Performance Assessment Opportunity Roadmap & Scorecard Services

The steps Cornerstone takes to asses performance and identify where an organization can improve efficiency, enhance revenue, and deliver a better customer experience


Steps We Take

Assess Performance

1. Collect client staffing, volume and non-interest expense information from the client via our online Cornerstone surveys

2. Survey employees on current process issues/opportunities and system satisfaction

3. Conduct onsite executive and operational interviews and assess current operations

Develop the Scorecard

1. Develop a Performance Assessment including the Cornerstone Scorecard with more than 250 peer benchmarks

2. Present results in interactive executive planning session

Opportunity Road Map

1. Develop specific Opportunity Road Map for implementation of performance improvement initiatives

2. Prioritize performance improvement “sprints” that can be implemented in 2-6 month time frames

3. Integrate performance benchmarks into future performance reporting

Meet the Performance Solutions Team

As co-leader of Cornerstone Advisors’ Strategy and Execution Practice, Eric Weikart shows banks and credit unions how to use peer

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Jackie Lee specializes in performance solutions management coordination at Cornerstone Advisors. Her operational role for the team is managing internal

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Daryl Jones puts his strong performance and process improvement background to work at Cornerstone, where he manages the Mortgage Lending

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In the commercial and small business segments, Joel Pruis brings more than 25 years of experience delivering fundamental change in

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Melissa Rogers specializes in performance and process improvement at Cornerstone Advisors. Melissa helps clients facilitate the discovery, evaluation and planning

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Ryan Brogan specializes in performance improvement and benchmarking at Cornerstone Advisors with a key focus in contact centers and lending.

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Ryan Myers has nearly 20 years of experience in the financial services industry with an emphasis on strategic planning and

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Thomas Milillo specializes in performance, process improvement, and lending at Cornerstone Advisors. Thomas helps clients achieve greater efficiency and profitability

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One of the founding partners of Cornerstone Advisors, Scott Sommer brings leadership and distinctiveness to Cornerstone’s consulting practice. He has

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Beverly Andrews specializes in performance and client relationships at Cornerstone Advisors. She works together with clients to provide solutions for

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