CCG Catalyst 4D™ Methodology

A Four-Step Approach to Strategic Thinking and Innovation


At CCG Catalyst, we believe that the best solutions are not always the most obvious ones. That’s why we use a four-step approach to help our clients identify and overcome their challenges and explore and seize new opportunities. Our approach is based on the principles of design thinking, a human-centered and collaborative way of solving problems and generating ideas.


CCG Catalyst 4D™ methodology is based on decades of experience and expertise in the banking industry. It is designed to address the specific challenges and opportunities that banks and credit unions face. CCG Catalyst 4D™ methodology helps financial institutions:

  • Align their vision, mission, and goals with the market needs and customer expectations Identify and prioritize the most impactful and feasible initiatives and projects
  • Create a holistic and integrated roadmap for transformation and migration across all dimensions of the bank
  • Implement the roadmap with agility, efficiency, and quality
  • Measure and monitor the results and benefits of the transformation
  • Adapt and evolve to the changing environment and customer demands


CCG Catalyst 4D methodology follows a structured and collaborative approach that involves the bank’s leadership, stakeholders, and employees. The methodology consists of the following phases:

The first step of our approach is to acquire knowledge about your business, your customers, your competitors, and your industry. We do this by conducting extensive research, interviews, surveys, and observations. We also use tools such as customer journey maps, personas, and empathy maps to understand your customers’ needs, pain points, and motivations. By doing this, we gain a deep and holistic understanding of your business context, and we can identify the most relevant and pressing problems to solve.

The second step of our approach is to explore the knowledge we gathered in the previous step, and to define the problem statement and the desired outcome.
We do this by analyzing the data, finding patterns and insights, and synthesizing the information into a clear and concise statement of the challenge. We also use
tools such as problem framing, how might we question, and point of view statements to articulate the problem from the perspective of your customers and stakeholders. By doing this, we ensure that we are solving the right problem, and that we have a shared vision of the goal.

The third step of our approach is to collaborate with you and your team to explore and discuss possible ideas or solutions for the problem. We do this by using brainstorming, ideation, and prototyping techniques to generate a wide range of options, without limiting ourselves by preconceived assumptions or constraints. We also use tools such as mind maps, sketches, storyboards, and mockups to visualize and test our ideas. By doing this, we foster creativity and innovation, and we can discover new and unexpected solutions that meet your customer’s needs and expectations.

The fourth and final step of our approach is to justify and validate the chosen solution or strategy. We do this by using feedback, evaluation, and iteration techniques to refine and improve our solution, and to measure its impact and effectiveness. We also use tools such as feedback loops, user testing, and metrics to collect and analyze data, and to demonstrate the value and feasibility of our solution. By doing this, we ensure that our solution is not only desirable and viable, but also scalable and sustainable.


Our approach is unique because it is tailored to your specific business context and goals, and it involves you and your team throughout the process. We believe that this is the best way to create solutions that are not only effective and efficient, but also meaningful and memorable. If you are interested in learning more about our approach, or if you want to work with us on your next project, please contact us at +1-480-744-2240 We look forward to hearing from you.

If you are looking for a consulting firm that can help you take your business to the next level,
look no further than CCG Catalyst. Contact us today and let us show you how we can help you.


Our award-winning methodology, CCG Catalyst 4D™ Methodology is the ability to capture and transform the client’s business strategy by identifying opportunities to achieve the desired future state, bringing new concepts from inception to life.



Acquire knowledge about client business 



Explore gathered knowledge, identify problems, go beyond preconceived assumptions



Collaborative experience to explore and discuss ideas or solutions



Justification and validation of the strategy

The unique strategic approach for clients allows for the uncovering of problems, and discovery of solutions, new ideas, and opportunities. The augmented process to the design includes:

The foundations of a strong operational foundation are embodied in an organization’s Business Plan. It describes the elements that, collectively and coherently, deliver value to customers, internally and externally. It is strategy brought to life, the roots of your competitive advantage and your profitability and your success.

The Operating Model is not a static construct it needs to be adapted constantly in line with emerging opportunities and changes taking place in your market. Change means developing and aligning your strengths to fully exploit a changing landscape. Stepping back, identifying trends and looking into the future reveals opportunities and risks.

The goal of the CCG Catalyst Approach is to support your journey ensuring success, now and in the future.