INSIGHTS

Knowledge is power.
Read our latest insights.

People + change management

Insights Engage and empower people with SEALSM Change Management Lead a focused approach to drive + enable change Celerity provides a comprehensive solution to lead and implement organizational change management strategies that help operationalize change at all levels of your organization. Our SEALSM framework recognizes that people are at the center of everything we do…

Read more →

Process mapping: Using process design and process reengineering to integrate a new platform and business acquisition

Insights Process mapping Analyzing processes to identify areas of improvement and optimize process efficiency Process mapping unlocks key benefits—increased profitability, decreased risk, and better experiences. The real estate equity lending department in a national credit union needed help. Their approval cycle times were long—often lasting a month or more. Frequently, applicants sitting through the long…

Read more →

Process analysis: Using process design and process reengineering to integrate a new platform and business acquisition

Insights Process analysis Using process design and process reengineering to integrate a new platform and business acquisition Every business process integration should begin with a thorough process inventory. Looking to expand their commercial product portfolio and platform functionality, a large national bank acquired another financial institution. The acquired company used a cloud-based credit management platform…

Read more →

Vision and strategy: Creating organizational alignment around a clear strategy to improve member experience

Insights Vision and strategy Creating organizational alignment around a clear strategy to improve member experience Digital transformation not only improved experiences, but it boosted bottom-line goals by $3 billion. A national credit union needed to accelerate the transition to its new mortgage loan origination platform. They purchased it three years earlier and invested $33 million in it, but only had 10% of their loan volume on it.…

Read more →

Agile coaching – Instilling an Agile mindset: Instilling an Agile mindset to increase effectiveness and team velocity

Insights Agile coaching Instilling an Agile mindset to increase effectiveness and team velocity When Agile principles of continuous feedback and minimum viable product are in place, performance overrides perfectionism. The training team at a national credit union was struggling to keep up with demand for its services. The business unit they support was going through…

Read more →

Organizational change management playbook: Improving change management planning, capability building and program maturity

Insights Organizational change management playbook Improving change management planning, capability building and program maturity If you want to create a playbook for change, we've got a scalable process for that. A large credit union had an internal organizational change management (OCM) department that supported one of its largest internal groups with over 1,000 employees. Part…

Read more →

Speeding quality assurance in ULAD: Building an automation framework to accelerate QA in ULAD

Insights Speeding quality assurance Building an automation framework to accelerate QA in ULAD As part of its mission to support mortgage markets in the United States, a government-sponsored enterprise (GSE) in the secondary mortgage market supports and manages the Uniform Loan Application Dataset (ULAD). The ULAD is a recent rewrite of a loan advisor tool…

Read more →

Enabling data analysis: Standardizing data for control automation and operational efficiency

Insights Enabling data analysis Standardizing data for control automation and operational efficiency If you want to successfully implement process optimization, you need to capture critical data first. A leading financial services institution embarked on an enterprise-wide mission to streamline its business processes to align with industry benchmarks on efficiency. Part of the goal was to…

Read more →

Rapid response in a crisis: Building an omnichannel microsite through Agile development

Insights Rapid response in a crisis Building an omnichannel microsite through Agile development During difficult times, it’s critical to focus on customers and customer experience. We all remember when the business world quickly shuttered its doors at the beginning of COVID-19. Some of our first thoughts were around household supplies, yes. But it wasn’t long…

Read more →

User centered design: Leveraging a modular CMS platform to increase engagement

Insights User centered design Leveraging a modular CMS platform to increase engagement An effective online presence hinges on the user experience. A broadcast, digital media, and marketing services company reaches 50 million adults on-air and 32 million across digital platforms while providing integrated marketing services to local outlets. They had recently moved to a new…

Read more →

Editor's Picks

Why do companies struggle with digital transformation?

Companies of all sizes are faced with industry disruption, new technologies, and changing customer needs. Organizations with outdated…

Read more→
Operational Excellence

Leading people through forced change

When employees face disruptive change, they are often spurred on because there is a well-founded “why”—a justification for…

Read more→
Customer experience

So you have a journey map. Now what?

As organizations strive to become more customer-centric, journey mapping has become an integral tool to help organizations get…

Read more→

RPA in 2020

Mindless. Repetitive. Tedious. Necessary. Some of the most important functions in your business are cyclical, manual processes. Often…

Read more→

LinkedIn LIVE events

digital-first

Bouncing forward

Last week, I got to sit down with Dan Murray, advisor at Quantum Metric and former CDO of Bed Bath & Beyond. Dan is whip smart and has ...

Read more →
the Age of the Customer

Bouncing forward

Recently, Anoop Warrier, former Head of Digital for SunTrust Bank, spent some time with me discussing digital transformation and leadership ...

Read more →
0720_LinkedInLive_Ken_LPv3

Bouncing forward

The business world won’t be bouncing back from COVID-19. Instead, some businesses will “bounce forward” with the help of three key ...

Read more →

Webinars + podcasts

Sign up to watch Celerity webinar recording

On-Demand Webinar: How Responsive Enterprises thrive in uncertain times

When disruption reigns, let your customers show you the way with Customer-Centricity, Operational Effectiveness and Agility Business as ...

Read more →
activate journey map

Activate your journey map

Why is activating a journey map difficult? As organizations digitally evolve and transform, every aspect of the customer journey is mapped. ...

Read more →
innovation at scale

Harnessing innovation at scale

Harnessing innovation can be painful and disruptive unless you turn an innovation process into part of your company’s everyday routine. ...

Read more →