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Helping clients reach their destinations.

Ron Montgomery

The system of record is... a spreadsheet?

Insurance carriers invest a massive amount of time and money in their policy administration systems. Initial system and plans setup,...

Ron Montgomery

When it's time to abandon...

One of the 12 Agile Principles (http://agilemanifesto.org/principles.html) is, “Simplicity – the art of maximizing the amount of work not...

Ron Montgomery

What a bad decision looks like...

Governance decision are subject to human frailties as are other decisions. I’ve made my share of bad decisions, and one case in point is...

Ron Montgomery

Cute dog, but don't take it home!

We found this dog wandering through the neighborhood. We fed the dog, our neighbor found the owner and returned it, so this story had a...

Ron Montgomery

Three ways to get the WIP under control

Does your list of projects in progress resemble a subway at rush hour? Are your projects being delayed as they compete against each other...

Ron Montgomery

When you have a need for speed...

When a new customer is ready to outsource to a Third-Party Administrator (TPA), they rarely tell the conversion team, "Take your time,"...

Ron Montgomery

Two Things Your Client-Facing Team Should Never Say

As you establish your conversion team, you will find a range of communication skills. Some team members will be focused on internal...

Ron Montgomery

Capacity Planning - From the Pipeline to the Envelope

When developing capacity plans, project portfolio managers frequently employ the metaphor of a pipeline. We envision initiatives entering...

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