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Capability Statement

Company Capability Statement

Monroe Street Management, LLC

Federally certified. Enterprise-proven. Built for transformation.

EDWOSB
Economically Disadvantaged WOSB
WOSB
Woman-Owned Small Business
Veteran-Owned
Veteran-Owned Business
info@monroestreet.managementmonroestreet.management(804) 701-7520

1. Company Overview

  • Monroe Street Management, LLC is a federally certified strategic technology consulting firm.
  • Federal small business certifications: EDWOSB — Economically Disadvantaged Woman-Owned Small Business; WOSB — Woman-Owned Small Business; Veteran-Owned Business.
  • Multi-practice consulting firm: AI/ML, Data Management, Enterprise Solutions, Web/App Development, Integrations & APIs, Editorial & Content, Brand & Creative, Managed Services.
  • Proprietary product portfolio: Enterprise Data Observability, Content Factory, Vector Search, MDM Migration Assistant.
  • 95% customer retention rate across enterprise clients.
  • Fully remote-first organization operating across 50+ technology platforms.
  • 3X workforce upskilling outcomes achieved for clients.
  • 27% reduction in time-to-market for a leading food tech company via Customer 360 accelerators.
  • End-to-end project ownership: concept, build, launch, and optimization.

2. Federal Government Past Performance

Named agency engagements providing substantive past performance evidence across government, regulatory, and education sectors.

U.S. Department of Justice — Antitrust Division

  • Application modernization across division-specific systems and platforms.
  • Process flow analysis, redesign, and documentation within the Antitrust Division.
  • Cross-functional coordination between business and technical stakeholders.

Centers for Medicare & Medicaid Services (CMS) — Medicare Payment System (MPS) Modernization

  • Supporting the Medicare Payment System Modernization initiative — a major federal systems transformation effort.
  • Embedded with engineering teams to produce technical documentation, runbooks, and operational process flows.
  • Standardizing knowledge management practices across engineering functions.
  • Process standardization aligned to enterprise modernization objectives.

U.S. Department of Education — Common Services for Borrowers (CSB)

  • Led business analysis for the CSB initiative — integrating loan servicing, collections, consolidation, and credit management into a unified Appian platform.
  • Facilitated merger of multiple legacy Borrower Services repayment systems.
  • SQL-based data validation and migration preserving data integrity across platform transition.
  • 30% increase in operational efficiency via Appian workflow automation.

FCC / Universal Service Administrative Co. (USAC)

  • Led modernization of FCC Forms 462 and 466 for the Healthcare Connect Fund and Rural Health Care Telecom Program.
  • Authored BRS, URS, and FRS; developed test plans, test cases, and RTM.
  • Sprint planning and backlog management in JIRA; centralized project knowledge base in Confluence.
  • 20% reduction in application processing time.

Amtrak (TSA-Regulated Environment)

  • Led cybersecurity implementation of Anomali Cyber Intelligence Nexus platform.
  • Aggregated and analyzed data from 5+ external and 2 internal threat intelligence sources.
  • Implemented NIST CSF 2.0, TSA Security Directives, RBAC, data encryption, and secure API integrations.
  • Integrated SIEM (Microsoft Sentinel) and SOAR (Swimlane) systems.
  • Led Integrated Risk Management (IRM) deployment consolidating NFRs aligned to NIST 800-53.
  • Outcomes: 20% increase in proactive threat detection; 0.5-pt cybersecurity maturity score increase; 25% reduction in cybersecurity incidents; 98% stakeholder satisfaction; 100% on-time milestone delivery.

DC Public Schools (DCPS)

  • Administered PowerSchool and multiple LMS platforms at district scale.
  • Created System Integration Documentation; provided Tier 2 support.
  • Supported student assessment, data analysis, and accreditation reporting.
  • Led district-wide adoption of ST Math and i-Ready platforms.

3. Cybersecurity

Core capabilities

  • Certified in Cybersecurity (CC) — ISC2; Google Cybersecurity Certificate — Coursera.
  • Cybersecurity requirements elicitation and documentation: NIST Cybersecurity Framework, ISO 27001, TSA Security Directives.
  • SIEM integration: Microsoft Sentinel; SOAR integration: Swimlane.
  • RBAC, data encryption, and secure API integrations in production environments.
  • Risk assessments, gap analyses, and defense-in-depth strategy development including physical security.
  • Development and maintenance of Information Technology General Controls (ITGCs).
  • IRM deployment; NFR consolidation across Security Operations and Event Management — NIST 800-53.
  • Incident response and post-incident analysis.
  • Security awareness training program design and delivery.
  • Application security: secure coding, vulnerability assessments, SDLC security integration.
  • Network security: firewalls, intrusion detection systems, access control protocols.

4. Enterprise Data & AI Consulting

Core capabilities

  • AI/ML strategy and implementation: feature engineering, model engineering, ModelOps, multimodal AI.
  • Business analytics: data engineering, data integration, data warehousing.
  • Data management: data strategy, data governance, Master Data Management (MDM), metadata management.
  • Enterprise platform modernization: ERP, Customer Data Platform, enterprise application development.
  • Vector search: semantic, AI-powered search across enterprise knowledge bases.
  • Partner ecosystem: Microsoft, SAP, Salesforce, Snowflake, Databricks, Informatica, Reltio, Collibra, ServiceNow, Tableau, AWS, Neo4j, and 10+ additional enterprise platforms.
  • Industry verticals: Healthcare & Life Sciences, Education, Manufacturing, Technology/Media/Telecom, Retail & CPG, Financial Services.

