Case Study

Case Study: Federal agency OCFO builds strategic plan, achieves major business transformation

Challenge:

The Office of the Chief Financial Officer (OCFO) required an actionable plan to realize a major business transformation with the goals of sharing timely and relevant financial information, investing in human capital, articulating a clear organizational vision, securing the resources needed to excel, and generating accurate and timely financial information.

Delivery:

  • Conducted a comprehensive evaluation of the existing OCFO strategic plan and challenged the validity of its contents.
  • Identified transformational obstacles and provided recommendations and examples of solutions to redirect the transformation into an efficient, effective solution.
  • Provided recommendations for which systems to update, outlined how to find/attract/retain qualified personnel, and identified which managers were involved in activities that should be delegated down to other resources.
  • Developed dashboard reports, meetings, and other communication methods to assist management with tracking transformation progress.

Impact:

OCFO gained an independent, objective view of its operations and actionable tasks, improving overall tactical aptitude and enabling positive transformation of the organization's culture.