Leading Australian financial institution

A major financial institution unified its workforce data on TeamForm, moving from project-based to product-led and cutting org-design cost by $400-500K per project.

$400-500K
org-design cost cut per project
Zero
timesheets, cost is matrixed on demand
Instant
reports, no spreadsheet reconciliation

TeamForm provides us a transparent system. Anyone in the organisation can view it. Anyone in the organisation can see the structure, anyone can see if there's something wrong with it and help improve it.

Product Owner

The challenge

The institution had shifted to a product-led model with multi-disciplinary teams, but there was no single source of truth for how those teams were organised and connected. Each business unit managed people, work and structures differently, with fragmented tools, inconsistent governance and manual spreadsheets. Leaders couldn't answer fundamental questions about team structure, capability and strategic alignment, and workforce planning relied on scattered systems and institutional knowledge, slowing decisions and creating operational risk.

The solution

TeamForm was implemented as the system of record for teams, starting with a Team Directory that gave everyone unified visibility. It integrated with the HR systems and Jira, linking teams to strategy and work, and replaced manual spreadsheets with dynamic org-design and workforce-planning capabilities. Over the rollout, tens of thousands of people were moved into new working structures on the model.

The outcome

TeamForm became the connected ecosystem linking strategy, structure and work across the enterprise:

See your organisation as one living model.30,000+ teams modelled · banking, telco & retail
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