Our Insights
Case Studies examine transformations our leadership has delivered for clients. Perspectives share our point of view on emerging topics and how we can help leaders make the next move.
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Fintech & Payments
Case Study
Rebuilding the deal desk for strategic embedded finance deals
Case Study
Rebuilding the deal desk for strategic embedded finance deals
A global fintech enterprise rebuilt its strategic deal desk so sellers could prioritize the right accounts and deliver consistent, executive-ready proposals across embedded finance products.
Go-to-Market & Sales
Corporate Strategy
Operating Model

Energy & Utilities
Case Study
Unblocking 40% capacity for FP&A team with operations across four countries
Case Study
Unblocking 40% capacity for FP&A team with operations across four countries
Process mapping and targeted automation shortened month-end process, cut manual reconciliations, and shifted finance time from admin to higher-value analysis for a European offshore energy producer.
Operational Excellence
Data & Analytics
Transformation Office

Technology & Digital Platforms
Perspective
Can a governed AI agent be part of your Chief of Staff function?
Perspective
Can a governed AI agent be part of your Chief of Staff function?
AI is already inside executive work. The real question is whether you can govern AI agents to perform the Chief of Staff function: preparation, decision documentation, follow-through, and audit-ready control.
GenAI & Agents
Operating Model
Transformation Office

Energy & Utilities
Case Study
Strengthening electrical reliability for a leading energy pipeline operator
Case Study
Strengthening electrical reliability for a leading energy pipeline operator
Targeted root cause analysis and reliability engineering gave leadership a practical plan to cut electrical outages, protect throughput, and standardize reliability practices across priority terminals.
Operational Excellence
Capital Advisory
Data & Analytics

Public Sector & Nonprofits
Perspective
DAVOS 2026: A Spirit of Dialogue needs a delivery system
Perspective
DAVOS 2026: A Spirit of Dialogue needs a delivery system
Davos 2026 put dialogue back at the center. This perspective is not a recap, but a delivery lens on what the theme implies for leaders who need decisions, not just alignment.
Corporate Strategy
Transformation Office
Operating Model

Fintech & Payments
Case Study
Building a repeatable growth engine for a $41M payments portfolio
Case Study
Building a repeatable growth engine for a $41M payments portfolio
A global payments provider clarified where to win and equipped regional teams with sharper narratives, repeatable sales plays, and a portfolio-level growth plan they could execute consistently.
Go-to-Market & Sales
Corporate Strategy
Operating Model

Energy & Utilities
Perspective
TCFD Discipline for Alberta O&G Exposure
Perspective
TCFD Discipline for Alberta O&G Exposure
Canadian investors are already raising the bar on climate disclosure. For Alberta oil and gas exposure, the winning move is to treat financed emissions and scenario analysis as a repeatable decision system, not an ESG appendix.
Decarbonization
Capital Advisory
Data & Analytics

Public Sector & Nonprofits
Perspective
Alberta Wallet adoption is a trust and conversion problem
Perspective
Alberta Wallet adoption is a trust and conversion problem
Alberta Wallet adoption is a trust and conversion problem, not a feature problem. Digital identity succeeds when citizens trust it, understand it, and get clear value from using it. Adoption comes from journey redesign, visible privacy and security controls, product governance, and conversion measurement leaders can manage.
Customer Experience
Transformation Office
Data & Analytics

Financial Services
Case Study
Building an in-house climate scenario modeling capability for a global bank
Case Study
Building an in-house climate scenario modeling capability for a global bank
Targeted coaching, challenger analysis, and tight governance helped a UK bank build its own climate scenario model in one quarter.
Decarbonization
Capital Advisory
Data & Analytics

Fintech & Payments
Case Study
From transactional sellers to trusted advisors
Case Study
From transactional sellers to trusted advisors
Targeted vertical sales campaigns and live coaching so embedded finance sellers could speak to client realities, not just product features.
Go-to-Market & Sales
Operating Model

Financial Services
Perspective
AI productivity in banking
Perspective
AI productivity in banking
Banks can capture real productivity gains with AI, but only when workflows and controls are redesigned together. The path is audit-ready workflow change, clear model risk boundaries, and metrics that prove throughput and quality.
GenAI & Agents
Operational Excellence
Data & Analytics

