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Momentum Consulting Services

The ideal catalyst to your preference management strategy.

  • Gather Info.

    Perform pre-visit discovery calls

  • Transfer Knowledge.

    On-site visit with key stakeholders from functional areas

  • Document Findings.

    Assessment report provides recommendations & more

Start with Momentum! Click here to get the details.

What Momentum Includes

Onsite Evaluation & Knowledge Transfer

Onsite Evaluation & Knowledge Transfer

Our multi-disciplinary team conducts a series of interviews with the key stakeholders in your organization to uncover and understand the impact and need for preference management within each functional area. They follow a structured discovery process to create a high level needs assessment that can serve as a business case and talking points for the continued evaluation of a preference management solution.

Functional Area Evaluation & Documentation

Functional Area Evaluation & Documentation

Building on the initial onsite evaluation, our experts continue in their areas of focus to document existing requirements, review secondary discovery information, and apply best practices and knowledge gleaned from preference center implementations at similar organizations. They'll create a strategic roadmap that outlines the project plan, scope, gap analysis and considerations for an enterprise-wide preference management implementation within your organization.

Needs Assessment Report

Needs Assessment Report

Our team presents the results of the Needs Assessment to your cross-functional team of stakeholders and decision makers. The report includes an understanding of the near term steps necessary to successfully implement a preference management solution, the steps to create your desired preference center and what must be done to integrate with desired systems and touch points. The report outlines the strategic steps and needs to holistically implement preference management across the enterprise.

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The Benefits of a Momentum Assessment.

A Momentum consulting engagement provides your organization with these benefits:


Maps success metrics and key value drivers to each of the business areas impacted by the implementation of preference management


Includes best practices and successful "real world" examples from a wide variety of industries (included in written Needs Assessment Report)


Includes industry competitive analysis; comparison with your peers in terms of preference management


Provides recommendations on a phased approach to preference management implementation


Takes existing technology infrastructure into consideration when making recommendations

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