Current papers and research projects are focused in the following areas. 
  • Leading strategic initiatives
  • Global emerging markets
  • Business agility
  • Strategic impact from market moving enablers
  • Implementing breakthrough strategic concepts
Strategy Work:

Change Management
Formulating strategic transformation initiatives become dependent upon leading change. Driving organizational change directly aligns strategic imperatives to business impacting projects. Change management can deliver measurable returns when executing important project.  Read our business case for change management.

Cloud Computing
Actionable Strategies has been working with clients to define and execute strategies using Cloud Computing.  In this video, TABB Group Senior Analyst Kevin McPartland interviews CEO Jeffrey Wu about Cloud Computing in Financial Services.

Integrating Legal Entity Identifiers into Master Data Management Strategy
Legal entity identifiers will provide benefits to master data management programs but also drive additional work.  This white paper provides some concise answers to how LEIs fit into an overall MDM strategy:
Integrating LEIs into MDM Strategy

Cloud Computing - Impact on Growth-oriented Companies
Actionable Strategies was asked by the Financial Executives Networking Group to discuss how growth-oriented businesses can take advantage of Cloud Computing.  View our presentation on:
Cloud Computing Considerations for Growth-oriented Financial Executives

Compensation Management
The profound changes in economic conditions will have a dramatic impact on organizations and how human capital is managed. This white paper explores some surprising and impactful drivers for HR leaders as they plan for a successful future. Key approaches for managing compensation to address these drivers will be presented to help navigate this crucial time period.

eDiscovery is a key focal point for many executives.  Traditional approaches place undue an burden on organizations and can quickly become a cost drain.  Our Agile approach to eDiscovery presents a pragmatic alternative to meet this pressing need. 

Business Planning
Actionable Strategies participated in the judging of business plans for Temple University's Innovation and Entrepreneurship Institute at the Fox School of Business.

Recent presentations:

Pragmatism: The Key To Enterprise Agility
Adopting Agile software development practices in an enterprise requires significant change management skills. Software development is merely one element of a value chain with numerous touchpoints. Each of the stakeholders will face their own challenges in adopting the Lean practices that are required for Agile to be truly successful in delivering working software into an established enterprise with existing processes. This presentation provides pragmatic approaches to achieving Lean transformation outside of the development organization with real-world examples of best practices and pitfalls to avoid.

Navigating Through Uncertainty: Applying BI to gain agility and true intelligence
Applying business intelligence in an agile fashion can enable a business to navigate through an uncertain set of circumstances.  This presentation discussed achieving strategic alignment, impacting and improving business operations, enabling strategic views of information and accelerating the delivery of technology solutions.

Balanced Scorecard Overview
The Balanced Scorecard was a seminal effort that prompted the widespread use of different measurements in executive, management and operational dashboards.  This briefing educated business leaders on the Balanced Scorecard, how it impacted strategy and showcased tools such as Strategy Maps.

Recent papers:

In The Eye Of The Storm: The Mortgage Loan Secondary Market
Ten observations from Actionable Strategies Expert Advisor Frank Poiesz from the Mortgage Bankers Association Secondary Marketing conference in Chicago.

Next Generation Dashboards - Navigation vs. Rear View Mirrors
Leaders seeking to drive business performance need a clear picture of their organization to help guide effective decision making. Dashboards can provide guidance when properly aligned and constructed. Unfortunately, dashboards often fail to provide appropriate insight for a number of reasons.  This paper provides a number of approaches to making dashboards more relevant and actionable.

Exploring the Inefficient Frontier
Firms in high growth mode in dynamic industries face a strategic challenge: How can the opportunities be best captured while establishing a foundation for the future?  This paper discusses the merits of embracing a core strategy, solidifying an operational model and then evolving the strategy along the next dimension.  Numerous examples are provided and should be considered by any firm in an emerging market.

Ten Tips to What's Hiding Behind Your Dashboard
IT project dashboards provide senior management with a top-down view of their organization -- allowing them to see a high-level, up-to-date status and drill down to the details that might concern them. Like any interface, the dashboard can obscure as much as it illuminates.  This paper provide 10 questions you should be asking to make sure that your effort will support your goals.

An Agile Approach to SOA
Enterprises seeking the benefits of a services oriented architecture are often constrained by long investment cycles and marginal benefits.  This paper provides a model for using a business initiative to introduce SOA into the technology stack.  Key concepts of agility are covered including collaborative alignment, metrics driven planning, iterative execution and early and automated testing.  

Behavioral Indicators That Agile Is Required
Software development organizations often are not aligned to business goals and fail to deliver against objectives as defined by the business.  This paper provides indicators that the business will seek alternatives if problems are not corrected and then shows how agile techniques have been proven to yield measurable results.  Anonymous anecdotal evidence demonstrate some particularly dysfunctional behaviors.   

Return on Agility: Financial Perspectives on Agile Development

Technology initiatives are often an essential element of implementing a business strategy.  Adapting to dynamic market and industry conditions is required to successfully execute strategies.  This paper discusses how agile development can support specific financial techniques including efficient capital allocation, creation of exercisable options, and risk management.  Specific case studies are included as part of this paper.   

A Lean Approach To Master Data Management
Enterprise IT leaders who seek customer value from a master data management can find themselves in a Catch 22. They can't put all development on hold while they wait for a full enterprise data model to be developed and approved, yet they know anything that is developed in the interim will be subject to a costly, lengthy, and, quite possibly, ugly remediation when the new standard is available.  Agile data management (ADM) offers an evolutionary approach to MDM that focuses on effectively solving the problem at hand and evolving toward an overall data model.