Our expert was assigned by a mid-sized financial services company to perform a strategic transformation.
The project initiated with an assessment of the current status of the company and ended with the handover to internal staff. Through the assignment, a 3-year strategic plan was developed in line with the Board’s strategic objectives and market study:
We engaged with the design and implementation of an operational plan, including capital, revenues and cost budgeting (including capital, human and technological resources) by divisions/business lines, products, distribution channels etc.
Furthermore, the expert assisted with the identification of needs and preparation of program of projects by organizational areas/stream of work and identification of leads
Another task was the definition and the implementation of the PMO and of the transformation plan monitoring cycle, prior to successfully launching the plan.