Q4 2000

The client was forming a company that would target both B2B and B2C customers, providing and/or integrating mortgage tools and services including loan origination, underwriting, servicing, and securitizing. As a pre-venture company, the client needed assistance in refining their business strategy, development of a Solution and Technical architecture, and a cost estimate for one-time and recurring expenses. The client then took our document deliverables and began to seek venture funding.

Through a series of facilitated meetings, we helped the client to refine their business strategy and to focus on those areas which could be built in timely and practical manner, while maximizing a return on their investment.

Each facilitated meeting had a specific goal, yet was allowed to evolve. Careful notes were taken and delivered immediately after the end of the meeting.

Research on similar ventures, both past and current, was done, and presented to the client.

I developed a Solution Architecture, and then refined the design into specific components (with an estimated complexity/cost to implement). Various implementation methods were considered, and a preferred method recommended and explanations given as to why the other methods were not recommended.

Finally, I outlined detailed one-time costs for hardware, 3rd party software, custom software development and consulting, and recurring costs for hosting, license and support fees, and on-going maintenance.