Case StudyBusiness Analysis
International Bank – Storage Audit

Context

The long-term vision for a subsidiary of an international bank was to transition to a new working environment with the following objectives:

 

  • To maximise available office space for a growing business;
  • To eliminate paper-based processes;
  • To introduce alternative and collaborative workspaces.

 

CBO was asked to conduct a detailed audit of the use of all on-site storage (from desk drawers to roller-cabinets/stock rooms) and interview all staff to meet the following objectives:

 

  1. To ascertain what exactly is held within personal storage in the office, for what reason and by whom;
  2. To identify trends in behaviour per team or function;
  3. To give a high-level conclusion that can be used to formulate a plan;
  4. To gauge the distribution of change supporters and resistors.

 

CBO’s Approach

CBO took the opportunity to talk to every relevant stakeholder to build a picture containing both quantitative and qualitative information. The approach towards the audit was as follows:

 

  1. Interviews were undertaken with over 100 members of staff to understand what was stored in personal storage space, why, and how frequently it was accessed;
  2. Storage spaces via a floor walk were audited and reconciled via a top-down approach and storage volumes/capacities were recorded;
  3. Results from the audit were profiled and data-analysed to draw relevant conclusions;
  4. A report was presented including detailed findings, rich and informative data, and recommended actions.

 

CBO’s Impact

The final report contained detailed and relevant information, and shone a light on information that was previously unknown. It allowed management to make a decision to make radical changes to storage policies and introduce new working areas and practices, helping them to work towards their long-term vision.

The exercise also helped to gain buy-in from employees into the changes and provide valuable insight into staff attitudes towards the changes, and therefore how to best approach the changes.

 

“We were reviewing the use of space within our office and realised that in order to make changes and introduce additional furniture which would suit our working practices, it would require staff having less personal storage. In order to do this we needed to understand what each member of staff was storing and if this was all required or just filled up like your home spare room or garage. We engaged with CBO to undertake a storage audit for us. Once the objective for the review was explained CBO created a survey and spent time with each member of staff to ascertain their current usage and their ongoing requirements for storage. They gathered and assessed the information required, presenting and explaining a detailed report of the results which then enabled us to make decisions on the next steps. CBO made the whole process effortless for us and were a pleasure to work with.“ Head of Facilities.

More business analysis articles

Case Study
Business Analysis for a successful CRM Platform implementation with a Private Bank

Context CBO worked with a private bank in Guernsey to introduce a new CRM Platform to their business. The system efficiently holds client data, risk data, relationship management information, and associated workflows for onboarding, and client reviews. The objective was to migrate data and processes from an ‘on-premises’ system which is not built to house processes or […]

Insight
Unlocking the Potential of Business Process Modelling: Streamline, Standardise, Succeed

Discover the transformative power of Business Process Modelling (BPM) with the expert guidance of CBO. This insight paper delves into how BPM not only identifies but rectifies operational inefficiencies, propelling your organisation towards increased productivity and resilience. By documenting your workflows, BPM fosters improved workflows and enables organisations to navigate complex change. The seasoned Business Analysts at CBO, backed by BCS certifications, provide an […]

Blog Post
CBO Consultant achieves BCS International Diploma in Business Analysis

Peter Le Vallois has successfully attained the BCS International Diploma in Business Analysis. Peter, who joined CBO in July 2022 as an experienced Business Analyst, had previously passed the required certifications but was forced to defer his final oral exam due to increased work pressures during the covid lockdowns, and the birth of twins. Peter […]

Case Study
Defining processes for paperless court proceedings

Guernsey’s courts plan to introduce an electronic system to organise, share, review, and present documents for hearings. This system will replace historic paper-based solutions and would be a significant landmark in the digital transformation of the courts. Initially, the project plans to focus on a pilot of Royal Court processes, which will include end-to-end coverage […]

Blog Post
CBO appoints technical and digital business analyst

A technical and digital business analyst, with broad experience of implementing large scale organisational change, has joined CBO. The appointment of Peter Le Vallois adds to the local management consultancy’s ability to ensure that IT-focused projects are delivered in a controlled and effective manner. ‘I first encountered CBO around five years ago and became interested […]

Case Study
Requirements Definition for Dynamics 365

Context Our client, a private bank in the Channel Islands wanted to deliver Microsoft Dynamics 365 as a technology platform to manage their client data and relationship management processes.  CBO was engaged to deliver a clear set of business requirements for the platform. The client’s objective was to deliver the platform through a ‘minimum viable […]

Fancy a chat? Get in touch with CBO today to discuss how we can help