Analyze. Act. Achieve.

Waypoint Consulting is a leading provider of Data Management and Analytics solutions. Waypoint has an impeccable track record with a blend of business knowledge, technical skills and consulting expertise that translates into more value and less risk for our clients. With more than 18 years of experience, Waypoint is recognized among the most reputable analytic solution providers in the U.S. today.

 
$5,000+
 
$150 - $199 / hr
 
10 - 49
 Founded
2001
Show all +
West Chester, PA
headquarters
  • 1450 E. Boot Rd., Suite 600D
    West Chester, PA 19380
    United States

Reviews

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Database Dev for LTC Insurance Platform

“Having that intimate working relationship with them was a really big plus.”

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$1,000,000 - $9,999,999
 
Jun. 2018 - Ongoing
Project summary: 

Waypoint Consulting leads a multi-party collaboration to develop a database for an investment controllership. The system calculates expected credit loss and adheres to financial reporting standards.

The Reviewer
 
1001-10,000 Employees
 
Richmond, Virginia
Sr. Financial Reporting Manager, Insurance Company
 
Verified
The Review
Feedback summary: 

Both an external and internal team assessed the system, yielding positive results and determining the project a success. Waypoint Consulting overcame several challenges to ensure project goals were met within tight deadlines. Hardworking, their team stayed overtime when necessary.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I work with an investment controllership organization that sells life and mortgage insurance.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Waypoint Consulting?

Financial reporting standards require companies to develop methodologies to estimate expected credit losses for their asset investment portfolios. As we were implementing new financial instruments for US Gap and International Financial Reporting Standards (IFRS), we hired Waypoint Consulting to develop a lasting solution.

SOLUTION

What was the scope of their involvement?

Coding in Sequel, Waypoint Consulting developed a database and automated IT tool that allowed us to execute processes, generate results, and provide a solution that met set standards.

There is a large amount of historical credit loss data that needs to be brought into the process. Developing the processes to bring that data in and then generate the specific components of the expected credit loss calculation, and the actual calculation steps of bringing in relevant data on our asset positions, and then applying the credit loss calculation components to our data to then generate results.

Facilitating the project, they brought in subcontractors to ensure that specifications and policies were in accordance with the standards. Working with our internal IT team, they worked to develop the technical specifications and documentation.

What is the team composition?

Our project manager and director were our two key contacts. However, our IT team works closely alongside their developers as well.

How did you come to work with Waypoint Consulting?

When we started looking with service providers to partner with, Waypoint Consulting was able to demonstrate how they would meet our tight deadlines. Their ability to combine both their skill set and then also bring in the relevant subcontractors was very favorable. Compared to the alternatives, their price point was very good.

We felt really good about having them work alongside us throughout the process, and we were excited about being involved in their everyday development process. Having that intimate working relationship with them was a really big plus. Additionally, they are able to manage and maintain the database going forward.

How much have you invested with them?

The project itself has cost about $1.8 million, but we also spent about $250,000 on gap analysis.

What is the status of this engagement?

We began working together in June 2018, and the project is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

We’ve had independent parties assess the model, comparing the model’s result to theirs. The primary goal of these exercises has been to make sure they’re comfortable and agree with the approach. Both our internal risk team and an external firm have had successful results.

How did Waypoint Consulting perform from a project management standpoint?

Our timeline is very tight, but they’ve consistently delivered results based on the schedule we provided. We communicate via phone, Slack, and JoinMe.

What did you find most impressive about them?

They’ve been helpful and hardworking throughout the project. When they see issues, they always take the lead, working through the challenge to help us find a solution and meet our goals. The workload has been challenging at times, but they're always willing to put in the extra effort, working little overtime to meet our deadlines.  

Are there any areas they could improve?

We could have conducted additional gap analysis, but their team remained flexible and was still able to make changes within the existing budget.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer

Database Dev for Mid-Size Bank

“They have great, knowledgeable people, and the delivery time is exactly what they promised it would be.”

Quality: 
4.0
Schedule: 
4.5
Cost: 
4.0
Willing to refer: 
5.0
The Project
 
$50,000 to $199,999
 
Feb. 2016 - Aug. 2016
Project summary: 

Waypoint Consulting designed and developed a data mart on a SQL server to streamline data reporting for a bank. They customized reporting applications on QlikView and work on other large projects as needed.

