Case study
Markets operating-model and reporting redesign
A markets function needed its operating model and management reporting redesigned to improve decision-making and regulatory transparency.
Financial Services
Regulated organisation
Lead-consultant experience
Delivery: Lead consultant
Context & challenge
A markets function needed its operating model and management reporting redesigned to improve decision-making and regulatory transparency.
Approach
Ran structured discovery, redesigned the operating model and processes, and delivered governed Power BI reporting with clear KPI/KRI definitions.
Outputs
- Operating model and process designs
- KPI/KRI framework
- Governed Power BI reporting
- Reporting operating model
Outcome
Clearer decision-making and regulator-ready reporting. (Representative lead-consultant experience.)
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