Scale
Challenge
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Our challenge was to review the existing sales funnel and design and implement a new CRM system that could enable business development process to scale
Solution
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Assessed business sales funnel (outreach process), marketing approach, and reporting needed (i.e. requirements)
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Chose a CRM provider based on requirements, budget, and time to implement
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Built out system for use
Impact
Our solution digitised a previously manual business development process and improved the number of manageable ongoing leads by more than 300%
Scenario
Our client was using a highly manual solution for managing sales development and marketing and need help to digitise
Transition
Scenario
Our client required support to transition their business to a new buyer, and required expertise in large transformation project management
Challenge
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Our challenge was to implement the ambitious program plan while ensuring tight time frame was adhered to.
Solution
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Spun up an integration management office that spanned across buyer and seller
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Created governance structures and reporting packs for program steering committee and executive steering committees
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Executed client contract novations and terminations while managing communications across the program
Impact
Our solution received strong positive feedback from senior leadership and staff for the planning, execution, and overall timeliness - as first clients and employees transferred within 60 days of integration office going live.
Change
Scenario
Our client sold their business, including clients and operations, to a local competitor and required change management support to plan and execute the transition
Challenge
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Our challenge was to provide change management advisory and execution support related to transferring clients and employees
Solution
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Designed client and employee communication plans (pre and post sale announcement)
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​Executed client and employee communication plans, client contract novations and terminations
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Supported execution of employee transitions
Impact
Our solution significantly improved the employee experience during a very uncertain time and increased the efficiency of the overall transition which included 35+ institutional clients and 250+ employees
Support
Scenario
Our client had several outstanding major RFPs that were critical to ongoing profitability and market position but required support to complete
Challenge
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Our challenge was to provide execution support to the client's local teams in completing high-value RFPs within the required timeframe.
Solution
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Led data gathering and analysis via workshops and active stakeholder engagement
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Designed client specific operating models to address product and change related questions
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Created client 'day in the life' models
Impact
Our solution resulted in the submission of all RFPs by the specified deadlines, enhancement to the RFP data repository and overall improvements to drive future efficiency in the process.
Design
Scenario
Our client lacked a comprehensive target operating model for both single or bundled product offerings posing a challenge to their competitiveness and service delivery.
Challenge
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Our challenge was to design and recommend a new target operating model that could be applied to all products globally
Solution
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Conducted an in-depth assessment of the client’s current target operating models
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Led stakeholder engagement through workshops and one-on-one interviews
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Identified opportunities for improvement, an initial implementation plan and recommendations to enhance the client's operations and services.
Impact
Our solution resulted in two new target operating model frameworks for the client, one for single-product offerings and another for multi-product offerings, which enhanced client service delivery.
Assure
Scenario
Our client had two large technology transformation programs in progress which were over budget, behind schedule, under resourced, and required review.
Challenge
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Our challenge was to provide an independent and objective assure to both programs and provide recommendations to improve program delivery (cost, resources, and time to deliver).
Solution
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Completed end to end assessment of program plans
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Led workshops and one-on-one meetings with stakeholders,
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Enhanced program management office artifacts (e.g., exec/board memo, resourcing model, program governance model, new reporting,etc.)
Impact
Our solution was a turnaround plan that reduced risk related to the program by repositioning project deliverables, reducing delivery time through identifying clear ownership and accountability for deliverables, and supporting the program in achieving end-state transformation program objectives