Financial Services
Perspective
AI governance that survives regulators
Perspective
AI governance that survives regulators
AI governance fails when it is a set of principles without accountability, control points, and monitoring. What works is board-ready ownership, reusable control patterns, and evidence trails that hold under scrutiny.
GenAI & Agents
Operational Excellence
Data & Analytics

Financial Services
Case Study
Building the embedded finance proposition for sponsor-banks
Case Study
Building the embedded finance proposition for sponsor-banks
The client designed a bank-grade sponsor-bank proposition and operating model so bank executives could greenlight embedded finance with clear ownership, controls, and economics.
Corporate Strategy
Go-to-Market & Sales
Operating Model

Healthcare & Life Sciences
Case Study
Building GTM and product launch strategy for world’s first portable and collapsible neonatal incubator
Case Study
Building GTM and product launch strategy for world’s first portable and collapsible neonatal incubator
Targeted market research and competitive analysis shaped a go-to-market roadmap and accelerated product launch. The incubator later supported more than 1,500 newborn babies in a humanitarian crisis.
Go-to-Market & Sales
Customer Experience
Corporate Strategy

Healthcare & Life Sciences
Perspective
Redesign healthcare access and throughput from intake to discharge
Perspective
Redesign healthcare access and throughput from intake to discharge
Hospitals and health systems cannot meet demand with heroic effort. The path forward is to manage flow as a system, with daily governance that makes constraints visible, decisions fast, and performance predictable.
Operational Excellence
Data & Analytics
Customer Experience

Fintech & Payments
Perspective
Leveraging Pay-by-bank for collections and bill pay
Perspective
Leveraging Pay-by-bank for collections and bill pay
Pay-by-bank is becoming mainstream, but collections and bill pay are where it can reliably deliver substantial net savings. The reason is simple: the customer intent is high, the value is clear, and the operating model can be engineered for predictable outcomes.
Corporate Strategy
Data & Analytics
Operational Excellence

Fintech & Payments
Case Study
Taking Pay by Bank product from concept to launch
Case Study
Taking Pay by Bank product from concept to launch
A structured go to market model turned Pay by Bank from a stalled idea into a governed, measurable path from design to pilot to scalable launch.
Go-to-Market & Sales
Corporate Strategy

Fintech & Payments
Perspective
Scaling embedded finance: the GTM system behind repeatable revenue
Perspective
Scaling embedded finance: the GTM system behind repeatable revenue
Many embedded finance product teams can ship a beta. Fewer can earn distribution, align stakeholders, and scale to general availability with repeatable revenue and controlled risk.
Go-to-Market & Sales
Transformation Office
Corporate Strategy

Energy & Utilities
Case Study
Integrated planning surfaced £47m in validated benefits for a UK water utility
Case Study
Integrated planning surfaced £47m in validated benefits for a UK water utility
A UK water utility replaced siloed planning with a single integrated plan, clear stage gates, and a planning system that restored forecast credibility and regulatory confidence.
Operating Model
Transformation Office
Data & Analytics

Energy & Utilities
Case Study
Building a bidding strategy for Crown Estate North Sea offshore wind auction
Case Study
Building a bidding strategy for Crown Estate North Sea offshore wind auction
Competitive intelligence and synergy-based cost modeling pinpointed advantaged zones and project sizes, providing client a real bidding edge.
Capital Advisory
Corporate Strategy
Data & Analytics

Marketplaces & Gig Economy
Perspective
How to optimize payouts and money movement for marketplaces
Perspective
How to optimize payouts and money movement for marketplaces
For workers and partners, payout experience is the product. Leaders can improve retention and liquidity by redesigning the payout journey end to end, including promise, choices, messaging, and controls.
Customer Experience
Data & Analytics
Operating Model

Private Capital
Perspective
First 100 days roadmap to translate the deal thesis into execution
Perspective
First 100 days roadmap to translate the deal thesis into execution
Value creation fails when the thesis stays conceptual. Leaders need a practical plan, clear owners, and a governance cadence management teams can run from day one.
Corporate Strategy
Transformation Office
Operating Model

