Management of High net Worth Individuals

The Taxation Office required the team to assess and challenge their desired future operating model for the management of high wealth individuals in line with their risk management strategies.

Industry

Government

Capabilities Applied

Business Process Analysis and Consulting

Situation

The Taxation Office required the team to assess and challenge their desired future operating model for the management of high wealth individuals in line with their risk management strategies.

Complication

Whilst the Project Sponsor requested to review the operating model, the team was very comfortable with the existing model which created resistance in drawing out information and building a new framework.

Action

Conducted workshops across functions to analyse, discuss and remodel processes in light of objectives.

Outcome

Delivered a viable future Operating Model approved by the Project Sponsor.

Digital and Operational transformation across 7 offices in Australia and New Zealand

A Market Research company required a new operating model for the management of its project finances across its offices in Australia and New Zealand. Each of these offices were acquisitions.

Industry

Research

Capabilities Applied

Business Process Analysis and Consulting

Situation

A Market Research company required a new operating model for the management of its project finances across its offices in Australia and New Zealand. Each of these offices were acquisitions.

Complication

Each office had its own ways of operating which impacted the output of financials to Headquarters.

Action

The team was assigned to analyse current processes and outputs, produce gap analysis and recommend a future operating model.

Outcome

A transition model, new operating model and transition plan were implemented.