CHERYL GROSS & ASSOCIATES
Project Management
and Facilitation
to the Financial Industry

   59 Temple Place, Suite 615
   Boston, Massachusetts 02111
   (617) 426-3701
   cagross@cagassociates.com

  Cheryl Gross, PMP, President

 


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Project Examples - Product Management

Product Launch

This client is a Financial Services Company. As the result of a long planned, once in a lifetime vacation this organization did not have a Consumer Lending Product Manager during a critical Product Launch. Our client's challenge was to identify a senior level product expert who could step into the product management role, require no learning curve, utilize the Bank's methods and develop key initiatives and strategies that would support an important business line product launch.

We partnered with our client and assigned a senior project manager with lending experience to fulfill the role of Consumer Lending Product Manager. During the course of this assignment, our product expert functioning in the role of Product Manager completed the following:

  Developed an Employee Training Program to support this credit product launch through
      their call center, retail and telephone banking delivery channels. The training program
      included:

       Training Video
       Facilitators Guide
       Participants Guide
       Sales Tools designed to overcome Customer Objections
          and close the sale.

   Project managed the production of the Employee Training Video.

   Rolled out the credit product, monitored and reported results.

Cheryl Gross & Associates was able to support our client's expertise void with a senior level product expert during this critical product launch.

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