Organizational Assessments

How We Help

Our assessment helps you identify these redundancies, gaps and help streamline a r roadmap of reengineering your business processes. The assessment is the first step in then identifying what are the things that can and need to be automated and what are things that shouldn’t be automated. As the pressure grows for your enterprise, shared service centers, and departments/areas to align with centers of excellence you want automation but evaluate first whether or not every process is right for automation.

Financial Management Assessment

Financial management is one of the most critical aspects of an organization. Managing your finances, accounting and compliance during tax time with correct organizational filings for your enterprise and the personnel is critical.

C’S|3 financial assessment takes you through a series of questions to evaluate your current requirements, validate your accounting and financial practices, and help you with ideas for optimizing your accounting workflows and possibly even automate some accounting processes based on your business transactions and operational needs.

A financial statement audit is an engagement performed by an independent Certified Public Accountant to provide assurance that your financial statements are reported in accordance with accounting principles generally accepted in the U.S. C’S|3 certified public accountants, provide audited financial statements to businesses, nonprofit organizations and government agencies. Each audit is customized to meet the needs of the organization. However, the overall approach to every audit is the same.

• Engagement Acceptance: The American Institute of CPAs recommends that an auditor evaluate the risks associated with each engagement. Therefore, a C’S|3 consulting auditor inquires about any special circumstances, the integrity of management, and pending lawsuits before performing a basic assessment or a full-fledged audit based on the nature of engagement. During this phase, C’S|3 auditors will also evaluate the staffing needed to complete the engagement and determine that each accounting auditor staff member is able to maintain an independent viewpoint while performing the engagement. Once C’S|3 The auditor decides to accept the engagement, an engagement letter is prepared that details the timing, responsibility, and cost of the audit.
• Planning: C’S|3 Auditing standards require that an auditor prepare adequate planning for an engagement. The amount of audit planning needed is in direct relation to the size and complexity of your organization. C’S|3 Audit planning involves obtaining an understanding of the organization’s business and industry, performing trend and ratio analysis, documenting your entity’s process of internal control, and assessing the risks of misstatements in s financial statements. C’S|3 auditor utilizes the results of the planning process to determine the timing and extent of audit testing.
• Audit Tests: During the fieldwork process, C’S| audit consultants spend time with your organization’s offices and perform tests of financial data. For instance, a CPA selects a random sample of hundred disbursements to ensure checks are payable to the correct vendor and are written for the correct amount. In addition, your engaged C’S|3 auditor reviews the invoices associated with the disbursement to ensure the expenses are classified correctly and that the vendor actually exists. Depending on the results of the planning process, the auditor performs a variety of tests on financial statement accounts.
• Account Analysis: During the account analysis process, the C’S|3 auditor ensures that financial statement account balances are supported by underlying documentation and analysis. A C’S|3 CPA evaluates the results of tests and reviews management’s responses, as well as the accounting team’s responses to inquiries and records the audit-adjusting journal entries. A C’S|3 auditor also documents reasons for large changes in accounts from year to year and performs any necessary research after approvals from your leadership regarding requirements under generally accepted accounting principles.
• Reporting: C’S|3 CPAs will issue an opinion on audited financial statements as to whether the financial statements are presented in accordance with accounting principles generally accepted in the U.S. The opinion is issued on the Independent Auditor’s Report. Furthermore, the C’S|3 Auditors may also draft the basic financial statements and the accompanying notes for the organization’s management. The C’S|3 auditor also issues a report on any weaknesses found in the entity’s internal control process. C’S|3 auditors will also connect you with our accounting platform experts to guide you to a low-cost accounting system that will optimize your insights to your business, financial statements, and reporting requirements.
• Summation: C’S|3 auditors are required to retain, secure, accurate proper documentation regarding the audit. The final step is ensured by obtaining signatures from management regarding management’s responsibility for the information reported in the financial statements. The information is retained by the CPA’s shared with your organizational financial and accounting leadership and your seasoned auditing/accounting firm should lawsuits occur regarding reported amounts and for a future account analysis.

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Organizational Cultural Assessment

Why do organizations invest in organizational culture? Culture influences organizational performance, innovation, agility, engagement, and competitiveness. Research shows that a toxic culture decreases productivity with 40%, while an effective culture increases productivity with 20%, and a positive culture even with 30-40%.

Use the OCAI tool on this website to assess the culture and start the process to develop organizational culture.

