STRATEGY

FINTECH FIRM

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