1/ Who is Carly Rian Group

We are problem solvers

CRG is a management consulting firm that specializes in solving business problems driven by cost, quality and time.

We believe working with clients is a privilege and that our equity lies in our ability to be trusted. These fundamental beliefs guide our values and approach, allowing us to offer an unmatched customer experience.

Our team is relentless, truly passionate about what we do and offer.

Working with us gives you access to expertise and the art of delivery through the CRG toolbox.

Our clients miss us when we’re gone, but they know they can rely on CRG to help solve their next challenge.

Earning an invitation back is how we measure success.

Our Vision →

1/ Vision

We are driven by a commitment to be a catalyst for client & employee success.

We believe in authentic partnerships that drive success for our clients and have developed a Big Hairy Audacious Goal that reflects this belief: become the most respected partner in solving business problems to evolve and sustain our clients’ business.

Values →

1/ Values

CRG's values are critical to our success and represent the fundamental guiding principles for how we operate

The values, established over time and with much consideration, permeate our business in every way. They affect the decisions we make, the way in which we deliver, the individuals we hire, and the way that we operate as a whole.

These values are woven throughout the fabric of this company, and are the very definition of what we stand for. These are our guiding principles:

  1. 1

    Be passionate & determined

  2. 2

    Pursue growth & learning

  3. 3

    Be innovative, resourceful & pragmatic

  4. 4

    Commit to quality & excellence

  5. 5

    Make data-driven & fact-based decisions

  6. 6

    Be authentic & candid

  7. 7

    Be crisp & meaningful

  8. 8

    Be respectful, supportive & empathetic

  9. 9

    "WE" before me

CRG in a Word →

1/ Leadership

Adam Godfrey is a co-founder and managing partner at CRG.  Adam has an extensive background in management consulting and performance management in a variety of industries and sectors including banking, insurance, investment management, mutual funds, public sector, transportation, media, and pulp/paper. Prior to co-founding CRG Adam held leadership roles at PWC, IBM, BearingPoint Management Consulting, and Trimark Investment Management.

Adam has successfully led and delivered on a variety of key engagements including activity based costing/management, process re-engineering, business process outsourcing, business case/modeling design and development, business redesign, financial management, and acquisition strategy development.

Adam is a subject matter expert in activity based costing, financial modeling and has a degree in critical analysis from the University of Western Ontario.

Rajeev Roy is a co-founder and managing partner at CRG and has an extensive background in business process engineering and performance management.  Prior to co-founding CRG Rajeev was the Business Process Management Practice Leader at BearingPoint Management Consulting, formerly KPMG Consulting, and prior to that Rajeev held a leadership role in the internal Lean-six Sigma Consulting and Process Engineering division within one of the big five Canadian banks.

Rajeev has successfully led a variety of key engagements focused on Lean Management, Six Sigma improvements, process re-engineering, and enterprise-wide performance improvement strategies.

Rajeev is a Lean-Six Sigma Master Black Belt and has a degree in systems and industrial engineering, majoring in operations research and information systems from the University of Toronto.

History →

1/ History

Carly Rian Group was formed by partners Adam Godfrey and Rajeev Roy in 2007

The two, a pair of dedicated and proven problem solvers, met while holding senior positions at a global consulting firm. With complementary skill sets, and a breadth of consulting experience, together they built  a management consulting firm dedicated to providing high value, data driven solutions that fully leverage the value of human capital, insights, and a unique problem solving approach.

In their formative years, Carly Rian Group discovered a system that worked, and still works today, approaching challenges with both a macro and micro lens. They entered the market with a pragmatic service offering, an approach, and corporate culture that is distinctly designed to drive absolute value and a unique customer experience.

CRG is built upon principles of trust, communication, and dedication. It was with family in mind that the name Carly Rian was born. Adam’s first daughter is Carly, and Rajeev’s first son is Rian.

2/ Why Organizations Need Carly Rian Group

Organizations often struggle with:

  • Measuring and improving productivity
  • Improving cost and profitability
  • Improving time to deliver products and services
  • Measuring and improving quality
  • Improving customer service
  • Reducing rework and errors

To improve business performance organizations need to transform their business problem solving capabilities.

