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Chartis Financial / Clinical Improvement Consulting Commentary
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Subject Expert
Mike Smith
VP of Engagement
KLAS VP of Engagement - Mike Smith
 

Commentary Summary

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User Commentary

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CFO

The deliverables from Chartis have been very actionable. We've had great luck with the firm so far....

Comment Tone Positive
Pillars Relationship, Operations
Evaluation Unrated

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CFO

A decrease in costs was one of the outcomes we saw with the Chartis engagement. I needed to make...

Comment Tone Positive
Pillars Value
Evaluation Unrated

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CFO

We've had multiple people here from the firm, and sometimes those people don't coordinate as well as...

Comment Tone Negative
Pillars Relationship
Evaluation Unrated

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CFO

I've had to manage the cost side of the engagement. Chartis is constantly trying to sell additional...

Comment Tone Negative
Pillars Value
Evaluation Unrated

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CFO

What’s been really helpful is that I've had nothing but seasoned resources. The people I've gotten...

Comment Tone Positive
Pillars Relationship, Operations
Evaluation Unrated

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CFO

I've been pretty happy with Chartis. They take feedback well. When there's a problem or something,...

Comment Tone Positive
Pillars Relationship, Services
Evaluation Unrated

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CFO

There's a good bit of knowledge transfer going on. There's nothing better than being in a spot where...

Comment Tone Positive
Pillars Relationship
Evaluation Unrated

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COO

Financial clearance optimization and authorizations are key for us. We made sure we spent a lot of...

Comment Tone Positive
Pillars Relationship, Services
Evaluation Unrated

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COO

Chartis could be a little quicker. Part of that is more due to us than them. Our CFO is a little...

Comment Tone Neutral
Pillars Services
Evaluation Unrated

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COO

The principal project leaders from Chartis were outstanding. They were very good at the politics of...

Comment Tone Positive
Pillars Relationship
Evaluation Unrated

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VP/Other Executive

We hired Chartis to look at our organizational structure, what we were producing currently, and what...

Comment Tone Positive
Pillars Loyalty
Evaluation Unrated

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VP/Other Executive

I would rate the outcomes for our financial planning and analysis with Chartis one point lower...

Comment Tone Positive
Pillars Services, Value
Evaluation Unrated

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VP/Other Executive

We have engaged Chartis in a number of areas. We engaged them to review financial planning and...

Comment Tone Positive
Pillars Relationship
Evaluation Unrated

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VP/Other Executive

We looked at our project very aggressively to see whether we could do an ROI to recoup our...

Comment Tone Positive
Pillars Operations, Value
Evaluation Unrated

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VP/Other Executive

In thinking about how we navigated managing and changing the department with the context of working...

Comment Tone Positive
Pillars Relationship, Operations
Evaluation Unrated

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VP/Other Executive

Chartis was pricey. When recommending Chartis, I would make sure folks know that they are getting...

Comment Tone Positive
Pillars Value
Evaluation Unrated

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VP/Other Executive

When we had one person who we thought wasn't really hitting the mark for our team in the way the...

Comment Tone Negative
Pillars Relationship, Operations
Evaluation Unrated

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VP/Other Executive

We had a global arrangement in the contract that covered all of the work Chartis would be doing,...

Comment Tone Positive
Pillars Value
Evaluation Unrated

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VP/Other Executive

We did not consider other firms for our project. We have had some other relationships with Chartis...

Comment Tone Positive
Pillars Loyalty, Relationship
Evaluation Unrated

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VP/Other Executive

Chartis didn’t always exceed expectations. Relative to other consultants, they exceeded expectations...

Comment Tone Positive
Pillars Relationship, Operations
Evaluation Unrated

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VP/Other Executive

One consultant’s ability to take a very complex financial model and put it onto one PowerPoint slide...

Comment Tone Positive
Pillars Relationship, Operations
Evaluation Unrated

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VP/Other Executive

Chartis was great; they were very experienced. They exceeded my expectations. They really helped us...

Comment Tone Positive
Pillars Relationship, Operations
Evaluation Unrated

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VP/Other Executive

Chartis was very good. We were able to put together some really good KPIs about how we are going to...

Comment Tone Positive
Pillars Relationship
Evaluation Unrated

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Director

We talked to a couple of other firms, but we didn't do a full RFP. Chartis was kind of the only...

Comment Tone Positive
Pillars Loyalty, Value
Evaluation Unrated

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CIO

I can’t get rid of one of the executives at Chartis. That is why we continue to use their solution....

Comment Tone Positive
Pillars Loyalty, Relationship, Value
Evaluation Unrated

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VP/Other Executive

I have recommended Chartis, especially some specific resources from the team that they gave us who...

Comment Tone Positive
Pillars Loyalty, Relationship, Operations
Evaluation Unrated

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VP/Other Executive

The money we paid to engage with Chartis is a hard pill to swallow. I was hoping we would come in...

Comment Tone Positive
Pillars Value
Evaluation Unrated

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VP/Other Executive

With the preengagement work, that was obviously the courting season for us. I get part of that from...

Comment Tone Positive
Pillars Loyalty, Operations
Evaluation Unrated

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VP/Other Executive

During the time we engaged Chartis, a good portion of hands-on work was done with our teams. We had...

Comment Tone Positive
Pillars Relationship, Operations
Evaluation Unrated

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VP/Other Executive

Chartis consistently met expectations. They exceeded them in some areas, but they certainly met our...

Comment Tone Positive
Pillars Relationship, Operations
Evaluation Unrated

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VP/Other Executive

I scrutinized a couple of Chartis’ expenses. They made so many line items for us and were way more...

Comment Tone Positive
Pillars Operations, Value
Evaluation Unrated

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VP/Other Executive

I think we could have used Chartis’ time better. We may have engaged them a bit too soon. Maybe one...

Comment Tone Negative
Pillars Relationship, Operations
Evaluation Unrated

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VP/Other Executive

We had one hiccup, and I reached out to the account lead about it. Within a very short amount of...

Comment Tone Positive
Pillars Relationship, Services
Evaluation Unrated

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VP/Other Executive

Our operating partner has a pretty robust bench of consulting companies that they have had great...

Comment Tone Positive
Pillars Loyalty, Relationship, Operations
Evaluation Unrated

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