Board of global technology company requires independent assessment of market launch readiness


A global technology company was preparing to launch its equipment financing subsidiary. Prior to going live, the board of directors wanted The Alta Group to provide an independent assessment of the new finance company’s market readiness with an emphasis on best-in-class standards.


Alta commenced the engagement with a deep review of the finance company’s business strategy, value proposition, branding, and corporate governance. Using our proprietary operational excellence framework, we evaluated every function across the leasing cycle including sales, credit, documentation, funding, customer service and asset management as well as the supporting functions such as finance, legal and IT. Where we identified gaps, we ranked them using a heat map approach, and created a detailed gap remediation plan. Next, we compared each function relative to industry best practices and created a detailed roadmap of how to get there. The result of Alta’s work was a successful market launch with the new equipment finance company executing against its business plan.

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