Situation
This Fortune 500 investment management firm faced mounting pressure to optimize their cost structure while maintaining growth momentum. The organization recognized that their operating complexity had grown beyond their ability to effectively manage costs, creating inefficiencies that threatened profitability. They needed to embark on a comprehensive, multi-quarter transformation to fundamentally redesign their operating model while building internal capabilities for sustained cost discipline. The challenge required both immediate cost reduction and the establishment of forward-looking governance frameworks to prevent future cost creep.
Our Solution
Thought Logic partnered with the client to establish and lead a comprehensive Cost Optimization Program Management Office (PMO) spanning four critical business pillars: Operating Model, Facilities, Operating Expenses, and Business Platforms. Our functionally-led approach combined deep finance transformation expertise with advanced analytics capabilities. We worked as player-coaches alongside the client’s teams, building cost baselines, developing sophisticated savings tracking methodologies, and driving analytical modeling of optimization opportunities across all business functions. Our solution integrated business enablement through process improvement and organizational effectiveness with technology enablement through advanced data analytics and reporting platforms.
Stakeholders
Our Clients
Our Solution Team
Achievements
The engagement exemplified Thought Logic’s ability to deliver both immediate financial impact and long-term organizational capability building, positioning the client for continued competitive advantage in their market.
