Bain Achieving operational Excellence at University of California Berkeley

bain-achieving-operational-excellence-at-university-of-california-berkeley
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 10
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Slide inventory

205
every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Situation & Context
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front_matter
Open slide detailBeat · Situation & Context
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Standard consulting engagement context slide detailing scope boundaries and working group composition.establish_context
Open slide detailBeat · Situation & Context
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summarize
Open slide detailBeat · Situation & Context
05
front_matter
Open slide detailBeat · Situation & Context
06
The slide uses a pyramid structure to represent the hierarchy of strategic goals.present_solution
07
The slide uses a process flow framework to orient the audience on the project timeline.transition
08
The chart shows a hierarchical structure starting from the Chancellor down to functional owners and point people.present_framework
09
The slide outlines a project governance cadence.plan_implementation
10
The slide details engagement metrics for an Organizational Effectiveness (OE) initiative at UC Berkeley.summarize
11
The slide depicts a governance or decision-making process flow.present_framework
12
The slide uses a table structure to demonstrate responsiveness to stakeholder feedback across three stages: Diagnostic, Design, and OE Process.summarize
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front_matter
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OE likely stands for Operational Excellence.summarize
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recommend
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The slide uses a side-by-side comparison of findings and recommendations.diagnose
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The slide uses a two-column layout to contrast findings with recommendations, leading to a quantified financial impact.summarize
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summarize
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The slide uses a side-by-side comparison of findings and recommendations, concluding with a quantified impact.summarize
20
summarize
21
The slide uses a two-column layout with bulleted lists to categorize strategic enablers.summarize
22
OE likely stands for Operational Excellence.recommend
23
The chart uses a waterfall structure to bridge individual department savings to an adjusted total, accounting for overlaps.recommend
24
The chart uses a stacked bar approach to show positive savings and negative investments, with a net savings calculation at the bottom.quantify_impact
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front_matter
26
The chart highlights a significant downward trend in funding, particularly when adjusted for inflation.diagnose
Open slide detailBeat · Problem & Complication
27
The chart uses a waterfall structure to show the progression from initial deficit drivers to the final remaining shortfall.quantify_impact
Open slide detailBeat · Problem & Complication
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diagnose
Open slide detailBeat · Problem & Complication
29
The slide uses a 'trade-off' framing to emphasize the value of Operational Excellence (OE) savings.quantify_impact
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
30
front_matter
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
31
prioritize
Open slide detailBeat · Evidence & Proof
32
The slide explains a framework for procurement savings levers (A-E) and how to read the associated bar charts.transition
Open slide detailBeat · Evidence & Proof
33
summarize
Open slide detailBeat · Evidence & Proof
34
The slide uses a 'Where we were / Where we are / Where we aspire to be' framework to illustrate organizational evolution.establish_context
Open slide detailBeat · Evidence & Proof
35
The diagram uses a circular flow to show how organizational culture and lack of tools lead to fragmented spending and sub-optimal pricing.diagnose
Open slide detailBeat · Evidence & Proof
36
The slide uses a diagnostic question-to-action flow for each lever.present_solution
Open slide detailBeat · Evidence & Proof
37
The slide uses a stacked bar chart to visualize the composition of procurement spend and identifies the gap between current managed spend and total addressable size_opportunity
Open slide detailBeat · Evidence & Proof
38
The slide highlights that while $230M is spent, savings are constrained by policy complexity.diagnose