Solving cost, quality, and time business problems requires a much more sophisticated approach to drive value, simplicity, and true achievement than a single methodology or generic “process engineer.”

CRG’s problem solvers bring a deep tool box that leverages multiple methodologies and apply simple value add solutions for each and every client and business problem.

CRG will provide the expertise and focus to improve on any organization’s ability to:

  • Make data driven decisions
  • Improve efficiency and reduce waste
  • Contribute to strategic goals
  • Prioritize and improve performance
  • Impact positive, sustainable change
  • Deliver value to customers

Your time is important. Your money matters. We will help you save both.

5 reasons to trust us with your business →
Why Organizations Need Carly Rian Group
Why Organizations Need Carly Rian Group

2/ 5 reasons to trust us with your business

The Benefits →

Our people
Our leadership
Innovative problem solving
We build your capacity
Defendable results
Our people

We care. Our team exemplifies accountability, passion and ultimate respect for your business. We collaborate with you to truly understand your needs and strategic objectives, facilitating alignment across your organization.

Our leadership

Our team is comprised of leading experts in multiple disciplines, domains and industries; solving cost, quality and time business problems is in our DNA. Working with CRG gives your team access to a deep roster of trusted advisors committed to quality and success.

Innovative problem solving

We customize our solutions. Each problem receives a tailored strategy and approach focused on the root cause; we don’t limit ourselves to a standard approach like other firms. We bring a powerful ability to balance the art of delivery with rigorous methodology to solve your business problem.

We build your capacity

We focus on making your team better. Our collaborative approach provides significant opportunities to transfer knowledge and impactful insights. Although you’ll miss us when we’re gone, we leave your team with new capabilities to plan and execute more effectively.

Defendable results

We deliver substantial – defendable – value each AND every time. Our transparent data-driven metrics and results leave you with the confidence and ability to make highly informed strategic and tactical decisions. We impact positive sustainable change.

2/ The Benefits of Working with Carly Rian Group

Working with Carly Rian Group will ensure that:

  • You obtain an accurate model of your business to enable strategic and tactical decision making

  • We activate process improvement and management tools to enable continuous improvement to key performance metrics

  • You are able to support accurate product pricing for maximum gains

  • You are able to improve customer satisfaction and loyalty

  • You are able to better optimize channel strategy for products and services

  • You can increase quality, reduce costs, and increase revenues

  • You are able to “do more with less” – allocate resources more effectively and efficiently

  • You can clarify real costs of providing specific products or services to customers

  • You can improve profitability

3/ Our Services

CRG offers a simple and powerful set of core services that offer our customers flexibility to leverage our capabilities to address both strategic and tactical business objectives

3/ Services

CRG offers the following services:

Toolbox →

Just Enough Solutions

Carly Rian Group works with our clients to identify a business problem’s root cause and materiality, through a fact based data driven approach, resulting in a quantified and prioritized strategic roadmap.


Carly Rian Group provides clients with both capability and capacity when deploying solutions to address business problems, aligned with strategic and tactical business objectives through impeccable delivery and change management.


We provide clients with strategic senior level leadership and subject matter experience, at the organizational, divisional, program and project levels.

Just Enough Solutions

We can develop easy to use, customized, cost-effective, sustainable, high value technology solutions that deliver reliable data, and drive behavior to address strategic and tactical business objectives.


We work to help clients evolve, to enhance their experience, their capabilities, and their skill sets towards effective business problem solving related to cost, quality, and time.

3/ Toolbox

Working with us gives you access to expertise and the art of delivery through the CRG toolbox: the artful combination of four rigorous problem solving methodologies to consistently deliver defendable results.

Six Sigma
Lean Management
Activity Based Costing / Management
Data Modeling
Six Sigma
We remove process variation and defects in order to improve the quality of services delivered to customers using quality management tools.
Lean Management
We eliminate waste and non-value added activities to increase effectiveness and efficiency through a series of proven Lean techniques.
Activity Based Costing / Management
We create meaningful transparency around cost and consumption of resources, activities and services in order to inform strategic and tactical decision making.
Data Modeling
We produce a logical, data driven tool that models the intricacies and complexities of an organization, division, service or process into a simple and easy to understand output, giving the client refined insight into their past, present, and future outcomes and opportunities.

