Client story

How a strategic reorganization delivered $1.7M in annual savings

  • Organization & Change

The challenge

A global leader in testing, inspection, and certification services, headquartered in London, faced a complex challenge: rolling out a brand-new, untested Operating Model for their Americas Finance team. This required restructuring their finance organization, separating intertwined functions, and redefining responsibilities. The path forward was unclear, with undocumented work activities, outdated or missing job descriptions, and undefined core responsibilities. To make matters more difficult, the transformation was unfolding amid high attrition and widespread change fatigue.

The solution

We partnered with finance leadership to define and design a restructured organization, including a full reorganization of staff, RIF analysis, updated job descriptions, and an assessment of salary and budget impact. To ensure a smooth transition, we conducted an in-depth activity analysis, mapping out over 2,500 tasks to clarify individual responsibilities and reassign work within the new Operating Model. We also established leader-level governance, personalized transition plans to track progress, and identified challenges to drive a successful reorganization.

The results

  • The reorganization of the Americas Finance team was successfully completed, driving significant operational improvements. By streamlining processes and enhancing efficiencies, the team captured $1.7M in annualized cost savings.
  • Over the course of just two months, they identified, analyzed, and transitioned more than 2,500 activities across nearly 200 employees.
  • To ensure long-term success, they established robust governance and operating cadences, strengthening organizational alignment for finance leaders.
  • Additionally, they uncovered further opportunities to refine the Operating Model, paving the way for continued efficiency and improved outcomes.