Public Sector & Nonprofits
Perspective
From dashboard theater to decision-grade analytics
Perspective
From dashboard theater to decision-grade analytics
Government does not need more charts. It needs decision-grade data products tied to real policy and operational cycles, with clear ownership, governance, and adoption designed in.
Data & Analytics
Operating Model
Transformation Office

Energy & Utilities
Case Study
Unlocking 10,000 additional barrels per day through Integrated Activity Planning
Case Study
Unlocking 10,000 additional barrels per day through Integrated Activity Planning
IAP helped an Oman-based upstream operator raise production on existing infrastructure by cutting avoidable downtime and putting field work, logistics, and maintenance onto one plan.
Operational Excellence
Transformation Office
Data & Analytics

Energy & Utilities
Case Study
Predictive operations program turns offshore point solutions into digital twin workflows
Case Study
Predictive operations program turns offshore point solutions into digital twin workflows
A Norway offshore operator linked condition monitoring, flow assurance, VR, and handheld tools into predictive workflows that improved safety, reduced deferments, and eased POB pressure.
Data & Analytics
Operational Excellence
Operating Model

Energy & Utilities
Perspective
Digital command center for unplanned outages
Perspective
Digital command center for unplanned outages
Operators restore power fastest when incident command is disciplined, communications are consistent, and learning loops are real. Technology helps, but only after the operating model is redesigned around performance and accountability.
Operational Excellence
Data & Analytics
Operating Model

Financial Services
Case Study
Building world’s leading asset-level climate scenario model
Case Study
Building world’s leading asset-level climate scenario model
A climate scenario model gave the firm and its clients asset-level insight into physical and transition risk, emissions paths to 2050, and the credibility of corporate climate targets.
Decarbonization
Capital Advisory
Data & Analytics

Real Estate
Perspective
Improving real estate NOI while reducing churn
Perspective
Improving real estate NOI while reducing churn
When Net Operating Income (NOI) improvement becomes a cost exercise, service slips, churn rises, and the gains reverse. Leaders need a revenue, expense, and service plan that is measurable, defensible, and operationally executable.
Operational Excellence
Data & Analytics
Operating Model

Real Estate
Perspective
Build a scalable operating system for property operations
Perspective
Build a scalable operating system for property operations
Most real estate portfolios run on local habits. Scaling performance requires leasing, maintenance, and vendors to operate as one system, with clear standards, metrics, and accountability that site teams can actually run.
Customer Experience
Operational Excellence
Operating Model

Real Estate
Perspective
Stop surprise capex with portfolio-level asset governance
Perspective
Stop surprise capex with portfolio-level asset governance
When capex planning is reactive, portfolios become harder to finance, harder to operate, and harder to defend. Leaders need a clear view of asset health, a funding logic they can explain, and a governance cadence that ties capex to NOI and risk reduction.
Capital Advisory
Data & Analytics
Transformation Office

Retail & Consumer
Perspective
Protect margin while improving omnichannel fulfillment
Perspective
Protect margin while improving omnichannel fulfillment
Retail leaders are judged on experience and profitability. The winners align customer promise, inventory, and cost-to-serve with an operating system teams can run every day.
Customer Experience
Data & Analytics
Operational Excellence

Retail & Consumer
Perspective
Build promotions governance that tests fast and keeps margin intact
Perspective
Build promotions governance that tests fast and keeps margin intact
Promotions often become a reflex. Leaders need guardrails that protect margin while still learning what drives demand, retention, and long-term customer value.
Corporate Strategy
Transformation Office
Data & Analytics

Healthcare & Life Sciences
Perspective
Reduce clinician load by simplifying work before digitizing it
Perspective
Reduce clinician load by simplifying work before digitizing it
Digital tools do not fix broken workflows. Leaders need to remove friction first, then automate what is stable and safe, with clear standards and ownership.
Operational Excellence
Customer Experience
Operating Model

