Three areas of expertise to help you turn ideas into action
Are your priorities changing, are you facing an increasing number of decisions, or are your projects struggling to get off the ground? We align your strategy with the organization, teams, and processes that bring it to life.
TOM · Target Organization
Clarify who does what, how decisions are made, and what resources to use to implement your strategy.
- Analyze the organization, its interfaces, and points of friction between teams.
- Design the target operational model: roles, governance, responsibilities, and required capabilities.
- Prioritize initiatives and prepare for the transition, particularly during a reorganization or integration.
A documented target structure, a division of responsibilities, a roadmap, and a management framework that your teams can use.
Key metrics to track: decision-making timelines, milestone achievement, and handling of dependencies.
Consolidate project portfolio data to inform decision-making. Define responsibilities related to AI usage and oversight guidelines.
Change · Adoption
Enable teams to understand the change, take ownership of it, and incorporate it into their daily practices.
- Identify the affected populations, the impacts on work, and the barriers to adoption.
- Engage sponsors, managers, and local representatives with a clear narrative.
- Design communication, training, and on-the-ground support initiatives.
An impact analysis, an adoption plan, resources for managers, and post-deployment usage tracking.
Key metrics to track: actual usage, team autonomy, and resolved issues.
Use feedback and usage data to adjust change initiatives. Provide support for learning to use AI tools through scenarios specific to each line of business.
Process · Operational Efficiency
Streamline workflows to improve turnaround times, service quality, and cost control.
- Observe end-to-end processes and identify breaks, re-entries, and tasks that do not add value.
- Redefine steps, checks, and interfaces between business units.
- Implement improvements and establish monitoring routines tailored to the field.
A mapping of target processes, a prioritized improvement plan, and metrics for quality, cost, and turnaround time.
Metrics to track: processing time, errors, rework, and user satisfaction.
Assess where automation is appropriate, test the benefits on a limited scale, and establish an exception-handling process before expanding its use.
A Well-Structured Project: From Decision to Implementation
The scope, deliverables, and responsibilities are defined with you at the start of the project.
Setting Priorities
We start with your operational challenges, your teams’ expectations, and the available data. Together, we choose the topics to address and the results to measure.
Build and Deploy
A dedicated team organizes the work, produces the deliverables, and supports their implementation in collaboration with your business teams and IT contacts.
Measure and Transmit
We monitor the selected metrics, adjust our actions, and prepare for the handoff: documentation, familiarization with the tools, and clearly assigned responsibilities.
An expert to strengthen your team
Are you leading a project and looking for specialized expertise? The Competency Center assigns transformation consultants to your teams for a duration and scope defined jointly.
Field Operations
Case studies to learn more about our support services.
Transforming the structure of a Risk department
Clarifying responsibilities, reorganizing teams, and facilitating change within a department spanning ten countries.
Establishing an audit framework
Defining the target organization, improving processes, and supporting teams in the implementation of Level 2 controls.
Strengthening Project Management
Establishing the PMO, coordinating business units, and monitoring compliance projects in an asset management environment.
Customer Testimonials
They share their experiences with PALMER.