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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