The Organizational Culture Assessment Instrument (OCAI, ©Kim Cameron) is a validated tool for assessing organizational culture, developed by Robert Quinn and Kim Cameron at the University of Michigan. It is based on the Competing Values Framework: one of the most used and useful frameworks in business (over 10,000 companies in 30 years). The online OCAI takes about 15 minutes.

We also use Organizational cultural inventory, Organizational effectiveness inventory, and also assess customer satisfaction styles for your organization.

The Benefits For Your Organization

Apply the OCI in your organization and you will provide members at all levels with an understanding of how they are currently expected to approach their work and interact with one another- and how the existing norms either support or interfere with problem solving and task performance. You will also empower them to create a vision of the ideal culture in terms of the behaviors that would enable them and the organization to execute strategic initiatives, achieve goals, and attain the mission. The OCI provides leaders and members with the data they need and a language for conversations about where they are now, where they want to be, and how they are going to get there.

The OCI is invaluable for:

• Signaling and/or validating the need for cultural transformation
• Supporting programs to enhance strategy implementation, employee engagement and inclusion, quality and reliability, and/or customer service
• Gauging and improving organizational readiness for culture change
• Addressing barriers to (and enablers of) agility, adaptability, and innovation
• Facilitating mergers, acquisitions, and strategic alliances
• Evaluating the impact of change efforts using the culture assessment again and again to measure progress and identify what’s working and what is not
• Help Prioritize your strategic initiatives

The OCI can be facilitated by C’S|3 accredited consultants to work with you to build a custom development program for your organization or the organizations you support.

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Knowledge Management Assessment

C’S|3 Knowledge Management Audit helps analyze your current knowledge management practices, knowledge preservation in case key personnel/critical function jobs and identifying the gaps and risks for your business continuity and risk management.

C’S|3 Knowledge Management Audit will help your organization design or enhance your current plan to retain your human resource and inventory & document their skill sets, identify key business process documentations. Design and preserve the historical, current as well as position your future knowledge database for growth and continuity of your organization. C’S|3 knowledge management audit will also help you implement a system to create a single source of truth that everyone in the company will have access to, no matter where they’re working on.

• Knowledge Management Systems are popular business tools to improve the flow of knowledge within your organization. These tools can also help you improve customer support operations, and achieve better collaboration between support agents.
• “Knowledge management is the process of creating, sharing, using and managing the knowledge and information of an organization.”
• A Knowledge Management System is also known as a knowledge base, but it is also a holistic system that can offer many ways to present your documentation.

Create a culture of sharing knowledge in your organization

Organizational Effectiveness Inventory

A research-based alternative to employee engagement and opinion surveys, the Organizational Effectiveness Inventory is appropriate for data-based change programs designed to promote not only employee engagement, but organizational effectiveness as well. The OEI assesses 32 levers for cultural change as well as 12 outcomes of culture.

C’S|3 Organizational Effectiveness Inventory Assessment coming soon

Risk Management Framework (RMF) Overview

If organizations decide to take the FISMA approach, they select and specify various security controls for their systems. This is done as a part of an enterprise-wide information security program. The FISMA approach includes management of risks faced by the organization as a whole and the individuals involved with all operational processes.

The FISMA approach gives an effective framework to select security controls in a system that are necessary to protect operations, individuals, and the assets of an organization.

Risk-Based Approach

The FISMA risk management framework is a process for companies that combines risk management activities and security into the system’s lifespan. This approach takes effectiveness into account as well as efficiency and constraints that an organization faces due to laws, orders, policies, regulations, and more.

The following are activities that come with the FISMA risk management approach:

• Prepare Step: This step includes taking care of all essential activities in an organization, the mission of the business and its processes along with all the information system levels of the company.
• Categorize Step: Here the information is processed, stored, and transmitted based on impact analysis.
• Select Step: Here the security controls are selected tailored to the company. They supplement the existing security controls when needed based on the company’s risk assessment.
• Implementation Step: Here security controls are implemented and the process is documented based on how it works within the organization.
• Assess Step: This step involves the assessment of security controls using predefined procedures so that the company can know whether or not the controls have been implemented correctly.
• Authorize Step: This step is based on the risk to the operations and assets resulting from the risk management system to determine which risks are acceptable and which are not.
• Monitor Step: The monitoring step is an ongoing process that assesses the effectiveness of the controls and documents the changes that have been made to the risk management system.

Organizations have come to realize that enterprise risk management is an ongoing and iterative process. Developing and implementing a strategy just once is not enough anymore. The risks to any company continue to evolve based on many changes in technology, the physical and economic climate, and more. This is why companies always need to be prepared to handle any risks that may come.

