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Automated lead generation

Client: Digital Transformation Practice

Challenge: Prospect sourcing and qualification depended on time-intensive manual research, making it difficult to scale outreach without either increasing effort proportionally or lowering targeting quality. The solution needed to automate the upstream workflow while keeping human control over who ultimately entered outreach.

Activities title: Key Activities
Activities: End-to-end workflow design, mapping the sourcing, enrichment, qualification and review process into a repeatable automated pipeline;
Automation architecture & integration, building an n8n/Python workflow connecting contact sourcing, external APIs and LLM-based qualification;
Targeting & scoring methodology, translating ideal-customer criteria into structured qualification logic for automated assessment;
LLM-based lead qualification, evaluating ~5K contacts against predefined fit criteria and achieving an 85–95% pass rate among automatically selected leads;
Human-in-the-loop governance, introducing a mandatory review step before any qualified contact could enter outreach;
Reusable acquisition infrastructure, designing the workflow as a repeatable GTM system rather than a one-off prospecting exercise;
Efficiency & quality optimisation, reducing manual research burden while preserving the qualification threshold required for high-quality outreach.

Expertise: AI & Automation · Process & Workflow Design · Technology & Systems · Data & Analytics
Challenges: Operational Bottlenecks

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Strategy execution & governance framework

Client: Built Environment Services Firm

Challenge: Strategic priorities were not translating into consistent execution across the organisation. There was no common mechanism linking priorities to measurable objectives, divisional KPIs and ongoing performance review, while implementation also required overcoming resistance within the senior team.

Activities title: Key Activities
Activities: Strategic execution diagnosis, identifying the gap between high-level priorities and executable objectives, KPIs and accountability mechanisms;
Strategy framework design, creating a multi-stage system linking strategic priorities, SWOT analysis, OKRs, divisional KPIs and performance measurement;
Governance & planning model, defining how priorities would move from strategy into recurring planning, review and decision-making routines;
Executive sponsorship strategy, taking the diagnosis and proposed framework directly to managing partners and securing senior backing before wider implementation;
Stakeholder alignment & influence without authority, navigating resistance within the senior team and building sufficient support to implement the new approach;
Framework institutionalisation, embedding the system into firm-wide planning until it became the organisation’s primary strategy and governance mechanism.

Expertise: Strategy · Operating Model · Governance · Adoption
Challenges: Lagging Adoption

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Company-wide digital transformation

Client: Built Environment Services Firm

Challenge: Digital delivery relied heavily on outsourced specialists, while workflows and capability varied across 10+ teams, creating cost, speed and consistency problems. The transformation needed to redesign how work was delivered and embed new tools and ways of working across the organisation.
Activities title: Key Activities
Activities: Transformation opportunity & business case, quantifying the cost and productivity impact of external dependency and securing partner-level approval for company-wide change;
Workflow redesign & standardisation, mapping existing delivery processes across teams and establishing consistent new ways of working;
Technology selection & implementation, partnering with team leads and IT to select and roll out new digital tools across 10+ teams;
Digital operating setup, building reusable templates, databases, automations, procedures and governance standards and migrating teams from legacy workflows;
Capability & adoption strategy, assessing uneven skill levels and establishing a distributed champion network to support implementation across teams;
Workflow-based training & enablement, designing hands-on workshops, demonstrations, exercises, documentation and reusable learning materials around live project work;
Continuous adoption support, establishing peer support and feedback loops to identify user issues and refine the transformation after rollout;
Performance & adoption measurement, achieving ~40% faster output, 100% adoption of the new workflows and ~70% lower outsourcing costs.

Expertise: Strategy · Process & Workflow Design · Technology & Systems · Implementation · Adoption
Challenges: Operational Bottlenecks · Lagging Adoption

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Cross-tool knowledge platform from research to MVP

Client: Product Teams

Challenge: Product knowledge was fragmented across tools such as Slack, Jira and Notion, making it difficult for teams to retrieve context quickly and creating uncertainty around whether the problem was significant enough to justify building a dedicated product.

Activities title: Key Activities
Activities: Market & problem discovery, testing the fragmented-knowledge problem across four candidate customer segments through 60+ interviews;
User research & JTBD mapping, translating interviews and observed product-manager workflows into personas, friction points and prioritised user needs;
Segment selection & positioning, identifying product teams as the initial target segment and defining the product proposition around a single source of truth across fragmented knowledge;
Product strategy & roadmap, converting validated needs into product vision, user journeys, feature priorities and backlog;
Design-partner acquisition & staged validation, securing a ~€23M UK/NL design partner and testing the proposition progressively through narrative, prototype and MVP stages;
MVP solution design & delivery, defining data flows, API connectors, permissions and sync logic and shipping a functional RAG/API-powered MVP integrating Slack, Jira and Notion;
Evidence-led iteration, using observed behaviour, user feedback and AI-output evaluation to reprioritise features when real usage contradicted earlier interview assumptions.

