- Arizona credit union ($1 billion) – STP driven by new leadership team and major growth strategy
- Arizona credit union ($250 million) – STP driven by change to community charter and expansion strategy and implications for future technology investments
- California credit union ($400 million) – Technology, Infrastructure Assessment and STP for organization desiring to assess its technology investment decisions and create future roadmap
- Connecticut credit union ($1 billion) – STP in response to major I.T. organizational change and need to create technology vision
- Connecticut savings bank ($2 billion) – STP in response to enterprise-wide process improvement effort, new strategic initiatives and changing technology requirements
- Florida commercial bank ($6 billion) – STP with emphasis on I.T. governance, staffing and organization model
- Florida credit union ($313 million) – STP driven by change in core system and interest in assessing a proposed outsourcing of the I.T. function
- Indiana community bank ($1.4 billion) – STP in response to changing technology requirements due to significant and planned growth
- Louisiana commercial bank ($6 billion) – STP for organization desiring to improve technology integration among branches, call center and back office support functions
- Michigan commercial bank ($3 billion) – Strategic Technology Plan in response to lack of technology decision structure, competing projects, governance issues
- Midwest bank ($11 billion) – Comprehensive Technology Assessment with alternative core vendor review and I.T. staffing review
- Midwest bank ($2.5 billion) – Comprehensive Technology Assessment with alternative core vendor review and contract negotiation
- Midwest bank ($6 billion) – Comprehensive Technology Assessment and I.T. benchmarking for "home-grown" system and shared services environment with alternative core vendor review
- Midwest bank holding company ($4 billion) – STP and Infrastructure Assessment in response to change from independent bank model to shared services technology business model
- Midwest commercial bank ($5 billion) – STP in response to a centralized technology shared services function created from collapsing charters of 12 independent banks
- Midwest commercial bank ($9 billion) – STP following conversion from home grown legacy system to new core system and need for future technology roadmap
- Midwest credit union ($1 billion) – Comprehensive Technology Assessment with alternative core vendor review
- Midwest credit union ($450 million) – Technology Assessment with emphasis on I.T. organization review and process
- Midwest savings bank ($500 million) – Technology Assessment with emphasis on I.T. spending and functionality requirements
- Mississippi credit union ($1.5 billion) – STP in response to a need to improve technology planning and integration
- New York credit union ($3 billion) – STP driven by change in strategy and defining relationship between the credit union and its CUSO technology service provider
- North Dakota credit union ($195 million) – STP driven by need to convert from core system and implications for future technology investment decisions
- Northeast savings bank ($2 billion) – Comprehensive Technology Assessment with emphasis on ancillary systems and contract negotiation
- Northeast savings bank ($700 million) – Technology and Infrastructure Assessment
- Northwest bank ($2 billion) – Technology Assessment with emphasis on I.T. governance, process and project management
- Northwest credit union ($1 billion) – Technology Assessment with emphasis on core system upgrade implications
- Southeast bank ($740 million) – Technology Assessment with emphasis on technology spending and process
- Southeastern bank holding company ($32 billion) – STP for highly diversified financial services company with centralized I.T. function serving affiliate banks and related companies
- Southwest credit union ($3 billion) – Comprehensive Technology Assessment and alternative core vendor review for "home-grown" system environment with focus on integration, staffing and product development
- Texas credit union ($1.5 billion) – STP driven by desire to improve I.T. delivery and improved decision making structure
- Upstate New York commercial bank ($9 billion) – STP and new core system selection in response to significant growth strategy and changing technology requirements
