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Writer's pictureChris Karopoulos

Investment Operational Model Review

Our Client's board was able to effectively develop a clear view of the residual investments business operating model.


Industry | Finance


The Ask

Following the divestment of key elements of an Investments division, the client still maintained a residual Investments business components. The client wanted us to undertake an operating model review to ensure it had the right people, process/controls and systems, post completion.


The Challenge

The Investments business was being supported via a complex set of internal and external agreements, and in transition, until the residual Business had been divested.


Synerga's Approach

We tailored an operating model review that included.


  • Functional Mapping of activities/process and obligations;

  • Accountabilities and Responsibilities Mapping;

  • Infrastructure and Technology mapping to process

  • Linking key contractual and governance elements.


The Outcome

The Client Board developed a clear view of the supporting operating model and change risk associated with the residual investments business in transition. 

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