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Project
Management - Overview
Getting a project
finished on time with the desired outcome is not luck - it is
accomplished through planning and follow through. The best
intentions will not make up for the lack of planning and the fact
that most staff members working on a project have "real"
jobs to do.
A failed project
or one that doesn't deliver the expected outcome is not only a waste
of money and time but is a major demoralizing event for employees.
Depending on the nature of the project a failure may mean that new
products will be delayed, fee revenue lost, client expectations not
met, the effects ripple through the whole department.
Revzon Consulting
Group has assisted dozens of firms with all phases of projects; from
simply developing a plan to managing it on a daily basis. We
have been successful in detailing business needs in the project plan
all the way to keeping it on track to completion. Project
management requires the ability to juggle multiple tasks at the same
time; be able to analyze shortcomings and to adjust the plan; play
the role of task master and cheerleader; and be able to communicate
effectively with senior management.
We have the
know-how and experience to help your firm get the job done -
regardless of the size or complexity of the project. |
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What We Offer
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TPA
& Recordkeeping Services
> Overview
> 401(k), Profit
Sharing, & Other
Defined Contribution Plans
> Solo 401(k),
Keogh Plans
> Private
Label services
Project
Management Services
> Overview
> 2-Day Workflow Assessment
> Policies
& Procedures
> System Conversions
> Vendor Searches
> Merger/Reorganization
Assistance
> Establishing a
New Trust Department
or Company
Trust
Outsourced Services
> Administration
> Operations
> Compliance
> Customized
Other
Services
> Collective Funds
> Compliance
> Audit
> Merger due-diligence
> Personnel assessment
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