Sales Operations processes with HubSpot

The Head of Ops for this large Pharma Dat company needed a new sales process building within their CRM. They had ineffective MI reporting, Long, manual processes and zero automation.

Skills:

business process Process Analysis Technology Strategy process automation Business & Operational Analysis Business Operational Design
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Digitally Enabled Transformation: Enhancing Productivity and Collaboration

A National Penal System Provider was on the brink of a major digital transformation, aiming to prepare its workforce for digital and cloud-enabled new ways of working.

Skills:

Behavioural Change Business Change Management & Communication change management change strategy culture change facilitator digital transformation leadership Stakeholder Engagement Prosci
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PE-backed scale-up’s 10x growth to become a unicorn after IT/Product transformation

Newly hired CTO of a PE-backed, InsureTech-wannabe inherited an IT department that was underperforming the business to the point where outsourcing was being considered. Executives and investors were frustrated at the situation 2 years into the 5 year PE investment cycle.

Skills:

Organisational Design organisational transformation agile transformation TOM (Target Operating Model) service design
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Securing Online Access: Enhancing Customer Engagement and Reducing Fraud

The Department faced a challenge in improving the online access uptake by millions of customers. There was internal scepticism about the feasibility of a safe approach that would encourage customers to transact more online, thereby driving efficiencies, reducing fraud, and enhancing overall service.

Skills:

programme director cyber security Team Leadership
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Change approach as an integrated part of continuous improvement

A global manufacturing client delivering a vast amount of large scale transition, transformational and continuous improvement projects annually in the £Ms. Lacked consistency in delivery methods, embedding change, and struggled to demonstrate benefit realisation and justify the high costs.

Skills:

Behavioural Change Business Change Frameworks Change Change Healthchecks and Troubleshooting innovation innovation management Innovation Strategy digital
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Enhancing Efficiency through Process Automation & Finance Transformation

A Financial Director (FD) of a large insurance company required a comprehensive evaluation of finance processes across the business. The aim was to identify areas for improvement and create a roadmap for implementing the recommended changes.

Skills:

Business Capability Modelling Gap Analysis process automation Accounts Payables Automation business analysis
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Recovery of Stalled D365 CRM and Adobe Campaign Implementation for Major Housing Charity

Shelter, a major UK housing charity, had a stalled D365 CRM CE and Adobe Campaign Marketing implementation that had lost momentum, governance and stakeholder confidence. The programme covered Donors, Fundraising and Events functions and carried a fixed go-live deadline. The MSP supplier relationship had deteriorated and internal stakeholder engagement had broken down. A large scale...

Skills:

Change Communications and Engagement Project Change Control Delivery management Stakeholder Engagement stakeholder management Digital Marketing E-Commerce
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Successful Recovery and Closure of Stalled PFI Property Management Contract – 4,000 Properties, Fixed Deadline

Islington Borough Council needed to close a complex Private Finance Initiative (PFI) Property Management Contract covering 4,000 properties with 16 years of legacy data across 40+ data sources. The programme was stalled — insufficient programme management expertise, technical gaps in the internal team and inadequate supplier engagement had put the fixed contractual go-live deadline at...

Skills:

project management programme management Process Analysis business analysis Data Analysis Business Change Management & Communication cloud technologies Stakeholder Engagement stakeholder management
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