Holmquist Advisory, LLC
Helping to Create Operational Excellence
Services

The team members of Holmquist Advisory can provide a wide range of consulting services to our clients based on years of experience and industry involvement.  Below are example of the types of services we offer.

Operational Risk Management Program Review

Holmquist Advisory can perform a comprehensive review of the organization's operational risk management (ORM) program evaluating against regulatory expectations and industry best practices, including:
  • Operational risk assessments
  • Risk & control self assessments
  • Key risk indicators
  • Organizational culture
  • Management reporting
  • Change management
  • Boundary issues
At the conclusion of the review management is provided with a detailed report of findings, including clear, actionable recommendations for program improvement and optimization. 

 

Management Information Systems

Getting information to the right people, in the right form at the right time is critical to making timely, effective business decisions.  90% of all companies do not have effective MIS systems in place, but 100% wish they did.  Holmquist Advisory can assist in developing systems that will get information in the hands of decision makers today, not next year and without destroying the income statement.

Operational Efficiency

Lean times mean lean operations - doing more with less, without sacrificing quality, quantity, compliance or security.  Most organizations are just trying to maintain day-to-day operations and often struggle to realize operational efficiencies.  Holmquist Advisory has deep expertise in looking at operating environments and determining opportunities to do more with less, without sacrificing quality or service.



Holmquist Advisory has additional consulting resources available for client engagements that represent the best and the brightest in the financial services industry with deep experience in:

  • Credit policy, administration and risk management
  • Finance and accounting
  • Back office operations
  • Customer service
  • Collections
  • Regulatory compliance
  • Capital management

 

 

Due Diligence

The team at Holmquist Advisory can perform a due diligence review of any operating environment, regardless of size or complexity.  Typical application may include a potential merger or acquisition or simply an operational assessment.  The due diligence process covers front and back office operations, IT, information security, outsourcing, vendor management, management and organizational structure, etc.

Information Technology


Services cover all areas of information technology management including:

  • Strategic planning
  • Governance
  • Risk assessments
  • Business ownership
  • Management reporting

Information Security Governance

Holmquist Advisory can assist any size organization in developing or enhancing their information security program, regardless of the program state.  Based on a proven approach of information security as a business issue first, our team can review any existing program and provide clear guidance for program enhancement.

Business Continuity Planning

As with information security, business continuity planning (aka, disaster recover, business contingency planning, etc.) must be approached as a business issue.  Our team can evaluate any program and determine if program is sound and culturally accepted, and provide sound advice for any potential program improvements.