1. Reviewed a manufacturing orientated business with project focus on maximising value for a potential future exit by owners.

  • Identified serious weaknesses in customer experience

  • Developed a plan to strengthen sales and marketing capability and build potentially transferable IP in this space, and fix customer inadequacies.

  • Prioritised technology investment to support improvements

  • Provided ongoing change management support to CEO


2. Provided due diligence on the acquisition of a major industrial equipment company for an investor group.

  • Assessed the quality of the existing customer experience and transferability of sales and marketing IP

  • Identified opportunities for quick wins through sales and marketing best practice

  • Assessed the viability of integrating a finance business into the acquisition target and provided advice on how these products should be developed to best meet the customer's needs

  • Reviewe d the technology roadmap against the new business priorities

3. Advised a software company in the healthcare space on how to embrace the principles of disruption to gain a significant competitive advantage.

  • Prioritised speed of customer acquisition ahead of product range extension to gain a first mover advantage

  • Simplified the solution and narrowed the focus to achieve faster sales


4. Guided a UK based energy retailer to develop their customer value proposition and go to market strategy to disrupt the existing market malaise.

  • In depth customer experience analysis and distillation of core customer needs

  • Creating a differentiated and simplified market offering in a highly competitive, complex and largely homogenous market.

  • Scoped and prioritised software application innovation roadmap in order to prioritise customer value creation