The Reviewer
 
1001-10,000 Employees
 
Birmingham, Alabama
Curtis Harris
SVP/Director of Business Intelligence, Cadence Bank
 
Verified
The Review
Feedback summary: 

Waypoint Consulting’s data mart had a substantial positive impact on the bank’s day to day workload. The team is considerate, and consistently works to keep their client’s expectations met. Despite being large in size, Waypoint always manages to add a personal touch to each of their projects.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the director of business intelligence at Cadence Bank. My department supports information for our data mart that’s used for external SEC reporting (Securities and Exchange Commission) and regulatory reporting of our earnings, as well as financial information for research.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Waypoint Consulting?

Our original challenge was to consolidate sourced financial information from disparate sources.

SOLUTION

What was the scope of their involvement?

We have two core banking systems, that house our loans and deposit systems. It was tedious to try and manually pool that information from those sources individually. Waypoint joined us to gather requirements to design a data mart to combine all of the information from the two core systems to streamline our retrieval process with a system they developed from scratch using a SQL server.

They also helped us choose and customize QlikView, by developing initial apps focused on external reporting. Their main reporting contribution was the call report, which is a large regulatory report, where you have to report the health of different loan portfolios within your bank. We’ve also used them in other big regulatory projects, such as a bank merger, and a source system.

What is the team composition?

They provided business analysts, data architects, database administrators, BI developers, and business consultants.

How did you come to work with Waypoint Consulting?

Although Waypoint started working with our business before I came on board, I know that one of our team members had been impressed by a business development contact from their team. He showed very good knowledge in the finance sector, and had a deep understanding of what was needed to gather the requirements and build out the applications.

How much have you invested with them?

We’ve invested over $1,000,000 on this project.

What is the status of this engagement?

We began working on this project together in February 2016 and wrapped up in August 2016.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

The data mart has had a 50% impact on the ability to retrieve data and report on it. They consistently use their finance industry knowledge to help us manage our solutions. They have great, knowledgeable people and the delivery time is exactly what they promised it would be.

How did Waypoint Consulting perform from a project management standpoint?

They’re excellent in managing our projects. With our larger engagements, we start with an in-person information gathering session. We also do a weekly status phone call meeting followed by emails. 

What did you find most impressive about them?

For their size, they’re pretty nimble. For them to be able to handle us, as a mid-sized bank, along with other customers, speaks volumes to their abilities.

Do you have any advice for potential customers?

My advice is to have knowledgeable personnel on your team before starting the engagement. It makes all the difference if you have people who can take the time to sit down and make sure that Waypoint is developing exactly what you need.

4.5
Overall Score
  • 4.5 Scheduling
    ON TIME / DEADLINES
  • 4.0 Cost
    Value / within estimates
  • 4.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer

Date Warehouse Development for Electronics Company

"Their responsiveness and willingness to work with us to find the right fit was impressive."

Quality: 
4.5
Schedule: 
5.0
Cost: 
3.5
Willing to refer: 
5.0
The Project
 
$1,000,000 - $9,999,999
 
2015 - Ongoing
Project summary: 

Waypoint Consulting developed and currently maintain an enterprise data warehouse solution. The scope involved building a new database. Functionalities include real-time reporting and associated alerts.

The Reviewer
 
Pennsylvania
Product Manager, Lutron Electronics
 
Verified
The Review
Feedback summary: 

The new solution improves internal efficiency by optimizing the distribution of information across the organization. Now, the solution is integral to operations. WayPoint Consulting adapted well to stakeholders' priorities, especially regarding staffing needs. 

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I am the product manager for a consumer electronics manufacturer. During the engagement with Waypoint, I was the program manager for our business intelligence program.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Waypoint Consulting?

We were looking to communize our reporting platform. The initial intent was to set up a number of data marks across the company and communize on the Cognos platform. During our initial engagements with Waypoint, they recommended doing an enterprise data warehouse.

SOLUTION

What was the scope of their involvement?

The scope actually changed quite a bit. We implemented an enterprise data warehouse over the next few years. This involved setting up an entirely new platform and building an entirely new database and data warehouse. Waypoint developed it and they also maintain it. 

We not only communized the software, but we communized the data model. It’s a common information model that enables us to share and maintain accurate information across the business.

We used real-time reporting in a number of areas, which I think is fairly unique. Our business-critical functions rely on this. We can access information as recent as a few minutes old. The system alerts people about the information, which we can act on and run reports on.

We mostly used IBM products. It was Cognos on the frontend, DataStage as the ETL (Extract, Transform, and Load) engine, and we used Netezza as the backend database.

What is the team composition?

We worked with data modelers, an ETL specialist, and a Cognos generalist. They provided expertise about the administration all the way down to report writing. There were a number of those roles throughout the project, but those were the three primary roles that were filled. 

How did you come to work with Waypoint Consulting?

