Business Transformation

Optimize Your Business Operations

Our Business Transformation Advisory team provides organizational, process and technology recommendations designed to optimize business operations. Our experienced consultants leverage a blend of operations and finance function knowledge, process and technology capabilities, internal control design experience, change management and program/project management expertise to assist organizations with designing and implementing change initiatives.

Our Services

It is widely acknowledged that Robotic Process Automation (RPA) is one of the most disruptive technologies available to businesses today, giving organizations the opportunity to achieve significant cost savings, increased process efficiency and improved employee and customer satisfaction. To stay competitive, companies of all sizes are beginning to evaluate and plan for the adoption of this technology.

How Can CrossCountry Help?

We partner with you to develop and execute thoughtful automation strategies based on the involvement of key stakeholders from across your organization. As an independent advisor, we can help you conduct a proof of concept, execute a pilot test and implement a sustainable enterprise-wide RPA strategy and governance model for scalability and effective risk management.

We support you through the strategic planning, governance and implementation of automation solutions that create process efficiencies while increasing control reliance, reducing unintended errors and delays and ensuring regulatory compliance without requiring large-scale or expensive IT integrations.

  • Training: Make various training options available from introduction to RPA for executives to detailed courses on how to use RPA software.
  • Strategy and Roadmap Development: Develop a strategy and roadmap for automation that looks beyond the initial deployment and establish how automation will grow across your organization.
  • Vendor Strategy and Selection: Identify which technology partner is the best fit for your needs.
  • Data Analytics: Design reports and dashboards to capture data during implementation to empower executives to monitor and make strategic decisions.
  • Risk and Control Management: Revise risk and control strategies, assess controls, determine what information should be retained for audit purposes and advise on impacts to other risk functions such as operational risk, SOX and IT risk.
  • Program/Project Management and Change Management: Assist in developing the appropriate governance forums, communication plans and associated communications.

 

 

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Due in part to the ever-changing market landscape, combined with technological advances, the finance function’s role continues to evolve to drive strategic business partnerships within the organization. Finance must measure costs, create value and service levels while providing the support that matters most to the business – all while being asked to do more with less.

How Can CrossCountry Help?

We help our clients meet complex objectives through the transformation of their organization, processes and technology. Whether it’s a large back-office transformation or an enhancement of a single process, we partner with our clients to improve the efficiency and service delivered to the organization, while reducing cost and manual overhead.

  • Assess the current state of your finance function to identify improvement opportunities.
  • Develop a desired vision for your finance organization, processes and technology to address gaps in performance and internal stakeholder expectations.
  • Develop a clear roadmap to guide your finance function transformation in line with overall organizational requirements.
  • Review and design your organizational structure to correct productivity and/or control issues.
  • Evaluate existing processes and procedures and implement solutions that maximize automation.

 

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Developing a comprehensive systems strategy is critical to every company’s continued success. In addition, companies must be able to find and implement the right software to execute that vision. The variety of software available in today’s marketplace requires a thorough, structured and unbiased decision-making process to ensure all considerations are properly assessed.

How Can CrossCountry Help?

Our team of experts helps companies navigate these complex initiatives and provides a foundation for the future. CrossCountry enables companies to better navigate the technology marketplace to select the right solutions that provide both immediate improvements and long-term value.

We help small growth organizations to large multi-national Fortune 500 companies develop comprehensive systems strategies that meet their current and future needs. In addition, our approach helps companies across multiple industries accelerate the decision process while reducing internal effort, resources and costs.

  • Systems Strategy: We collaborate with our clients to analyze their technology ecosystem and identify options to enhance current systems or implement other solutions that will support the company’s strategic objectives and accelerate business transformation and growth.
  • Current Landscape Documentation: We work to create high-value analyses that highlight current systems and integrations, define business requirements and identify pain points and opportunities.
  • Business Case for New Software: We share our knowledge of the market with you to educate your team and build a targeted business case that reflects the needs of your organization.
  • Vendor Evaluation: We have a robust methodology for evaluating vendors that provides valuable insights and supports the organization’s decision-making process.
  • Implementation Roadmap: We develop an implementation strategy that details key activities and milestones, timing and resource needs for the deployment of a new solution.

