Organizational transformations can improve operational efficiency, financials and/or the employee & customer experience significantly if designed intricately and executed with expertise, agility and collaboration.

Having a strong team dedicated to the complexity and ever-evolving transformation is essential to ensuring success. Our experience across strategic operations, data strategy, process design, program management, analysis and executive-level enablement helps our clients succeed through the, often arduous, transformation process.

We bring leadership and collaborative facilitation to all project meetings, workshops and executive updates, and are thoughtful in escalating risks and issues working closely with our clients, respecting their time, while remaining transparent and empathetic.

Acquisitions create organizations with disparate operations 100% of the time. It is also typically a confusing and stressful time for leaders and employees. Having a partner dedicated to understanding and developing your strategic future-state operational design helps you achieve the vision you have for your org and provide clarity for your teams.

We’ll guide you through defining process, data and systems alignment strategies that feed into strategic planning sessions, outputting cost-effective short and long-term roadmaps that:

1. Minimize re-work

2. Realize integration, synergy & value creation goals

3. Align to a clearly-defined future-state way of operating

Additionally, Orianna Peaks consultants bring effective cross-functional program management expertise to lead Integration Management Office activities. This ensures integration execution is managed in a way that is transparent, holistic and proactive.

Throughout post-acquisition integration, our process design, data analysis and modeling services supplement key decisions which allows for continuity through the integration leading to more successful outcomes.

There comes a time for all growing teams and organizations when the number of interactions, data exchanges and resources create a level of complexity that requires a vital investment in more standardized roles, processes and tools.

Our experience in scaling spans from software start-ups and non-profits to sales teams and other organizations looking to grow and mature. Some were defining process and governance for the first time.

We will work with you to understand the biggest operational pain points that you are experiencing to determine the right project scope based on your budget.

How do you know it’s time to invest?

Listen for the following “indicators” and be proactive before the organizational impacts become more costly than the initial scaling or improvement investment would have been:

• “We are planning to grow the [insert name of function] team by [#]% over the next two years”

• “Our demand is growing exponentially, so we have to hire (across the board)!”

• “We would like to open an office in [city] and have the same client or customer experience as we do in our founding office…”

• “I never know where to find the latest lists or source of truth on key data & reports that I need to run the business”

• “Handoffs are always inconsistent coming from [team/function name], and I always have to call to ask for [missing key information]”

• “I spend a good chunk of my day on manual, repetitive tasks, and the workload is steadily increasing (but my bandwidth…and salary are not!)”

• “I am spending too much time showing my direct reports how to do things (and often redo their work myself because it is easier)”

• “As a leader, I am constantly spending my time putting out fires instead of proactively managing my team towards success and continuous improvement”

• “We have had a lot of confusion during product or service delivery recently…some employees stepped up and worked overtime to avoid impacting the customer, but some delays we couldn’t manage“

• “Our employees are finding it more and more difficult to do their jobs, they are complaining a lot, and our turnover is only getting worse”

• “Everyone is charging full-steam ahead, but the organization’s financials are still suffering”

Acting on “indicators” towards the top of this list enable a more proactive approach to scaling or maturing your organization. If you have reached the final few, you’ve likely taken heavy financial hits related to inefficient operations and have seen employee turnover, customer and revenue loss.

Data-driven, proactive management begins with leaders having the required, accurate data available at the right time. This is necessary to monitor, adjust and manage their teams, businesses, clients, products and/or services. The complexity behind having visibility to accurate reporting is driven by:

• The number of tools used across various functions & business units and their level of integration

• Whether or not data is aligned or defined and documented across the business

• The level of adherence to well-defined processes that promote accurate and timely data collection

• How well the design of current management, financial and operational reporting aligns to the insights needed to run the business today and in the future

Depending on the level of complexity and desired investment, outputs from Data Strategy and Strategic Reporting Projects can range from extensive ERP implementations to working cost-effectively and strategically with current systems & tools to find the minimum required changes needed to achieve reporting goals (while ensuring outputs are sustainable and flexible long-term).

Depending on the scope of the initiative and desired investment, working with us could look like:

• Facilitating collaborative and cross-functional “future-state reporting design sessions” to develop reporting goals and requirements

• Design data strategy and proposed architecture working with IT, BI, and business systems owners through discovery sessions and workshopping

• Leading additional cross-functional planning discussions to size projects to operationalize the strategy within your organization

• Facilitating leadership strategic planning sessions to see how these projects align to priorities and overall strategic roadmap (realistically)

• Providing leadership and program management to ensure project implementation remains aligned to the strategy

• Facilitating cross-functional process design or improvement working sessions

We always partner with and support key functions during implementation to ensure continuity, transparency and accuracy for an efficient and successful outcome, such as:

• Partnering with Finance to review how changes to upstream process might effect the current profit center or cost coding structure and define necessary adjustments

• Act as an IT Business Partner working with application teams or IT during system and tool implementation or update projects

• Partnering with Sales to understand CRM process, align client or product types, services/product codes, bill codes, etc.

• Partnering with HR on change management & communication strategies