Public Pension / Retirement Systems

Some of Orion’s greatest successes have come in partnership with public retirement system leaders. We are proud of the organization-wide improvement Ohio PERS and Michigan ORS have achieved; we are also pleased to have helped these and other systems establish sustainable operational excellence via training and coaching. Together we have built solutions that enable their organizations to:

  • Serve more retirees with the same or fewer resources
  • Improve coordination across organizational and IT silos
  • Maximize the financial and member service impact of IT investments
  • Adjust cultures that over-serve individual members at the expense of the whole
  • Protect the organization from retirement “brain drain”
  • Achieve BPM self-sufficiency by training internal experts
  • Develop effective self-service solutions
Our service offerings include:

Lean Pension

Orion has more than 20 years of experience applying performance improvement methodologies. Our Lean leader, Steve Wall, is a nationally renowned expert who spent 25 years in the public sector leading quality and process improvement initiatives.

Process Reengineering (Prior to IT Upgrades)

IT is the backbone of most pension system operations. A high percentage of expensive upgrades and new system introductions fail to deliver their potential due to inadequate process redesign. Orion is the best resource to help you get IT right the first time. 

Enterprise Process Management

Cross-functional cooperation is essential to make process excellence sustainable. Orion is a globally recognized thought leader in process-focuses management practices.

Digitization of Business Processes

Most organizations that redesign processes put the documentation on the shelf after implementation. Orion can help you convert process maps into living documents for knowledge retention and ongoing BPM.

Training (Process, Project, Business Analysis)

Working in conjunction with respected institutions across the United States (e.g. Michigan State University, George Mason University, etc.) Orion offers both individual skill seminars and professional development certificate programs.

Click here to search by seminar topic or university for outlines and learning objectives.

Change Management

Creating an elegant business process or IT solution is half the challenge. Getting it successfully deployed requires project management and culture change expertise. Orion can provide third party experts to assure successful implementation. 
Orion measures our success by the sustainable business results achieved by clients like:


Assignment: Review and streamline existing processes ahead of a major IT upgrade and automation project. Results: This project provided the foundation and business focus for the IT implementation that followed.  It also generated significant benefits in its own right, namely:

  • Capacity gains of 70.5 FTEs
  • 42% reduction in operational processes
  • Optimization of core process groups from 26 to 8

Michigan ORS

Assignment: Perform a comprehensive review of existing processes, including review of organization structure, performance management and IT systems.

Results: This project was launched in anticipation of a significant increase in customers. Due to unexpected changes in the economy, the increase in customers was mild but ORS’ workforce was allowed to shrink by 30%. Thanks to the new process designs and governance, ORS was able to handle more customers with less staff. Simultaneously, customer satisfaction increased markedly thanks to operational improvements.  For the full story, click here.

Delaware Pensions

Through training and facilitation of pilot projects, Orion helped the Delaware Office of Pensions launch a continuous improvement initiative. John McCartney, Information Systems Manager, comments on the methodology and the benefits.

Methodology    Benefits   


Indiana PRS

Assignment: Define and introduce a complete Quality Management System (QMS) to assure well-integrated Lean and Cross-Functional Procedures.

Results: Indiana PRS used three pilot projects to develop an internal Center of Excellence and generate full ROI for the effort.  The new QMS enabled “INPRS best” performance levels –including an all-time low “error rate” in Operations– and more aggressive performance targets.


Assignment: Use a participative methodology to create a Lean/reengineering mindset and skill set throughout the organization.

Results: Multiple Kaizen events have drawn team members into a continuous improvement mindset and delivered significant financial and member service benefits.

Visit our PRISM page.

Let Orion help you overcome today’s public retirement system challenges. Call Margaret Powers today at (800) 510-2117 or click here to ask Orion a question.