4/ Clients

We work with Fortune 500 companies in the private and public sectors who know their business – its needs, objectives and goals, but struggle with gaps affecting efficiency and effectiveness.

Case Studies →

Our roster of clients includes…

  • Ally Bank Canada

  • Bank of Montreal

  • BMO Harris Bank

  • Capital One Financial

  • CIBC

  • CIBC FirstCaribbean International Bank

  • CPP Investment Board

  • C.S.T. (Canadian Scholarship Trust Plan) Consultants Inc.

  • Davis and Henderson Ltd.

  • Equitable Bank

  • FirstLine Mortgages Inc.

  • Habitat for Humanity

  • Infrastructure Ontario

  • INTERAC/ACXSYS Corporation

  • Intria Items Inc.

  • National Express

  • Ombudsman for Banking Services and Investments

  • Ontario Public Sector – Children Youth Social Services Cluster

  • Ontario Public Sector – Infrastructure Technology Services

  • Ontario Public Sector – Labour & Transportation Cluster

  • PC Financial

  • ResMor Trust Company

  • Royal & SunAlliance

  • Stock Transportation

  • TD Bank

  • Toronto Community Housing Corporation

  • Walmart Financial Services

4/ Case Studies

At CRG, we are firm believers in the value of demonstrating the depth of our capability and experience

In order to understand the way we work, and how your business can improve, we have provided a series of case studies that are a sample of both our clients’ and CRG’s successes to date.

Please check back as we will continually be updating this section with additional case studies.


