Case Study

National Membership Organization

Business Transformation

Situation

  • Partnered with the Business Optimization department at one of the nation’s largest membership associations to support the assessment and future state design of the Customer Solutions function
  • Request to develop an enhanced oversight model for co-branded products

SMA Services

Strategic Review

Business Planning

Technology Alignment

Business Transformation

Actions & Impact

  • Facilitation of internal visioning sessions
  • Mission and Visio Statement alignment
  • Functional organization design
  • Identification of operational gaps vs. desired future state performance
  • Evaluation of technology platforms, vendors and current utilization to determine Total Cost of Ownership (TCO) and Return on Investment (ROI)
  • Development of new oversight model to align strategic intent reflecting situational analysis, risk assessment ent and deployment of tools and capabilities
  • Documented 3-year operating roadmap for annual budget planning and strategic alignment

Results

New Oversight Model

Staffing Effectiveness 30%

Technology TCO $4M