Chartis Financial Improvement Consulting Commentary
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Subject Expert
Warren Whitford
VP of Engagement
Commentary Summary
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User Commentary
Operations, Value
We looked at our project very aggressively to see whether we could do an ROI to recoup our...
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Relationship, Operations
In thinking about how we navigated managing and changing the department with the context of working...
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Value
Chartis was pricey. When recommending Chartis, I would make sure folks know that they are getting...
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Relationship, Operations
When we had one person who we thought wasn't really hitting the mark for our team in the way the...
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Value
We had a global arrangement in the contract that covered all of the work Chartis would be doing,...
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Loyalty, Relationship
We did not consider other firms for our project. We have had some other relationships with Chartis...
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Relationship, Operations
Chartis didn’t always exceed expectations. Relative to other consultants, they exceeded expectations...
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Relationship, Operations
One consultant’s ability to take a very complex financial model and put it onto one PowerPoint slide...
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Relationship, Operations
Chartis was great; they were very experienced. They exceeded my expectations. They really helped us...
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Relationship
Chartis was very good. We were able to put together some really good KPIs about how we are going to...
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Loyalty, Value
We talked to a couple of other firms, but we didn't do a full RFP. Chartis was kind of the only...
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Loyalty, Relationship, Value
I can’t get rid of one of the executives at Chartis. That is why we continue to use their solution....
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Loyalty, Relationship, Operations
I have recommended Chartis, especially some specific resources from the team that they gave us who...
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Value
The money we paid to engage with Chartis is a hard pill to swallow. I was hoping we would come in...
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Loyalty, Operations
With the preengagement work, that was obviously the courting season for us. I get part of that from...
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Relationship, Operations
During the time we engaged Chartis, a good portion of hands-on work was done with our teams. We had...
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Relationship, Operations
Chartis consistently met expectations. They exceeded them in some areas, but they certainly met our...
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Operations, Value
I scrutinized a couple of Chartis’ expenses. They made so many line items for us and were way more...
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Relationship, Operations
I think we could have used Chartis’ time better. We may have engaged them a bit too soon. Maybe one...
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Relationship, Services
We had one hiccup, and I reached out to the account lead about it. Within a very short amount of...
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Loyalty, Relationship, Operations
Our operating partner has a pretty robust bench of consulting companies that they have had great...
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Value
The biggest thing Chartis did that exceeded our expectations was bringing different ideas or...
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Relationship
I would highly recommend Chartis. There are probably two primary firms that deal with our type of...
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Value
With Chartis, the charges were prenegotiated and felt fair and reasonable, and there were no...
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Value
I definitely would use Chartis again. I was very satisfied with what Chartis delivered. Everybody...
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Loyalty
Chartis was very experienced, and that is why we brought them in. They were one of the largest...
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Relationship, Operations
Chartis was the most effective consultant in helping us improve our operations. We worked with some...
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Relationship, Operations
Chartis consultants were outstanding, but there were always opportunities. We had some staff members...
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Services
There were a few areas that didn't get quite to where we wanted with Chartis. When the firm left,...
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Relationship, Value
Chartis helped us create efficiencies in our staffing, and they helped us create a governance...
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