Global Financial Services

As our Client emerged from a period of internal change, they recognised that internal processes and ways of working were no longer optimal. They needed to review current practices – within the marketing function and across connected functions such as Sales and Technology.

Our process identified a lack of clarity on terminology, language and roles / responsibilities. This lack of clarity resulted in many examples of ‘siloed’ thinking and behaviour.

Working closely with the teams , our solution included a series of ‘Ways of Working’ initiatives. Initiatives included: clear descriptions of team’s purpose and remit; definition of key terms such as ‘campaigns’; project and campaign planning process flows; and a series of templates to support information capture and sharing at key activity milestones. The result was streamlined working practices, better collaboration and a greater understanding of own and other’s roles.

If you’d like to find out more about how we support team through change and deliver improved Ways of Working, get in touch – we’d love to hear from you.