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The Oakleaf Way: Our Approach

Since our founding in 2007, we have had the privilege to work with terrific clients including Fannie Mae, The U.S. Treasury, F.D.I.C, Amherst Asset Management, Ginnie Mae, Beech Street Capital.  Oakleaf teams solve challenging problems and support critical corporate initiatives at our clients.  We have earned trust from our clients by working hard, day in and day out over years, to ensure that our teams are accelerating and enabling our clients’ success.

Our approach to each engagement is grounded in 3 principles; Thought Leadership, Controlled Execution, and Compelling Value.

Thought Leadership

Every engagement begins with a team of Oakleaf senior subject matter experts who assess and understand the client situation and client need, and design and present a Proposed Approach to the client.  The Proposed Approach draws on successfully completed projects, and incorporates our deep knowledge of the client’s goals, the relevant industry and regulatory dynamics, and the client’s existing skills and capabilities, to deliver our expertise and project execution in a structure that dovetails exactly to the client’s needs.

Controlled Execution

During each engagement, Oakleaf Group utilizes thorough Project Management practices to ensure that scope, timelines, and project budget are well managed through to project completion.  We clearly define Accountability for deliverables and milestones, and “own” our commitments.  We deploy staff with the appropriate skills and experience for each and every role.  Project Management activities are customized for each engagement to manage and control the risks associated with each specific project, and to support with each client’s policies, procedures, and existing control environment.

Compelling Value

Our Value Proposition to our clients is simple:  Oakleaf Group brings thought leadership, subject matter expertise, well-controlled execution, and a deep pool of experienced staff to each engagement, creating successful solutions at significantly lower costs than our larger competitors. We are able to achieve this through a company-wide culture of excellence in all we do.