They were a leading candidate when I took the role. It was between three or four companies, and the ultimate decision to stay with Waypoint was based on the quality of people they provided. They were also very responsive to any concerns that we had. It was a good relationship from that standpoint.

How much have you invested in them?

We ‘ve spent several million dollars.

What is the status of this engagement?

We began working with them in 2015, and the work is still ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

In general, we came in on time and budget with individual efforts. The platform has been successful. While that’s not a direct result of Waypoint, they were heavily involved.

Across the entire organization, we continue to expand the reach of that platform and it is now very much business-critical. There’s a whole lot of business sharing across the organization whereas before a lot of it was silent. 

We set it up very much like a self-service type of platform, which empowered quite a few people in the organization to explore the information we had. This resulted in some pretty pivotal capabilities in terms of our business reporting.

How did Waypoint Consulting perform from a project management standpoint?

The team varied and the people varied over time. They were very responsive about finding the right fit for our organization. 

We ended up not using a lot of their project management after the initial few months because we took that on in-house. We were primarily on-site, and there wasn’t much remote work being done.

What did you find most impressive about them?

Their responsiveness and willingness to work with us to find the right fit was impressive. We have an interesting culture and not just anyone is successful in our environment. They worked with us over time to find and place the right people to ensure we would be successful.

Are there any areas they could improve?

They could improve the project management aspect of it. They initially tried to do that remotely, but they weren’t responsive enough. This is why we took that internally. I think that’s more because of the nature of our culture.

4.5
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 3.5 Cost
    Value / within estimates
  • 4.5 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer

BI Consulting for Multi-Hospital System

“Waypoint does a nice job of listening, sharing their recommendations, and accommodating customer needs.”

Quality: 
4.0
Schedule: 
4.0
Cost: 
3.5
Willing to refer: 
4.5
The Project
 
$200,000 to $999,999
 
Oct. 2018 - Jan. 2019
Project summary: 

Waypoint Consulting provides analytics and reporting services as needed for a health organization. In the past they’ve completed data engineering, design, dashboard development, and education services.

The Reviewer
 
1001-10,000 Employees
 
Dallas, Texas
Executive Director HIE Development, Health Care System
 
Verified
The Review
Feedback summary: 

Waypoint Consulting’s efforts continually meet and exceed expectations, contributing to a healthy business partnership. The team is filled with excellent thinkers and efficient workers. Customers can expect excellent service from seasoned professionals.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the executive director of health information exchange development at a national hospital and provider organization. I’m responsible for our business intelligence activities,  including data warehousing, data marts, reporting, analytics, and the visualization layer.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Waypoint Consulting?

We needed additional capacity for our healthcare analytics and reporting capabilities. We contracted with Waypoint for additional help, and they’ve continued to be a partner of ours when we have more work than we can handle.

SOLUTION

What was the scope of their involvement?

We’ve had an ongoing relationship for a number of years now. They’ve provided data engineering and dashboard implementation, design, and execution. Additionally, they’ve provided education and training services for multiple projects.

They’ve worked with our team of business owners to define the requirements, considered various implementation options, and executed on the end product.

We’re a Microsoft shop, so we use a Microsoft SQL server, Microsoft ETL (extract, transform, and load) tools. They also provided consultative help with QlikView, QlikSense, N-Printing, and Qlik Geo Analytics. They’ve also helped other departments in using Tableau.

What is the team composition?

We’ve worked with 10 different resources over the years. We’ve had engagement leads, technical architects, project managers, business intelligence developers, and data engineers.

How did you come to work with Waypoint Consulting?

We came across them given their experience in Qlik. We started with a small project, that had good success, and then have built on that experience over time.

How much have you invested with them?

We’ve invested over $500,000.

What is the status of this engagement?

One of our more significant projects began in October 2018 and wrapped up in January 2019. We’ve had almost a dozen other engagements, and our collaboration is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

We’ve done a nice job of scoping our work on budget and on time, which is typically a challenge in our space. Obviously, we don’t get it exactly right, but our relationship is good because our scope frequently comes very close to the original plan. That’s a testament to the level of  thought, deliberation and execution both parties put int our projects.

How did Waypoint Consulting perform from a project management standpoint?

They’re good with meeting deadlines and following project compliance. We’re usually in alignment and we appreciate the reciprocity aspect in terms of doing projects in a best practices way.

We use Jira and Confluence mainly for project management and information sharing. For instantaneous communication, we lean more towards SMS and emails.

What did you find most impressive about them?