Healthcare & Life Sciences
Perspective
Capacity planning that improves healthcare economics and wait times
Perspective
Capacity planning that improves healthcare economics and wait times
When capacity is managed informally, access suffers and costs rise. The path forward is a practical planning and execution model that links demand, staffing, scheduling templates, and daily performance management.
Operational Excellence
Customer Experience
Data & Analytics
Marketplaces & Gig Economy
Perspective
How to reduce marketplace cost-to-serve without breaking trust
Perspective
How to reduce marketplace cost-to-serve without breaking trust
Customer Experience
GenAI & Agents
Operational Excellence

Energy & Utilities
Case Study
Restructured executive reporting restores board confidence at a UK water utility
Case Study
Restructured executive reporting restores board confidence at a UK water utility
A UK water utility replaced sprawling, inconsistent reports with a governed reporting system that gave leaders a short, reliable view of performance and emerging risks.
Operating Model
Transformation Office
Data & Analytics

Technology & Digital Platforms
Case Study
A tiered pursuit engine for embedded finance deals
Case Study
A tiered pursuit engine for embedded finance deals
The client built a tiered, end-to-end sales enablement system so sellers could qualify harder, pitch faster, and run executive-grade pursuits with consistent narratives, commercials, and ownership clarity.
Go-to-Market & Sales
Data & Analytics
Transformation Office

Energy & Utilities
Case Study
Digital-first strategy prepares a Norway offshore operator for multi-field operations
Case Study
Digital-first strategy prepares a Norway offshore operator for multi-field operations
A Norway offshore operator built a value led digital roadmap that connects multi-field operations, onshore collaboration, and real-time data into one defendable plan.
Corporate Strategy
Data & Analytics
Operating Model

Energy & Utilities
Case Study
Unified data hub turns fragmented offshore data into self-serve analytics
Case Study
Unified data hub turns fragmented offshore data into self-serve analytics
A Norway offshore operator moved from fragmented systems and dashboards to a single data hub and governed self-serve analytics layer for operations and engineering.
Data & Analytics
Operating Model
Transformation Office

Energy & Utilities
Case Study
Integrated activity planning reduces conflicts and steadies multi-field execution
Case Study
Integrated activity planning reduces conflicts and steadies multi-field execution
A Norway offshore operator introduced a 90/30/7 planning rhythm with stage gates and data hub links to coordinate work across fields and improve shutdown and resource discipline.
Operating Model
Transformation Office
Data & Analytics

Energy & Utilities
Case Study
Faster, more predictable delivery through Scrum and Design Thinking
Case Study
Faster, more predictable delivery through Scrum and Design Thinking
A UK energy operator scaled product squads with clean Scrum discipline, integrated discovery, and a portfolio cadence that gave leaders real visibility into work.
Operating Model
Transformation Office
Customer Experience

Energy & Utilities
Case Study
Reducing lodging costs by 40% through centralized reservations and strict governance
Case Study
Reducing lodging costs by 40% through centralized reservations and strict governance
A centralized reservation system and tighter controls helped a Middle East upstream operator cut lodging costs and bring real discipline to camp safety and planning.
Operational Excellence
Transformation Office
Data & Analytics
Energy & Utilities
Case Study
Benefits tracking system underpins delivery of £47m for a UK water utility
Case Study
Benefits tracking system underpins delivery of £47m for a UK water utility
A UK water utility moved from scattered trackers to a single benefits system that tied initiative delivery, evidence, and finance sign off into one disciplined rhythm.
Data & Analytics
Operating Model
Transformation Office

Financial Services
Case Study
Aligning financed emissions targets and portfolio investments for top UK FIs
Case Study
Aligning financed emissions targets and portfolio investments for top UK FIs
Asset-level climate scenarios and target-realism analysis gave UK financial institutions a basis to realign portfolios, manage financed emissions, and decide where to invest, divest, or engage.
Decarbonization
Capital Advisory
Data & Analytics

Energy & Utilities
Case Study
Restructuring a North Sea upstream organization to align with net-zero ambitions
Case Study
Restructuring a North Sea upstream organization to align with net-zero ambitions
An organization-wide spans and layers review provided a North Sea operator a clearer way to realign roles, teams, and decision rights with an evolving net-zero portfolio.
Decarbonization
Operating Model
Capital Advisory

