Expertise
CCM audit and consulting
An independent view of your CCM estate and a practical roadmap.
The challenge
Production costs are rising, changes to letters take longer and longer, and the platform depends on two or three key people. You know you need to act, but where do you start, and should you change tools?
Our approach
Interviews
Meetings with IT, business, production and compliance teams to understand how the platform is used and where the pain points are.
Technical analysis
Review of the architecture, templates, flows, operations and documentation.
Assessment
Strengths, risks ranked by severity, hidden costs and dependencies on specific people or versions.
Roadmap
Prioritised, costed recommendations, with an "optimise what you have" scenario and, where relevant, a "change solution" scenario.
Because we work with several solutions on the market, our advice is not tied to any one tool. Our aim is for you to make the right decision, including when the right decision is to keep your current solution and make better use of it.
Typical example
A mutual insurer finds that every change to a letter takes several weeks. The customer communications management (CCM) audit shows that business rules are duplicated across dozens of templates. The recommendation: factor out common content and let business teams edit texts themselves. Change lead times fall from weeks to a few days, without changing solution.
A CCM project, a migration, a need for extra hands?
Our consultants reply within two business days with a first, concrete view of your situation.