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Reorganizing the reorg to be effective

T L ; D R :

  • The reorg of a huge corporate marketing department didn’t go well and negatively impacted everything—yeah, we’re just as shocked as you!
  • After thorough research and analysis, we provided a cohesive assessment with broad-reaching recommendations.
  • The client implemented our recommendations, vastly improving communication and cross-functional collaboration.

After a major national insurance company reorganized its marketing department, leadership began to feel the negative impacts of miscommunication, missed expectations, and lower work output.

By conducting a full assessment of the organization, we uncovered the root of their issues related to process and efficiency through stakeholder interviews, analysis of their tools and documentation, and a series of collaborative workshops.

Our recommendations included roles, training, process and collaboration, project management tools and practices, and team culture.

With more clearly defined account and PM roles, the organization was able to pinpoint further issues. More meaningful collaboration between account and project managers led to higher communication and coordination of marketing efforts between departments.

We facilitated internal workshops to identify and discuss solutions for process pain points. Those sessions led to the creation of a revised, documented process and tooling and training to address issues and inconsistencies that surfaced, paving the way for more coordinated, efficient work.


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