Open slide detailBeat · Evidence & Proof
39
compare_options
Open slide detailBeat · Evidence & Proof
40
The slide uses a Marimekko-style visualization to show the concentration of spend among the top 10% of vendors.diagnose
Open slide detailBeat · Evidence & Proof
41
The slide uses a color-coded table to emphasize price differences between two vendors for the same items.analyze_data
Open slide detailBeat · Evidence & Proof
42
The slide highlights the proliferation of SKUs and models across multiple contracts, complicating procurement analysis.diagnose
Open slide detailBeat · Evidence & Proof
43
The slide uses a waterfall-style bridge to show the composition of individual reimbursements, highlighting T&E vs other categories.diagnose
Open slide detailBeat · Evidence & Proof
44
Uses a diagnostic tree structure to map levers to specific observed issues.diagnose
Open slide detailBeat · Evidence & Proof
45
plan_implementation
Open slide detailBeat · Evidence & Proof
46
The slide uses a table-like structure to map functional areas to headcount.diagnose
Open slide detailBeat · Evidence & Proof
47
transition
Open slide detailBeat · Evidence & Proof
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prioritize
Open slide detailBeat · Evidence & Proof
49
The slide uses a chevron-based process flow to illustrate sequential and parallel workstreams.plan_implementation
Open slide detailBeat · Evidence & Proof
50
The slide uses a numbered list for opportunities and a lettered list for enablers.summarize
Open slide detailBeat · Evidence & Proof
51
The chart uses two stacked bars to represent the same total expenditure ($703M) categorized by different organizational dimensions.analyze_data
Open slide detailBeat · Solution & Approach
52
The slide uses a comparison table structure to highlight organizational gaps.diagnose
Open slide detailBeat · Solution & Approach
53
The slide uses a process flow to map root causes to organizational outcomes.diagnose
Open slide detailBeat · Solution & Approach
54
The slide uses a process-oriented layout to show how two specific levers lead to organizational simplification.present_solution
Open slide detailBeat · Solution & Approach
55
The slide uses a structured layout to explain the 'Spans & Layers' organizational design framework.present_framework
Open slide detailBeat · Solution & Approach
56
The slide uses a visual representation of span of control (blue boxes) alongside quantitative data to illustrate organizational depth and narrowness.diagnose
Open slide detailBeat · Solution & Approach
57
The slide uses a dual bar chart layout to compare two categories of units against a common benchmark.compare_peers
Open slide detailBeat · Solution & Approach
58
The chart shows a long-tail distribution of direct reports per supervisor.diagnose
Open slide detailBeat · Solution & Approach
59
The slide uses a before-state org chart and qualitative feedback from three levels of the hierarchy to diagnose organizational inefficiency.diagnose
Open slide detailBeat · Solution & Approach
60
The slide uses an org chart to visualize a flatter structure (4 layers) and provides specific quotes for three distinct roles.illustrate_case
Open slide detailBeat · Solution & Approach
61
The chart shows UC Berkeley has a lower headcount/HR FTE ratio than the 25th percentile of education benchmarks, suggesting potential for productivity improvemecompare_peers
Open slide detailBeat · Solution & Approach
62
The slide uses a stacked bar chart to illustrate the fragmentation of administrative roles, with a clear legend defining Central, Distributed, and Shadow persondiagnose
Open slide detailBeat · Solution & Approach
63
The chart shows a long-tail distribution of personnel across many small units, suggesting inefficiency.diagnose
Open slide detailBeat · Solution & Approach
64
The slide uses a 2x3 matrix structure to categorize strategic actions.present_solution
Open slide detailBeat · Solution & Approach
65
The slide uses an org chart to illustrate where specific optimization actions (labeled 1, 2, 3) would be applied.present_solution
Open slide detailBeat · Solution & Approach
66
The slide uses a two-column layout to contrast the 'why' (objectives) with the 'how' (design questions).present_framework
Open slide detailBeat · Solution & Approach
67
The slide uses a table format to compare three different university examples across design elements and realized/targeted benefits.illustrate_case
Open slide detailBeat · Solution & Approach
68
The slide uses a before-and-after comparison to demonstrate the impact of organizational restructuring on supervisor-to-contributor ratios.illustrate_case
Open slide detailBeat · Solution & Approach
69
