Transform Operations from Chaos to Clarity
ConsultingX partners with mid‑to‑large‑scale financial services, healthcare, and tech‑enabled education organizations to streamline operations, cut manual work, and execute complex change without disrupting day‑to‑day business. Transform messy operations into quiet, scalable systems.
$30M+
In verified savings across health plan operations, higher Ed, and wealth management
(delivered over 5 years in 12 core projects)
30%
Time reduction for evaluators at a national online university (delivered in a 9-month implementation)
2:1
ROI per automation project at a Fortune 500 wealth management firm (averaging 4–6 weeks per process)
Why Operators Choose ConsultingX
Brings big‑company transformation experience to lean teams
Leads cross-functional initiatives in a way that cuts bureaucracy, clarifies priorities, and keeps non-technical stakeholders aligned.
Hands‑on operator, not just an advisor
Collaborates with your teams to streamline high-friction workflows and implement technology-enabled automations that cut turnaround times and operating costs within weeks, not quarters.
Bridges the gap between business teams and technology specialists
Turns complex automation and data concepts into a clear roadmap with specific, near-term ROI targets.
Co‑designs solutions with frontline teams and stays through adoption
Builds simple playbooks, feedback loops, and metrics so improvements stick and scale without a large consulting bench.
Who ConsultingX Serves
1
Healthcare
Health plans and healthcare payers operating under HIPAA, CMS, and state Medicaid regulations.
2
Tech-Enabled Education
Providers with complex assessment or enrollment operations. Working within FERPA, Title IV compliance, and institutional accreditation frameworks.
3
Financial Services
Banks, credit unions, and wealth firms with significant back‑office processing volume. Familiar with PCI, SOC 2, and Bank Secrecy Act (BSA) requirements.
What Happens When Nothing Changes
3x
Higher OpEx
Compared to automated competitors in back-office processing
40%
Staff Time Lost
To routine data entry and rework instead of high-value analysis
$0
Real-Time Insights
Data is trapped in manual workflows and disconnected systems
A Hands-On Operator, Not Just an Advisor
With 15+ years at giants like Centene, Raymond James, and American Express, ConsultingX brings enterprise-grade discipline to your projects—but operates as a solo partner, not a bloated firm. You get workflows configured, vendors managed, and savings that actually hit your bottom line. The approach is pragmatic, operational, and strategic—focused on what works in reality, not just theory.
1
Proven ROI
Delivered $20M+ in cost savings at a Higher Education University and $10M+ at a Wealth Management Firm through process optimization and automation.
2
Certified Expertise
PMP and CSM certified with a Master's in IT Management—bridging rigid methodologies and agile execution.
3
Battle-Tested
15+ years navigating complex, regulated environments including HIPAA, CMS, PCI, and SOC 2. This isn't theory—it's proven experience.
How We Work Together
Free Process Discovery Session
45 minutes on a single, painful workflow (e.g. claims, enrollment, onboarding, evaluation, or similar).
You get:
1‑page current‑state process map
3 quantified quick wins (time and cost)
A call on whether to simplify first or automate now
Recommended next 90 days, with or without ConsultingX
This session is for you if:
You have an internal sponsor (Business, Ops, IT, or PMO lead)
You're ready to commit 2–4 hours/week for 90 days
Not ready for a call?
Download the Unstuck Playbook: 5 Hidden Bottlenecks Killing Your Team's Productivity (And How to Fix Them Without New Software).
Or start with the Operational Efficiency Checklist to self‑diagnose if a workflow is ready for automation or needs process cleanup first.
ConsultingX: Elevate Your Business.