Target Operating Model

Maximise the value of digital transformation for finance.

The adoption of new technologies have enabled organisations to use intelligent automation to improve efficiency, enhance customer experience and reduce risks.

We help your organisation develop a practical roadmap to achieve your desired transformational outcomes in the finance function. We develop a best-fit vision, and ensure your processes, procedures, and teams deliver the best possible value for your organisation.

Supporting your finance function during existing transformation initiatives will maximise the benefits of transformation, address challenges, and improve results. With advanced finance target operating model expertise, our trusted team of advisors will help you navigate the path forward to improved digital adoption while considering the impacts on your people, process, technology, and governance.

 

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October 24, 2023

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How we’re helping our clients

We deliver a wide-range of capabilities to support your organisation's unique finance needs and beyond:

Our approach

Find the right balance of internal and external talent

In a world dominated by digital transformation, organisations will need to consider how finance will work with the business to support and achieve its goals. The finance target operating model must be designed to enable these interactions and enhance finance’s ability to strategically support the organisation. With the current shortage of skilled talent, our automation expertise will help bridge the gap to keep up with demand.

Through the use of leading practices, our professionals help organisations evaluate and find the right balance of internal and external talent to align with their strategy and optimise resources.

Depending on your organisation’s specific needs, Protiviti’s experts may work to help you deliver rapid improvements, drive operational/cost efficiencies, or navigate the complexities of outsourcing arrangements, improving service while reducing costs. We tailor our solutions to your organisational needs to uncover opportunities and optimise your resources throughout the process.

At Protiviti, we understand that every client’s environment and needs are different. We design our approach to be flexible and scalable to our clients’ needs. However, we do follow a standard methodology designed to assess your organisation’s current situation, define a high-level target operating model and create a path forward for efficiency and improvement.  

Find the right balance of internal and external talent

Case Study

A successful operating model aligns key business functions with the overall strategy and mission of the organization. We aim to align and simplify your governance model to increase transparency and improve issue resolution and communication. Our model utilizes Key Performance Indicator (KPI) scorecards to drive accountability across the entire organization.  

You’ve invested tremendous time and resources in training your valued employees. To ensure your current and future employees embrace the latest technology in finance, our advisors work to create capability assessments and drive a culture of continuous learning to match the right skills to the right roles while building in rewards and recognition to drive positive change in your organizational culture.   

Our advisors strive to simplify, integrate, and automate risks, processes, and controls while eliminating manual and duplicative processes. They also reduce the cost of middle office functions by reprioritizing manual labor to focus on items with greater ROI.  

Advanced analytics, artificial intelligence, and machine learning capabilities will transform your organization from a reactive mindset to one focused on enhancing operational workflow. When you use Protiviti’s consulting services, you’re investing in the future of your organization—one in which your people fully understand, work with, and embrace technology.  

Our Target Operating Model Methodology

At Protiviti, we understand that every client’s environment and needs are different. We design our approach to be flexible and scalable to our clients’ needs. However, we do follow a standard methodology designed to assess your organization’s current situation, define a high-level target operating model and create a path forward for efficiency and improvement.  

Leadership

Shawn is a Managing Director and leads Protiviti’s Finance and Performance Management segment. He assists global companies in business and system transformations necessary to address growth, scalability of systems and challenges.  He is the lead Managing ...
Ken is a Managing Director in the Business Performance Improvement practice. He specialises in finance operations  strategy, implementation and transformation of financial systems and their underlying data governance, process  reengineering, and ...
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