Facilitating Organizational Restructuring
Financial Services Sector
Restructuring is essential for adapting to market conditions, improving financial performance, and streamlining operations. Yet, organizations often face challenges such as disrupted workflows, unclear role realignment, and lack of communication. KanBo provides a centralized digital workspace to manage restructuring efficiently — linking strategic intent to operational execution with transparency and control.
Company’s Overview
Industry:
Financial Services
Key Focus Areas:
Organizational restructuring, cost optimization, workforce realignment, digital operations
Size:
5,000+ employees across global offices
Challenges:
Disruption during transitions, communication gaps, inefficient workforce reallocation
Stakeholder Perspective
CChief Operating Officer (COO)
Our organization is undergoing restructuring to streamline operations and enhance financial performance. The challenge lies in maintaining transparency, ensuring workforce alignment, and managing ongoing tasks while implementing structural changes. KanBo offers a centralized workspace where strategic decisions can be linked to operational execution, making transitions seamless and well-documented.
How the Organization Uses KanBo
KanBo streamlines organizational restructuring through visual planning, workforce coordination, and real-time monitoring. Key functionalities include:
I. Organizational Change Planning
- Kanban & Gantt Views: Visualize timelines and workflows for restructuring.
- Mind Map View: Map hierarchical changes and interdepartmental impacts.
- Card Dependencies: Track task interrelations and manage bottlenecks.
II. Team Realignment & Role Management
- Dynamic Assignments: Reallocate employees with card-based role assignments.
- Role Transition Templates: Standardize onboarding for new roles.
- Collaborative Workspaces: Create spaces for newly aligned departments.
III. Transparent Communication
- Activity Stream & Comments: Keep all updates visible and auditable.
- Real-Time Notifications: Ensure stakeholders remain informed throughout changes.
- Executive Announcements: Centralize leadership updates and FAQs.
IV. Task & Resource Management
- Workforce Cards: Assign, update, and reassign tasks as structures evolve.
- Time Charts: Measure progress and identify delays in departmental execution.
- Forecast Charts: Analyze resource demand during peak transition phases.
V. Performance & Engagement Monitoring
- Feedback Cards: Gather input from employees on transition challenges.
- Engagement Metrics: Monitor morale and involvement with HR collaboration spaces.
- Analytics Dashboards: Evaluate restructuring KPIs across business units.
VI. Policy Documentation & Compliance
- Document Storage: Maintain updated policies, training materials, and role descriptions.
- Access Control: Restrict sensitive documentation to designated roles.
- Audit Trails: Track all restructuring actions for governance and accountability.
Roadmap for Implementation
Planning and Setup
Pilot Phase
Pilot Evaluation
Full Rollout
Project Highlights
Implementation Duration:
12-month phased transition across departments.
System Integrations:
Microsoft 365, SharePoint, Teams, and HR systems.
Performance Improvements:
30% reduction in workflow redundancies, enhanced alignment between teams and roles.
Real-World Applications in KanBo
Strategic Planning
COO and project leads used KanBo’s Mind Map and Gantt views to coordinate organizational design and transition timelines.
Role & Task Realignment
Cards were assigned to employees transitioning into new positions, ensuring task continuity and accountability.
Documentation & Training
New policies and onboarding materials were stored and managed in shared KanBo spaces accessible by all affected departments.
Benefits of Using KanBo for Restructuring
Improved Coordination
Leadership and teams remain aligned through shared workspaces and workflows.
Data-Driven Decision-Making
Real-time analytics and structured KPIs drive smarter transitions.
Seamless Transitions
Automated task reassignment and structured workflows reduce downtime.
Stronger Employee Engagement
Transparent updates foster trust and participation during structural changes.
Security and Installation Options
On-Premises & Government Cloud Deployment
Ensures compliance with national security regulations.
Role-Based Access Controls
Restrict sensitive investment data to authorized personnel.
Data Encryption & Audit Logging
Protects against cyber threats and ensures transparency.
KanBo – Work Coordination Platform
KanBo is a work coordination software designed to help self-organizing teams work smarter and faster. You can see KanBo in action by accessing our demonstration environment.