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We hold three agile certifications from ScrumStudy which are Scrum Product Owner Certified, Scrum Agile Master Certified, and Scrum Master Certified. Many of our engagement involve banking, alternative investment, and technology service firms.

Current State Analysis

Current State Analysis Consulting
Current State Analysis (CSA) is a critical component in the strategic planning process for any company aiming for sustainable growth. It provides a comprehensive understanding of a company's current situation, including its strengths, weaknesses, opportunities, and threats (SWOT). It also includes an analysis of the competitive landscape, the market dynamics, and the company's current capabilities and resources.

At its core, CSA is about understanding where your company stands today. It's about taking a detailed and honest look at your business processes, your financial health, your customer base, your product or service portfolio, your staff, your technology infrastructure, and your market position. This analysis is crucial because it provides a factual and unbiased view of the company's current condition, which serves as a foundation for all strategic decisions that will shape the company's future.

A well-executed CSA can uncover potential growth opportunities that may have been overlooked or underappreciated. It can help identify areas where resources are being underutilized or where inefficiencies are hurting the bottom line. It can also reveal potential risks or challenges that need to be addressed to prevent future problems. In other words, a CSA can shine a light on the path to the growth of your organization.

Investment Science Consultants
Now, you may ask, how can consultants at Investment Science assist in this critical process? The answer is simple yet profound: through their expertise, experience, and objective perspective.

The team at Investment Science has a deep understanding of various industries, markets, and business models. They can bring this knowledge to bear in the CSA process, helping to identify trends, opportunities, and threats that may not be immediately apparent. Their expertise can provide insights into competitive dynamics, customer behavior, technological advancements, and other key factors that can significantly impact a company's strategic growth plan.

Investment Science consultants have extensive experience in strategic planning and business analysis. They know how to gather and interpret data, conduct thorough and effective analyses, and draw meaningful conclusions. They can guide the company through the CSA process, ensuring that all relevant aspects are considered and that the analysis is accurate and comprehensive.

Perhaps most importantly, as external consultants, they can provide an objective perspective. It's not uncommon for companies to have blind spots or biases when evaluating their own situation. An external perspective can help overcome these biases, ensuring that the CSA is honest and unbiased. This objectivity can be invaluable in identifying both opportunities for growth and potential pitfalls.

Why Choose Investment Science
A thorough Current State Analysis is a vital first step in any strategic growth initiative. It provides the necessary understanding of where a company stands today, which is essential for making informed decisions about where to go tomorrow. With their industry knowledge, strategic expertise, and objective perspective, the consultants at Investment Science can provide invaluable assistance in this critical process, helping companies identify and capitalize on opportunities for strategic growth.
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                Michael Kelly                   SPOC, SMC, SAMC
Product Management Consultant
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Michael has over a decade of experience working with fortune 500 firms in various capacities as a Product Owner. ​Success stories have included building the most used product at Fitch Solutions coined 'Early Warning Signals, Saving a Banking client a $1 Billion fine from a data science product, and building a successful hedge fund product with machine learning models. 

Success Stories

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As a member of PMI, I highly recommend Mike as he has guided several senior consulting engagements at IT departments though the Agile transformation process. Mike is tenacious, and his work ethic is second to none. Mike is a subject matter expert in banking, data science tech, and project management. I'm following his company Investment Science and so should you.

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Joe Skarulis

Vice President
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Citigroup, Inc.

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Professional Project/Product Management services.
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Bledi Ismaili

Project Manager 
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​Blueprint Fusion

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Michael posses a great depth of knowledge in project management and finance technology. He played a key role in execution of few project initiatives at IDB. He worked well to complete the project under tight deadlines. He would be a great resource for any organization.

Sanjay Tejankar, MBA

Senior Consultant 
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​Israel Discount Bank

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Michael was my manager at IDB. He was very kind and always went out of his way to help and guide the project team. If you need a problem solved , he will try his best to help you . He is very responsive and a great team player.

Helen Jacubovics

Lead Business Analyst
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IDB Bank

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​Michael is a great project manager and a pleasure to work with. He has been instrumental in leading projects, providing weekly statuses on on-going projects and being a valued consultative advisor on business and technical requirements. On top of his strong technical and business experience, Michael is adept at building and maintaining cohesive relationships with various stakeholder groups. He is a trusted source for Agile, Jira, Confluence and other project management tools and would be an asset to any organization.

Dipal Desai

First Vice President
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Israel Discount Bank

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Why Hire Us?

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How much is the service?​
The cost can vary depending on the services you need. 
Our consultants charge anywhere from  $80-$200 per hour.

What are you guaranteed? 
Objective consulting without compromise.
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