The slide references Bain's proprietary benchmarks for spans and layers.summarize
Open slide detailBeat · Solution & Approach
70
The slide uses a swimlane-like structure to organize tasks into three main workstreams: SSC design, unit optimization, and implementation planning, with a crossplan_implementation
Open slide detailBeat · Solution & Approach
71
present_solution
72
The slide uses a numbered list for opportunities and a lettered list for enablers.present_solution
73
The chart uses a Marimekko-style layout to show both the total spend per unit and the composition of that spend.quantify_impact
74
The slide uses a before-after comparison framework to highlight organizational gaps.diagnose
75
The slide uses a diagnostic-to-solution mapping structure.present_solution
76
The slide uses a bar chart to compare IT support efficiency across units against a benchmark, followed by observations and potential opportunities.diagnose
77
The slide uses a map-based visualization to illustrate the physical dispersion of IT assets across campus buildings.diagnose
78
The chart is a stacked bar chart showing the composition of 1,115 applications. The slide uses a 'Observations' vs 'Potential opportunities' structure.diagnose
79
The slide uses a color-coded matrix to indicate the degree of sourceability for different IT sub-functions.compare_options
80
The slide uses a stacked bar chart to illustrate the lack of vendor consolidation and provides qualitative observations and opportunities.diagnose
81
prioritize
82
Includes an illustrative disclaimer and a note about exclusions.state_next_steps
83
The slide uses a numbered list for opportunities and a lettered list for enablers. One item is highlighted in blue.summarize
84
The chart highlights UC Berkeley in yellow against other California research universities, showing it is slightly above the average.diagnose
85
The chart highlights the disparity in energy efficiency and behavioral patterns between buildings.diagnose
86
prioritize
87
illustrate_case
88
The chart shows a divergence between budgeted and actual consumption, labeled as 'Savings'.illustrate_case
89
recommend
90
The slide uses a process-oriented layout to outline specific tasks for energy management, incentive design, and implementation planning.state_next_steps
91
The slide uses a numbered list for opportunities and a lettered list for enablers.present_solution
92
The chart uses a marimekko (mosaic) plot to visualize both the total spend per unit and the composition of that spend.analyze_data
93
The slide uses a categorization framework to map the breadth of student services.summarize
94
The word cloud represents qualitative survey data (n=2,281).diagnose
95
The slide uses a two-pronged approach to organizational improvement, focusing on service prioritization and operational optimization.present_solution
96
The slide uses a standard 2x2 prioritization matrix to categorize services into four quadrants: Evaluate, Champion, Consider resizing, and Maintain.present_framework
97
The slide describes the inputs for a 2x2 matrix analysis.present_framework
98
Uses a 2x2 matrix framework to categorize services into 'Evaluate', 'Champion', 'Consider resizing', and 'Maintain'.prioritize
99
The slide uses a check-mark matrix to map strategic levers to specific operational programs.prioritize
100
The chart shows a significant variance in student-to-staff ratios, suggesting potential for efficiency gains.diagnose
101
The chart uses a 100% stacked bar to compare the composition of personnel spend between two organizational units.diagnose
102
cite_precedent
103
prioritize
104
The slide uses a structured layout to present strategic initiatives, likely part of a larger organizational transformation project.state_next_steps
105
The slide uses a numbered list for opportunities and a lettered list for enablers.summarize
106
The slide uses a stacked bar chart to compare total occupied space (10M sq ft) against total rental expense ($10M).diagnose
107
The chart highlights that many divisions exceed the average space allocation, while others are significantly below it.diagnose
108
illustrate_case
109
The slide outlines a phased approach to space management, starting with guidelines and tracking, moving to optimization, and concluding with a recommendation forecommend
110
The slide uses a numbered list for opportunities and a lettered list for enablers.summarize
111
Survey sent to UC Berkeley managers (Manager levels 1-4 and Professional levels 4-5).summarize
112
The slide uses a two-column layout to contrast the lack of perceived effectiveness with the perceived necessity for change, supported by direct quotes from varidiagnose
113
The chart uses a heatmap-style background (red-yellow-green) to indicate performance levels.diagnose