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Select all Clear all



Select all Clear all

Root Cause Analysis Process Development and Implementation
A US-based Fortune 500 financial institution’s Canadian Risk Event Management process did not consistently identify
Application to Book Account Process Diagnostic and Implementation
A US-based Fortune 500 financial institution recently launched its new consumer credit card product into
Credit Card Marketing Campaign Process Diagnostic
A Tier 1 Canadian Bank’s Credit Card Operations was suffering from an error prone, time
Service Decoupling from a Financial Service Institution to a Leading North American Retailer
A US-based Fortune 500 financial institution required support to decouple services that was acquired by
Resolve Anti-Money Laundering (AML) Compliance Gaps
A US-based Fortune 500 financial institution acquired a $1B+ Canadian partnership credit card portfolio and
Post Acquisition Integration of a Credit Card Portfolio
A US-based Fortune 500 financial institution acquired a $1B+ Canadian partnership credit card portfolio and
Optimization of an Enterprise Recruitment Process using a Cloud-based Workflow System
The vision for a top tier Canadian bank’s recruitment team is to proactively support hiring
Design and Implementation of User Acceptance Testing for a Credit Card Technology Solution
A US-based Fortune 500 financial institution acquired a $1B+ Canadian partnership credit card portfolio and
Commercial Lending Process Diagnostic
A top tier Caribbean bank did not have visibility to their current end-to-end Commercial Lending
Resource Centralization & Costing Diagnostic
A top tier Caribbean bank was evaluating opportunities to centralize one of their Commercial Banking
Enterprise Wide Recruitment Process Documentation for a Global Financial Services Organization
The client was preparing for an upcoming audit review of the enterprise wide recruitment processes
Dispute Resolution End-To-End Process Diagnostic
The consumer dispute resolution provider was suffering from high work in progress and long turn
Financial Services HR Intake Process Diagnostic
A Tier 1 Canadian bank established an intake function responsible for sourcing, selecting, and on-boarding
IT Application Development and Support Activity-Based Costing
IT Application Development and Support organization was unable to consistently quantify the cost to deliver
Program Management Digitization Operating Model and Implementation
A top tier Canadian bank was moving from a paper based Records Management system to
Operational Assessment of a Leading Municipal Housing Provider’s Safety Unit
The Safety Unit of one of North America’s largest public housing providers identified operational challenges
Front Office Banking Operations Mortgage Based Products
A top tier Canadian bank is implementing a multi-product sales and origination system in their
New On-shore and Off-shore Mortgage Operations Delivery Centers
A top tier Canadian bank was launching a strategic new Mortgage and Lending product . 
Offshore Suitability Assessment – Renewals
Voice of Business indicated that monthly renewal volumes in the small business centre at a
IT Infrastructure Telecom Operational Diagnostic
In order for a technology infrastructure shared services provider to take full ownership of all
Back-Office Banking Operations: Process/Operations Outsourcing Support & Assessment
Carly Rian Group was engaged to assess  key processes within the mortgage discharge department at
Optimization of Retail Lending Processes Using Automated Workflow in the Caribbean
A top tier Caribbean bank did not have visibility to their current end-to-end Retail Lending
HR Process Governance & Continuous Improvement Model
The Human Resources department at a Tier 1 Canadian bank was organized by function and
HR Core Process Diagnostic
A Tier 1 Canadian bank introduced a self-service HR model and platform across its population
Performance Management Analytics & Reporting
In 2012, a Tier One Canadian bank introduced a combined mortgage and line of credit
Board of Directors and Senior Executive Team Paperless Initiative
As of 2012, the Board of Directors (BOD) and the Senior Executive Team (SET) of
Retail Lending Diagnostic
A Tier 1 Canadian bank identified a major product gap and competitive weakness in its
Global Pension Fund Electronic Funds Payment Process Diagnostic and Design
A Global Pension Fund settled its trade transactions with counterparties through electronic funds payments, or
Global Pension Fund Develop Project Delivery Framework
A Global Pension Fund’s program/project management capability and execution processes were designed to address business
Improve Technology Infrastructure Build and Deploy Process
A government technology infrastructure cluster was suffering from multiple inefficiencies and waste within the build
Retail Lending Implementation
A top tier Canadian bank was launching a new integrated retail lending product and simultaneously
Retail Banking Post-Implementation Review Process
A Tier One Canadian bank was in the midst of a $35M capital program to
Retail Banking Large Scale Program Transformation
A Tier One Canadian bank was in the midst of a $35M capital program to
Global Pension Fund Investment Report
A Global Pension Fund produces a monthly and quarterly report detailing trends, performance, and risks
Credit Card Operations Improvement
A financial services outsourced service provider was suffering from poor quality, slow turnaround times, and
ABM Platform Replacement Program Diagnostic
A Tier One Canadian bank was in the midst of a $35M capital program to
Global Pension Fund Overnight Batch Cycle Process Diagnostic
A Global Pension Fund ’s book of record is updated daily through an overnight batch
Insurance Invoice Processing Diagnostic
A leading International Insurance Provider required a diagnostic review of their Invoicing Processes for services
Quality Control Strategy for Back Office Processing in Canada and India
A top tier Canadian bank launched their competitive lending product in early 2012.  Sections of
Business Process Management Training in the United Kingdom
A top tier US bank was expanding the Process Excellence capability in their United Kingdom
Consumer Banking Claims Operational Outsourcing Assessment
A US Based Fortune 500 financial institution acquired a $1B+ Canadian partnership credit card portfolio
Small Business Banking Business Process/Operations Outsourcing Assessment
Carly Rian Group was brought on to assess if key processes within the claims department
Banking Operations Business Intelligence and Data Quality Review
The back office operations area of a top Canadian bank is lacking a system or
Consumer Mortgage Underwriting Process Diagnostic
A mid–size Canadian trust company was undergoing a major change in its conversion to a
IT Infrastructure Design Operational Diagnostic
Client required a detailed diagnostic review of their management and delivery processes in order to
Application Testing/Quality Control Operational Diagnostic and Capacity Analysis
The current QC processes, from Estimation to Execution were not documented with a view to
Case Management Operational Diagnostic
Client has a goal of improving their operational effectiveness and efficiency in order to satisfy
Infrastructure Lending Capacity and Process Diagnostic
Lending Operations lacks an effective means of measuring resource capacity and utilization and have concerns
Application Development/Support Process and Management Diagnostic
Client currently faces challenges in meeting customer expectations (Time and Quality/functionality) due to a number
Service Management (Desktop, Field Services, Help Desk) Diagnostic and FTE Capacity Analysis
An infrastructure technology services provider required the expertise to review their end-to-end customer delivery chain
North American Business Transformation & Bus Route Optimization
A premiere global transportation firm has undertaken a business transformation program to improve operations and
Consumer Mortgage Underwriting Process Improvement and Application Implementation
A mortgage division within a top tier Canadian bank was experiencing problems with the quality
Wholesale Banking Operational Process Diagnostic
A top tier Canadian bank’s Wholesale Banking Product Operations did not have a clear methodology
Technology Server Purchasing Diagnostic
Technology and Operations had significant issues with the server purchase and install process which directly
Electronic Banking Operations Process and Management Diagnostic
A recently reorganized Telephone Banking back office within a top tier Canadian bank required an
Call Centre Authentication/Risk Policy Diagnostic
Varying authentication processes at a top tier Canadian bank are not consistent from group to
Global Operations Process Maturity Diagnostic
An Global Operations division within a top tier Canadian bank required independent diagnostic be completed
OTC Derivative Trading Process Diagnostic
A large Canadian bank’s current process of Interest Rate Derivatives (IRD), from Trade Execution, to
Fixed Income Trade Control Process Diagnostic
A large Canadian bank’s current process for Fixed Income Trade Control from Trade Execution, to
Develop Leading Edge IT Activity Based Costing Methodology
An infrastructure shared services technology provider lacked accountability, trust and transparency required to defend its
Develop and Implement Internal Process Engineering Centre of Excellence
A top tier Canadian bank was experiencing problems with the quality and ability to execute