 

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Change is a process, not an event. Change is also personal – every individual seeks to understand the personal impact of change. Organizations that embrace these concepts and implement effective change management see greater returns on their investments and minimize operational risks.

How Can CrossCountry Help?

We take a holistic approach to change, viewing it as a cycle that includes preparing for, managing and reinforcing change.

Preparing for Change: New change efforts should be built upon strong project, communication and training workplans.

  • Change management project plan
  • Project team and key stakeholder communication
  • Communication strategy and timeline
  • Audience and stakeholder assessment
  • Training strategy

Managing Change: Successful change requires a constant assessment of what is and isn’t working.

  • Program and project management
  • Ongoing assessment of change
  • Dashboard and progress reporting
  • Communication content
  • Training schedule and materials
  • Approach to managing resistors to change

Reinforcing Change: Employees and stakeholders are more likely to buy in to change when they feel supported throughout the effort.

  • Process documentation, job aids and FAQ materials
  • Stakeholder follow up and acceptance surveys
  • Issue monitoring framework
  • Measuring and reporting impacts of change

 

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As organizations grow and evolve, it becomes harder to execute multiple initiatives simultaneously. In today’s rapidly changing environment of shifting regulations, competition and innovation, it’s imperative to account for the cumulative demands that concurrent initiatives have on an organization’s finite resources.

How Can CrossCountry Help?

We simplify the complexities of managing multiple projects and help you properly weigh the trade-offs between individual project deadlines and broader enterprise objectives to optimize your organization for the long-term.

We partner with you to improve your program management and governance by developing a program that is specifically targeted for the culture of your organization and the cross-functional initiatives that need to be executed.

  • Drive Business Value: Provide a structured governance and execution approach, delivering maximum value in minimal time.
  • Manage Shifting Priorities: Identify major impacts of projects across various business units, technologies and processes and streamline dependencies to optimize the use of key people, systems and budget.
  • Visualize and Communicate: Utilize visual project management and communication plans to increase the effectiveness of the program and ensure that all trade-offs and changes are documented and understood by all stakeholders.
  • Mitigate Risks: See around corners and develop contingency and mitigation plans to ensure that success is achieved even when issues arise.

 

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Organizations depend on their operational functions to enable a strong foundation for growth, customer service and long-term success. Operations must be flexible to scale with business needs. However, many organizations encounter challenges causing operations to react to present circumstances, rather than focusing on future business needs.

How Can CrossCountry Help?

Our team can help position your operational functions for long-term success. Whether it’s a large transformation of your business model or an update of a single back-office process, we partner with you to improve the quality of operations and the service delivered to the organization, while reducing cost and manual overhead.

  • Develop a Vision: Assess the current operating model, pain points, processes and organizational structure. Identify areas that require change to meet the needs of the business.
  • Enhance Processes and Systems: Develop detailed framework to enhance existing operations. Deliver an implementation roadmap that prioritizes the changes and aligns with enterprise strategy.
  • Position the Business for Success: Redesign existing processes and build scalable processes that can grow with the business and complement existing systems architecture without adding cost.
  • Manage Change: Ensure the successful implementation of change while minimizing disruption to the business.

 

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Case Studies

A Publicly Traded Utility Company
Learn about how we helped a publicly traded company determine areas that needed attention and processes which required improvement to support growth plans.
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Featured Insights & News

Meet Our Business Transformation Leadership Team

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NEIL SMITH

Partner

Business Transformation
Lead

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NAV MAKOL

Partner

Data Analytics &
Business Intelligence

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JENNIFER GOODE

Director

Finance Transformation
Systems Strategy & Selection

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JASON KRASILOVSKY

Director

Change Management
Program & Project Management

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NIRAJ CHATWAL

Director

Process Optimization &
Automation

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SEAN SINCLAIR

Director

Operations & Performance
Improvement

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KEITH ST. GERMAIN

Director

Financial Services
Advisory

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