PLANNED ADMINISTRATORS INC.
A Vision for Strategic Transformation and Growth
Challenge + Opportunity
A robust new growth strategy had Planned Administrators Inc. (PAI) concerned whether its tech stack was ready to scale, and it needed a skilled advisor to identify key process and tech initiatives to support its goals.
Solution Highlights
We led executive and cross-functional workshops to identify and prioritize opportunities around people, process, tech, and data and analytics to develop an executable roadmap.
Key Benefits
We proposed more than 70 strategic initiatives that would improve business processes and technology alignment to prepare PAI for scalable, sustainable growth.
