• Client: A manufacturer of checks

• Business Area: Company’s leadership team

• Opportunity: Conduct collaborative sessions with the plant leaders and
   senior leadership team to deploy the company’s operational goals into
   concrete action plans and projects for the upcoming year

• Approach: Facilitated two layers of Action Strategy Reviews (with
   departmental and divisional leadership teams for Plant Operations, Sales,
   Marketing, Product Development, etc)

• Results:
   - Identified, planned, and confirmed support for key projects implemented
     in the current and following years (with total business impact of $8.4
     million)

• Client: A large financial services company

• Business Area: Group, Life, and Health segments

• Approach: Deploy process assessment and reporting tools to multiple
   levels of leadership, allowing each department team to deliver a
   90-minute presentation to senior management to report its process
   effectiveness (customer metrics), efficiency snapshot, drivers of work
   volume, critical challenges, and key process improvement opportunities
   for the coming year

• Results:
   - Facilitated 28 single-day prep sessions with different departmental
     teams to study their processes and metrics
   - Ensuing presentations to senior leadership obtained commitments for
     $2.5 million in 2007 for immediate staffing reductions and/or
     avoidance of hiring (50 FTE)
   - All three divisions exceeded 2007 annual expense goals

• Client: A large financial services company

• Business Area: Group, Life, and Health segments

• Opportunity: Identify and realize general cost savings through fast,
   action-oriented Workout approach

• Approach: Conducted seven 2-day events to focus on different types of
   waste (e.g., printing cost, external contracting for claims investigations, etc)

• Results:
   - Identified $4.5 million in potential gains and made action plans to
     investigate and/or implement changes
   - Action plans harvested $3 million in 2007, with other opportunities still
     under investigation

• Client: A global insurance company

• Business Area: Sales and distribution

• Opportunity: Create and deploy a “narrow and deep” distribution strategy to
   penetrate the US Life Insurance market by investing in relationships with a small
   number of large Brokerage General Agencies (BGAs)

• Approach:
   - Designed and executed a “voice of the broker” interview process
   - Launched key BGA relationships with dedicated operational (new business) teams
     and tailored information technology linkages
   - Deployed an “account review” process to measure key indicators of each BGA
     account relationship and target mutual opportunities

• Results:
  - Pilot BGA’s production premium run rate (correlated to revenue) grew 7x (700%)
    in six months