5/ Insights & News

With CRG you get expertise and the art of delivery.
We are committed to sharing our specialized knowledge with clients and the management consulting industry.

Check back often for the latest insights & news.

17/09/15 News: Carly Rian Group receives consecutive ranking as one of Canada’s Fastest-Growing Companies
Management consulting firm featured in 27th annual PROFIT 500 ranking by Canadian Business & PROFIT
15/09/15 Infographic: 5 reasons to work with us
12/06/14 News: CRG listed in the 26th annual PROFIT 500 ranking
CRG ranked #225 of Canada’s Fastest-Growing Companies by PROFIT Magazine.
7/09/12 Case study: HP features CRG
Case study outlining Carly Rian Group’s deployment of HP technology for our team.

6/ Careers

Carly Rian Group is looking for exceptional people

We have fostered a remarkable corporate culture, rooted deeply in our values and vision. Each and every CRG employee has been selected based on their experience, skills, values, and commitment to quality and team success. We are looking for team members who align with our relentless ambition, commitment to our clients and desire to drive collective success.

CRG provides an opportunity for every team member to develop professionally and personally. We have created an environment where meaningful relationships exist to make a difference to our firm, our clients and our community.

Employees at CRG are integral parts of a bigger picture. We value dedication, trust and loyalty.

Reach out to us if you align with our values and our commitment to quality. For more information on working with Carly Rian Group, please contact us. careers@carlyriangroup.com

Benefits of working with CRG →

6/ Benefits of working at CRG

Working with Carly Rian Group has its perks.

We nurture and develop your skills, help you foster meaningful client relationships, and we also offer training and team building as part of a rewarding corporate culture

Training & Development
  • Competitive compensation
  • Benefits
  • Participation in sales for all employees with compensation on success
  • Bonus program
  • Recruitment referral bonus
  • Competitive vacation policy
  • A unique and distinct supportive culture
  • Peer to peer mentorship
  • Team social events (monthly and quarterly)
  • Diverse working culture
  • Virtual working environment
  • Entrepreneurial spirited environment
  • Opportunity to give back to our community
Training & Development
  • 5-year development plan aligned to your goals and desires with our support and commitment
  • Training (internal and external)
  • Internal and external project opportunities
  • Access to CRG library
  • Leadership and skills development
  • Online learning materials/research
  • Global conference participation (present and/or attend)
  • Methodology/skills formal certification

7/ Contact Us

Carly Rian Group
10 King St. E., Suite 1001
Toronto, Ontario
M5C 1C3


Tel. 416.623.8118

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