Analysis

What are the underlying issues?

From perception to facts. Do you know what is happening in your technology ecosystem?

Technology failures are symptoms, not root causes. Realigning business and technology ensures long-term success.

Technology is a mirror of business operations. When it fails, the root causes often lie beyond IT, in misaligned strategy, inefficient processes, cultural resistance, or fragmented teams.

The analysis phase is a holistic approach that examines technology landscape, business alignment, culture & teams, and client & provider ecosystem.

This phase is critical to move beyond surface-level fixes and uncover systemic inefficiencies. By identifying misalignment early, organizations can optimize investments, enhance collaboration, and build a scalable roadmap for sustainable transformation.

Case study 1

A Software Business failing at delivering and produce revenue

Challenge

A software provider for the insurance industry, operating under private equity ownership, was struggling:

  • Loss-making business under private equity ownership

  • Unstable client relationships and fragmented global structure

  • Broken operations and delayed product deliveries leading to client dissatisfaction, unmet contractual obligations

  • Imminent risk of client losses and financial collapse

Approach

As Chief Operating Officer, I led a business rescue and transformation initiative, focusing on:

  • Operational Restructuring: Streamlined teams and redefined ways of working to stabilize delivery. Revision of operation location globally (Pakistan vs near-shore/Europe)

  • Governance & Execution: Introduced execution oversight / Monitoring to address delays and restore commitments.

  • Cost Optimization: Reduced overhead while maintaining service quality.

  • Client Retention: Rebuilt trust and secured key clients and contracts. Mediation and exit plans analysis.

  • Strategic Refocus: Shifted to core offerings, exiting non-essential lines.

Results

  • Product scope review: Revision of product strengths and weaknesses leading to a product refocus on Claims and exit of the Policy business.

  • Restored operational execution: improving product delivery and reducing client escalations.

  • Reduced operating losses: cutting annual deficits from £16M to £4M, with a breakeven plan in place.

  • Optimized workforce: downsizing from 250 to 50 employees while maintaining service quality.

  • Stabilized customer base: preventing attrition and securing ongoing projects with key clients.

  • Identification of value potential: for the umbrella organization.

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