Fortune 500 financial services company with $60 billion in assets under management.
When the founding CEO retired, new leadership wanted to mobilize the entire enterprise to grow revenue and improve efficiency. he main objectives of the engagement included the development of an enterprise-wide strategy as well as the crafting of fully aligned individual departmental strategies.
Bâton Global (B|G) partnered with leadership to develop enterprise and department strategies, and implemented a system to measure progress and update the strategy.
The work completed by B|G and the organization resulted in more efficient management systems and a culture of transformational leadership across the company. Measures of success were also clearly defined by leadership and articulated to members of each department.
The scope of this project includes four main areas of activity:
The Insight phase of the project was focused on establishing a common understanding of the current state and defining the major industry factors that were set to impact the organization.
B|G and the organization used information collected during Insight to develop enterprise and unit level strategies:
B|G supported the implementation and roll out of the business unit level strategy:
The design and implementation of a strategic management system provided the organization with clear direction at the enterprise and business unit level: