Investment Management


Making calculated investments to minimize risk and maximize reward 

Our Capital Planning and Investment Control (CPIC) experts specialize inchallenging the status quo of federal investment management. By developing decision-making heuristics and improving upon ROI by focusing on key metrics, we will position your organization for success.

Our Solutions

IT Road Mapping

Our experts partner with senior executives to set realistic IT goals and plans. We facilitate collaborative workshops to create a holistic and actionable IT investment roadmap that drives your organization to innovate smarter.

Data Governance

WBD focuses on fostering a culture of ownership over IT investments. We understand the complexities and intricacies of managing an ever-expanding set of structured and unstructured data. We support our clients in establishing and maintaining key data management frameworks to ensure that the data within their environment is fit for use and improves decision-making.

Capital Planning and Investment Control (CPIC)

We implement proven decision-making processes that ensure IT investments integrate strategic planning, budgeting, procurement, and management. Our experts ensure that all IT investments support Agency missions as well as your unique organizational structure and existing technological frameworks.

Our Results

Sustainable Growth through

Strategic IT Investment

We approach IT strategic planning and implementation from all angles to ensure that we are optimizing all technological processes.

Success Story

Joint Service Provider – Capital Planning & Investment Control

In Fiscal Year 2020, our CPIC team’s processes and procedures allowed the organization to efficiently and effectively review, assess, and approve ~$100M worth of IT Investments which enabled the Acquisition team to obligate 100% of Procurement funding ahead of schedule for the first time in its history.


Change Management’s ADKAR Model

The ADKAR Model is a proven means to facilitate change management. The model provides a clear, step-by-step way for organizations to adopt new processes and procedures.

Five Steps for a Successful CRM Rollout

A well-defined CRM implementation plan that includes project management, testing, training, and appropriate tools can ensure as successful CRM rollout.

U.S. Federal Agencies Create New Technologies to Help Solve Climate Challenges

Three U.S. Federal agencies, the Department of Energy, USDA, and the EPA, are funding new research and technologies to tackle the climate crisis and reduce greenhouse gasses.

Private Sector Investment in Biotechnology Improves Global Vaccine Production and Distribution

Biomanufacturing plants for vaccine production and distribution is an expensive investment, confining most plants — and their vaccine distribution — to wealthier countries. Private sector investment in biomanufacturing in low-to middle-income countries can create the global health infrastructure necessary for equitable vaccine distribution.

Modernizing Financial Management Practices for the Department of Defense

]Multiple DoD financial management practices are rated “high-risk” according to two U.S. oversight bodies responsible for mitigating federal inefficiency and waste. The Government Accountability Office and DoD Inspector General cite ineffective financial management...

Are “New Normal” Industrial Policies in South Asia Well-Manufactured?

The disruption of the COVID-19 pandemic has caused worldwide shocks in both supply and demand over the past two years. This has been particularly evident in South Asia - a global manufacturing hub and home to some of the largest and fastest growing countries in the...

Key Features of a Customer Relationship Management Communications Plan

Implementing a strategic internal CRM communication plan and providing training will reduce employee resistance to adopting a new CRM system and generate enthusiasm.

Keys to Acquisition Planning

Two essential documents used to prepare in the pre-award stage are the acquisition strategy and acquisition plan. These documents prevent issues like schedule and scope creep. The acquisition strategy is a comprehensive plan that identifies and describes the...

Public Health Solutions: Health IT and Informatics

Recent advances in healthcare information technology can offer an equitable U.S. national public health platform for all.

WBD Review Essay — The Enduring Struggle: The History of the U.S. Agency for International Development and America’s Uneasy Transformation of the World

A review by Washington Business Dynamics of John Norris’ well-written, carefully researched, and provocative history of USAID.

Let’s Connect