Case Study
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