Case studies

Financial Services Firm

Industry: Financial services

Summary: Reviewed lessons learned from the firm’s response to COVID-19, and recommended actions to drive future performance and growth.

Approach: consultation with a large cross-section of employees and development of medium-term scenarios. Sixteen opportunity areas identified and prioritized, including innovations in go-to-market and client solutions, followed by pilot initiatives in each area.

Post-pandemic growth strategy

Media Group

Industry: UK Media Group

Summary: Support the incoming CEO and board of a large media organisation to produce a 5-year corporate turnaround strategy and manage the communication to institutional investors.

Result:  Development of a strategy including cost reduction, pricing, channel development, product innovation and financial restructuring.

Corporate turnaround strategy 

Accounting Firm

Industry: UK regional accounting firm

Summary: Appointed by the managing partner of a large regional accounting firm to prepare a 3-year strategic plan. The context was a major technological change in the profession with the rise of cloud-based accounting platforms and data analytics.

Result: The project involved consultation with all departments, review of technology infrastructure, competitive analysis, strategic options development and strategy translation into a business plan, balanced scorecard, change program and governance process. Several innovative commercial opportunities and margin improvements were identified, as well as organizational structure changes to deliver client-centric service. The strategic dialogue process involving Partners helped to clarify and answer several fundamental questions concerning the firm’s culture and future ownership status.

Prepare a 3-year strategic plan

Global Technology Manufacturer

Industry: Global Technology Manufacturer, Ireland 

Summary: Define and implement a subsidiary development strategy that extended the corporate mandate to include global inside sales and R&D functions 

Result: The strategy ensured ongoing competitiveness of the site relative to other global locations and generated many new high-skilled jobs, benefiting both the site and the local economy. 

Subsidiary growth strategy

Saudi Government Ministry

Industry: Public Private Partnership (PPP) unit within the Ministry of Housing of a large GCC country.

Summary: Assume ‘Project Director’ role to develop the strategy, business plan, organizational design and governance model, whilst managing a large team of consultants and client managers operating within a complex political environment. 

Result: The outputs included a multi-billion dollar investment model over 20 years, incentive packages and deal structures for developers, and a complete organizational blueprint for unit including roles, processes and policies at a detailed level.

Transformation program

Global Professional Membership Body

Industry:  Professional membership body

Summary: Appointed by the Board of one of the largest professional membership bodies in the world to advise on the strategy and business case for a major cross-border alliance with another significant body in the southern hemisphere.

Result: The project included analysis of the potential alliance synergies and costs, impact on members and scenarios for further global market consolidation. The recommendations were adopted by the Board and a subsequent agreement was entered into on these terms.

Strategic alliance

Global Aquaculture Firm

Industry: Aquaculture (salmon farming)

Summary: Carried out an operational review of all sites in Scotland, including sea farms, hatcheries and administration centres.

Result: All staff were introduced to principles of ‘lean’ and gathering process improvement proposals from the front-line. Over 250 proposals were received and evaluated, ranging from simple procedure changes to advanced technology projects. The result was multi-million pounds of approved savings, plus initiatives to step-change competitiveness in key drivers of operational performance.

Operational review 

Media Group

Industry: Media Group; newspapers, consumer online services and data hosting

Summary: The group board appointed Effectus Research to carry out a strategic review of operating companies and develop a portfolio strategy and governance process. The project involved a ‘deep dive’ into each operating company, looking at financial performance, strategic outlook, and capabilities. 

Result: Development of a strategic framework designed to dive increased synergy between businesses and guide future group acquisitions. Significant portfolio changes were subsequently made and changes implemented to strengthen group governance and strategic planning.

Portfolio strategy

Mobile Telecomms

Industry: UAE-based Telecomms

Summary: Appointed by the Chief Digital Officer to identify use cases for internet-of-things (IoT) technology, including value proposition demonstrators that could be used by field-based business development teams.

Result: Development of an IoT propensity index tool, ranking of industrial sub-sectors, customer research and identification of unmet needs and applications for IoT, high-level solutions design and benefits analysis. The business subsequently launched several of the concepts into the corporate market.

IoT applications

Global Food Ingredients Company

Industry: Global food ingredients company, Denmark and USA 

Summary: Supported a global innovation program, working with teams from North and South America and Europe, to explore adjacent growth opportunities leveraging core scientific capabilities in the firm. 

Result: The project led to the identification of four major growth technology platforms in areas including sustainable energy, sugar substitutes and food safety. Investment in ventures contributed to a significant increase in corporate value that was subsequently realized through successful M&A. 

Adjacency growth strategy

Global Consumer Products Company

Industry: Global consumer products company, Switzerland and USA 

Summary delivered an innovation program within a €1bn+ business unit using a combination of consumer insight, technology scanning and market foresight techniques. 

Result: The process resulted in a portfolio of new product innovation opportunities ranging from packaging to ingredients and new marketing concepts. The approach and toolkit was subsequently adopted in other BU’s. 

Innovation program

National Convenience Store Chain

Industry: UK convenience store chain 

Summary: Support the leadership team in analysing strategic options for their retail eCommerce channel. The project included an operational and financial assessment of the business, market research into competitor offerings, development of options and decision criteria. 

Result: A successful decision was taken to reposition the channel towards click-and-collect model, freeing up capital and human resources for core business growth.   

Strategic options review