Case studies
Outcomes that hold up in the boardroom.
Every client is different, and every engagement is confidential. Here's what that work looks like in practice, with names left out.
- Banking
Clearing the regulatory backlog
A $4B community bank
Challenge
A growing list of open regulatory findings and examiners expecting progress at the next review.
What we did
Prioritized every finding by risk, assigned clear owners, built remediation plans, and reported progress to leadership and the board.
Result
75%
of regulatory findings resolved within six months.
- Cost optimization
Cutting IT spend without cutting capability
A non-profit foundation with $2.5B in assets
Challenge
Technology costs had crept up through overlapping tools, auto-renewed contracts and services nobody had reviewed.
What we did
Inventoried every vendor and contract, evaluated alternatives on a consistent scorecard, and negotiated renewals.
Result
40%
reduction in annual IT expenses.
- Healthcare
A technology maturity assessment for a healthcare organization
A regional healthcare organization
Challenge
Leadership needed an objective view of technology maturity to guide its next phase of investment.
What we did
A framework-based maturity assessment across governance, operations, security and architecture, with leadership interviews and an executive readout.
Result
24-month
business-aligned strategic roadmap.
- Governance
Bringing order to project demand
A $10B regional bank
Challenge
More project requests than capacity, and no consistent way to decide what came first.
What we did
Designed a project intake and prioritization process that scores each request on ROI, cost reduction, compliance and operational impact.
Result
100%
focus on the projects that deliver value.
What leaders say
“I have had the opportunity to work with Dustin at 2 different companies. He brings a different approach to analyzing the business’ current capabilities and future needs. He covers these things from all angles with calculated intelligence. He merges the architecture and project delivery needs with a financial discipline that other management consulting firms haven’t mastered.”
Bill Fortwangler
CIO“I had the pleasure of working closely with Dustin on complex projects, and his strategic insights and management prowess were truly exceptional. His ability to navigate the intricacies of IT challenges and align business goals was instrumental in our success. Dustin and Optinev bring a unique blend of business architecture experience and strategic vision to the table, making them an invaluable asset to any organization seeking strategy and management consulting.”
Jarrod Clark
Enterprise Technology Strategist“Dustin was an asset to work with in preparing a business case for an executive leadership proposal, enabling us to gain buy-in to proceed with the technology investment. He collaborated with the business stakeholders, analyzed all the information and potential solutions. Dustin provided us with a detailed proposal that highlighted both the quantitative and qualitative benefits of the recommended solution. It was a pleasure working with Dustin and we look forward to working with him again in the future.”
Justin Denham
CIO
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