STRATEGY

FINTECH FIRM

This firm provides benefit software to the financial services industry.

CASE STUDY

OUTCOMES

NEW

Organizational
Structure That
Improved
Accountability

NEW

Operating Model To
Fully Optimize The
Professional
Services
Department
Optimizing the Organization for Success
Problems
Our client was struggling to grow its margins in the professional services arm of its FinTech business. This department provided outsourcing services to companies that had purchased its FinTech platform.
Solutions
Company Expert leveraged its Professional Services capabilities map to baseline the organization against best in class organizations.

Weak capabilities were identified for further analysis. One major area of concern was their project management capabilities – the center of everything they did. Company Expert assessed their process, outstanding projects, and methodologies across the entire organization.

We recommended best in class program and project management practices to improve their delivery of their services. In addition, we designed a new organizational and operating model to improve accountability and oversight.

Outputs
  • Capabilities Heat Map
  • Organizational Model Maturity Curve
  • New Operating Model
  • New Organizational Chart
  • Program and Project Management Assessment Chart
  • Recommendations and Roadmap