Accept no limits . . . no boundaries

Challenging the ordinary, we leverage our experience to meet the needs of each client.

We pride ourselves on developing solutions that deliver proven results for our clients. These results include increased productivity, cost savings, and a more balanced, less stressful workplace. We help you to define your objectives and identify the most effective strategy for achieving them.

Whether you are looking to improve your work process, mobilize your workforce, improve collaboration, or provide more flexible work options, we can develop and integrate the right solution; one which leverages your current technology and delivers a return on investment.

Below are some briefs describing a sample of our client’s challenges and our solutions. These case studies are a small example of how we can help your organization find a more flexible way to work.

• Financial Services
• Consulting
• Real Estate
• Legal
• Entertainment
• Insurance
• Government
• Nonprofit

Investment Advisors

Business Challenge: This financial investment advisory company, located in Boston, MA, wanted to avoid the stress and lost productivity of commuting during the city’s Big Dig roadwork project. The owners of the firm wanted to spend more time working from home or from vacation homes. They also wanted the ability for key employees to access company resources from home or their client’s offices.

Solutions: Montero Consulting began a thorough analysis of the companies work flow and performed a technological needs assessment. We leveraged their existing technology investments, while recommending several technologies to improve workflow and provide remote access to company files and email. We then provided training on new workflow procedures and mobile work technology including VPN access, PDAs, a paperless office approach, and virtual meetings. We now provide on-going coaching for key managers and executives to help them improve remote management and enhance virtual meetings and teams.

Client Benefits: By providing cost effective remote access to company files and data this company benefits from a more flexible workplace. Having the ability to “work from anywhere” has improved productivity and the level of service to their clients. The owners and employees have also enhanced their quality of life. They can work remotely when necessary and avoid time wasting commutes.

Financial Investment Advisors

Business Challenge: This financial service company wanted to retain two key employees; one who was soon to be a new mother and another who was moving out of state.

Solutions: Montero Consulting provided training and recommended an affordable remote access solution allowing them to retain the employees that were no longer able to commute into the office.

Client Benefits: By using proven remote work strategies this company was able to save recruiting and retraining costs by providing flexibility to key employees.

Financial Investment Firm

Business Challenge: This financial service company based in New York City was concerned with developing a business continuance plan to protect their business as well as their client’s ability to gain access to support and other services in the event a major disaster.

Solutions: Montero Consulting analyzed their business and helped them develop a flexible, cost-effective business continuance plan taking advantage of current and emerging remote work technology. This system provided increased security, ease of use, and included a redundant system in another state with remote backup and remote control functionality.

Client Benefits: By using proven remote work strategies and technology this company put in place a well thought out disaster recovery plan. The remote control and backup functionality has saved them $40,000 to $50,000 dollars each year while allowing them to monitor and update their recovery site without costly travel.

Business Consulting Firm

Business Challenge: This independent business consulting firm has a large pool of consultants that are true mobile workers, spending a bulk of their time on the road and with clients. These consultants require a high level of virtual team collaboration and remote access to critical company resources. This firm was also looking to open a satellite office in California and was considering an Australian office as well. All consultants needed the ability to collaborate as well as enter billable hours from remote locations. As a company with a highly mobile workforce, managers needed help in learning to manage remote workers and hold virtual meetings.

Solutions: Montero Consulting helped this company setup and maintain a secure Internet based groupware environment to provide increased collaboration and a central storage point for all client related projects. We also helped them evaluate and implement a web-based time entry system allowing consultants to enter billable project hours expediting the invoice process

We worked with their IT department to plan and implement a Virtual Private Network (VPN) connecting their Pasadena, CA branch office to their central office in Burlington, MA; this provided full network functionality to the satellite office. Audio conferencing, desktop video conferencing, and document sharing were also introduced to enhance remote collaboration and virtual meetings between the offices and the consultants.

We also helped them develop a plan for a small, remote Australian office leveraging their “virtual office” technology to cost-effectively explore the Australian market without all the traditional expenses of a new office.

We delivered a series of in-house seminars, workshops, and teleseminars on the use of these new tools, remote collaboration, and managing mobile workers.

