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CAPABILITY SNAPSHOT


Case Studies


A Capability Snapshot Experience

MERGER OF TWO INSURANCE FIRMS


PRESENTING ISSUE

According to the President of the merged organization, "this was an ideal merger situation. Each of us had a dominant position in our markets and together we foresaw the emergence of a national organization. But within months following the merger, we realized that the cultures of the two organizations clashed and there was resistance to pulling the two organizations together".

CONSULTANT INITIATIVES

The consultant designed the organization groupings to reflect the original structures of the two firms. The resulting feedback demonstrated that one of the organizations was inwardly focused strategically, while the other was outwardly focused.

When I presented the feedback to a general meeting of all the staff and management, I was able to demonstrate that their differences were actually complimentary within the strategic framework of the Capability Snapshot. Once they saw this, the process became easy. We structured a series of workshops, which focused on understanding, in depth, the strengths and weaknesses of each of the original organizations within each strategic challenge area".

OUTCOME SUMMARY

A series of action initiatives was created from the workshops to help with the integration process. "Once they understood their opportunity they moved like lightening. I actually was pulled by their energy for change and improvement," stated the consultant.

A 2nd Capability Snapshot was undertaken just 6 months after the 1st one. By the time it was being processed the organization merger was finally achieving its originally intended results.

We're back on stream to creating a national firm," states the President, "the foresight of the consultant and the Capability Snapshot did the trick. We are committed to repeating the process annually".


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