Technology Roadmap that reduces cost, complexity and increases ‘Speed to Insight’

A fast-growing integrated retail, services and consumer goods business approached us to explore an improved design for ‘speed to insight’, with particular attention to empowering operations, sales and the executive team.

A key concern of the business was the lack of visibility of sales and customer metrics to achieve top-line targets.  

The lack of visibility was further complicated by a spreadsheet-driven environment and manual admin tasks inside their sales teams who got stuck in enablement and couldn’t deliver on outcomes to the best of their ability. 

While the organization has an established Information Technology team, the capacity to drive a renewed roadmap to drive business performance on a sound technology foundation was vital. Starting with the end in mind, our team examined business decisions and performance drivers with respect to the business strategy, resulting in an executable roadmap including:

A highly scalable and flexible data transformation and management environment developed at low cost.

Implementation of an automated rolling forecasting model, with the capacity to quickly run scenarios on decisions instrumental in the growth of the organization.

Design of a sales order management and triggering application to tighten process and empower field sales teams.

Rapid development of PowerBI environment to ‘leap frog’ internal capacity while providing a platform that internal teams could leverage quickly and flexibly.

This project required intelligent use of funds, internal resources and effective change management via internal and our consulting team to get the best ‘bang for buck’ and deliver genuine results.

The new environment removed unnecessary inertia in decisions and empower IT and Operations staff to lead and own a significantly advanced technology environment. The business is provided with near to real-time insights into sales performance enabling them to manage outcomes more dynamically.  

This model has increased the impact and capacity for finance to shape strategy and tactical decisions. The rolling cash flow modelling and performance tracking help them continue to make smart investments and expand beyond their current operations.  

The business has attracted external PE investment which allowed them to acquire 3 other related businesses to expand their value chain horizontally. The PE team were very impressed by the financial modelling and PowerBI analytics capability in-house. 


Intelligent assessment leads to unexpected solution design

This high profile vehicle manufacturer and retailer challenged our team to determine a more intelligent way of solving for promotion decisions in a high complexity environment with unique drivers around sales behaviour in each state or sub region.

Partnering with leaders across business development and finance, we interrogated different pathways for managing promotions data from an end-to-end perspective.

While a range of ‘off the shelf’ products presented a potentially suitable solution, the complexity of the scenario and the existing infrastructure would have resulted in extremely high-cost for only partial outcomes to support the business strategy. This led us to the design of an intelligent database, GUI and analytics engine that suited the business's decision making nuances.

The most obvious root cause for inflexibility and poor process outcomes was the Excel workbook which was being used inappropriately as a ‘database’. There was no ability to apply more advanced analytics as the data was stored in an unstable workbook.  

Our team designed an integrated roadmap, built a fit-for-purpose database and partnered with their finance team through the change process to navigate adoption, continuous improvement, the set up of automation and improvement of the user interface. 

From a cost point of view, the ROI was astronomical and allowed the organization to progressively manage a cultural shift around promotions decision making at a regional level in the process of the redesign and deployment phases. This significant performance uplift in decision making has already provided millions of dollars in return. 

Avoiding a train-wreck on being ‘sold’ a dream tool (project cost 52% lower than an off-the-shelf solution), this organization now has a more sustainable, flexible and well-managed solution that not only serves technology goals but a myriad of objectives in a successful business solution for this environment. 

The business didn’t need to employ extra staff members to run our customise solution and no hidden costs were involved (such as license fees or training in bespoke solutions).  

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Process and strategy optimisation to sustainably hit growth targets

A fast-growing integrated retail, services and consumer goods business approached us to explore an improved design for ‘speed to insight’, with particular attention to empowering operations, sales and the executive team.

Our team of partners have delivered a range of solutions to date and continue to work hand in hand with the organisation in designing changes with their business leaders. This has included so far:

Strategy underpinned by Integrated Business Planning process, appropriate measures/ KPIs, milestones, accountabilities, and initiatives.

Development of funding strategy, including the build of a rolling three-way forecasts to meet the needs of banks.

Role design for new executive hires, including ‘upgraded’ CFO function.

Assessment of current state technology environment. Our team is preparing for the development of a new technology roadmap in partnership with the newly hired CTO  

To date, the business has implemented a newly designed strategy cascade to manage their organisation, implemented the rolling three-way forecast model and embraced the ongoing development of their finance roadmap to sustain tech investment. Thanks to this the business has already secured a multi-million dollars debt facility for property investment.


Digital transformation to support strategic objectives and supercharge value creation

Partnering up with the CEO and CTO of this leading global insurance company, we launched a large-scale Digital Transformation focused on reducing cost to revenue ratio across the business. This was underpinned by Robotic Process Automation and Intelligent Automation to streamline processes of enablement operations and free time for value creation.

We first determined and prioritised processes that were candidates for delivering on transformational objectives and could be executed through and with the AIA team. Developed initial automation test cases and examined tolerance for change in people and processes Deployed deliberate and emergent change plans with regular milestones and measures

Some of the enhanced processes via intelligent automation are:

Premium collections reconciliation

Finance report automation

Actuarial process automation

Selected successful outcomes were:

Automation of preparation of reports and consolidation

Zero errors in the processes undertaken by the ‘BOT’

Major cost saving via reconciliation of online payment files solution

Since then, this organisation has won a series of awards due to the major improvements achieved through automation and is currently looking at rolling out selected projects regionally.  



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