BANKING

~$14m a year

value identified so far

PROBLEM

Lots of AI activity, but no clear value, measures or owners.

WHAT WE DID

Six 90-minute ExCo sessions, then every AI use case through the Canvas.

OUTCOME

Every use case judged on outcome, owner, measure and value.

CREDIT MANAGEMENT

£15m saved

over three years

PROBLEM

Untrusted, hard-to-reach data. Decisions made on seniority, not evidence.

WHAT WE DID

A data strategy and a new operating model built around data squads.

OUTCOME

Operating model live in four months. Teams now self-serve trusted data.

PRIVATE BANKING

7 days

to a board-ready decision

PROBLEM

Group IT favoured Microsoft Fabric. The business needed flexibility and proven adoption.

WHAT WE DID

An independent, like-for-like assessment of Fabric and Snowflake.

OUTCOME

The CTO took a clear, evidence-based recommendation to the board.

HEALTHCARE

$125m

in untapped data value identified

PROBLEM

Value locked in data, and a CRM rollout carrying real risk.

WHAT WE DID

A business-aligned data strategy and roadmap, plus a Salesforce-Fonteva health check.

OUTCOME

A prioritised plan to de-risk the rollout, across six dimensions.

LOGISTICS

£1.2m a year

in supply chain savings

PROBLEM

Rising costs, new competitors and no view of where money was leaking.

WHAT WE DID

A data strategy, insight-led pricing and analysis of parcel data.

OUTCOME

Savings in every mail centre, plus £25k a month in leakage recovered.

HEALTHCARE

20+ gaps

found against 12 strategic objectives

PROBLEM

No clear view of whether the CRM supported the association’s strategy.

WHAT WE DID

A Salesforce Fonteva CRM health check and a prioritised roadmap.

OUTCOME

Technology and change investment aligned to member value and growth.

Want the detail behind any of these?

We’ll walk you through the work, and what it could mean for you, in a 60-minute Value Review.