Approach

Transformation doesn't start with technology.

It starts with an accurate picture of how the business runs today, and an honest view of which parts of that are worth keeping.

01

Understand

How the business actually operates today.

Interviews, a look at the real systems, and a map of the process as it runs rather than as it was written down.

02

Simplify

Remove unnecessary complexity before adding technology.

The cheapest transformation is usually the one where you switch things off, so we look here first.

03

Design

Create the operating model, processes, data and systems required.

One page the leadership team can agree on, with the detail underneath it.

04

Deliver

Implement pragmatically and help the organisation adopt the change.

Senior people stay on the work, and adoption is built into the plan rather than added at the end.

Built for businesses where things are starting to get complicated

Typically ten to one hundred people, growing quickly, with sales and marketing teams becoming more sophisticated than the systems underneath them.

Sales and marketing teams getting more sophisticated than their tooling
HubSpot in place but under-used, or used three different ways
Systems multiplying faster than anyone is retiring them
Spreadsheets doing work a system should be doing
Customer data inconsistent between teams
Technology decisions made tactically, one at a time