Public Sector & Nonprofits
Case Study
Advancing Circularity through IoT and cyber strategy in the European power sector
Case Study
Advancing Circularity through IoT and cyber strategy in the European power sector
Cross-sector research and a pragmatic cyber model showed how utilities can use IoT devices to drive Circular Economy while keeping critical grid devices secure.
Decarbonization
Capital Advisory
Data & Analytics

Energy & Utilities
Perspective
Designing regulator-grade methane reporting system
Perspective
Designing regulator-grade methane reporting system
For Canadian energy leaders, methane and emissions reporting is no longer a compliance workstream that sits in sustainability. It is becoming a performance system that shapes how assets are operated, maintained, audited, and improved.
Decarbonization
Operational Excellence
Data & Analytics

Public Sector & Nonprofits
Perspective
Modernizing citizen services without backlash
Perspective
Modernizing citizen services without backlash
Digital and AI can reduce wait times and rework, but citizens do not experience “transformation.” They experience trust or frustration. The goal is modernization that improves outcomes while protecting accessibility, equity, and legitimacy.
Customer Experience
Operational Excellence
Data & Analytics

Public Sector & Nonprofits
Perspective
Procurement participation scoring that you can defend
Perspective
Procurement participation scoring that you can defend
Public procurement teams want to drive participation outcomes and still run fair, competitive processes. The answer is a verification-backed scoring and reporting model that is transparent, defensible, and simple enough to operate.
Operational Excellence
Data & Analytics
Transformation Office

Public Sector & Nonprofits
Perspective
Workforce throughput in government is a system problem
Perspective
Workforce throughput in government is a system problem
When government cannot hire, decide, and deliver at pace, outcomes stall and staff burn out. Throughput improves through role clarity, decision rights, streamlined approvals, and practical flow measures tied to delivery.
Operating Model
Operational Excellence
Transformation Office

Public Sector & Nonprofits
Perspective
From homelessness programs to housing throughput
Perspective
From homelessness programs to housing throughput
Homelessness response is judged in outcomes people can feel: time to placement, stability after placement, and fewer returns to crisis. Even with real constraints like housing supply, delivery systems determine whether resources translate into durable exits from homelessness.
Operational Excellence
Transformation Office
Data & Analytics

Energy & Utilities
Perspective
Alberta’s data centre moment needs a delivery plan
Perspective
Alberta’s data centre moment needs a delivery plan
Alberta has a real opportunity to attract data centre investment, but demand is no longer the constraint. Power, interconnection certainty, land readiness, permitting throughput, and credible partnership structures now decide who wins.
Corporate Strategy
Capital Advisory
Transformation Office

Technology & Digital Platforms
Perspective
Chatbots: Useful Interface or Strategic Distraction
Perspective
Chatbots: Useful Interface or Strategic Distraction
A clear view on where chat helps, where it hurts, and what to do instead.
Customer Experience
GenAI & Agents
Operational Excellence

Energy & Utilities
Perspective
Leverage AI agents as operator co-pilot, not autopilot
Perspective
Leverage AI agents as operator co-pilot, not autopilot
A supervised operator co-pilot can turn alarms, SOPs, and incident history into clear next steps, without bypassing safety systems or operator judgment.
Operational Excellence
GenAI & Agents
Data & Analytics

Public Sector & Nonprofits
Perspective
Agentic AI for permits and approvals
Perspective
Agentic AI for permits and approvals
How a supervised permitting co-pilot can speed decisions without cutting corners.
GenAI & Agents
Data & Analytics
Operational Excellence

Healthcare & Life Sciences
Perspective
Agentic AI co-pilot for healthcare clinics
Perspective
Agentic AI co-pilot for healthcare clinics
How a supervised clinical co-pilot can cut admin load without crossing the line on care.
GenAI & Agents
Operational Excellence
Data & Analytics

Marketplaces & Gig Economy
Perspective
Supervised AI for marketplaces
Perspective
Supervised AI for marketplaces
How a marketplace co-pilot can tune supply, demand, and incentives without breaking trust.
GenAI & Agents
Data & Analytics
Operational Excellence
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