5. Product Management

Core capabilities

  • Product strategy and full lifecycle management: discovery through delivery.
  • Product roadmap development prioritized by business value, customer impact, and technical feasibility.
  • 15% improvement in audit process efficiency; 100% stakeholder expectations met.
  • 30% improvement in user satisfaction; 25% enhancement in feature functionality.
  • 25% faster time-to-market for new features; 5+ major releases delivered on time and within budget.
  • 30% improvement in team velocity; 40% reduction in backlog cycle time.
  • 97% on-time delivery across all sprints; Say vs. Do ratio exceeding 100% in multiple sprints.
  • Requirements definition: user stories, acceptance criteria, PRD/BRD/FSD authoring.
  • UX/UI decision-making aligned to user behavior and conversion.

6. Business Analysis & Systems Analysis

Core capabilities

  • Certified Business Analysis Professional (CBAP) — IIBA; Agile Analysis Certification (AAC) — IIBA.
  • Requirements elicitation: stakeholder interviews, JAD sessions, JAR sessions, GAP analysis.
  • SDLC documentation artifacts: BRS, URS, FRS, BRD, PRD, FSD, RTM, Test Plans, Test Cases, BPMN/UML diagrams, Use Cases, Process Flows, UI Wireframes, Project Charter, Risk Assessment, System Integration Documentation.
  • Platforms: Appian (certified), Salesforce CRM, JIRA, Confluence, SharePoint.
  • SQL Server, SQL Plus, SQL Developer; SQL querying for data analysis and validation.
  • Modeling tools: MS Visio, Drawio, LucidChart, Appian.
  • Industry contexts: federal government, financial services, healthcare, telecommunications, education.

7. Scrum Master & Agile Delivery

Core capabilities

  • Certified ScrumMaster® (CSM) — Scrum Alliance.
  • Full Scrum ceremony facilitation: sprint planning, standups, reviews, retrospectives.
  • Sprint backlog management, velocity tracking, burndown chart analysis.
  • Impediment removal, team coaching, and Agile values adoption.
  • Top-performing Agile team delivery within 5 months; Say vs. Do ratio >100% in multiple sprints.
  • Applied Kanban, Scrum, and hybrid methodologies across federal, financial, and enterprise engagements.

8. Web & App Development

Core capabilities

  • Full ownership of production website builds for enterprise and nonprofit clients.
  • Backend integration: database design, Row Level Security (RLS), authentication systems.
  • API integrations: social media platforms, CRM systems (Salesforce, HubSpot), ERP systems, payment gateways.
  • Mobile app development (iOS & Android); Progressive Web Apps (PWA).
  • Deployment-ready architectures: member portals, event registration systems, media galleries.
  • Platform identification and migration strategy: Wix, WordPress, Shopify, Squarespace, Webflow, Framer.

9. Data & Systems Infrastructure

Core capabilities

  • Database structuring, normalization, and ingestion across platforms.
  • Creation of scalable tracking systems and operational dashboards.
  • Workflow automation design: alerts, execution logs, structured reporting.
  • Large-scale content repository organization and file system architecture.
  • Financial planning analysis: forecasting, variance analysis, scenario planning, KPI dashboards.

10. Brand, Design & Editorial

Core capabilities

  • Graduate Certificate in Design — Stanford University d.school.
  • Brand identity systems: color, typography, logo, guidelines, marketing collateral.
  • Digital magazine design and production; editorial layout and publishing.
  • Content strategy, brand storytelling, and thought leadership positioning.
  • AI-powered document and brand redesign.

11. Certifications & Professional Development

Core capabilities

  • Certified Business Analysis Professional (CBAP) — IIBA.
  • Agile Analysis Certification (AAC) — IIBA.
  • Certified ScrumMaster® (CSM) — Scrum Alliance.
  • Certified in Cybersecurity (CC) — ISC2.
  • Google Cybersecurity Certificate — Coursera.
  • Appian Analyst Certificate — Appian Academy.
  • Salesforce Business Analyst Training — Salesforce Trailhead.
  • UX Design for Business Analysts — LinkedIn Learning / Coursera.
  • Business Process Modeling — Microsoft Certified Training / LucidChart.
  • SQL 101 — TripleTen.

12. Technology Stack

Core capabilities

  • Appian, Microsoft Sentinel (SIEM), Swimlane (SOAR), Anomali Cyber Intelligence Nexus, Salesforce CRM, JIRA, Confluence, SharePoint, Monday.com, Microsoft, SAP, Snowflake, Databricks, Informatica, Reltio, Collibra, ServiceNow, Tableau, AWS, Neo4j, Denodo, Precisely, Tricentis, ThoughtSpot, Qlik, Bigeye, Stibo Systems, PowerSchool, Clever, Google Workspace, QuickBooks, Adobe InDesign, Photoshop, Canva, MailChimp, MS Visio, Drawio, LucidChart, SQL Server.

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