pkj Consulting
pkj Consulting
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Welcome to pkj Consulting

I can leverage my years of expertise across all phases of software implementation, from RFP design and review through to post-production process analysis and refinement. See below for a list of the services I offer.

Consulting Services Available

Process Mapping & Improvement

I wioll bring my years of Business Analysis experience to your organization to map out your processes and identify areas of improvement. Whether it be integrations, manual processes, or workflow, I can help integrate best practices to streamline your operations.

Requirements Documentation

Once your processes are understood, I can assist in documenting your requirements, whether they are for vendor software, new or modified internal processes, integrations, or reports. I'll bring experience and best practices to ensure that you're communicating not just what you want, but why it is important.


I've worked as part of the Software Development Lifecycle (SDLC) and understand the importance of well-defined requirements. I'll make sure what you're submitting to a vendor meets their expectations and works within their process flows to eliminate delays and re-work.

Implementation Strategy

The success of an implementation--whether for a new product or activating a new set of functionalities--has a significant impact on your ability to service your borrowers and/or downstream business partners. Let me leverage my experiences to help you achieve success in your implementation.

Test Planning & Execution

As a subset of implementation, I can assist in designing and executing test plans, including Integration Testing, User Acceptance Testing, and Process Testing. I can supplement your testing strategy with issue tracking, ensuring that what you've discovered is well documented and communicated to the appropriate parties.

Vendor Selection

If you're just getting started in floorplan lending, or searching for a new solution, I can help. I've reviewed many dozens of RFPs over the years and have an understanding of the level of detail required to communicate your business and technical requirements to the vendors you're selecting from. I've experienced first-hand the difference in results between well-written requirements and requirements that are vague, open-ended, or use jargon specific to your operations.

Integration, Data, and Reporting Solutions

I've spent significant time on the vendor side working with lenders to enable their data needs, whether via specific integrations, custom reports, or custom data queries and feeds. My experience can supplement that of your own technical and operational teams to ensure that requirements are defined and properly executed.

Pricing

If you're interested in pricing, please reach out to me to discuss. Rates are dependent on the length and scope of an engagement and can be tailored to your specific situation.

Disclaimer

I am wholly independent and not employed by or contracted with any software vendor. Should you engage with pkj Consulting I will be bound by your NDAs and remain 100% objective with regard to the capabilities and offerings of any vendor.

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