Client Benefits: Not only did the consultants improve job performance, but clients reported a higher level of service and collaboration after implementing the groupware solution and remote work technology. By allowing consultants to input hours over the web the time cycle to bill clients was halved, leading to more easily managed invoicing.

This client benefited from leveraging existing internet connectivity to link their satellite office to their central office; thereby saving money while improving resources and collaboration.

They also gained the ability to successfully test a new international market without the overhead of a traditional office and all its requirements.

Financial Consulting Company

Business Challenge: This rapidly growing financial consulting firm wanted to implement a telework program to grow their staff to meet anticipated client demand without investing in additional office space. They also wanted more flexibility for themselves and their employees to improve recruitment and retention of highly skilled consultants.

Solutions: Montero Consulting advised senior executives on a range of telecommuting and alternative officing strategies to cope with the growth of their consulting staff. We then provided strategic space planning to maximize the cost savings of their telecommuting program.

We recommended a blend of home-based telecommuting, mobile work for consultants at client sites, and shared office space (hotelling) at their corporate headquarters.

Montero Consulting developed a flexible office space solution that allows this company of 50 people to work out of a space with only 12 offices/cubicles and one conference room. This plan included remote access to company documents and email, roaming profiles for flexible network login at shared desktops, as well as the implementation of a flexible phone system. This system allows employees to have their calls forwarded to any number (including cell phones, home office, or client extension), receive voice mail via email attachment, and log into any phone at a shared desk with a flexible, portable extension.

Client Benefits: This company has benefited in many ways through the workplace design we cultivated. The most tangible of these is the real estate savings due to setting up a virtual office allowing a tremendous space reduction. Other benefits include increased productivity, improved virtual teamwork, and becoming an “employer of choice” through a flexible, family-friendly work environment.

Corporate Real Estate Firm

Business Challenge: This real estate advisory and consulting company worked with international clients and was looking to improve remote access to company resources as well as decrease proposal and report creation time. They also wanted to provide a flexible work environment to increase their geographic choices for potential employees.

Solutions: Through a series of meetings with key professionals in the organization Montero Consulting streamlined report creation through the use of digital cameras, scanners, mapping software, and training. We also implemented technology to allow remote access to company documents and email from anywhere over the internet. Employees were trained in remote access, PDAs, and the use of wi-fi technology to stay connected when on the road.

Client Benefits: Productivity increased while report creation time decreased. Consultants were able to easily access all important company documents from client sites, home offices, hotels, and hotspots. This increased workplace flexibility and has provided them with the ability to recruit outside the Boston area to find the most talented employees.

Boston Based Legal Firm

Business Challenge: This Boston based legal firm was suffering from lost productivity due to scheduling problems and lack of access to company resources when out of the office, including several proprietary programs installed on computer workstations.

Solutions: Montero Consulting worked with this firm to develop a flexible workplace solution. We instituted affordable remote access to company documents and email as well as a shared company calendar for all attorneys. Attorneys were trained in the use of PDAs, which allowed them to take a synchronized version of the firm’s contacts and calendars with them at all times. Special remote control solutions were implemented for key staff allowing them to access and use key proprietary legal programs while out of the office.

Client Benefits: Scheduling and productivity problems vanished through the use of the shared calendar and PDA’s. Attorneys reported the ability to increase their billable hours per month through mobile work technology and remote access to company resources. This increased flexibility and focus on being a “flex friendly” workplace has established them as an “employer of choice” in the area.

International Entertainment Company

Business Challenge: This international entertainment company needed help improving customer service and order processing to handle increased business due to a company merger. They also needed to provide remote access to files and email for sales staff that spend a large portion of their time on the road visiting clients and attending trade shows.

Solutions: Montero Consulting met with operations staff and analyzed the company’s current business workflow. We recommended and introduced CRM solutions, groupware, computer based faxing, and digital document conversion to improve order processing and increase the level of customer service. We also provided remote access to important company files and email for the remote sales staff.

Client Benefits: This client benefited from increased sales and improved customer service resulting from reorganized workflow and the use of technology to more quickly respond to growing customer needs. Remote access to company resources helped their sales staff work more effectively from the road and improved virtual teamwork with coworkers.