One of the nice things about our relationship is that we’ve gotten to know one another; going to the next engagement is much easier now, because they understand our business, our capabilities, and the way we like to do things. Waypoint is willing and able to do things our way efficiently and effectively. Time after time, we’ve appreciated that they got to know us.

Do you have any advice for potential customers?

My advice is to be honest. For example, in some cases Waypoint recommended that they do a deeper exploration of our business objectives, which we didn’t want. We know what we’re doing and what we want to achieve.

Waypoint does a nice job of listening, sharing their recommendations, and accommodating customer needs. It’s up to the client to listen and be thoughtful with what they ask. They'll always be responsive and share their expertise, which is why we’re still partnering with them. 

4.0
Overall Score
  • 4.0 Scheduling
    ON TIME / DEADLINES
  • 3.5 Cost
    Value / within estimates
  • 4.0 Quality
    Service & deliverables
  • 4.5 NPS
    Willing to refer

Big Data Consultancy for Pharmaceutical Company

"Waypoint Consulting’s customer service sets them apart from other providers I've used."

Quality: 
4.0
Schedule: 
4.0
Cost: 
4.5
Willing to refer: 
4.0
The Project
 
$50,000 to $199,999
 
July - Sept. 2019
Project summary: 

Waypoint Consulting created a data mart / database layer in order to automate previously manual processes. They created the data model, rules, and logic as well as a currency flex tool.

The Reviewer
 
1001-10,000 Employees
 
Chicago, Illinois
Jason Jarrett
Director Master Data Governance, Abbott Rapid Diagnostics
 
Verified
The Review
Feedback summary: 

System efficiency has improved dramatically since the engagement began. Waypoint Consulting kept the project moving by providing critical status updates. Their understanding of data technologies helped them meet or beat deadlines and respond quickly to any inquiries or technical concerns that arose.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there. 

I’m the director of master data governance for Abbott Rapid Diagnostics. We’re involved in pharmaceutical and medical products across the world.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Waypoint Consulting? 

We needed help addressing a global product reporting database and dashboards. We wanted to optimize the database by putting in more validation and controls, as well as cleaning up the submission process.

SOLUTION

What was the scope of their involvement? 

Waypoint Consulting’s scope was to build out a global product data mart. They created a data mart / database layer in order to automate processes that were being done manually. They took information from several manual submission processes or ERP data sources and built a relational data mart. Waypoint Consulting created the data model and the rules and the logic. Key features included aggregating data from disparate sources and using those roles or logic so it can easily be positioned into a fact table and then pushed to dashboards or other visualization tools. 

They developed applications to measure data quality and enable currency flexing and currency comparisons. The currency flexing took a rate table from a certain market or country and flexed it from local currency to a specific currency. Waypoint Consulting also stood up a product master/material master that cleansed and aggregated certain attributes through the addition of a mapping table. For example, geography mapping that says this country is in these regions or these clusters in order to measure certain markets. 

What is the team composition?

We worked with around five members of their team, including an account representative, a project manager, a lead database/data model designer, and two developers.

How did you come to work with Waypoint Consulting? 

We'd used them in the past from our Qlik View application modeling and dashboards. We've also used them to supplement staff resources for certain data and analytic skillsets. As they’re a smaller company, we’ve found them to be more flexible and adaptable than large firms. They're always willing to work with us and their expertise is top-notch. 

How much have you invested with them?

We spent $130,000.

What is the status of this engagement? 

The project took place from July–September 2019.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

Waypoint Consulting was able to take 4–5 manual processes and six data models or and fuse them into one application. It’s now a much more efficient single database we can use to govern and steward. They also put in place the validation and metric controls so that we can check data quality, profiling, and accuracy. 

How did Waypoint Consulting perform from a project management standpoint? 

We chose to have them deploy a project manager for this engagement and it was extremely helpful. Waypoint Consulting kept us on task, and they met all the deliverables and deadlines. Phone and email were the primary communication tools. Any issues or decisions that needed to be made were appropriately escalated. 

What did you find most impressive about them? 

Waypoint Consulting’s customer service sets them apart from other providers I've used. They have a niche when it comes to the data mart, data design, storage, and visualization tools. They're able to provide resources to help us complete a project end-to-end. In addition, the cost aspect is very reasonable. 

Are there any areas they could improve? 

Their focus is primarily US-based. We do many things overseas, and they don't necessarily have the capability or assets to help us with international projects.

4.0
Overall Score
  • 4.0 Scheduling
    ON TIME / DEADLINES
  • 4.5 Cost
    Value / within estimates
  • 4.0 Quality
    Service & deliverables
  • 4.0 NPS
    Willing to refer