Finance Delivery Improvement
at Beca

As one of Asia Pacific’s largest independent advisory, design and engineering consultancies, Beca plays an important role in New Zealand’s innovation economy.

When the New Zealand Government introduced the R&D tax incentive, Beca needed to assess which projects were eligible and maximise the value of its claim. With the financial year end approaching, the Finance team had a clear deadline and a large volume of complex project information to work through.

Radically worked with Beca to improve focus, prioritisation and delivery discipline so the team could make faster progress before the 31 March deadline.

Challenge

 

How could Beca rapidly improve focus, delivery discipline and team momentum ahead of a fixed R&D tax incentive deadline?

Results

 

  1. Stronger team engagement — measurable growth in culture and engagement within the Finance team.
  2. Accelerated financial benefit — an additional $1 million in tax credits achieved during the six-week pilot.
  3. Capability uplift — six permanent Beca staff built practical delivery capability through targeted coaching and hands-on support.

Approach

Improving delivery under deadline pressure

Beca’s Business Transformation Office wanted to explore whether different delivery disciplines could help teams work with greater focus, collaboration and responsiveness.

Senior leadership interviews highlighted a clear opportunity. Across the business, teams were looking for better ways to work across functional boundaries, make faster decisions, and respond more effectively to changing priorities.

The R&D tax incentive work was selected as the pilot because it had a clear commercial outcome and a fixed deadline. The team needed to assess eligible projects, coordinate input from across the business, and maximise the value of Beca’s claim before financial year end.

Creating focus quickly

Radically worked with the team to create clarity and momentum in a short period of time.

Within two working days, we helped reset the project vision, clarify the work required, and establish a practical delivery rhythm. The team aligned on priorities, made the work visible, and created a clearer structure for planning, progress tracking, issue resolution and stakeholder engagement.

The focus was not on introducing a methodology for its own sake. The focus was on helping the team move faster, work with greater transparency, and make better decisions against a real business deadline.

The adjustment

The team was initially sceptical. That changed as the new rhythm started to create visible progress.

Planning conversations helped the team align on goals and priorities. Regular check-ins made blockers easier to surface and resolve. Progress metrics gave stakeholders clearer visibility of how the R&D tax credit work was tracking. Review sessions created more productive conversations with stakeholders and reduced the need for constant consultation.

Senior leaders also saw a shift. They had better visibility and confidence without needing to stay close to every operational detail.

The results

The pilot created measurable improvement in team engagement, transparency, collaboration and decision-making.

It also delivered a significant commercial outcome. The team identified an additional $1 million in tax credits during the six-week pilot, exceeding initial expectations.

Just as importantly, the work helped Beca see where existing operating model constraints were slowing progress. Impediments could be observed, escalated and resolved more effectively. Leaders were able to reflect on the changes needed to support better delivery across the wider organisation, with Radically providing practical support and recommendations.

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