Record 03.3

2025

Operating Model

Multi-site professional firm · Professional Firms

Three offices, one brand and three ways of working. The firm was losing recoverable hours in the hand-offs between them.

Operating Model & TransformationFinance & Performance
Working group collaborating across a shared table
−31%
Hand-off delay (sample)
3 offices
One intake path
10 weeks
Programme length

Sample demonstration figures — not client data

A

Challenge

Work was routed by relationship rather than capacity, leaving one office overloaded and another idle in the same week.

Pricing was set locally, so identical mandates carried materially different fees.

B

Intervention

Mapped the end-to-end delivery path and measured queue time at every hand-off.

Introduced a shared intake and capacity view, with pricing floors and an escalation route for exceptions.

Rewrote role definitions so that each decision in the path had a named owner.

C

Outcome

Hand-off delay fell materially and utilisation levelled across the three offices.

Partners price from a common floor, with deviations recorded rather than assumed.

The firm did not need more people. It needed one route through the work.

Lead principal, Operating Model mandate
Colleagues in discussion in an open studio area of the firm
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