The three risk management frameworks are the most widely used ones by companies across the world. To implement these strategies, monitor them, and improve upon them regularly requires some amount of expertise.

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GDPR Assessment & Ongoing GDPR Audit

General Data Protection Regulation

GDPR - Gap Analysis (Step 1)

The GAP Analysis highlights the areas of potential risk and non-conformance with GDPR, and is conducted by our team of GDPR-qualified consultants, infosecurity specialists and technology experts. It analyses the business’ maturity in eight key areas:

• GDPR governance and accountability
• Data privacy risk management
• Organization’s understanding of the scope of GDPR
• Personal information management
• Security management
• Third party management
• Incident management
• Protection of data subjects’ rights under GDPR

GDPR - Assurance (Step 3)

Ongoing GDPR consultancy and advisory services to help your organization maintain its continuous adherence, and to help you adapt to inevitable changes in how the business sources and uses data.

• Reviewing and advising on privacy policies, procedures and documentation
• Advising on data protection impact assessments (DPIA), their implementation and outcomes
• Ongoing monitoring of adherence to the Regulation, supported by dashboard reporting
• Supporting your interactions with data subjects and Supervisory Authorities
• Data protection and information security consultancy
• Serving as your EU Representative should you prefer or need to appoint externally

Note: If your business is mandated to have a Data Protection Officer, for example if you are a public authority or are processing personal data at large scale, we can act as your Data Protection Officer and provide additional, specific support.

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CCPA Assessment & Ongoing CCPA Audit

California Consumer Protection Act

With the CCPA amendments signed into law, privacy experts are discussing what this means for businesses and the industry as we move forward into 2020. From tech giants to small businesses, the CCPA is making everyone fall in line. The final amendments now provide organizations a guideline for what they must do to fully meet CCPA compliance.

The CCPA requirements for business include:

• Businesses should specifically and clearly inform consumers about how they collect and use personal information and how they can exercise their rights and choices, and businesses should not collect the personal information of children without consent.
• Businesses should only collect consumers’ personal information for specific, explicit, and legitimate purposes, and should not further collect, use, or disclose consumers’ personal information for reasons incompatible with those purposes.
• Businesses should collect consumers’ personal information only to the extent that it is relevant and limited to what is necessary in relation to the purposes for which it is being collected, used, and shared.
• Businesses should provide consumers or their authorized agents with easily accessible self-serve tools that allow consumers to obtain their personal information, delete it, or correct it, and to opt-out of the sale of their personal information, including for cross-context behavioral advertising, and the use of their sensitive personal information for advertising and marketing.
• Businesses should not penalize consumers for exercising these rights.
• Businesses that use consumers’ personal information to advance their own political purposes should disclose that fact.
• Businesses should take appropriate precautions to protect consumers’ personal information from a security breach.
• Businesses should be held accountable when they violate consumers’ privacy rights, and the penalties should be higher when the violation affects children.

The companies that are preparing for these requirements may have already had a taste of global regulations and increasing data misuse and the reputational damage that can come with it. Instead of seeing the CCPA as a final destination for their privacy program, organizations are taking advantage of the recent CCPA changes to step up their continuing privacy program efforts. As companies prepare for the CCPA, it is essential to remember that a privacy program will need to adapt and change according to, not only privacy law but the needs of the company as well. Regardless of where you are with your privacy program, it is never too late to start planning for your CCPA compliance readiness.

C’S|3 CCPA Assessment is a full set of scalable privacy management software solutions and services specifically designed to implement CCPA requirements and workflows to support a global privacy program.

Does this sound like what you need? Contact Us!

Manager Impact Assessment

The Manager Impact Assessment is a comprehensive assessment that provides managers with insights into how they carry out their roles and responsibilities and the impact they have on people around them.

Who is this for?

This assessment is designed for managers, project managers, supervisors, and others who have management responsibilities.

Does this sound like what you need? Contact Us!

Management Effectiveness Profile System

The Management Effectiveness Profile System (MEPS) provides managers with confidential and in-depth feedback, promotes self-awareness, and facilitates the development of key skills.

Who is this for?

MEPS is appropriate for lower-middle to upper-level managers.

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Acumen Leadership Workstyles: Individuals

ACUMEN Leadership WorkStyles helps self-motivated leaders strengthen the thinking and behavioral styles that promote their effectiveness.

Who is this for?

This assessment is ideal for executives, managers, and leaders who would like to develop and grow to realize their full potential.

Does this sound like what you need? Contact Us!

