Chartis Strategy, Growth, and Consolidation Consulting Commentary
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Subject Expert
Warren Whitford
VP of Engagement
Commentary Summary
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User Commentary
Relationship, Operations
What I appreciated so much was when things paused, instead of the firm saying that everything was...
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Relationship, Operations
I don't think there was ever anyone from the firm saying that the project technically ended on a...
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Relationship, Operations
Chartis' people are very experienced. They did some great work to help us understand what other...
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Relationship, Operations
There were some little things that we could have scheduled better with the firm or that we could...
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Relationship, Operations
Doing an external assessment wasn't exactly part of the project, but the firm recognized how...
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Operations
The firm's slides are really dense. If there were a way to make them not as dense, that would be...
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Operations, Value
The firm's flexibility to change scope without it being a really big deal or becoming a whole...
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Relationship, Operations, Services
Whether it was via text, phone call, or email, the firm was just always available at a whim. They...
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Operations, Value
The deliverables from Chartis were neither inactionable nor actionable, and that was one of the...
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Operations
When we engaged with Chartis, they fully understood what we were trying to accomplish and, quite...
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Relationship, Services
The thing that Chartis is great about is their ability to do the work, the data, and all the other...
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Value
Chartis is still expensive, but in the long run, things will be okay, and I don't think Chartis is...
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Value
I would highly recommend Chartis. They are outstanding. We have a very complex funds flow, and the...
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Relationship
One of the things I would talk to somebody about in terms of just being conscious is to look at the...
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Value
Chartis definitely avoids charging for every little thing. Probably with no small amount of...
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Relationship
I have recommended Chartis before. The firm is very experienced regarding the specific business...
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Relationship
A person from the firm came in and out. It was great. What was nice about the executive involvement...
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Loyalty, Operations, Value
The firm totally exceeded our expectations. We worked with a very strong board of business leaders,...
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Services
For whatever I asked the firm, like if I needed to understand a certain structure, they would...
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Services, Value
I definitely have received my money’s worth. When we went with this firm, we went to ask our overall...
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Operations, Services
For me, the purchasing process was very tricky, and I wanted to make sure that I brought the firm...
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Relationship
Chartis just knows our organization really well. They adapt to the needs of our organization, and...
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Loyalty, Services
Chartis knew the organization we wanted to know more about, and that is part of the reason we hired...
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Operations
Chartis delivered on the scope of work as outlined. It was timely, professional, and thorough. They...
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Relationship, Services
We worked with senior people at Chartis that we had worked with in the past, and those individuals...
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Relationship, Operations
I would tell someone asking about Chartis that they are a very competent, knowledgeable, boutique...
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Relationship
Chartis provided legitimate recommendations to us, but they were not things that could be acted on...
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Relationship, Operations, Value
Some of the outcomes we have achieved with Chartis are improved leverage growth, increased...
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Relationship
The folks who are higher up the chain at Chartis are responsive, and they are there when we need...
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Value
One thing I like about Chartis is that they avoid charging for every little thing. They don't...
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Relationship
Overall, I dislike consultants and have had very little use for them over the course of my career....
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Relationship, Services
Working with Chartis has been fantastic. We work with a lot of firms on a lot of different things,...
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Relationship
We have the A team on our project. Chartis’ people anticipate what I need. They are prompt. They...
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Services, Value
I would put the outcomes we have seen from Chartis in a few categories. One outcome is access to...
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