Chartis Financial Improvement Consulting Commentary
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Subject Expert
Warren Whitford
VP of Engagement
KLAS VP of Engagement - Warren Whitford
 
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VP/Other Executive

Operations, Value

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

Oct 2025
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VP/Other Executive

Relationship, Operations

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

Oct 2025
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VP/Other Executive

Value

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

Oct 2025
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VP/Other Executive

Relationship, Operations

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

Oct 2025
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VP/Other Executive

Value

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

Oct 2025
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VP/Other Executive

Loyalty, Relationship

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

Oct 2025
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VP/Other Executive

Relationship, Operations

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

Oct 2025
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VP/Other Executive

Relationship, Operations

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

Oct 2025
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VP/Other Executive

Relationship, Operations

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

Oct 2025
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VP/Other Executive

Relationship

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

Oct 2025
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Director

Loyalty, Value

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

Sep 2025
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CIO

Loyalty, Relationship, Value

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

Sep 2025
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VP/Other Executive

Loyalty, Relationship, Operations

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

Sep 2025
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VP/Other Executive

Value

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

Sep 2025
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VP/Other Executive

Loyalty, Operations

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

Sep 2025
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VP/Other Executive

Relationship, Operations

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

Sep 2025
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VP/Other Executive

Relationship, Operations

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

Sep 2025
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VP/Other Executive

Operations, Value

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

Sep 2025
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VP/Other Executive

Relationship, Operations

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

Sep 2025
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VP/Other Executive

Relationship, Services

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

Sep 2025
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VP/Other Executive

Loyalty, Relationship, Operations

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

Sep 2025
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CEO/President

Value

The biggest thing Chartis did that exceeded our expectations was bringing different ideas or...

Apr 2025
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CEO/President

Relationship

I would highly recommend Chartis. There are probably two primary firms that deal with our type of...

Apr 2025
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CEO/President

Value

With Chartis, the charges were prenegotiated and felt fair and reasonable, and there were no...

Apr 2025
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CEO/President

Value

I definitely would use Chartis again. I was very satisfied with what Chartis delivered. Everybody...

Apr 2025
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VP/Other Executive

Loyalty

Chartis was very experienced, and that is why we brought them in. They were one of the largest...

Dec 2024
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VP/Other Executive

Relationship, Operations

Chartis was the most effective consultant in helping us improve our operations. We worked with some...

Dec 2024
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VP/Other Executive

Relationship, Operations

Chartis consultants were outstanding, but there were always opportunities. We had some staff members...

Dec 2024
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VP/Other Executive

Services

There were a few areas that didn't get quite to where we wanted with Chartis. When the firm left,...

Dec 2024
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VP/Other Executive

Relationship, Value

Chartis helped us create efficiencies in our staffing, and they helped us create a governance...

Dec 2024
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CEO/President

Relationship

Chartis gave us a road map for quality and safety and things we needed to put into place, and they...

Nov 2024
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CEO/President

Relationship, Operations

The Chartis people were very experienced, knowledgeable, and helpful. They had some sharp,...

Nov 2024
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CEO/President

Relationship, Services

Chartis was willing to come on-site when we needed them, but everything was virtual, and most of...

Nov 2024
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CFO

Operations

Overall, the experiences were all predominantly positive. Just as in all areas, there are going to...

Nov 2024
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CFO

Loyalty

The strategic plan was pretty well done. We are still using it, and we follow it every day, so it is...

Nov 2024
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CFO

Relationship

Chartis is very experienced. They know what they are doing. I would buy Chartis' services again for...

Nov 2024
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CFO

Operations

There were one or two areas that were low in terms of execution, but most of the areas were so high....

Nov 2024
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CFO

Relationship, Operations

Chartis was heavily relationship oriented and invested in a longer-term partnership with our...

Nov 2024
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