01.
The Challenge
Following a series of acquisitions in its Stock Plan Administration business, the Client needed to harmonize operating models and transition to a unified organization. Prior to the most recent acquisition, the Client had already acquired another company, but core functions and processes were not fully integrated, extending the scope of the effort to merge three distinct Stock Plan Administration operating models. RGP led critical post-merger integration efforts, including evaluating and harmonizing processes, analyzing the end-to-end value chain, and transforming transaction remediation, year-end tax activities, and money movement processes.
02.
What We Did
RGP deployed a team led by the former COO of TIAA to conduct a current state analysis, future state design, gap analysis, and develop a transformation roadmap for the integration of the US Stock Plan business. The team facilitated stakeholder interviews, workshops, and created read-out materials to deliver actionable recommendations. Through the assessment, RGP identified critical gaps across the operating models, developed work packages aligned to unified processes, and created a one-team operating model with prioritized initiatives. Additionally, RGP established a portfolio governance structure to provide transparency and ensure continued management of the integration efforts.
03.
Our Impact
RGP’s approach established a new standard for process evaluation, driving alignment, prioritization, and successful cross-functional integration efforts.
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