Resources

Core Catalysts maintains a knowledge base of various tools that assist our team members on projects. The tools are composed of processes, methodologies and templates that have common re-use to them depending on the client situation.

We sit down with our clients to understand their business challenges first and foremost. Many times, we document our understanding of the challenged areas so that we are on the same page with our clients.Next, we review our past solutions and capabilities, and our alliance networks to determine if and how we may be able to assist.Then we deliver our approach including timelines, methodologies, resources and business terms. Next, we gather our team needed to deliver the results and proceed with the engagement with the appropriate client kick-off and status meetings until the goals are achieved
Other tools available to our consultants and clients include white papers, professional organization presentations, industry research, case studies and deliverable examples that speed the delivery on subsequent client engagements. We find that in some cases, our clients expect us to use their methodologies and standards while in other cases, we are expected to bring the approach and methodologies to the project.  We also bring third party relationships to the table where there may be specific tools and solutions available on the markets that are best for our clients.

Slides & Presentations

Lease Accounting Presentation for Banks Aug. 2017

This lease accounting presentation is tailored for banks and financial services.  It includes an overview of the new FASB lease standards, a list of potential implications for banks, and how external consultants can be leveraged to help implement the major lease accounting changes.

White Papers

Project Risk Management Part 1

The process of project risk management encompasses many different facets. This multi-part whitepaper will discuss specific elements of the major facets as well as cover the definition of risk, Risk Strategy, and how to execute upon that strategy.

Slides & Presentations

Core Catalysts – FEI Business Model Presentation Nov. 2016

This presentation provides tips, tricks, and examples that both business users and finance teams can use to develop and maintain a financial model. Core Catalysts presented this deck to finance professionals as part of FEI’s Fall Feast Professional Development Day.

Slides & Presentations

Lease Accounting Workflow

The following lease accounting implementation process flow represents a potential implementation project for a company.  This narrative will provide a high-level overview that will allow an efficient workflow analysis and better content understanding.  We can assist in any or all of the following project facets including stakeholders, tools, inventory, process, value, and reporting.  

White Papers

Lease Accounting Insights

We have engaged with several individuals and companies as we have developed our lease accounting product offering through business development, hosting round tables, and other interactions. We are sharing our insights and tidbits of knowledge we believe will help as you implement the new lease accounting requirements. Our implementation methodology focuses on the following categories:

White Papers

Vendor Management: Constructing a Request for Proposal (RFP)

This whitepaper has been prepared to assist department decision makers and procurement professionals who would like to use a request for proposal (RFP) as a means to support purchasing decisions for their businesses.      

White Papers

Project Management Office: The Simplicity of a Project Charter

This whitepaper covers the project management topic of the project charter.  The paper discusses the purpose, challenges and composition of an effective project charter.  In addition, the paper will discuss the challenges that organizations typically face in composing the document and how to avoid these challenges.

White Papers

2016 Regulatory Update: Food Safety Modernization Act (FSMA)

This whitepaper introduces certain topics within the Food Safety Modernization Act regulation, known as FSMA. The paper introduces key topics, regulations, and businesses involved in the food supply chain. Lastly, we have included regulatory reference tables that can be useful references to those businesses involved in the food supply chain.

White Papers

2016 Regulatory Update: ERISA

This regulatory white paper covers certain changes to the Employee Retirement Income Security Act of 1974 (ERISA). The document addresses “The Conflict of Interest Rule”, including “fiduciary duty”, and the requirement for retirement plan advisers to act in the best interests of their clients. Enforced by U.S. Department of Labor, its agencies, and other parties.

Success Stories

Revenue Enhancement

Multi-billion dollar manufacturing company offers trade discounts to distributors to promote the sale of its products. Often, the discounts are in the form of rebate payments which are calculated by the company.  The administration processes to support these programs (data gathering, payment calculation) are complex and labor intensive for the company.

Success Stories

Process Improvement (Complex Sales)

This Division of a multinational manufacturer of food and beverage packaging needed to document and standardize their proposal response processes for new and existing customers.  The sales processes were complex, often requiring the involvement of multiple groups at the company, including finance and accounting, product operations, product management […]

Success Stories

Management Consulting

This financial services company was implementing a new core system, and their internal project management resources were not meeting expectations, due to lack of experience and necessary skills.  A new leadership team had just been put in place and time was of the essence due to regulatory pressures for addressing certain business issues such as […]

Success Stories

Financial Services

A mid-sized Bank needed to implement an Enterprise Risk Management (ERM) program for their organization. A new internal audit Vice President had recently been hired, and there were regulatory pressures to show development of an ERM program. They engaged Core Catalysts to provide subject matter expertise and thought leadership to help them define the ERM […]

Success Stories

Program and Project Management

A multi-million dollar services company was implementing a document management system and the implementation effort was over a year behind schedule. Company personnel did not have strong project management skills and execution discipline. They were in a high growth mode and needed to build their ability to deliver new software applications and process […]

Success Stories

Healthcare

This large hospital system had concerns regarding the cost of the current outsourced maintenance contracts to a local maintenance services provider. It was believed that in-house management of the services might yield better service and a lower cost.

Success Stories

Expense Reduction

This large hospital system had concerns regarding the cost of the current outsourced maintenance contracts to a local maintenance services provider. It was believed that in-house management of the services might yield better service and a lower cost.

Success Stories

Asset Efficiency

Multi-billion dollar, global manufacturing company frequently offers special pricing to distributors of its products in the form of bill-backs and discounted pricing below a distributor’s into stock pricing. The company also offers trade discounts to distributors to promote the sale of its products.

White Papers

Enterprise Risk Management

ERM is a unique implementation process for every organization which provides many paths to success depending on industry, regulatory oversight, culture, program maturity, and resources. However, there are a number of key concepts that drive organizational acceptance and success