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Case Study - Moss and McAdams Accounting Firm
Case Study - Moss and McAdams Accounting Firm
Moss and McAdams Accounting Firm by Erik W. Larson & Clifford F. Gray
Founded in the early 1900s, Moss and McAdams Accounting Firm (M&M) has grown to employ
160 people. It has six different offices in the states of Minnesota and Wisconsin. Green Bay,
Wisconsin was home to its headquarters. They specialised in auditing businesses and preparing
tax returns. But they've been in the consulting industry for the previous two years, and they
expect it to account for around 40% of their growth over the next five.
The case study says Bruce Palmer headed Johnsonville Trucks' audit. He liked his five
accountants, but Zeke Olds stood out. Olds was noted for his advanced financial information
system understanding and creative problem-solving. M&M has been expanding its consultancy
business for two years. For ad hoc consulting, Ken Crosby was recruited. The firm benefited
from Crosby's Special Field Metals deal. Crosby persisted in adding Zeke Olds to his team, even
though Olds was already working under Bruce Palmer for the Johnsonville audit. Given the
Springfield Project's importance to the firm, Sands thought Olds should work in both auditing
and consulting. Too many duties caused Olds to miss his audit job. He became preoccupied with
the Springfield Project due to stress and pressure, which annoyed Bruce. Bruce attempted to
1. If you were Palmer at the end of the case, how would you respond?
to the consulting division. I'm concerned about the results of this decision now. Also, Sands has
to guarantee that I'll be paired with a competent successor for Olds to complete the auditing
work. In order to better grasp the nature of the issue and the reasons for the project plan's failure,
I will ask Sands to arrange a meeting with Olds and Crosby. It's possible that Old's productivity
will drop now that he's working on many projects at once rather than just one. If Sands had taken
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the time to examine and evaluate her staff, she might have properly deployed them as needed to
The following are some of the things Bruce Palmer might have done to keep Olds on the squad
and prevent losing him. Zeke Olds's time management must be discussed at a prearranged time
and place in the presence of Ruby Sands and Ken Crosby. Whether it's just one day a week or a
certain amount of time, his whole attention is always on the task at hand. As soon as a problem is
discovered, HR should be notified so that remedial action can be taken. In addition, if the weekly
goals aren't being met, let HR know so they can find someone to help Zeke go back and forth
between the two projects so that he can focus on one at a time. The fact that Palmer is not willing
to share Zeke Olds may have been stated more firmly. Because of the value Palmer places on
Zeke's experience and skill set, the latter deserves more attention from his boss and a higher level
of reward for meeting weekly goals if Palmer wants Zeke to devote his full attention to the
project. Given his value to the team, it's important to treat Old with more respect and attentively
address his concerns, thoughts, and proposals. Palmer should have prioritised his work and made
no concessions to finish the audits on schedule. Just as Crosby took his staff out for lunch and
golf games to keep the team spirit in control, so too can Palmer become more relationship-
oriented with his team to ensure the project is finished at a better pace via improved work.
3. What advantages and disadvantages of a matrix type organization are apparent from this
case?
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Efficiency: Cross-project and intra-functional resource sharing are allowed. People may divide
their efforts between multiple things depending on the situation. This reduces projectized
framework redundancy.
Dedication to the task: A project manager who organises and combines the efforts of many units
keeps the project on track. A merely functional structure lacks a complete issue resolution
method.
Smooth migration after project completion: After project completion, professionals stay in touch
Flexibility: Matrix topologies make firm assets and workers more flexible. Project managers
sometimes supervise functional unit staff. The functional manager controls all other
contributions.
It's true that having numerous superiors in a matrix organisation is a significant divergence from
the usual chain of command. Putting up a matrix structure also takes time. Many of the following
issues can be attributed to the fact that the matrix system is still developing; experts estimate that
it will take three to five years for the system to reach full maturity.
Discordant dispute: The hierarchy technique pits functional managers against project managers
with critical expertise and perspectives. Complex technical issues and project demands need
tension. Pandora's box may open despite good intentions. Disagreements about agendas and
duties might arise. Worthy discussions might escalate into managerial animosity.
Internal Fight: Sharing equipment, assets, and employees across projects and functional activities
creates rivalry for finite resources. Project managers, who care about their project, may fight.
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Full of stress: Command unity is not followed. Project managers and functional heads supervise
those involved in the project. Matrix work is tough. Imagine dealing with three bosses who give
Pace of work: Project managers should speed up completion. However, negotiating between
4. What could the management at M&M do to manage situations more effectively like this?
To begin, schedule in days rather than hours. Team members are less likely to beg for more time
or be late to meetings if they have designated workdays. The administration should have asked
for updates from the participants. When Peter's project's delay became clear, it was time to have
the conversation. Last but not least, Sands may have taken a different tack with Peter. Sands
would have been wise to inquire as to Olds' desire and Palmer's and his feelings over Olds'
assignment to a single project. Management at M&M might do a better job in this situation by
We saw how M&M's Metrix structure placed the future of the firm at risk when a single
employee was split between two projects and two supervisors. Therefore, we suggest that a
establishing channels of communication. If M&M management had done this, they would have
had frequent project progress reports and team meetings, which would have made it easier to
satisfy the requirements of the consultant and accounting services. With consistent interaction
and team participation, management may help project managers focus on goals, maintain clear
communications, and create a secure atmosphere that fosters trust and improved project
outcomes.
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