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| Benefits & Compensation |
Assessment, Solutions & Optimization |
Governance, Risk Management & Compliance Services |
Industry Experience |
BC Strategic Partners |
| Assessment, Solutions & Optimization |
| Evergreen Financial Services leverages a distinctive combination of industry expertise, technical depth and differentiated services to deliver the benefits of world-class management consulting to our clients. Whether clients want to accelerate, rebuild or transform, they turn to Evergreen. With decades of real-world experience in insurance, banking and capital markets, as well as a variety of manufacturing and professional services firms, Evergreen’s industry experts make business process change practical. We help clients modernize financial processes while optimizing existing investments—in people and technology. |
| From assessment and planning to program deployment and optimization, our consultants apply a proven process to every project to ensure you get the most from your technology investment. We are committed to delivering total solutions, tailored to your specific needs—regardless of the size of your organization. |
| Evergreen Assessment Services |
| Functional Needs Analysis Our consultants work with your organization to determine baseline needs for accomplishing goals and make recommendations for overcoming your biggest challenges. |
| Reduce redundancy. Capitalize on enterprise-wide synergies. Improve operational efficiency. The Process Effectiveness Review benchmarks your operations against best practices to identify what’s working well and opportunities for improvement. |
| Technology Audit The first step in building a lasting technology infrastructure, this service evaluates your current systems and information architecture to identify core technology needs. |
| Evergreen Business Solutions |
| Business Process Design Transform your organization into a model of operational efficiency. Our consultants take the time to understand your current environment, analyze critical processes, map them against best practices and provide a detailed blueprint for continual improvement for your most important functional areas. |
| Process Implementation and Training Rely on our process implementation services to align your organization’s processes with your new system. We can help you validate your system design, implement key processes and provide comprehensive training to help your staff maximize its use of your software or process solution. |
| Data Mapping and Conversions The transfer of data from your current system into a new application is vital to getting the most from your technology investment. Evergreen’s proven conversion process, proprietary tools and experienced technical team assists with every aspect of your data conversion, regardless of the amount or complexity of your data. |
| Change Management Turn to our consultants to manage the infrastructural change that results any time a new solution is implemented. Our team is experienced in minimizing disruptions and preparing your organization for success. |
| Evergreen Optimization Services |
| Business Process Optimization Markets shift, processes change and technology constantly moves forward. One of the hallmarks of great organizations is the willingness to accept change combined with an ability to adapt, making targeted, incremental improvements over time. Evergreen’s optimization services are designed with that in mind. We help you maximize the value you derive from your limited resources and current technology investments. |
| Improve your current processes to realize sustainable and measurable results faster. Our consultants partner with you to identify and prioritize optimized processes that will have the greatest short-term and long-term benefit. |
| Securities offered through Gold Coast Securities, Inc. Member and SIPC |
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| © 2011 Evergreen Financial Services, LLC. All rights reserved. | |