{"componentChunkName":"component---src-templates-client-result-js","path":"/client-result/direct-lending-branch-efficiency-program-implementation","result":{"data":{"prismic":{"allClient_results":{"edges":[{"node":{"seo_page_title":[{"type":"paragraph","text":"Branch Efficiency Program Implementation","spans":[],"direction":"ltr"}],"seo_page_description":[{"type":"paragraph","text":"Branch Efficiency Program Implementation","spans":[],"direction":"ltr"}],"seo_h1":[{"type":"heading1","text":"Branch Efficiency Program Implementation","spans":[],"direction":"ltr"}],"feature_image":{"dimensions":{"width":1200,"height":500},"alt":null,"copyright":null,"url":"https://images.prismic.io/crgwebsite/aLHEO2GNHVfTOcvI_ClientResultsCover-7-.png?auto=format%2Ccompress&rect=204%2C0%2C1440%2C600&w=1200&h=500"},"main_content":[{"type":"heading1","text":"Challenge ","spans":[],"direction":"ltr"},{"type":"paragraph","text":"A Canadian alternative lender operating under a decentralized branch model faced inconsistent execution, inefficient processes, and growing audit risks. These challenges constrained both performance and compliance. ","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"paragraph","text":"CRG conducted a diagnostic to identify root causes, prioritize critical opportunities, and design actionable solutions.  ","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"heading1","text":"Approach","spans":[],"direction":"ltr"},{"type":"paragraph","text":"The project was executed in three phases: Diagnose, Recommend, and Implement.","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"heading4","text":"Diagnose ","spans":[{"start":0,"end":8,"type":"strong"}],"direction":"ltr"},{"type":"list-item","text":"Engaged stakeholders and analyzed data to identify processes with the highest business value ","spans":[],"direction":"ltr"},{"type":"list-item","text":"Documented priority processes and captured pain points through interviews and site visits ","spans":[],"direction":"ltr"},{"type":"list-item","text":"Collected qualitative and quantitative data to establish a current-state baseline ","spans":[],"direction":"ltr"},{"type":"list-item","text":"Conducted value-add analysis to highlight waste and improvement opportunities ","spans":[],"direction":"ltr"},{"type":"list-item","text":"Facilitated cross-functional workshops to validate issues and co-create solutions ","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"heading4","text":"Recommend","spans":[{"start":0,"end":9,"type":"strong"}],"direction":"ltr"},{"type":"list-item","text":"Developed 42 actionable recommendations and a sequenced roadmap to guide implementation ","spans":[],"direction":"ltr"},{"type":"list-item","text":"Facilitated workshops with senior branch leaders to validate and prioritize efficiency opportunities across the network ","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"heading4","text":"Implement","spans":[{"start":0,"end":9,"type":"strong"}],"direction":"ltr"},{"type":"list-item","text":"14 priority recommendations were chosen and planned for implementation within fiscal year ","spans":[],"direction":"ltr"},{"type":"list-item","text":"Partnered with SMEs to develop unified, leadership-backed solutions ","spans":[],"direction":"ltr"},{"type":"list-item","text":"Designed and executed tailored change plans to ensure adoption and standardization ","spans":[],"direction":"ltr"},{"type":"list-item","text":"Delivered Lean Six Sigma training and certification, embedding continuous improvement capabilities across functions ","spans":[],"direction":"ltr"},{"type":"paragraph","text":"","spans":[],"direction":"ltr"},{"type":"heading1","text":"Outcome","spans":[],"direction":"ltr"},{"type":"paragraph","text":"CRG’s engagement and leadership had the following outcomes:  ","spans":[],"direction":"ltr"},{"type":"list-item","text":"Freed up 74 FTEs of capacity across 250 branches within one year, unlocking significant productivity gains ","spans":[],"direction":"ltr"},{"type":"list-item","text":"Implemented a process management framework and inventory, introducing clear roles, accountability, and KPIs to drive performance ","spans":[],"direction":"ltr"},{"type":"list-item","text":"Designed a new operating model with a multi-year roadmap to centralize branch processes and enable scalable growth ","spans":[],"direction":"ltr"},{"type":"list-item","text":"Restructured loan underwriting policies and procedures to reduce waste, modernize execution, and improve both branch and customer experience ","spans":[],"direction":"ltr"},{"type":"list-item","text":"Simplified the NSF policy, making payments easier for customers while maintaining business risk controls ","spans":[],"direction":"ltr"},{"type":"list-item","text":"Secured executive sponsorship, embedding support for foundational improvements and setting the stage for long-term transformation ","spans":[],"direction":"ltr"}],"short_description":[{"type":"heading2","text":"Streamlining direct lending operations to drive efficiency, reduce risk, and enable scalable growth","spans":[],"direction":"ltr"}],"title":[{"type":"heading1","text":"Direct Lending Branch Efficiency Program Implementation ","spans":[],"direction":"ltr"}],"_meta":{"uid":"direct-lending-branch-efficiency-program-implementation","lastPublicationDate":"2025-09-03T22:52:07+0000"}}}]}}},"pageContext":{"rootQuery":"\n  query ClientResultsQuery($uid: String) {\n    prismic {\n      allClient_results(uid: $uid, sortBy: meta_lastPublicationDate_ASC) {\n        edges {\n          node {\n            seo_page_title\n            seo_page_description\n            seo_h1\n            feature_image\n            main_content\n            short_description\n            title\n            _meta {\n              uid\n              lastPublicationDate\n            }\n          }\n        }\n      }\n    }\n  }\n","id":"aLG17hEAACYAPmLu","lang":"en-us","uid":"direct-lending-branch-efficiency-program-implementation","type":"client_result","alternateLanguages":[],"cursor":"YXJyYXljb25uZWN0aW9uOjMx","paginationPreviousMeta":{"id":"aJuMaxEAACQAmibj","lang":"en-us","uid":"finance-operations-process--growth--erp-readiness-diagnostic","type":"client_result","alternateLanguages":[]},"paginationPreviousUid":"finance-operations-process--growth--erp-readiness-diagnostic","paginationPreviousLang":"en-us","paginationNextMeta":{"id":"aLHEZxEAACcAPn2Z","lang":"en-us","uid":"enhancing-resilience-and-oversight-in-distribution-governance","type":"client_result","alternateLanguages":[]},"paginationNextUid":"enhancing-resilience-and-oversight-in-distribution-governance","paginationNextLang":"en-us","lastQueryChunkEndCursor":"YXJyYXljb25uZWN0aW9uOjE5"}},"staticQueryHashes":["2447216075","2898711901","3159585216","3178498103","815104889"]}