OzAlpha Case Study – Business Report Writing Assessment Answer

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OzAlpha Case Study Assessment Answer

Assignment Task:

OzAlpha Case Study-

OzAlpha

is

a

private

company

founded

in 2012

by

four

best

friends who

are

still

the

Board

of

Directors.

Over

the

last

six

years,

the

company

has

concentrated

on

financial

planning

for

individuals

and small business owners whose income

is

in

the

over 5200,000

a

year range.

lt

is

well known

and

respected

in all

Australian

states,

with

Head

Office in Sydney,

large

offices

in Melbourne

and

Brisbane, and smaller offices in

Adelaide, Hobart,

Oarwin and Canberra, and

a

staffing of

400 staff,

25%

of

them

being

part-time.

OzAlpha

also

serves regional clients

through

informal

local

partnering arrangements.

OzAlpha’s services include

a

wide

range

of investment

services

through

top-tier

funds

that

invest

in

real

estate, industrial, high-capital well

established

mining

companies, and

other

sectors,

worldwide.

As

well, the company

provides

one-on

one advice

to

clients,

as

well

as

more generic

information

sessions

on

a

wide

range

of financial

services

such

as

family trusts, superannuation,

retirement,

and

small

commercial

and

residential

real estate

ventures.

ozAlpha’s vision

is

to

be

“the

premier financial

planning service

in

Australia”.

To achieve this,

the four

directors

have decided

to

cancel

the

informal regional partnering

and have OzAlpha handle

the

regional

work. Additionally,

the

directors

have

seen

opportunities

to

grow

this

regional

market

by

taking

on clients

with

an income

from

5100,000.

This

means

setting

up

a

new

Regional Division

to

provide both

face

to

face and

technology-based

advice

through

Skype. They plan

to

operate

the

Regional Division

over extended

hours, seven

days

per

week,

in

order

to

attract farmers

and

other

regional

workers

whose

working

hours vary

considerably.

They

will

initially employ

24

full-time

staff including

16 planners,

2

team

leaders,

6

administrative support staff,

and

1

dedicated systems

network

specialist,

with

the ability

to

upscale

staffing

as

business

grows,

without

chanBing

the

Divisional

structure.

For

the

first

time

since

it’s

2012 beginings,

the

four

directors cannot

agree

on

how

to

achieve

the

Regional Division strategy. They have argued

about

concepts

such

as

self-managed teams

or

a

virtual

team.

They have

now contracted you

as

an

expert Management

Consultant

who

is

well known

for

providing well

researched and

well

presented reports

to

advise

them.

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