Financial Services

TSI worked with us to complete a strategic technology assessment, which included the difficult task of coordinating and articulating our vision and strategy for new technology. The project was a great success: they ensured that everyone participated in the process, that all voices were heard, and that deliverables were on-time and distributed to all participants for thoughtful feedback. On a day-to-day basis, TSI was enthusiastic and dedicated to our work, always demonstrating that our success is their success. They have acted as key advisors to me and as coaches for the entire project team. We so enjoyed working with the TSI team and hope to continue to do so in the future.

Transforming Solutions, Inc. proved to be very adept in creating strategic and practical approaches to our complex improvement project. They gathered data efficiently and effectively, creating buy-in amongst our faculty and staff as they did so. Dan and Alan did this by spending a considerable amount of time on our campuses working directly with groups of our staff and faculty. Ultimately, TSI presented us with a detailed process map of our communications, identified key areas for productive improvement, and worked with us to tailor their final recommendations to our specific needs. The team of TSI does the job and does it well.

TSI staffs their project teams with high quality, knowledgeable, skilled, and dedicated individuals, assuring you that your initiative will be a success!

TSI joined the UF team at an important inflection point. We were in the very early stages of asking ourselves what ‘next’ looked like for our fundraising program and what technology ecosystem would be required to actualize it. Dan and his team led us through an extensive planning and preparation process that set us up for success in the implementation of our new CRM and the associated platforms. In the planning and preparation phase, we worked with Dan to develop visioning statements, create a roadmap, and secure funding.

I really enjoyed working with TSI, particularly, I loved the way you ran the brainstorming sessions early on, which can sometimes be extremely disorganized if not done right. I respect and admire your ability and instinct to facilitate discussions and to tease out useful information. I believe your success is a result of natural ability, and lots of hard work and preparation. I’d love to stay connected and to serve as a resource if I can be of value to the things you do.