OTB Solutions is a management consulting firm offering an array of services, from the strategic to the very tactical. We provide clients with small, highly capable teams that work independently or in collaboration with others in the organizations we serve. Most of our engagements leverage deep capabilities related to information management and information technology.

We guide, coach, and facilitate our clients through change. We offer professionalism, expertise and direction to our clients and lead them through business transformations. Our clients hire us because we are the best at our craft and because our management consultants think outside the box to deliver innovative business solutions.

Our services include Project & Program Management , Business Process Management and Performance, and Strategy Development. We work in a wide range of industries including Healthcare, Public Transit, Public Sector, and other industries.


Project Leadership

Our team includes professionals with years of experience leading groups and organizations. If you are looking for a project or program manager, or even an acting executive to help you through a tough transition, we can help.

•    Business case development
•    Technical project management
•    Acting executive roles
•    Organizational change management

•    Quality management reviews
•    Business Analysis
•    Organizational Assessments


Business Process Optimization + Performance Improvement

Leading companies seek to reduce costs and enhance customer satisfaction by improving the performance of their business processes. We have helped clients achieve these objectives whether their focus is process improvement explicitly, or they are modifying processes to realize benefits associated with a new system implementation or organizational change. In all cases, we strive to take a holistic systems approach that aligns investments in people, process and technology with business strategy.

  • Process design, improvement and re-engineering

  • Process automation Lean Process Improvement

  • Business Process Optimization (Public Transit)

  • Revenue cycle optimization (Healthcare)

  • Strategic implementation of regulatory compliance (Healthcare, Life Sciences)


Change Management

Initiatives often fail, end up delayed, or have budget overruns when the people side of change is not adequately addressed. We use industry best practices to neutralize the critic, the victim, and bystanders who can unintentionally (or deliberately) sabotage success of your efforts. We first assess your organization’s current readiness for change, then design and implement a customized strategy using proven change tools and methods to address resistance and increase stakeholders’ adoption of critical new behaviors. If you are facing complex changes in systems, processes, or structure and need to improve buy-in, we can help.

  • Readiness Change Assessment

  • Comprehensive Change Management Plan

  • Leadership Development & Support Systems

  • Communications and Risk Management

  • Process Improvement and Integration

  • Implementation Support

  • Metrics-Based Reporting & Monitoring

  • Change Sustainment Plan


Strategy Development

Success requires a clear vision and a solid plan. We’ve helped organizations across many industries with both. Using tools like Balanced Scorecard and Benchmarking, SWOT and Critical Success Factor analysis, we can help you define your vision, communicate it to your team, and define the steps needed to get you there.

  • Vision setting

  • SWOT and Critical Success Factors Analysis

  • Benchmarking

  • Balanced scorecard

  •  Strategy deployment

  • IT Strategy

  • Organizational Assessments


Insights & Data Science

We have developed deep experience with Data Science, from data warehouse implementations to KPI dashboards, real- time analysis, data governance, architecture, and design. Our technology expertise includes statistical analysis, machine learning and visualization. We stay on top of this rapidly evolving space to bring the best thinking to our clients. We provide a variety of services including:

  • Data warehouse design and implementation

  • Data visualization and dashboards

  • Machine Learning solutions

  • SQL Server, Azure SQL Data Warehouse, Power BI, R, Tableau

  • Master data management


IT Planning and Strategy

Good IT decision making requires a good strategy. Our proven methodology is based on an Enterprise Architecture guided by IT Strategies and Principles, a Governance process, and using tools such as Application Inventories, Platform Dependencies, Data Involvement information and Relationship information. We have deep experience in:

  • Enterprise architecture

  • IT Effectiveness

  • Requirements analysis

  • Package selection and implementation

  • Systems integration

  • Agile development

  • IT infrastructure implementation


Enterprise Cloud & Infrastructure Services

OTB Website Update List May 20 The transition from traditional infrastructure to the cloud is a considerable undertaking for any company. With numerous variables and obstacles to overcome, an undisruptive experience is critical to your success. OTB Solutions delivers proven consulting and migration services enabling your seamless journey to the cloud. We provide:

  • Comprehensive discovery and design

  • Enterprise Architecture, planning, and project management

  • IT Effectiveness

Cloud and hybrid services:

  • Azure / AWS IaaS

  • Directory Services / Identity Management

  • Mobile Device Management / End-point Managements

  • Office 365 / SharePoint / Exchange

Traditional on-premises services:

Exchange Server

Windows, Active Directory, and role services

Systems Center