Previous Assignments

Programme Recovery  - Major Retail Organisation
Issue – High Street retailer needed to upgrade its Point-of-Sale applications and infrastructure and required information and input from potential suppliers and partners to complete the specification process.  Suppliers were able to able to exploit the process and drive inconsistencies into requirements which were not in the client’s interests

Haldane conducted a commercial review of the procedures for dealing with the supply base then restructured and managed the engagement with potential partners during the RFI and subsequent negotiation process. 

Result: The client was able to control the negotiations and maximise the value from its subsequent investment.

New Asset Management Vehicle—Boutique Asset Manager
Issue – A new Asset Management Company was being established to address niche market opportunities and exploit services within a larger organisation. Rapid start up with minimal market and regulatory risk was required.

Despite significant resource constraints and the requirement to leverage resources form sister organisations, a new target business model, operational processes and business plan were required to support early business development and Fund Management opportunities.

Haldane assisted with advice and interim resources fulfilling the requirements of Chief Operations Officer and all Project Management. Haldane assisted with early business plan development, regulatory submission with AIM and FSA, and market development.

Result: Successful handover of fully designed business processes and standard operating procedures was completed along with the establishment of two new Funds.

Major Mutual Organisation
Issue – The executive team were not confident that their change portfolio would yield promised benefits or ROI, despite being well through milestone delivery.

Result: Through a series of high impact interventions focused on diagnostic exercises, the forecast benefits case was validated. Those programme requiring further executive attention for re-scoping or funding was identified and the portfolio re-balanced. Priority items were prioritised and delivered on time/cost/scope.

Learning and Development Strategy — Global Bank
Issue – The L&D function of a major Bank were unhappy with current performance levels and customer satisfaction. As part of a global review of all HR functions significant turnaround was required to secure Board support to various initiatives.

Result: Haldane helped design the Target Operating model which was adopted as the framework for Global transformation and then with the re-definition of the Programme required to transform the performance of the L&D function.

Change Management Support — Global Insurance
Issue: The organisation in question had recently undertaken a merger to create a new Global Insurance vehicle for a particular market segment. This resulted in a fragmented organisation structure, multiple process variations and many legacy technology applications.

The business decided to embark upon a Global Change Programme to deliver global Back, Mid and Front office systems along with implementation of a new TOM, global process improvement and new people competencies.

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