Our Services

Financial Modelling

Optimacy Consultants have deep expertise in financial modelling.

We create complex financial and economic models across diverse industries to help clients understand the strategic and cost impacts of potential decisions.

We also perform due diligence on counter party financial models on behalf of clients. Optimacy Consultants have created financial models across various industries (e.g. managed IT services, healthcare, power generation) with total value in excess of $2 billion dollars.


Highlights Include
Pricing Models

Clients engage Optimacy Consultants to help them create pricing models for outsourcing opportunities. Our pricing models have helped our clients win over $200 million dollars in new business.

Due Diligence

Clients also engage Optimacy Consultants to perform due diligence on counter party financial models. In one instance, our due diligence on a $300 million financial model detected errors that saved our client $12 million dollars!

Cost Allocation Frameworks

Optimacy Consultants develop cost allocation frameworks for many organizations.

We help clients develop or improve their cost allocation frameworks. Appropriately allocating costs helps organizations better understand costs in order to make informed decisions.

Optimacy Consultants have created cost allocation frameworks that allocate over $1 billion dollars in annual costs.

Highlights Include
Insurance

A client allocates $700 million of annual claims administration costs and wanted to improve how costs were allocated.

Optimacy Consultants leveraged newly available operational metrics across 12 business areas to formulate a cost allocation framework that is more transparent and reflective of the effort of each business area.

Managed IT Services

A client designing a new managed IT network service costing $30 million annually wanted to allocate it across their internal clients. Optimacy Consultants accounted for different network device types and forecasted consumption to formulate the new cost allocation framework.

Data Analysis

Optimacy Consultants are experts in data analysis.

Your datasets contain a wealth of information.  While some insights are obvious, others require complex analysis and applied techniques to extract.  Let our experience be the key to unlocking the information inside your data.

Highlights Include
Loan Portfolio Analysis

A client with a $800 million loan portfolio wanted to improve the portfolio performance.
Optimacy Consultants analyzed the portfolio and provided the client insight on loan
disbursement and repayment factors.

Insurance Claims

A client had a large multi-year data set (over 500 thousand records) of insurance claims
data and wanted to understand and forecast trends. Optimacy Consultants analyzed it
and provided the client insight on injury, claim payment, and other trends.

Measurement Formulation

Optimacy Consultants are adept at measurement formulation. 

Sometimes you have to compare apples to oranges, or worse apples to turtles!  It sounds impossible, but our consultants have done it!  Optimacy Consultants are well versed in formulating methodologies to quantify and compare factors that are not readily comparable, or quantifiable.

Highlights Include
Rehab Program Comparison

A client wanted to quantitatively compare two different rehabilitation programs. One had a lower cost, but a longer treatment period and a lower recovery rate. Another was more expensive, but had a shorter treatment period and better recovery rate.

Optimacy Consultants formulated a methodology to compare both programs while accounting for all cost, treatment period, and recovery factors at the same time.

Pricing New Service Level Agreements

A client was asked by their client to provide a new service level measure. This method of measuring service level was not an industry standard, and the client was unable to confidently price it.

Optimacy Consultants were engaged, and using simulation and other techniques, recommended a price that reflected the effort and risk of the new service level agreement.

Questions ?
Contact Optimacy Consultants today.

info@optimacyconsultants.com