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.
Objectives
Improve
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
Limit
the risks of concentration of tasks and knowledge on single key resources
Activities
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
Results
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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