114
The slide uses a standard NPS scale definition and a bar chart to visualize the performance gap.diagnose
115
The chart uses a stacked bar format to show positive vs negative sentiment regarding communication.diagnose
116
The slide uses a stacked bar chart for style comparison and a diverging bar chart for speed/bias metrics.diagnose
117
The slide uses a pyramid framework to show the hierarchical nature of the performance management issue.diagnose
118
The slide uses a stacked bar chart to compare internal performance ratings against a composite benchmark, highlighting a lack of differentiation.diagnose
119
The slide highlights a structural misalignment in reporting lines for specialized staff, leading to difficulties in performance assessment.diagnose
120
The slide uses a 'before-after' framing to contrast current organizational challenges with target operating model goals.compare_options
121
state_next_steps
122
The slide uses a numbered list for opportunities and a lettered list for enablers.summarize
123
The slide uses a structured approach to define organizational vision, value proposition, and future state.present_solution
124
The slide uses a classic People-Process-Technology (PPT) framework structure, though labeled as Processes, Organization, and Systems.diagnose
125
The slide uses a 4-column layout for themes and a footer row for enablers.present_solution
126
front_matter
127
The slide outlines a strategic roadmap for operational efficiency, focusing on shared services, span of control, and specific functional improvements.summarize
Open slide detailBeat · Impact & Next Steps
128
The chart uses a waterfall structure to show individual category savings, an overlap adjustment, and a final adjusted total.recommend
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
129
The chart illustrates that the majority of savings are derived from base operating funds, with implications for budget deficit reduction and reinvestment.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
130
Preliminary estimates to be refined in Design stage.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
131
The chart uses a stacked bar approach to show gross savings (positive) and investments (negative) per year, with a net savings calculation at the bottom.quantify_impact
Open slide detailBeat · Impact & Next Steps
132
summarize
Open slide detailBeat · Impact & Next Steps
133
front_matter
Open slide detailBeat · Impact & Next Steps
134
transition
Open slide detailBeat · Impact & Next Steps
135
The slide uses a simple 2-column table structure to map success factors to rationales.present_framework
Open slide detailBeat · Impact & Next Steps
136
The slide uses a timeline-based process flow at the top to contextualize the shift in governance requirements.plan_implementation
Open slide detailBeat · Impact & Next Steps
137
The slide uses a hierarchical structure to define roles and responsibilities for a program office model.present_framework
Open slide detailBeat · Impact & Next Steps
138
The slide uses a process flow diagram to illustrate the methodology for the design phase of an initiative.plan_implementation
Open slide detailBeat · Impact & Next Steps
139
front_matter
Open slide detailBeat · Impact & Next Steps
140
state_next_steps
Open slide detailBeat · Impact & Next Steps
141
front_matter
142
The slide details specific exclusions (student staff, faculty, etc.) and data quality issues (missing relationships, unclassified positions) to provide transparsummarize
143
Page number 143 indicates this is part of a larger diagnostic report.summarize
144
appendix
145
front_matter
146
appendix
147
The slide uses three stacked bar charts to represent the same total expenditure of $410M across different dimensions.analyze_data
148
The chart uses horizontal dashed lines to indicate 'Achievable' and 'Aggressive' target thresholds across various procurement categories.compare_peers
149
appendix
150
The table is organized alphabetically by service name.summarize
151
Includes a visual example of the MaxDiff survey question format.present_framework
152
appendix
153
Page 153 of OE Final Diagnostic Report.present_framework
154
The slide uses a structured list format to detail the logic behind savings estimates for three distinct operational areas.present_framework
155
Total savings breakdown is a weighted average of savings by fund source across all opportunity areas.analyze_data
156
appendix
157
summarize
158
The slide uses callouts to annotate a sample SLA document.illustrate_case
159
The slide uses callouts to highlight key components of an effective SLA: definition of incident, tracked metrics, and definition of urgency.present_framework
160
