As a team, we have codified our experiences into clearly defined processes and step-by-step methodologies for a broad set of investment strategies. These Process and Methodologies, which we continually update, are the basis on which we deliver all of our services, From Business Case Development to Project Implementation and Tactical Services. Thoughtful application of these processes coupled with the expertise of EWA’s combined team can provide integrated solutions that are practical, cost-effective and proven.

EWA’s step-by-step process provides a clear road map for our clients by detailing structured tasks, assigning responsibilities, allocating resources and developing timelines with interim checkpoints. EWA assigns a lead consultant to each project. This individual is known as the Client Delivery Executive (CDE) and is responsible for the entire client account and client satisfaction. The CDE is typically a Consultant-Section Leader. In some cases a Principal will serve directly as the CDE. The CDE is responsible for generating a monthly Scorecard that assesses progress against established goals using a ‘STOP LIGHT’ format. Additionally, throughout the engagement, one of EWA’s Principals will meet on a regular basis with the senior client representative to assess client satisfaction. We believe in a simple CDE arrangement for client account responsibility and stress continuous communication with our clients in order to ensure we are meeting our mutually agreed-upon objectives and addressing any ‘surprises’ along the way.

The confidentiality of our client’s project is of prime importance to EWA. For this reason, we typically execute confidentiality agreements with the client early in the exploratory stage. The next step is to schedule an exploratory meeting or conference call in order to get a more thorough understanding of the client’s intent – including project needs, goals, scope and timeline. Once we have a clear understanding of the client’s objectives, we can then identify the recommended course of action to assist our client and support their initiatives