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The performance of your financial services company is directly tied to the effectiveness of your organizational planning.

Organizational challenges
Understanding how you perform, who drives your performance and what needs to change allows you to take full advantage of future growth opportunities. This is a distinct competitive advantage.

But when your environment changes, your organization’s plans and structure can easily become misaligned with your business goals.

How we can help
The experienced professionals at RSM McGladrey have financial services industry knowledge and can help to improve your organization models by realigning them with your goals.

Our approach to organizational design and structural planning often includes the following elements:

• Review and analysis of your business and strategic plans, organization charts and personnel resources
• Facilitation of meetings with board and management team members to identify issues to be addressed through structural planning
• Review of roles, responsibilities, authorities and accountabilities
• Identification of workflows among your organization’s units

This approach is designed to provide:

• Identification of opportunities, barriers and transitional steps required to move your organization into a new structure, including migration and implementation plans
• Suggestions to improve and delineate corporate governance issues
• Staffing models for existing positions and those created or redefined by the structural change
• Quantification of costs and benefits associated with any proposed restructure, merger or consolidation plans
• Identification of profit growth and improvement opportunities through support function consolidations, technology optimization or delivery channel improvements

In addition, our services provide a structure to facilitate the identification of internal issues and implementation of corrective actions -- a challenging task without a sound framework.

Because you can build on the foundation created by our review long after our assessments are complete, the value of our organizational effectiveness services extends well into your future.

Why RSM McGladrey
RSM McGladrey, a provider of financially focused business services to midsized companies, understands how difficult it is to assess the effectiveness of your organization. With this in mind, our services are designed to provide you with cost-effective and timesaving ways to meet your business objectives.

And because many of our advisors are former bankers, we have a clear understanding of your industry and are able to help identify the obstacles to your success.

At RSM McGladrey, we offer customized assistance that often yields exceptional value and the result can be a more efficient, better-run business.