Carlson BCMWhere the discipline was proven.
A selection of the work, each published in full, as written.
The Book They Could Not Move
A group that had spent years taking its US carrier apart was left with the one book it could not isolate: the commercial middle market, specified seven times over across its product families.
Read the paperThe Voice of an Institution
Lean and Six Sigma were already tightening the flow of analytical production. What remained unmodeled was the institution's ability to form, express, and govern an analytical opinion.
Read the paperCapital Markets Under New Law
Post-crisis reform required every swap, across five asset classes, to be identified, recorded, disseminated, and made available to two federal commissions in real time, with no pilot and no phase-in.
Read the paperThe Seam, Before the Price
A sponsor asked for the day-two plan before it set the price. One model, on a business axis and a technology axis, showed who carried each piece of the business in each phase.
Read the paperCloud Migration for Capital Markets
A global capital-markets institution ran more than 1,500 applications across trading, settlement, asset servicing, record keeping, and reporting.
Read the paperWhat Moves When the Contract Changes
Carriers consolidating agent agreements are being asked whether agents will accept it. The question that comes first is what a contract change does to a book of business.
Read the paper