From Support Function to Strategic Partner

Our client is a finance team that needed to evolve from traditional administrative support to strategic business enablement while maintaining their operational excellence and financial stability.

They wanted to contribute meaningfully to organizational transformation without losing the trust they'd built through years of reliable financial management.

How we Made Change Happen

  • Explored with the team what strategic partnership could mean given their unique financial expertise and organizational relationships

  • Created space for discovering how their existing capabilities could serve broader organizational goals beyond traditional finance functions

  • Facilitated collective sensemaking about what strategic enablement would look like in their specific context

  • Supported the team in testing new ways to contribute strategically while maintaining their operational responsibilities

Meaningful results

  • Finance team developed strategic perspective that enhanced their traditional expertise rather than replacing it

  • Organizational leadership began involving finance team in strategic discussions as valued contributors rather than just compliance partners

  • Team members became more engaged in their work, seeing how their financial expertise served larger organizational purposes

  • Strategic initiatives gained financial rigor and practical grounding that improved decision-making quality

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Community Insurance

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Cross-Company Capability Integration