Expanded Trade Organization Services

Large Financial Services Trade Organization


The Problem

This trade organization wanted to expand its current services to improve the effectiveness of its constituents in the marketplace.

Expertise in project management methodologies was needed to evaluate the feasibility and direction of service expansion.

The Solution

Carolyn Picciotti:

  • Established a project team from the trade organization and its constituents
  • Led the project team to:
    • Define project scope and gather data from a wide variety of sources
    • Explore service alternatives
    • Provide guidance to trade organization management
  • Defined alternative services, their requirements and implications
  • Presented recommendations to trade organization executive management


The Result

  • Trade organization management was able to make informed decisions about the nature, breadth and timing of their service offerings, ensuring they met the needs of their members and constituents
  • Project was completed on time and within budget





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