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Operating ModelFinancial ServicesProcess Redesign

Team & Process
Reorganisation

Merging three fragmented teams into one multi-skilled unit, reducing coverage from 7 to 6 days while improving efficiency, resilience, and service continuity.

3 → 1teams unified
7 → 6days coverage
0workstreams delivered
<48htime to match
Mission Overview
ClientOperations Director, confidential financial services institution
ProfileSenior Strategy Consultant (9 years), operating model and process redesign
Core Themes
Target Operating Model
Process standardisation
Workforce flexibility
Automation
TargetOne multi-skilled team, 6-day coverage, higher efficiency, better service continuity
Context

The bank operated three separate teams, each with different schedules and process ownership. This fragmentation created uneven coverage, limited flexibility, and inefficiencies in day-to-day operations.

Leadership wanted to merge the teams into a single multi-skilled unit where every employee could handle all key processes, while moving to a 6-day operating model without compromising service levels.

In parallel, the client aimed to identify and prioritise automation opportunities to reduce manual effort and strengthen operational resilience.

What We Delivered
01

Operating Model Design

Target Operating Model defining roles, responsibilities, coverage rules, and governance.

Clear ownership and a unified way of working
02

Process Harmonisation

Mapping of current processes, standardisation of variations, and definition of a single best-practice flow.

Less variability, fewer handoffs, improved quality
03

Workforce Flexibility

Cross-skilling framework, training plan, and rotation model so every employee can run all processes.

Higher resilience, easier planning
04

Coverage & Scheduling

Shift and planning scenarios to move from 7-day to 6-day coverage while maintaining service levels.

Reduced burden with stable performance
05

Decision Support

Scenario modelling and recommendation pack to support leadership choices with trade-offs and risks.

Faster, documented decision-making
06

Automation Roadmap

Identification of automation opportunities, prioritised by impact vs effort, with delivery sequencing.

Clear path to measurable efficiency gains
How We Worked
01

Rapid diagnostic across teams, schedules, and end-to-end processes

02

Workshops with team leads to align on the target model and operational constraints

03

Scenario-based approach to evaluate multiple options before decision

04

Actionable implementation plan designed for rollout and adoption

Results

Unified team

One team operating under a single, consistent model

Operational resilience

Multi-skilling and reduced silos across all processes

Efficiency roadmap

Prioritised automation opportunities for continuous improvement

Wasle helped us move from fragmented teams to one operating model with clear ownership and measurable efficiency.
Operations Director Financial Services Institution

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