversions and performance optimization, from the development of protocols at the provincial or national level to crisis management at a specific institution.

Regardless of the service we provide, our approach is always strategic, dynamic, adaptable, impartial, and results-oriented.

Business Architecture and Requirements Engineering

We identify business needs and find solutions to our clients’ business problems and opportunities. Solutions often include a systems approach and performance consulting component. Our involvement may include policy development and changes to policies, procedures and processes. Our approach includes:

  • SWOT analysis (Strengths, Weaknesses, Opportunities, Threats). We identify the existing and anticipated positives and negatives which are internal and external to the organization. This approach is efficient, effective, and can be utilized as a communication tool.
  • Business process improvement (BPI). Incorporates three essential elements: the redesign of core business processes, the application of enabling technology to support the new core processes, and the management of organizational change.
  • Business profile analysis. We analyze the strategic profile of the organization and its environment, advising senior management on suitable policies and the effect of policy decisions.
  • Stakeholder analysis. We identify the needs and expectations of our clients.
  • Business process modeling (BPM). We describe and evaluate current processes within client organizations in order to recommend strategic or tactical changes that will work well given current and future client circumstances. Although we maintain an awareness of technology and its uses, this is not an IT-focused role.

Tactical and Operational Planning

We take organizations through a three-step program where we help them to:

  • determine the vision, mission, and goals of specific functional areas within the organization
  • map out measurable objectives to accomplish identified goals
  • make decisions regarding allocating capital and human resources to achieve the strategy

Project Management

We plan, organize, and manage resources in large-scale, multi-organization, technical projects, often at a national level. Our extensive project management experience has taught us that clients have the greatest success when we blend best practices in project management with the specific needs of each client. We specialize in collaborative efforts and always offer our clients the highest calibre of written and verbal communication, tailored for diverse audiences. We provide the following project management services:

  • defining project scope and deliverables
  • managing resources
  • budgeting and estimating
  • identifying and managing risk
  • resolving project issues
  • internal and external project communication

Business Planning and Consulting

We identify and often create business development opportunities for our clients. Our services include:

  • managing business relationships
  • researching and developing partnering opportunities
  • overseeing and evaluating programs and marketing strategies, including all stages of the sales cycle from opening to closing
  • researching, developing, and implementing programs
  • motivating, mentoring, and leading staff

Business Case/Request for Proposal

We are involved with strategic and large-scale procurement processes, helping our clients identify potential service suppliers and, in the process, build a forward-thinking, results-oriented culture within their organizations. We are specifically involved in creating the documentation–the request for information (RFI) or request for proposal (RFP)– that will allow our client to select the ‘best fit’ supplier, both in terms of service delivery and business relationship potential. We typically help identify suppliers and procurement processes that result in contracts of ten years or more.

Keynote Presentations

presentationD& D Consulting and Management Services is well-known for our expertise in the financial services sector, particularly our highly regarded work in project management and payments processing. As a result we are often asked to present at events and conferences hosted by organizations at the local, regional, provincial and national levels. Our presentations are always engaging and informative. Audiences include project and operational managers, executives, CEOs, and boards of directors.