$500M
Fintech SaaS Communications Company Serving Wall Street and Large Banks
Define and Implement New Growth Transformation Program
Company purchased by Private Equity Fund
New Investors Want to Invest In Transformation and Growth Initiatives
No Capability or Track Record of Transformation at the Company
Company Needs to New Capability to Define and Steer Business and Digital Transformation Program and Initiatives
Critical Questions
How Can SaaS Comunications Company Grow Revenue by 20% and Profits by 15%
What Capabilities are Needed to Successfully Define and Impelemt an Global Enterprise Change?
What Ideas and Initiatives Should be Pursued and at What Value?
How Should Transformation Governance, KPIs, and Staffing Be Defined?
How Should the Board Be Updated on Transformation Success, Failure, or Needs?
Answers and Outcomes
Quadrillion served as interim chief transformation officer (CTro) to stand up new transformation office.
Ideas on Transformation Collected from all stakeholders and employees and scored
Ideas converted to initiatives as part of a build out of a new formal transformation program
Business cases developed with KPIs
Weekly sessions undertaking for coaching of team and troubleshooting to break roadblocks
Complications
Company has no transformation capabilities or transformation office structure
Company has large population of employees in various financial capitals around the world
Company ideas not documented or well understood
Financial acumen across teams to build business cases is uneven
CAPEX funding is limited and must be targeted at most promising ideas
