Our process
Every flagship engagement follows the sequence below. Shorter engagements — audits, briefings, refreshes — use subsets of these stages.
We read your existing pack — if one exists — and hold a 90-minute call with your analytics lead and regional director. The output is a signed scope letter listing KPI candidates, branch visit plan, draft dates, and fee schedule.
Duration: 1–2 weeks · Your input: prior scorecards, metric definitions, org chart for branch network
Two representative branches — one urban, one provincial unless your network is homogeneous. We observe Monday stand-ups, ask managers how they use numbers, and note floor language for chart labels.
Duration: 2 days on-site · Your input: branch access, regional escort, sample counter reports
Half-day session at your headquarters or our Wonju office. We lock KPI hierarchy: deposit layers, loan quality splits, service metrics, peer group rules. Disagreements get documented, not smoothed over.
Duration: 1 day · Your input: planning team, risk liaison if loan metrics are in scope
First draft uses sample-period data you provide. Each round includes annotated change logs. We do not add charts without written justification — page count stays disciplined.
Duration: 4–6 weeks · Your input: data extracts on agreed schedule, written feedback within 5 business days per round
Print-ready PDF, editable source files, and a 90-minute walkthrough with your leadership table. We leave a one-page reading guide: which chart to open first, what question each page answers.
Duration: 1 week · Your input: boardroom scheduling, internal print run if desired
Many clients move to quarterly refresh retainers so chart grammar stays stable. Others book executive briefing sessions each cycle. We do not require a retainer — but metric definitions drift when packs are rebuilt from scratch every year.