Audit of fleet insurance management

Structure the processes of a fleet team under pressure and give it a clear roadmap for 2026:

• Map current management, task distribution, and the actual workload of FTEs
• Provide an expert external perspective and a benchmark of market practices
• Deliver a documented target process and a prioritized roadmap for 2026

Key figures and context

• 250 passenger/commercial vehicles, 10 entities, 3 leasing companies, a team of 3 people + 1 management software
• Number one internal client: high responsiveness and satisfaction stakes
• Organization under strain: loosely formalized task distribution, implicit processes

Mission timeline

• Phase 1: Collection and analysis of Teams flows (communications, documents, organization)
• Phase 2: Interviews and workshops (8h40) with teams, real estate management, and insurance
• Phase 3: Presentation of findings + projection on team evolution and sizing
• Phase 4: Process flowchart + RACI + restructured Teams + driver charter

Our added value and results

• Neutral third-party stance essential to audit an internal organization without political bias
• Benchmark of market practices provided to ground recommendations in external reality
• 100% operational deliverables produced: not just another report, but tools ready to use
• N1 to N3 roadmap delivered and prioritized
• Process flowchart & RACI
• Restructured Teams
• Driver charter delivered
• FTE outsourcing scenario evaluated