Independent

Transformation Advisor & Consultant

Exec Advisor, Programme Director

Award-Winning Author & Speaker


Helping insurers, MGAs & brokers navigate the transformation journey to deliver successful programme outcomes

UNDERSTAND     EXECUTE     DELIVER

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The challenge


As an insurer, MGA or broker, successfully achieving your transformation outcomes may involve:

  • Re-platforming - implementing a new PAS, UW workbench or claims system
  • Restructuring to reduce expense and loss ratios
  • Introducing new ways of working and AI to improve productivity and enhance customer experience
  • Migrating to the cloud to 'be more digital'
  • Scaling for growth or integrating post M&A


The investment made will shape the organisation's operation and performance for years to come, so you need to get it right... but that's harder than you think.


I help you better understand transformational change so informed decisions can be made, and the desired outcomes can be delivered successfully, avoiding the pitfalls and saving £millions.

Transformation is a journey

.

It's sometimes perceived as a

long but smooth road...


...but it's really a tricky path

that's treacherous in places.

  • Business, digital or any other flavour of transformation is a BIG DEAL - it's disruptive and can involve significant changes to a company's business model (what it does) and operating model (how it does it).

    This can impact products and services, customer segments, distribution channels, the shape and structure of the organisation, the governance framework, people, processes, data and technology: integrations, applications and infrastructure. It's how all these components work and work together. Add in the management of internal and external stakeholders, solution providers and other third parties, and balance these elements with changes needed to the corporate mindset and culture, as well as regulatory compliance, and you can see that transformational change is complex with many moving and interconnected parts. 

Services

  • I provide a range of services to make your transformation journey a success including a free, no obligation presentation - just get in touch to arrange.

    A free, no obligation 60-minute presentation for leadership and programme teams that outlines some insightful and immediately actionable ways to approach transformational change. This small investment of time will make you rethink what you're doing, help avoid some of the common pitfalls and potentially save £millions.

On your transformation journey, I'll help you:

  • Minimise programme risk and cost
  • Deliver your transformation programme successfully
  • Realise benefits at the earliest opportunity
  • Make informed decisions and avoid the common pitfalls
  • Avoid being exploited by consultancies and vendors

Transformation

Advisory & Assurance Services

Leadership Advisory & Mentoring

  • Acting wholly in your best interests as a client-side critical friend and...

    ...trusted advisor, helping you make informed decisions, avoid the pitfalls and prevent you from being exploited by third parties. Whether it's mentoring the Executive Sponsor or advising the Board, I'll keep all parties honest by providing transformation expertise, guidance, candid feedback and challenge - initially to help shape programme strategy and approach, and subsequently to provide in-flight oversight to keep the programme on-track. 

Transformation Readiness

  • I'll work with you to look at four areas and answer key questions to...

    ... assess your readiness for transformation and identify what you can and should do, to significantly reduce programme risk and cost, before formally engaging solution providers and teams of expensive consultants.


    Strategic programme alignment

    Are your transformation programme outcomes clear and do they align to the organisation’s business strategy?


    Business models & operating models

    Are your future and current business models clear and understood, and are they fully supported by your future and current operating models?


    Change & transformation capability

    Do you have the appropriate structures and experience to deliver your transformation outcomes? 


    Information flow & governance framework 

    Does the right information get to the right people at the right time so informed decisions can be made about programme direction, prioritisation and allocation of finite resources? 

Programme Assurance

  • If your transformation programme isn't performing or delivering...

    ...as you think it should, I'll assess its operation and governance structure to determine the programme's health and its ongoing viability, along with recommendations for improvement.

Transformation

Leadership & Delivery Services

Chief Transformation Officer (CTrO)

  • Acting as Chief Transformation Officer, providing executive leadership and...

    ...transformation expertise to the Executive Committee and Board (on a full-time, part-time or fractional basis), to ensure that informed decisions are made and the right approach is taken. Also being accountable for the successful delivery of transformation outcomes, ensuring that activity remains aligned to the business strategy and is joined up with other corporate initiatives.

Programme Direction & Management

  • Acting as programme director, performing the pivotal role that sits between...

    ...the sponsor/Board and the programme team. Providing hands-on leadership, shaping and directing activity, establishing clarity and instilling confidence to successfully deliver the transformation outcomes wanted.

Programme Recovery & Turnaround

  • Has your transformation programme run into difficulties? Problems with...

    ...progress, lack of clarity, stakeholder engagement, internal resistance and third party performance? Working with you, I'll identify the key issues and blockers, agree a route to recovery and get it back to where it needs to be.

Get in touch



Click here to book an initial confidential chat,




call 0330 133 2743





or send a message >>>


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