Expertise: Strategy · Solution Design · AI & Automation · Technology & Systems
Challenges: Unclear Technological Choices · Operational Bottlenecks

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Supplier sustainability analytics & reporting system
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Supplier sustainability analytics & reporting system

Client: Large healthcare provider

Challenge: Supplier sustainability reporting relied on ~200K rows of duplicated and poorly structured procurement data in Excel, making the analysis difficult to use and impossible to repeat efficiently across future reporting cycles. The replacement also needed to remain lightweight and maintainable within the organisation’s existing technology and capabilities.

Activities title: Key activities

Activities: Current-state data diagnosis, identifying duplication, structural issues and limitations of the existing Excel-based reporting process;
Solution strategy & technology choice, matching solution sophistication to internal capabilities and selecting a lightweight Python, n8n and LLM/API architecture over a heavier analytics platform;
Data restructuring & supplier-level modelling, transforming fragmented procurement records into a consistent analytical dataset;
Supplier assessment & prioritisation methodology, defining auditable screening, classification and prioritisation logic; AI-assisted data enrichment, combining external sources, APIs, LLM-supported research and human checks to supplement incomplete supplier information;
Full-dataset analysis & visualisation, identifying reporting patterns and priority supplier groups for procurement action;
Repeatable reporting system, turning the methodology and analysis into a reusable workflow for subsequent sustainability reporting cycles


Expertise: Strategy · Solution Design · Technology & Systems Challenges: Unclear Technological Choices · Operational Bottlenecks

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Technology decision & transformation roadmap
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Technology decision & transformation roadmap

Client: Life Science Group

Challenge: Growth and acquisitions had fragmented processes, data and systems, creating operational bottlenecks and uncertainty around how the technology landscape should scale.
Activities title: Key Activities
Activities: Current-state diagnosis of processes, data flows, and system dependencies to define transformation requirements;
Build–buy–hybrid evaluation, using a 12-dimension weighted transformation framework;
Target AI/data architecture design, translating business and regulatory requirements into a future-state system;
System-by-system technology assessment, including contract management and the regulatory portal, across integration, scalability, control, cost and maintenance;
Future-state integration and migration design, including legacy-data connections and downstream reporting and automation;
Phased deployment plan, sequencing vendor selection, MVP/pilot rollout, regulatory integration, legacy-data migration and organisational adoption;
Executive recommendation and decision support to the CEO, translated into an executable transformation roadmap

Expertise: Strategy · Solution Design · Technology & Systems
Challenges: Unclear Technological Choices · Operational Bottlenecks

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Human x AI sustainability review workflow
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Human x AI sustainability review workflow

Client: Sustainability Consultancy

Challenge: Sustainability reviews depended on experts repeatedly interpreting the same regulatory requirements, creating a bottleneck as review volume increased. The challenge was to reduce repetitive work without automating ambiguous cases that still required expert judgement.
Activities title: Key Activities
Activities: Current-state workflow diagnosis, identifying repeated expert interpretation as the main bottleneck in the regulatory review process;
Decision-process decomposition, separating repeatable cases from ambiguous cases requiring expert judgement;
Human–AI workflow design, codifying repeatable decisions into explicit rules while introducing human-review gates for uncertain interpretations;
AI solution design, defining an LLM-enabled copilot and interpretation library to support reviewers with reusable regulatory knowledge;
Governance & control design, defining where automation could act independently and where expert validation remained mandatory;
Pilot testing & performance measurement, validating the redesigned workflow in practice and demonstrating ~25% lower review time before the underlying business line was later deprioritised following legislative change.

Expertise: Process & Workflow Design · AI & Automation · Solution Design · Governance
Challenges: Operational Bottlenecks

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VR sales app & digital sales workflow
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VR sales app & digital sales workflow

Client: Real Estate Developer

Challenge: The property sales process was manual and slow, but the organisation did not yet have a clear view of which parts of the customer journey should be digitised or what the VR sales application needed to do to improve sales performance.
Activities title: Key Activities
Activities: Frontline sales-process diagnosis, mapping how sales teams worked, where friction occurred and which steps created delays;
Customer journey & workflow redesign, translating the existing sales process into a more streamlined digital experience;
Product strategy & solution definition, determining the role of the VR application within the wider sales process and defining the problems it needed to solve;
User journey & feature design, translating frontline needs and customer interactions into product journeys, requirements and functionality;
Feature prioritisation & backlog design, ranking functionality against user value, operational impact and implementation effort;
Operational-to-product translation, converting sales-process friction and business requirements into actionable product logic for the development team;
Product roadmap & delivery direction, creating a structured basis for development around the highest-value sales use cases

Expertise: Strategy · Process & Workflow Design · Solution Design
Challenges: Operational Bottlenecks · Unclear Technological Choices

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