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Grow My Agency
and reduce staff turnover fast - a case study
How to
CASE STUDY –
GROWING PAINS
FOR SMALL
BUSINESS
GROWING PAINS
CLIENT	
  ISSUE
Six
Five
Four
Three
Two
One
Business Growth and Contraction
Scenario:
After 5 years in operation this small business was
experiencing a number of challenges. It was in a cyclical
process of growth and contraction. It was unable to make
transition out of its current predicament and achieve the
first step in its big hairy audacious goal.
The internal cost to the business was high staff turnover
and extremely stretched employees doing multiple things
they weren’t originally employed to do. Confusion around
accountability was occurring within the leadership team
which was impacting the workflow, processes and approval
of client work.
GROWING PAINS
GAP	
  ANALYSIS
Six
Five
Four
Three
Two
One
Business Review Required
We conducted our workflow assessment survey and one on one
interviews with the entire business to review:
• How they did their work
• The processes for transitioning work across business units
• The customer journey inside the business
• Job descriptions and capability strengths
• Systems functionality
• Project management practices
• Sales process
The company had become very internally focused without the
appropriate structure, as a result the sales function had
disappeared, the customer journey was confusing and silos had
developed in an a business with less than 20 people.
GROWING PAINS
APPLIED	
  SOLUTIONSix
Five
Four
Three
Two
One
Organisational Restructuring
We developed a range of organisational charts based on workflow
and a cohesive customer journey. Key to the workflow redesign
was to optimise the resources within the business and identify the
new resource requirements.
We reassessed the senior leadership roles and responsibilities
and conducted a half day offsite to clearly define who did what in
the business.
We mapped the process for the two key components of the
business – the sales process and project execution.
We defined each phase of project execution, developing a common
language and process across the business units.
GROWING PAINS
RESULT
Six
Five
Four
Three
Two
One
Maximised Workflow & Resources The owner of the business realised that his strategy execution
was restricting the company’s functionality which in turn
contributed to the cyclical issue of growth and contraction.
An organisational chart was refined and approved with clear
reporting lines. Leadership job descriptions were updated and
implemented.
A complete end to end customer journey process was
implemented ensuring a smooth transition from the sales
function to the project management function.
Employees now have a clear process for their workflow along
with clarity in the responsibilities of the leadership team.
GROWING PAINS
CLIENT	
  TESTIMONIAL
Six
Five
Four
Three
Two
One
Dan Ratner, UBERBRAND
“I engaged Navig8 when I commenced Uberbrand
to assist in pipeline development 5 years ago. I re-
engaged them recently to assist in the next stage
growth strategy for my business. Navig8 challenged
the way I was approaching my business – creating
distinct business units. Through their insights I can
see how this approach was premature for the
business and creating workflow and process
functional issues. They have realigned my workflow
through the development of a new organisational
chart which now has an end to end cohesive
customer journey through my business. They have
mapped my business activities which means we
have a clear picture of how they interact and we
are now developing cross-functional teams for
efficiency of output. “
GROWING PAINS
FOOD	
  FOR	
  THOUGHT
Six
Five
Four
Three
Two
One
Organisational Design
As companies strive to become more agile and customer-
focused, organisations are shifting their structures from
traditional, functional models toward interconnected,
flexible teams.
92%
HR EXECUTIVES
GLOBALLY RATE OD
AS A TOP PRIORITY
88%
ORGANISATIONS DON’T
UNDERSTAND THE WAY THEIR
PEOPLE WORK TOGETHER
79%
FEEL THEY AREN’T EXPERT
ENOUGH TO BUILD CROSS
FUNCTIONAL TEAMS
New organisational models is on the rise
1 2 3
Level 12, Suite 5
187 Macquarie Street
Sydney NSW 2000
t +61 2 9233 8878
www.navig8.com.au
168 Kent St
Millers Point NSW 2000
+61 2 9223 8878
168	
  Kent	
  St	
  