Insurance Software Automation Company

Business Challenge: This insurance software company is one of the largest in North America, with over 1000 employees across the US. They have a large staff of full-time, home based telecommuters that provide support and training to their customers.

Their employees were suffering from lost productivity and burn-out due to challenges with home office setup and work-life balance issues.

Solutions: Montero Consulting customized and taught a full day Work-Life Balance workshop focused on home office telecommuters. We shared strategies for setting up an effective home office, creating work at home policies and guidelines, as well as techniques for reducing stress and improving collaboration with coworkers and virtual team members.

Client Benefits: Through our live training, workbook, and follow-up teleseminar the telecommuters were able to set up more effective home offices. They were also able to reduce stress and eliminate burnout, while improving work-life balance by implementing strategies learned in our workshop.

Government Sponsored Wholesale Bank

Business Challenge: This bank’s sales force needed to increase time in the field meeting with clients and prospects,while collaborating with coworkers. They were also in the vicinity of a major construction project and wanted to develop a work continuance plan in the event the construction interfered with power or access to the workplace.

Solutions: Montero Consulting worked with the internal IT department to perform a needs analysis and recommend technology solutions to improve collaboration and data access for the company’s sales team. We designed and delivered a series of workshops to help the sales team learn to access company data remotely, and improve their communication and collaboration with clients and coworkers.

We also worked with their IT Department and division managers to develop and test a successful disaster recovery plan.

Client Benefits: By providing training and groupware technology the banks sales force improved their virtual teamwork and increased client visits, directly resulting in increased revenues. The company also had a clearly thought out and tested disaster recovery plan to rely on in case of emergencies.

Public Benefits Corporation

Business Challenge: This nonprofit public benefits corporation to the energy industry was looking for cost effective ways to provide employees with remote access to company documents and email. They were also looking to improve remote collaboration between virtual team members and employees attending conferences.

Solutions: Montero Consulting met with the company’s director to help them develop a flexible workplace policy that met their business objectives. We then conducted a thorough analysis of the companies work flow as well as a technological needs assessment. We leveraged their existing technology investments while recommending several new technology solutions to improve collaboration and provide remote access to company files and email. Several laptops were configured for remote access and after being trained how to use them, were shared by employees attending conferences.

Client Benefits: By leveraging their existing technology and taking advantage of some unused features, we were able to provide them with an extremely affordable remote access solution. Training in their CRM solution helped their employees improve collaboration, speed information exchange, and allow for improved marketing and fundraising. The laptops and training helped remote employees stay connected to their coworkers and stay on top of projects while outside of the office.

Freelance Writers Association

Business Challenge: This Washington DC based association of freelance writers needed speakers and workshops for an upcoming Freelance Business Conference.

Solutions: Phil Montero, founder and CEO of Montero Consulting, served as a home office expert on their panel and delivered a workshop on setting up an effective home or mobile office.

Client Benefits: Writers attending the conference were able to get all their home office questions answered and learn effective strategies for choosing the right technology and implementing it to achieve mobile or home office success. The association was able to deliver a quality program to its members.

Center for Disabilities and Development

Business Challenge: This government created non-profit group in Iowa serves as an employment resource for local companies. They wanted to offer a series of seminars and workshops to educate local businesses about solutions for hiring people with disabilities.

Solutions: Phil Montero, founder and CEO of Montero Consulting, delivered workshops on Managing Remote Workers and Choosing Mobile Work Technology.

Client Benefits: People attending the seminar were offered strategies and tips for managing off-site employees and improving collaboration in virtual teams. They also saw an overview and demonstration of various technologies that can be used to create a “virtual office” to extend workplace flexibility to employees with disabilities.

We can help you find a more flexible way to work.

These case studies are examples of the solutions that Montero Consulting has provided to some of our clients. Our approach to our clients is as flexible as the solutions we provide. We know that no two business are the same so we take an individualized approach to each client we work with. After meeting with you and fully analyzing your business challenges we will develop a solution customized to your unique needs and integrates with your business culture.