Shape. Transform. Manage.

Considering recent events, the public has gained insight into the complexity and the nature of the technology which is the backbone of all Financial Institutions, and indeed the entire financial system. The mindset that banks “just worked” is no longer accepted in the typical customer’s eyes.

Technical solutions are many times the differentiator within the Financial Services industry. Customers commonly gravitate to banks providing robust product offerings (online banking, bill pay, mobile, etc.), and become loyal customers based on the functionality and delivery of the products. This cannot be accomplished without a strong technology component. Financial Institutions cannot afford to allow technology to become stagnant and outdated. Competitors seize the moment and gain a competitive advantage.

To that end, the technical team at Heitmeyer is positioned to align IT to business strategy, deliver a broad, current-state assessment, quantify the business value of optimization, and define the modernization architecture and roadmap to be utilized for enhanced product delivery.


Shape relates to the planning phase. The purpose is to align IT solutions with the business strategy to:

  • Deliver a broad, end-to-end current-state assessment.
  • Quantify the business value to be attained through optimization/enhancements.
  • Define the architectural roadmap to be utilized.


Transform speaks to the preparation necessary to deliver the product to the user/customer:

  • Migrate the application from concept to a functional user enabled platform.
  • Execute the appropriate application build-out process.
  • Test and release the newly optimized application.


Manage defines the overall management of the product/platform:

  • Ongoing application support.
  • Oversee the governance component of the platform.
  • Understand technology advancements and maintain alignment with business/user demands as appropriate.

Business Intelligence/Data Warehouse

Heitmeyer’s Business Intelligence practice brings proven methodologies to managing our client’s data analytic solutions in the areas of data identification, database architecture, extraction, transformation, loading and presentation/reporting. Our business intelligence consultants offer more than BI Solution delivery and will work to transfer critical knowledge to enable our client’s business intelligence team to provide ongoing support. We help our clients move into a data driven environment, providing them with the tools necessary to make critical business decisions quickly. We assist our clients by providing the foundation for a strong, data-centered solution across a variety of platforms including:

  • Business Objects Web Intelligence
  • Oracle Suite of Products
  • Informatica


The backbone of any company is the infrastructure which supports traffic/data and communication requirements. This usually invisible infrastructure is the myriad of complex technology systems that every function within every bank is built upon, from assessing loan applications, to detecting money laundering, to making payments into accounts. Simply put, when this technology doesn’t function, the bank doesn’t function and the public wants to know why.

The complexity of this cannot be underestimated. With proven Banking expertise, our infrastructure support and development personnel understand the business needs of the users, allowing a transformation of banking operations to occur while introducing innovative products and services.

 Application Development

Regardless of the methodology to be used with any Application development project, our team is well positioned to support your needs around both the development and deployment of platforms. The process can easily be summarized as follows:

Demand. Quickly understand and prioritize requirements from users to get an accurate view of the needs from stakeholders. This allows for a resource planning analysis across all applications as it relates to the delivery lifecycle.

Develop. Minimize the build out time based on the solid requirements process from the demand phase, and empower the development teams to manage and track changes to requirements, software configurations, and timelines.

Deploy. Automate the rollout and integration process across various platforms and environments.