Improving your business function and affecting change

Our Business Optimization Services provide practical solutions for clients going through business change or improvement initiatives. We focus on the root cause analysis of the business issue, collaboratively develop a solution incorporating the client culture to improve efficiencies, productivity, and performance.

Project Management

In today’s fast-paced business landscape, companies are faced with projects and priorities that are critical to their business success. These initiatives often require professionals with unique skills, experience, and expertise not available within an organization. Leaders are challenged to successfully manage these critical initiatives and still accomplish everyday business requirements without disruption.


Whether you are charged with building your organization’s Program Management Office (PMO), optimizing a functioning PMO, standing up a team of cross functional resources or in need of key skill sets to execute an important company initiative, Jefferson Wells has proven experience to assist.


Jefferson Wells’ Project Management delivery capability addresses the resourcing challenges of these critical initiatives, transferring responsibility to Jefferson Wells for consultant identification, qualification, team deployment, and team management as needed.


Key Services Offerings

  • PMO Creation

  • Program or Project Management

  • Program/Project Risk Assessment & Mitigation

  • Post Implementation Value Review

  • Project Support

Process Transformation

Turbulent times drive both new business norms and regulatory compliance. Companies are having to reassess business processes to meet standards and drive efficient productivity with adequate controls.  


As companies move through change in their organizations, rapid process evaluation, integration, and improvement are vital. Our process transformation methodology entails workflow evaluation, cultural viability, and performance management through data analytics. All with a practical look at design and execution that fits your culture and drives the change and adoption that ensures business performance improvement.


Key Services Offerings

  • Functional Evaluation & Benchmarking

  • Target Operating Model

  • Policy & Process Redesign and Implementation

  • Organizational & Functional Structure Assessment

  • Business Application Assessment

  • Governance Framework

Functional Implementation Support

One of the most important projects a company partakes upon is a system selection and successful implementation. Company capital expenditure and time spent on these type projects can be exorbitant and is the backbone to successful operations and reporting.


So, it is imperative that companies weather this change with functional experience that can drive the project from requirements definition, software selection, and implementation planning that includes change management, future state process planning, workflow optimization, and user adoption.


As the process progresses, keys to success are robust testing and comprehensive user training. Jefferson Wells has expertise and experience in these facets of a project to help ensure you get a project over the finish line successfully.


Key Services Offerings

  • Business & Functional Requirements Prioritization

  • Application & Vendor Selection Support

  • End User Application Testing Support

  • Process Mapping & Documentation

  • Change Management 

  • Training Design, Development & Delivery

  • Reporting Strategy Development

Automation & Process Optimization

In today’s fast-paced and rapidly changing business landscape, companies are asked to do more with less. Leaders are challenged to successfully manage critical initiatives and still accomplish everyday business requirements without disruption. Business process automation (BPA), or employing a digital workforce, offers a fast, cost-efficient and customizable solution to help organizations address repetitive and time consuming processes that use multiple corporate applications; these process are typically error prone and hinder business operations flexibility.


Jefferson Wells’ Automation and Process Optimization practice provides our clients an end to end solution. Jefferson Wells can provide assistance educating teams on automation viability, identification/optimization of prospective processes, creating documentation needed to create the automation, development of the automation and providing support once launched. Our methodology and approach allows our clients to optimize the benefits of automation while still implementing at a pace that is comfortable to achieve their goals and objectives. 


Key Services Offerings

  • Business Process Analysis, Redesign and Optimization

  • Data Quality, Migration and Reconciliation

  • RPA Implementation Services 

  • Automation Process Viability Assessment

  • Automation Governance, Roadmap and Support

Data Analytics

Advancements in technology over the last 20 years now provide companies with massive amounts of data about all aspects of their business. However, this data can be overwhelming and leaves companies trying to figure out what data to use, combine, ignore, and modify to provide useful metrics to help leaders make informed decisions.


We use analytic techniques and tools to examine volumes of data in support of all key functional areas of a company using Descriptive, Diagnostic, Predictive and Prescriptive Analytics.


Data analytics has become an invaluable tool for organizations to assess, improve, adapt, and grow their businesses.  All our practice areas utilize our data analytics team when necessary to bring subject matter expertise on our clients desired platforms.


Key Services Offerings

  • Data Analytics Tools Assessment & Selection

  • Data Integrity Analysis

  • Data Cleansing 

  • Data Visualization

  • Decision Support Modelling

Merger & Acquisition Integration Services

One of the most exciting and disruptive times for an organization is transforming their business through a merger or acquisition. Economic growth, competitive advantage, and improved distribution are all core business reasons for mergers and acquisition; yet it’s the integration activities that drive the business results.  


Jefferson Wells helps companies reduce integration risks and ensure success with experience and practical advice on best practices, process integration, risk mitigation, technical accounting, and financial management. In addition, Jefferson Wells can provide both leadership and experienced professionals to assist with these critical integration activities to help ensure the full benefits of the transaction are achieved.


Post implementation reviews drive workflow optimization, risk mitigation, user improvements, and even cost recoveries.


Key Services Offerings

  • Organizational Assessment & Integration Support

  • Due Diligence Support

  • Technical Accounting

  • Redesign of Process, Policies and Procedures

  • Training Design, Development & Delivery

  • Transition Resourcing


Risk & Compliance

Finance & Accounting

Tax Services

Centers of Expertise

Executive Search

Process Transformation Public Sector Success Story

Public Sector Entity leans on Jefferson Wells for massive overhaul of their Finance organization.

M&A Integration Services Success Story

A PE-backed IT Services company going through extensive acquisition and integration used Jefferson Wells expertise to develop an ERP implementation and integration roadmap.

Functional Implementation Support Success Story

A large global manufacturer, going through company spinoff, asked Jefferson Wells to partner on ERP evaluation, process best practices, and implementation.