At summusgroup, we partner with our clients to tackle their biggest challenges.  Whether taking advantage of new capabilities, driving greater process and resource efficiency, mitigating risks, or achieving aggressive goals for growth, we guide our clients from concept through delivery.  Our approach is centered on establishing clear, measurable objectives incorporating factors such as culture, organization, processes, governance, and tools.


“A lack of clear goals is the most common factor (37%) behind project failure, according to executive leaders.”

A valid strategy will yield growth, profit, or whatever other objectives the managers have established. An inappropriate strategy not only will fail to yield benefits, but also may result in disaster.

Harvard Business Review, How to Evaluate Corporate Strategy

Strategy is important not only for aspiring Davids who need an offensive device to combat corporate Goliaths. It is significant also for the large organization faced with a wide range of choice in domestic and international operations.

Harvard Business Review, How to Evaluate Corporate Strategy


Across Banking & Capital Markets, Regulatory & Compliance, and FinTech & Digital Payments.

Tactics and Solutions: summusgroup was brought in to conduct a large-scale data migration and remediation to ensure client data was brought into compliance with new federal standards.  In turn, we…

  • Partnered with Line of Business leaders and subject matter experts to understand the breadth and depth of the problem; developed a go-forward strategy inclusive of prioritization and sequencing to remediate compliance issues against aggressive deadlines.

  • Developed, implemented, and led program efforts across people, process, and technology to achieve full compliance within U.S. and international jurisdictions.

  • Managed 19 concurrent projects over 2.5 years, with responsibility for end-to-end life cycle execution of work to include data enrichment, automation, sun-setting of duplicative technologies and optimization of client onboarding and workflow tools.

  • Successfully migrated and remediated client documents and data to the new approved System of Record to meet regulatory deadlines.

Project Execution

Projects executed successfully

Cared for all dependencies and complexities between multiple work streams to achieve results

Migration of Records

Records Migrated & Remediated

While transforming the monitoring & surveillance environment

Aged Issue Resolution

Audit & Compliance Issues Closed

Strong partnership developed with client led to resolution of significantly aged items

Solution Delivery Rate


Coordinated with Technology, Operations and Business teams to meet and deliver Regulatory and cohesive solutions

Tactics and Solutions: summusgroup was engaged to work with the existing Business Intelligence team to develop a long-term strategy to optimize reporting capabilities, standardize data, and migrate tools.  Along the way, we…

  • Partnered with the Business Intelligence team responsible for delivering 4,000+ client reports each month.

  • Handled all customer reporting needs for 4 audits over the course of a year.

  • Built a strategy to purge 25k records resulting in improved data quality.

  • Designed, developed and implemented reporting across multiple third party platforms, including Cognos, Actuate and Business Objects; executed program to migrate all Business Intelligence tools to Tableau with Netezza backend.

  • Conducted an E2E assessment of legacy processes, identifying system and process efficiencies by eliminating ‘dead usage’ – saved the client $1MM in year.

Tool Migration

IT Tools Migrated

Led the migration and sunsetting of legacy tools, standardizing technology and knowledge across the BI Teams

Data Quality

Data Quality Increase

Data purging and manipulation resulted in measurable data quality enhancement

Query Execution

Queries Executed Daily

Led the program to standup the go-forward BI platform –supported a query against the EDW every other second, every day, year round

$1MM Annual Savings


Through usage optimization and consumption allocation