Comprehensive HR Audit Assessment

Overview

C’S|3 Human Resource Management audits can help identify whether your HR department’s practice areas, policies and processes are adequate, legal and effective. Our comprehensive audit will help you show the gaps with the time tested results with our tools and instruments. They are at your disposal online as well as by engaging a C’S|3 HR Consulting expert. Our analysis will help you identify gaps in HR practices, and help your HR leadership in coordinating with your senior leadership prioritize bridging these gaps in an effort to minimize lawsuits or regulatory violations, as well as to achieve and maintain world-class competitiveness in key HR practice areas. Our roadmap will also help you to implement measures/metrics in HR as well as go the next level of impact based HR that cares for human resources and making your workplaces the best places for your employees to belong.

Background

Human resource audits are a vital means of avoiding legal and regulatory liability that may arise from an organization’s HR policies and practices. In addition to identifying areas of legal risk, audits are often designed to provide a company with information about the competitiveness of its HR strategies by looking at the best practices of other employers in their industry space. In essence, an HR audit involves identifying issues and finding solutions to problems before they become unmanageable. It is an opportunity to assess what your organization is doing right, as well as how things might be done differently, more efficiently or at a reduced cost.

In today’s competitive climate, organizations operate within the confines of a heavily regulated employee environment. This challenge includes dealing with myriad complex laws and regulations. The scope of the HR function includes establishing and administering a host of policies and practices- many of which involve compliance implications- that significantly influence the productivity and profitability of the enterprise.

Given that many HR departments are both understaffed and overworked, only in retrospect do many organizations become aware of the monetary costs of ignoring HR-related legal hot buttons. Noncompliance with applicable laws and regulations involves significant financial risk. To minimize the risk, many organizations purchase employment practices liability insurance. Though this is a sound strategy, organizations can take other proactive measures. Chief among these is a voluntary HR compliance audit.

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Relational Intelligence Assessments For Leaders & Teams

Self awareness is important for leaders and team members at all levels. C’S|3 relational intelligence assessment uses popular strengths awareness assessments like Myers Briggs, SDI, DISC, RoundPeg.

The 2-Part Power of Assessments

The power of any assessment lies in two parts:

• What the results tell you about yourself or your people
• How you use those results to take action

What the results tell you

Assessment results come in two different flavors and it’s important to know the difference so that you can make the most of what your results tell you. In the assessment community, results are categorized as either “state” or “trait.”

How you use those results to take action

It’s all about how you use the information the assessments reveal to align your action strategy and tactics to what you know about your people.

For example, if assessment results tell you that your people value rewarding team success and cooperation, you’ll want to make sure that you build that sort of mentality into your strategy. If they reveal that some people prefer to reward competition and individual success you will want to know that too, for it may not align to the team.

Picking the Assessment that's best for you

We put this list together so you can know what each is about and match yourself or your team to the assessment that makes the most sense for you. You’ll find out:

• Who is this for
• What the results look like
• Cost/How to order
• What you can do with the results

Legal Assessment Review of Contracts & Risk Management

Contract review is a thinking process-a rational analysis. This process includes: clarifying of contract related facts, measure of the feasibility of contract, and forecast of contract risks

The relationship between contract review and risk management

Contract review is a thinking process-a rational analysis for contract. This process includes: clarifying of contract related facts, measure of the feasibility of contract, and forecast of contract risks. Risk control is to predict and avoid contract-related risks in order to minimize the risks of our business, financial capital, as well as legal risk, in short, is a process to prevent a damage that may occur. Contract review and control of legal risk show the relationships between means and purpose, as well as form and substance. The process of contract review is the process for controlling risk; Contract review aims at controlling risk. As a result, the essences of these two issues we are talking about are inseparable and complementary, or even in some way the same.

The significance of the contract review and classification

1. The meaning of contract review

The significance of contract review depends primarily on the meaning of contract. Contract plays a crucial role on management, operations, business activities of enterprises, being the key for foreign economic activity, and deeply impacts on and decides the legitimate rights and interests of enterprises. Therefore, we must take contract review very serious.

2. Classification of Contract Review

• Prior Review and Post Review
• Operation Review and Legal Review
• Formal Review and Substantive Review

How to review a contract (e.g. Lease Contract)

1. Formal Review

• Review of the subject matter
• Review of general information
• Review of qualification
• Review of credibility and contractual capacity

2. Substantive Review

Contract is made of various provisions. Any rights and obligations of both parties come out of the provisions by each piece of term. Therefore, we conclude that all the provision review plays the decisive role.

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