Customized Operating Procedures

Co-Created with You to Meet Your Requirements

Tailored for you

Each professional firm has their own culture, diverse client and industry base, teaming / collaboration approach and tools, etc. Therefore, we do not follow the one size fits all approach. During the onboarding process, we conduct in-depth discussions with our clients to understand how they operate and share best practices from our existing clients to come up with customized procedures.

Daily Update E-mail / Check-in Calls
Live Engagement Trackers
Flexible to have enough time overlap with onshore team
Weekly / Fortnightly Check-In call with Manager / Senior Manager
Monthly Leadership Check-in
Access to Team’s schedule as we follow the dedicated team model
All work products are reviewed internally at Windy Street
Timely timesheet submission
Rotation planning

Windy Street will love to connect with you to set up a new service offering whether it be related to investment banking support, or data analytics, or anything else you need help with. We have successfully expanded to five service lines in the last two years and are excited to partner with you and grow our expertise in an additional service offering.