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optiMA
Client Directed
Directed Presentations

Madison Advisors helps organizations fully examine their customer communications management (CCM) strategy—with a focus on how CCM supports a positive customer experience and engagement.

The optiMA Model

Click on the icons to learn more about each phase of the optiMA model

The optiMA Model
Optimization Strategy Discovery and Analysis Target Operating Model Strategic Roadmap Partner + Technology Selection Business Case Support And Transformation Strategy Partner Integration Management

Optimization Strategy

The Madison Advisor team works closely with your organization to review, clarify and document your customer communication goals relative to revenue enhancement, cost and risk reduction, technology requirements and customer experience.

This results in an actionable CCM strategy designed to deliver on the experience your customers—and your customers’ customers—want.

Discovery and Analysis

Taking advantage of our optiMA Discovery and Analysis exploratory phase, together we will identify current processes that create cost inefficiencies, increase exposure to risk or negatively impact customer experience and retention.

Target Operating Model

Identifying gaps in business processes, technology and staffing will uncover both areas of strengths and those that need improvement. This valuable exercise results in a high-level Target Operating Model specific to your company’s communications goals and requirements.

Strategic Roadmap

Taking what we learn from the Target Operating Model, Madison Advisors can help your team develop a comprehensive strategic roadmap for implementing the CCM optimization initiatives that are consistent with your business goals and strategy.

Partner + Technology Selection

Knowing what to look for in choosing the right workflow automation processes and software requires evaluating which partner and technology solutions will deliver the revenue opportunities you are seeking. We provide objective insight into the proper selection of business partners that ensure the best fit for your specific requirements.

Business Case Support And Transformation Strategy

Our team will work closely with you to help steer the transition, providing an outline that supports the business case for change. This includes expert analysis and the desired impact to various stakeholders within the company.

Partner Integration Management

We can help define the list of dependent projects including coordination of internal business, operations and technology stakeholders as well as vendor resources to support the new technology solution and maximize its effectiveness.

optiMA Features

Optimization Strategy

The Madison Advisors team works closely with your organization to review, clarify and document your customer communication goals relative to revenue enhancement, cost and risk reduction, technology requirements and customer experience. This results in an actionable CCM strategy designed to deliver on the experience your customers—and your customers’ customers—want.

Discovery and Analysis

Taking advantage of our optiMA Discovery and Analysis exploratory phase, together we will identify current processes that create cost inefficiencies, increase exposure to risk or negatively impact customer experience and retention.

Target Operating Model

Identifying gaps in business processes, technology and staffing will uncover both areas of strengths and those that need improvement. This valuable exercise results in a high-level Target Operating Model specific to your company’s communications goals and requirements.

Strategic Roadmap

Taking what we learn from the Target Operating Model, Madison Advisors can help your team develop a comprehensive strategic roadmap for implementing the CCM optimization initiatives that are consistent with your business goals and strategy.

Partner & Technology Selection

Knowing what to look for in choosing the right workflow automation processes and software requires evaluating which partner and technology solutions will deliver the revenue opportunities you are seeking. We provide objective insight into the proper selection of business partners that ensure the best fit for your specific requirements.

Business Case Support & Transformation Strategy

Our team will work closely with you to help steer the transition, providing an outline that supports the business case for change. This includes expert analysis and the desired impact to various stakeholders within the company.

Partner Integration Management

We can help define the list of dependent projects including coordination of internal business, operations and technology stakeholders as well as vendor resources to support the new technology solution and maximize its effectiveness.

Our optiMA model can be custom designed for:

Madison Advisors specializes in offering context-specific guidance for a range of content delivery strategies, particularly those addressing customer communications management (CCM) and enterprise output technologies.

Custom Engagement

With more than two decades of experience in industries that need CCM support, we are in a unique position to offer specific knowledge of the document composition market, technology providers, best practices and emerging trends. We offer high-impact consulting services along with associated solution deployment and professional services. We specialize in all aspects of CCM and technologies, including enterprise output management, content management, customer relationship management, image capture, e-billing and infrastructure technology.

Our client-directed custom engagements can be custom designed for:

Our executive management and senior analysts have the experience and versatility to be a perfect fit for delivering high-impact on-trend presentations and keynote addresses for many different types of industries and organizations.

Directed Presentations & Webinars

Madison Advisors’ ongoing benchmark research initiatives and consulting work keep us at the cusp of today’s trends. This makes it possible to prepare a blend of engaging and meaningful content for presentations that are always timely and relevant. The topics and level of detail in our presentations are readily tailored to meet the specific needs and experience level of the attendees. In addition to standard conference presentations and keynote addresses, we have extensive experience in moderating and participating in panel discussions.

Contact us to develop high-impact directed presentations & webinars specific to your industry and events:

Over the past two decades, Madison Advisors' industry-neutral expertise enables enterprise organizations, service providers and technology providers to achieve their strategic objectives around today’s evolving customer communications management (CCM) requirements.
Madison Advisors
PO BOX 369
Colleyville, TX 76034

Phone: (817) 684-7545
Fax: (817) 684-7544info@madison-advisors.com

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