Change Management Strategy Assessment

Client Situation

The client is a large financial services provider that uses unique data, innovative analytics, technology, and industry expertise to power organizations around the world by transforming knowledge into insights that help make more informed business and personal decision. The client has offices in 24 countries and over 10,400 employees worldwide.

The client sought a strategic partner to conduct an organizational strategy assessment and to provide expertise in change and risk management related to a platform and process transformation program.

Our Approach

Strive’s primary objectives for engaging with the client were to provide:

  • IT/Organizational Assessment – Conducted stakeholder interviews, reviewed existing processes/materials and discovery activities. Developed report of key findings. Produced recommendations for long-term and quick win opportunities for process and IT improvements.
  • Capability Recommendations – Defined recommended organizational structure to support business process changes, identified staffing gaps leading to lag in digital efforts, recommended value assessment of legacy features, and introduced a Knowledge Transfer system.


Strive presented a current state finding report that challenged long-held assumptions of overengineering by IT, and also surfaced the need for an Organizational Change work stream to support the transformation efforts within business/planning.

Additional deliverables included:

  • Produced business value matrix
  • Produced integrated road map with recommended sequencing
  • Defined recommended organizational structure to support change implementation
  • Identified staffing gaps leading to lag in digital efforts
  • Recommended value assessment of legacy features
  • Introduction of Knowledge Transfer system