Analytics-Based DEI Assessment at Western Financial Services

Code : HRM0096

Year :
2026

Organization :
Western Financial Services (Fictitious Company name)

Industry : Financial Services

Region : Europe

Teaching Note:Available

Structured Assignment :Not Available

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Abstract: The hypothetical case discusses various metrics pertaining to DEI assessment for an organization. The case is problem-based but also requires conceptual clarity to arrive at the various approaches to overcome the current challenges faced by a fictional company, Western Financial Services. The case can be used to teach students the metrics and concepts around DEI assessment and other related metrics, to deal with the problem of employee attrition in an organization.


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Pedagogical Objectives:

  • Understand different metrics used for DEI assessment.
  • Apply the formula for calculation of different DEI metrics.
  • Evaluate the DEI dashboard.
  • Analyze different factors that contribute to attrition.


    Keywords :Employee attrition, Diversity, equity and Inclusion, mentorship, employee development, Impact analysis, employee engagement, exit interview, psychological safety

    Contents :
    » INTRODUCTION


    Case Introduction >>


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