1.
What is Organizational Design?
The manner in which management achieves the right
combination of differentiation and integration of the
organization’s operations, in response to the level of uncertainty
in its external environment
Copyright © 2007—2016. Equilibria, Inc.
This case study is based on actual facts and data. In our efforts to uphold client confidentiality, we disguise and sometimes eliminate revealing data. The Business Design BlueprintTM and the charts
shown in this case study are property of Equilibria, Inc. and is intended for educational purposes only. Reproduction and distribution for-profit is prohibited.
Equilibria, Inc. +1 (404-964-2978)

2.
What is an Organizational Chart?
Copyright © 2007—2016. Equilibria, Inc.
This case study is based on actual facts and data. In our efforts to uphold client confidentiality, we disguise and sometimes eliminate revealing data. The Business Design BlueprintTM and the charts
shown in this case study are property of Equilibria, Inc. and is intended for educational purposes only. Reproduction and distribution for-profit is prohibited.
Equilibria, Inc. +1 (404-964-2978)
Visual representation of how a firm intends authority,
responsibility, and information to flow within its formal
organizational structure

3.
Business Design BlueprintTM
Our Version of Organizational Design and Chart
Identifies what the
management or reporting
structure is
Copyright © 2007—2016. Equilibria, Inc.
This case study is based on actual facts and data. In our efforts to uphold client confidentiality, we disguise and sometimes eliminate revealing data. The Business Design BlueprintTM and the charts
shown in this case study are property of Equilibria, Inc. and is intended for educational purposes only. Reproduction and distribution for-profit is prohibited.
Equilibria, Inc. +1 (404-964-2978)

4.
The Problem
With no defined reporting structure or chain of command in place, this was sure to
raise yet another red flag on Victor’s medical practice’s upcoming audit (see Business
Parts Analysis—Case Study). The lack of a documented structure proved that a formal
plan did not exist. This raises a red flag for auditors who believe this compromises the
quality of service. The lack of organizational design indicated that work is performed
willy nilly.
Unknown Reporting
Structure
Previous Audit
Citations
Copyright © 2007—2016. Equilibria, Inc.
This case study is based on actual facts and data. In our efforts to uphold client confidentiality, we disguise and sometimes eliminate revealing data. The Business Design BlueprintTM and the charts
shown in this case study are property of Equilibria, Inc. and is intended for educational purposes only. Reproduction and distribution for-profit is prohibited.
Equilibria, Inc. +1 (404-964-2978)

5.
We carefully reviewed and analyzed
Victor’s business plan to understand
the growth strategy of his medical
practice. We transcribed his verbal
goals, coupled with the results of
their Business Parts Analysis, and
designed a reporting structure that
clearly and visually communicates:
• What work needs to be
performed
• How work is allocated amongst
staff
• Who needs to be hired
• Relationships amongst all
personnel resources
Business Plan & Growth Strategy
Alignment
Visual Documentation
How We Helped
BEFORE
Copyright © 2007—2016. Equilibria, Inc.
This case study is based on actual facts and data. In our efforts to uphold client confidentiality, we disguise and sometimes eliminate revealing data. The Business Design BlueprintTM and the charts
shown in this case study are property of Equilibria, Inc. and is intended for educational purposes only. Reproduction and distribution for-profit is prohibited.
Equilibria, Inc. +1 (404-964-2978)

6.
New Organizational Chart with Lean Design
AFTER
LEGEND
RED : Employees/Contractors Needed
Blue : Independent Contractors
Black : Current Employees
CEO/CAO
Advisory
Board
Accounting
& Finance
Accounting
Team
• Bookkeeper
• CPA
MANAGEMENT
Administrative
Administrative
Team
• Receptionist
• LT. Consultant
Clinical
Clinical Team
• LMHPs
• MHPs
• CSWs
Human
Resources
Human Resources
Team
• HR Coordinator
• Small Business
Attorney
Marketing
Director
Quality
Assurance
Quality Assurance
Team
• Quality Assurance
Coordinator
CFO
Medical
Directors/Psychiatrists
Clinical Managers
Administrator
Copyright © 2007—2016. Equilibria, Inc.
This case study is based on actual facts and data. In our efforts to uphold client confidentiality, we disguise and sometimes eliminate revealing data. The Business Design BlueprintTM and the charts
shown in this case study are property of Equilibria, Inc. and is intended for educational purposes only. Reproduction and distribution for-profit is prohibited.
Equilibria, Inc. +1 (404-964-2978)

7.
Value & Results
Employee Accountability
Employee Autonomy
CEO’s Time for Business Development
Copyright © 2007—2016. Equilibria, Inc.
This case study is based on actual facts and data. In our efforts to uphold client confidentiality, we disguise and sometimes eliminate revealing data. The Business Design BlueprintTM and the charts
shown in this case study are property of Equilibria, Inc. and is intended for educational purposes only. Reproduction and distribution for-profit is prohibited.
Equilibria, Inc. +1 (404-964-2978)

8.
Victor’s Business Design
BlueprintTM enabled him to:
• Pass his audit with zero citations
• Maximize his relationship with his I.T.
Consultant as he could now better
articulate his practice’s technology needs
• Free up ~45% of his time for business
development by hiring a new CPA,
bookkeeper, and H.R. Coordinator to
handle all payroll, invoicing, and other
accounting related activities
• Create conflict resolution buffers—with a
defined chain of command in place, other
managers can handle most client and
staff issues
Copyright © 2007—2016. Equilibria, Inc.
This case study is based on actual facts and data. In our efforts to uphold client confidentiality, we disguise and sometimes eliminate revealing data. The Business Design BlueprintTM and the charts
shown in this case study are property of Equilibria, Inc. and is intended for educational purposes only. Reproduction and distribution for-profit is prohibited.
Equilibria, Inc. +1 (404-964-2978)

9.
Learn More Here
Top-heavy Management
Bureaucracy
The Peter Principle
This case study represents one
portion of KasennuTM,
our revolutionary model for
creating sustainable business
infrastructure in fast growing small
businesses.
Copyright © 2007—2016. Equilibria, Inc.
This case study is based on actual facts and data. In our efforts to uphold client confidentiality, we disguise and sometimes eliminate revealing data. The Business Design BlueprintTM and the charts
shown in this case study are property of Equilibria, Inc. and is intended for educational purposes only. Reproduction and distribution for-profit is prohibited.
Equilibria, Inc. +1 (404-964-2978)

10.
Contact Us for more information.
www.eqbsystems.com
Questions?
Copyright © 2007—2016. Equilibria, Inc.
This case study is based on actual facts and data. In our efforts to uphold client confidentiality, we disguise and sometimes eliminate revealing data. The Business Design BlueprintTM and the charts
shown in this case study are property of Equilibria, Inc. and is intended for educational purposes only. Reproduction and distribution for-profit is prohibited.
Equilibria, Inc. +1 (404-964-2978)