Case Studies

Strategic Review

Travel Software
Energy

Industry: Biodiesel

Summary: Preparing a strategic plan for diversification of the business from biodiesel into biojet fuel. Including evaluating the strategy and technology options.

Result: Board approval for market entry and investment for biojet production facility.

Strategic diversification review

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 

Family Owned Conglomerate

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

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