Organizational assessment for a credit brokerage firm

Brokerage firm specialized in distribution of mortgages, personal loans, salary-backed loans and ancillary products

The Client requested MACFIN’s support in developing an organizational analysis on key operational functions aimed at analyzing the distribution of responsibilities and tasks, workloads within facilities, and identifying interventions to improve efficiency and productivity.



the production capacity and operational efficiency of the areas analyzed to support business development

Sizing up

the staffing of some business functions to better distribute workloads


the risks of concentration of tasks and knowledge on single key resources


Interviews with key members

of the functions under analysis to gain insight into the duties held and the commitment required to conduct them

Effort and capacity analysis of functions

Identifying needed interventions


Capacity plan

of initiatives to analyze the effort required in current volumes and simulate the incremental impact of expected development

Internal reorganization

in order to gain efficiency by centralizing tasks and identifying optimizable microprocesses (process-mining)

Internal training

to bridge technical skills gaps and on operational tools

Demand management project

to organically manage the large number of telephone contacts that many functions receive continuously

Assess costs and opportunities

as a result of replacing the management control system

Set-up Project Management Office

on ongoing change management projects


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