appendix
161
The slide lists specific survey items used to assess change management effectiveness.analyze_data
162
The slide acts as a methodology appendix for the survey instrument.present_framework
163
The slide presents a list of survey items used to measure organizational effectiveness at UC Berkeley.summarize
164
The chart uses a diverging bar format to show positive vs negative sentiment.diagnose
165
The charts use a mirrored bar structure to visualize survey sentiment regarding decision-making processes.diagnose
166
The slide uses a horizontal arrow diagram to present a spectrum of decision-making authority.present_framework
167
The decision roles listed (Recommend, Agree, Perform, Input, Decide) are a variation of the standard RACI model.present_framework
168
The chart uses stacked bar segments to represent categorical survey responses.analyze_data
169
The chart uses a stacked bar approach to visualize survey responses regarding change management success factors.analyze_data
170
The chart uses a stacked bar format to visualize survey responses regarding change management effectiveness and failure drivers.diagnose
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appendix
172
The slide explains the use of MaxDiff analysis as a methodology for measuring relative importance.present_framework
173
The slide validates the survey sample representativeness by comparing three demographic categories across three population groups.analyze_data
174
The chart uses color coding to distinguish between general mentions and areas of detailed analysis.diagnose
175
The chart is a 100% stacked bar chart showing the distribution of satisfaction ratings (Excellent, Good, Fair, Poor) per school.diagnose
176
The slide uses direct student quotes to illustrate key themes identified in a survey.diagnose
177
The slide uses a two-row table structure to categorize qualitative feedback from a student survey.diagnose
178
The chart uses a stacked bar format to show the distribution of satisfaction ratings (Poor, Fair, Good, Excellent) for four different offices, with average scordiagnose
179
The slide uses direct student quotes to illustrate common administrative frustrations.diagnose
180
The chart uses a 4-point scale (Poor, Fair, Good, Excellent) to calculate an average score for each portal.diagnose
181
The slide uses direct quotes from a student survey to illustrate specific pain points with university online systems.diagnose
182
appendix
183
The chart shows a stacked bar representing the distribution of respondents by graduation year (2005-2009).analyze_data
184
The chart uses stacked bars to represent percentages of the total survey population (n=454, except for School/College which is 499*).analyze_data
185
The word cloud represents qualitative survey data where font size correlates to frequency of mention.diagnose
186
The chart uses a bar-and-line combination to show alignment between two distinct groups across many categories.compare_peers
187
The chart uses color coding to distinguish focus areas for detailed analysis.diagnose
188
The chart is a 100% stacked bar chart showing satisfaction levels (Excellent, Good, Fair, Poor) by school, with average scores provided below.diagnose
189
The slide uses a vertical blue bar to categorize the quotes under 'Quality of interaction'.illustrate_case
190
The slide uses direct quotes from an alumni survey to illustrate specific pain points in academic advising.diagnose
191
The chart is a 100% stacked bar chart showing the distribution of satisfaction levels (Poor, Fair, Good, Excellent).diagnose
192
The slide uses direct quotes from an alumni survey to highlight specific pain points in student services.diagnose
193
The chart uses a stacked bar format where the segments represent satisfaction levels (Excellent, Good, Fair, Poor).diagnose
194
The slide presents qualitative data (quotes) from a survey to diagnose pain points in student service portals.diagnose
195
appendix
196
summarize
197
The list is organized into three columns.summarize
198
The chart uses a 100% stacked bar format to compare the composition of IT roles across different organizational units.analyze_data
199
The slide uses a stacked bar chart visualization to show the composition of FTEs.analyze_data
200
The chart shows a high fragmentation of programming languages used across campus.analyze_data
201
The slide uses stacked bar charts to illustrate the lack of centralized control and low storage utilization rates.diagnose
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appendix
203
summarize
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appendix
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Page number 205 included in bottom right.appendix