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.

Core Values →

1/ Core Values

Critical to our success as a firm, our values inspire us to be relentless

Established over time, and with much consideration, our values permeate our business: they affect the decisions we make, how we deliver defendable results, the relationships we build with our clients and who we hire. These are the guiding principles for how we operate and what we stand for:

  1. 1

    "WE" before me

  2. 2

    Be passionate & determined

  3. 3

    Make data-driven & fact-based decisions

  4. 4

    Be authentic & candid

  5. 5

    Be crisp & meaningful

  6. 6

    Pursue growth & learning

  7. 7

    Be innovative, resourceful & pragmatic

  8. 8

    Commit to quality & excellence

  9. 9

    Be respectful, supportive & empathetic

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 Carly Rian Group

If you needed open-heart surgery you’d choose the heart surgeon over the general surgeon.

If you have a business problem driven by cost, quality and time, choose the problem solvers with this specialty built into their DNA.

2/ Choose the specialist over the generalist

Businesses often struggle with:

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

We offer a specialized skill set that no other firm can.

We can help you:

  • Make data-driven, strategic decisions
  • Improve efficiency & reduce waste
  • Prioritize & improve performance
  • Deliver defendable value to customers
  • Impact positive, sustainable change

Your time is important. Your money matters.
We 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 →

We care
We are leaders
We build your capacity
We customize solutions
We deliver defendable results
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.

We are leaders

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.

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.

We customize 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 deliver 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

Our ability to solve the problem is equally as important as cultivating high-value relationships. Trusting us to solve your cost, quality or time business problem will ensure:

  • Full transparency: we always keep you informed of our approach, progress and solution

  • Decision making support: we provide an accurate model of your business to support strategic & tactical decision making

  • Doing more with less: you can allocate resources more effectively & efficiently

  • Continuous improvement: we activate process improvement & management tools to ensure continuous improvement against key metrics

  • Channel optimization: we produce insights on how to optimize your product/service channel strategy

  • Customer satisfaction: you can improve customer satisfaction & loyalty

  • Cost clarity: we produce data-driven insights that clarify real costs of providing your product/service

  • Pricing for maximum gain: you are able to support accurate product pricing for maximum gain

  • Cost, quality & time improvements we deliver substantial results that increase quality, reduce costs & increase revenues

3/ Core Services

Our core services leave you with defendable insights to make highly informed decisions and realize key business objectives.

The CRG Toolbox →

Design for Success

We tailor our problem solving expertise to guide your leaders at the organizational, divisional, program and project levels. Our collaborative approach ensures the transfer of knowledge and impactful insights. We instill confidence and the ability to make highly informed strategic and tactical decisions.


We bring transparency and meaning to your business problem. Using a fact-based and data-driven approach, we thoroughly work to identify the root cause and the best way to solve it; we don’t get distracted by symptoms.

Design for Success

We collaborate to do it right the first time.Together, we create something new. We take the time to clearly define, measure and analyze your specific business needs; we don’t waste resources on unnecessary features. We leave you with a comprehensive understanding of our approach, a sustainable solution and the tools to help you measure and continuously improve.


We help you impact positive, sustainable change. Choosing our experts to lead the implementation will safeguard your investment because we fully understand the effort and impact needed to achieve defendable results. Together, we will realize your business objectives.


We share our problem solving expertise with your team. We train them as if they were our own employees, enhancing their capabilities and understanding of how to drive real change. Just like our solutions, we customize our training to guarantee it is relevant to your team and business. We always measure our effectiveness to ensure your resources are not wasted.

3/ The CRG Toolbox

Working with us gives you access to expertise and the art of delivery through the CRG Toolbox. It’s how our firm can effectively address any cost, quality or time business problem in any industry. Only our team of experts know when to use one, some or all four methodologies. It doesn’t work without us; it’s all we do.

Six Sigma
Lean Management
Activity Based Costing / Management
Data Modeling
Six Sigma
We enhance the quality of operations by removing unwanted variations & defects.
Lean Management
We increase effectiveness & efficiency by eliminating wasteful activities.
Activity Based Costing / Management
We create clarity by calculating the actual cost of all resources, activities & services to guide pricing, outsourcing & process improvement decisions.
Data Modeling
We remove complexity by designing simple and interactive models to highlight past, present & future business outcomes & opportunities.

4/ Our clients know where they want their business to go. We remove the barriers to get them there.

Client Results →

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/ Client Results

Our clients’ success is driven by our fact-based, data-driven results.

To help you understand how we can solve any cost, quality and time business problem, below are links to case studies showcasing our defendable results and client successes. Please check back as we continue to add to this section.


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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.

13/10/15 Infographic: The CRG Toolbox
How our team of experts can solve any cost, quality and time driven business problem, in any industry.
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
Reason #1: we care.
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

Why fit in when you can stand out?

The opportunity to develop your career & our business is yours – if you want it.

Each member of our team comes to the table with unique experiences, skills and a passion to excel in everything they do.Click here to learn more

For last two years we’ve been ranked as one of PROFIT 500’s fastest growing companies. We’re hiring Entry-level to Junior Management Consultants, those looking for an opportunity to learn (hands-on) from experts, and mid to senior-level Management Consultants, problem solvers who are relentless in their pursuit of success

Resumes can be submitted to Connie Tan, CRG’s Human Resources Manager careers@carlyriangroup.com

Why you should join our team →

6/ Being part of the CRG team has its perks

This is the place to work if you want to have real relationships, make a tangible impact & be rewarded for it.

Training & Development
  • Competitive compensation & benefits
  • Performance bonus program
  • Employee referral bonus program
  • Business development (new business) bonus program
  • Competitive vacation policy
  • Entrepreneurial & nimble
  • Results driven, yet collaborative
  • Peer-to-peer mentorship & coaching from senior leaders
  • Local clients & virtual working environment
  • Quarterly team social events
  • Annual team reward trip
Training & Development
  • 5-year development plan aligned to your specific goals
  • Leadership & skills development
  • Methodology/skills formal certification
  • Internal & external project opportunities
  • Access to CRG library & online learning materials
  • Conference attendance

7/ Contact Us

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


Tel. 416.623.8118

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