Improvement and Transformation

Implementing processes and strategies that create an enduring business

Across all industries, operating models are rapidly changing as the entry barriers for new businesses become lower. Technology advances, outsourcing, cloud computing and other emerging strategies are fueling a more competitive business landscape, meaning middle market companies must increase agility as they mature. A flexible business model can effectively leverage technology and process reengineering to successfully adapt to the changing environment and market conditions.

New technology enables automation in functions, including information technology, human resources and finance, transforming back office functions to create enduring organizations. While the optimal time for business improvement and transformation is during favorable economic conditions, it is always important to review and optimize during periods of less favorable conditions in order to drive overall efficiency and to maintain stability.

RSM’s experienced improvement and transformation advisors bring extensive middle market and industry experience to our clients to help you understand how your current processes compare to peers and where you can evolve, considering key factors including:

  • Are your back office functions aligned with the organizational strategy?
  • Do you have the right technology in place to effectively scale the business?
  • Are your processes designed to evolve with your changing business model?
  • Do outdated processes and technology hamper your growth initiatives?

By working with you to understand your specific challenges and growth goals, we can help you identify potential technology enhancements and process reengineering opportunities to transform your business and increase agility.


Our team acclimates itself to your environment to become part of the organization, enable open communication and create a comfortable environment to gather information and ultimately have an impactful result. In addition, we implement change and project management processes to create a foundation for evolving business processes.


Using those strategic initiatives, we define your current operations and assess your organization to determine potential functions to transform. During that analysis, we evaluate people, processes and technology to define what the future state of the business must look like.


In this phase, we design a detailed road map with cost and benefits clearly outlined detailing how to transform your key functions. We also identify opportunities to automate or outsource lower-value processes, driving employees to high-value core processes that create an efficient, enduring operation.


After determining the changes your company plans to adopt, we validate your technology, operating model and processes, and begin implementing your new framework. We follow the road map created in the design phase, executing the transformation for sustainable change.

During the implementation, we utilize proven project management strategies to implement process and technology changes, integrating effective procedures to support the growth of your organization.

Continued improvement

Once we implement your organization’s transformation initiatives, we analyze the changes and implement a continuous improvement framework. Organizations and business conditions constantly change, so we create and implement an environment to regularly review and optimize key functions.  

Change is necessary

In the middle market, many organizations view transformation as a cumbersome, labor intensive activity; but it does not have to be. Even smaller, incremental improvements and a measured approach can be transformational and act as a vehicle to enable or sustain growth. Change is inevitable, and a strategy to encourage consistent transformation and improvement is a competitive advantage.


Greg Maddux 

Improvement and Transformation Lead


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