Millers	
  Point	
  	
  NSW	
  	
  2000	
  
+61	
  2	
  9233	
  8878	
  
www.navig8.com.au

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How To Grow My Agency And Reduce Staff Turnover Fast: A Case Study

  • 1. Grow My Agency and reduce staff turnover fast - a case study How to
  • 2. CASE STUDY – GROWING PAINS FOR SMALL BUSINESS
  • 3. GROWING PAINS CLIENT  ISSUE Six Five Four Three Two One Business Growth and Contraction Scenario: After 5 years in operation this small business was experiencing a number of challenges. It was in a cyclical process of growth and contraction. It was unable to make transition out of its current predicament and achieve the first step in its big hairy audacious goal. The internal cost to the business was high staff turnover and extremely stretched employees doing multiple things they weren’t originally employed to do. Confusion around accountability was occurring within the leadership team which was impacting the workflow, processes and approval of client work.
  • 4. GROWING PAINS GAP  ANALYSIS Six Five Four Three Two One Business Review Required We conducted our workflow assessment survey and one on one interviews with the entire business to review: • How they did their work • The processes for transitioning work across business units • The customer journey inside the business • Job descriptions and capability strengths • Systems functionality • Project management practices • Sales process The company had become very internally focused without the appropriate structure, as a result the sales function had disappeared, the customer journey was confusing and silos had developed in an a business with less than 20 people.
  • 5. GROWING PAINS APPLIED  SOLUTIONSix Five Four Three Two One Organisational Restructuring We developed a range of organisational charts based on workflow and a cohesive customer journey. Key to the workflow redesign was to optimise the resources within the business and identify the new resource requirements. We reassessed the senior leadership roles and responsibilities and conducted a half day offsite to clearly define who did what in the business. We mapped the process for the two key components of the business – the sales process and project execution. We defined each phase of project execution, developing a common language and process across the business units.
  • 6. GROWING PAINS RESULT Six Five Four Three Two One Maximised Workflow & Resources The owner of the business realised that his strategy execution was restricting the company’s functionality which in turn contributed to the cyclical issue of growth and contraction. An organisational chart was refined and approved with clear reporting lines. Leadership job descriptions were updated and implemented. A complete end to end customer journey process was implemented ensuring a smooth transition from the sales function to the project management function. Employees now have a clear process for their workflow along with clarity in the responsibilities of the leadership team.
  • 7. GROWING PAINS CLIENT  TESTIMONIAL Six Five Four Three Two One Dan Ratner, UBERBRAND “I engaged Navig8 when I commenced Uberbrand to assist in pipeline development 5 years ago. I re- engaged them recently to assist in the next stage growth strategy for my business. Navig8 challenged the way I was approaching my business – creating distinct business units. Through their insights I can see how this approach was premature for the business and creating workflow and process functional issues. They have realigned my workflow through the development of a new organisational chart which now has an end to end cohesive customer journey through my business. They have mapped my business activities which means we have a clear picture of how they interact and we are now developing cross-functional teams for efficiency of output. “
  • 8. GROWING PAINS FOOD  FOR  THOUGHT Six Five Four Three Two One Organisational Design As companies strive to become more agile and customer- focused, organisations are shifting their structures from traditional, functional models toward interconnected, flexible teams. 92% HR EXECUTIVES GLOBALLY RATE OD AS A TOP PRIORITY 88% ORGANISATIONS DON’T UNDERSTAND THE WAY THEIR PEOPLE WORK TOGETHER 79% FEEL THEY AREN’T EXPERT ENOUGH TO BUILD CROSS FUNCTIONAL TEAMS New organisational models is on the rise 1 2 3
  • 9. Level 12, Suite 5 187 Macquarie Street Sydney NSW 2000 t +61 2 9233 8878 www.navig8.com.au 168 Kent St Millers Point NSW 2000 +61 2 9223 8878 168  Kent  St   Millers  Point    NSW    2000   +61  2  9233  8878   www.navig8.com.au