Operating Model Optimization

Global PMI Partners leaders will work with you to help you optimize your operating model, based on clear design principles and business objectives.

Client Challenges:

  • Having a clear and consistent framework to test the efficacy of existing operating models, at organizational, divisional and functional levels
  • Having a broad cross-section of worked examples from a range of industry sectors to benchmark and challenge internal preferences and thinking
  • Knowing what is appropriate for your scenario as operating models come in many shapes and sizes, in many different formats (for example, how transformative will the optimization be on your existing organization?)
  • Having the bandwidth and experience to objectively and rapidly facilitate rapid working sessions with business and functional leaders to achieve aligned thinking, removing political and other barriers

Deliverables and Value:

  • Target operating model change is an iterative process of design and implementation, that links corporate strategy and business model to your business and IT operating model
  • Effective operating model improvement is based on three core principles: data-driven, rapid experimentation and context-sensitive
  • Clear strategic framework and process to rapidly assess and identify opportunities to enhance the 8 core dimensions of your target operating model: Customer Journey, Channels, Product/Service Delivery, Organization, Processes & Technology, Supply Chain, Information Flows and Governance
  • Prioritize initiatives ─ immediate action vs. those dependent on rollout of technology
  • Develop a phased migration strategy ─ an action plan that outlines major initiatives facilitating the redesigned environment
  • Effective approaches to create and execute the roadmap and change plan to get from your current state to your optimized target end state

Program Healthcheck

We have a wide range of acquisition integration consulting tools that help ensure merger and acquisition integration is executed efficiently while mitigating risk, delivering value you expect.

To help ensure integration success, we have our highly experienced team perform a health check of your program within 3-5 days. This can be at any time, from early on in the mobilization phase to the end of the execution phase, as your prepare to transition remaining integration activity back to business as usual.

Client Challenges:

  • Is your post-acquisition integration plan realistic and achievable?
  • Are you following post-merger integration best practices? Are you focused on the right success criteria?
  • How do you know you are managing your integration effectively and efficiently?
  • What level of integration complexity and risk do you have? How does this compare to other integrations?
  • How likely are you to deliver your integration objectives and synergies? Are you on track?
  • How do you prioritize actions to improve your chances of success; and how do you argue for the resources we need?

Deliverables and Value:

  • Provides independent and objective verification on the health of your programme and the degree to which the programme is on track;
  • Helps reduce the likelihood of failure through the identification of ineffective processes, controls and risks to delivery;
  • Provides a clear, prioritized checklist of areas for improvement;
  • Addresses the need to demonstrate effective control and risk management both internally and externally;
  • Provides accurate and detailed recommendations which are not subject to internal bias for over-optimism; and
  • Onward integration requirements and priorities are identified, to ensure you can deliver future integrations successfully with enhanced capabilities.

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Transition Service Agreements (TSA)

Developing an Integration Management Office (IMO) or Carve-Out Management Office (CMO) can be difficult challenging due to internal bandwidth restrictions or lack of experience. When there is a need to support Transition Service Agreements (TSAs), we provide M&A integration consulting solutions that leverage internal corporate expertise as much as possible. Inevitably, there will be scenarios where additional support is required to manage critical workstreams during TSA scenarios, such as HR, IT, communications, supply chain and operations, and other areas. As such, we have a robust team of experts specializing in a variety of functional disciplines. They can be tapped for post-merger integration consulting and TSA management, and acting as an extension of our client.

Client Challenges:

  • Lack of understanding TSA service areas, functional descriptions, and requirements for post-close business continuity support
  • No robust validation on estimated costs for each TSA Function
  • Lack of clarity regarding risks and risk mitigation strategies

Deliverables and Value:

  • Identify TSA service areas, functional descriptions, and requirements (People, Process, Technology, and Data).
  • TSA Management Matrix (Excel Spreadsheet) identifying TSA service areas, functional descriptions, and requirements
  • TSA Fee Validation Spreadsheet estimating costs for each TSA Function
  • Rough assessment of incremental costs of TSA services
  • Risk Register identifying risk and risk mitigation strategies
  • Assess impact to existing functions during and after completion of the TSA (resources, costs, etc.)
  • Identify risks/risk mitigation related to the TSA and Post-merger integration

Operational Restructuring

Operational restructuring can occur at any time, as well in M&A scenarios, often triggered by new leaders, or persistent underperforming businesses, for example.Our leaders will work with you to help you restructure your operations, leveraging our wealth of experience designing and implementing new operating models and organizations.

Client Challenges:

  • Having a clear and consistent framework to test the efficacy of your existing operations and operating models, at organizational, divisional and functional levels
  • Having a broad cross-section of worked examples from a range of industry sectors to benchmark and challenge internal preferences and thinking
  • Knowing what is appropriate for your scenario as operational restructuring can take many forms. For example, it could involve a broad range if initiatives, such as business rationalization, revenue and resource optimization, site consolidation, re-organization, as well as general cost reduction planning and implementation
  • Having the bandwidth and experience to objectively and rapidly facilitate rapid working sessions with business and functional leaders to achieve aligned thinking, removing political and other barriers

Deliverables and Value:

  • Confirm whether your existing operating model is still ‘fit for purpose’ in the light of changes to your business strategy and/or known opportunities for improvement
  • Clear strategic framework and process to rapidly assess and identify opportunities to enhance 1 or more of the 8 core dimensions of your operating model: Customer Journey, Channels, Product/Service Delivery, Organisation, Processes, Technology, Information Flows and Governance
  • Effective approaches to create and execute the roadmap and change plan to get from your current state to your future state
  • Rapid assessment of value drivers and the prioritization of identified restructuring initiatives
  • Detailed knowledge of cross-jurisdictional legal requirements concerning consultation and other factors to ensure compliance with relevant employment laws

Contact us for more information.


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