Offices in the UK, Hong Kong and Australia

  Take a look at what we have done in your industry or area of interest:
 
  Planning & Reporting Frameworks Sales & Channel Development  Service Quality Business Development Turnarounds
Financial Services
Telecom
Healthcare      
Public Sector      
Outsourcing
Motor Industry     
Logistics Mgt      
Drinks Sector      

 

1) Performance Management Framework for a leading UK Bank.
Construction of a full Balanced Scorecard framework to drive improved strategy formulation, cascade of plans and targets throughout the business and improved performance reporting. 
Strategic scorecards constructed at the divisional and business unit levels and cascaded into operational scorecards, measures, targets and reporting formats down through 3 levels in the organisation.
The full framework of 31 scorecards across all divisions and functional areas was completed and deployed in under 4 months

 

 
2) Balanced Scorecard & operational Dashboard framework for leading UK direct insurer
Translation of the business vision into strategic scorecards via strategy mapping 'cause and effect' linkages throughout the business
Construction of key customer service measures and reporting framework across 3 business divisions
All plans, targets, measures and reporting frameworks fully aligned throughout the organisation

 

 
3) Customer metrics reporting framework for major motor service operator
Construction of key customer service measures and reporting framework across 3 business divisions.
'Cause & Effect' mapping determined the internal KPI's which were integrated into the measurement and reporting solution. 
 

 

 
4) Performance Management training for major public service provider
Training programme for training college personnel covering all areas of balanced scorecard techniques and planning and reporting frameworks.
Programme included guidelines on effective implementation and organisational acceptance of change. 
 

 

5) Balanced Scorecard programme for a leading European Logistics Management business
Development and deployment of Strategic and operational Balanced Scorecards for 2 major Operating Divisions, including development of reporting formats and procedures. 
 

 

 
6) Change Management Review for international healthcare business
Review and recommendations on the viability and effectiveness of a major change management programme.
Construction change management metrics to assist in the evaluation and subsequent deployment of the programme.
 

 

 
7) Business Development Review for UK financial services operation
Review of business development options, evaluations and 'scoring' of opportunities across key criteria including 'risk', 'transition issues' and 'cost/benefit' criteria.
Specification of deployment plans and change management issues. 
 

 

 
8) Strategic Performance Management training for Middle East Banking Institution
Development and implementation of training workshop for top 50 executives in strategic planning, targeting, and performance reporting and performance management processes.
 

 

 
9) Change Management Programme for leading Irish Telco
Establishment of change management and project implementation programme for operational improvements prior to deregulation and priviatisation.
 

 

 
10) Business turnaround for major Australia Outsourcing operator.
Full performance review audit then complete overhaul of strategic and operational management of the customer base and sales process. Also revamp of the product range and service offering.
Construction and implementation of full 'BattlePlan' change management programme across the whole business including sales, call centre, administration and management processes. 
Turnaround of the business with operating costs down by 8%, overheads by 20%, trebling of profit n 1st year and ten fold increase in sales in year 2.
 

 

 
11) Corporate Servicing Strategy for major UK bank
Establishing the most cost effective blending of different customer segments and servicing activities to a range of servicing channel options (including electronic banking and internet).
ConTrax™ traffic modelling established an implementation plan that improved customer service delivery, rationalised distribution channels and delivered significant cost savings.
 

 

 
12) Corporate Service Centre transformation for major European Telco
Transformation of way outbound sales and inbound service contact management were handled, including internal call centre operations and hand-offs to Sales & field engineers.
Specification & deployment of a 2-tier balanced scorecard and operational metrics dashboard performance planning, measurement & reporting framework. 
Significant improvements in performance including customer satisfaction costs, call centre productivity and staff satisfaction.
 

 

 
13) Customer segmentation and customer metrics for retail division of large UK Bank
Customer segmentation and data modelling for the personal customer base for Retail Banking, including the integration of the two original Banks' customer databases 
 

 

 
14) Customer Loyalty programme for UK Building Society
Contribution to a multi functional project team in designing and implementing a major customer loyalty programme 
 

 

 
15) Sales Management process for leading European outsourcing operation 
Full audit of existing sales management processes, including leas management, metrics and reporting. 
Construction and deployment of new lead management / sales process, pipeline management model and sales reporting framework
 

 

 
16) Sales performance framework for leasing international vehicle distributor
Development of a lead management and repurchase management metrics structure and KPI reporting framework
Establishment of an order tracking, pipeline management and reporting system, including a reporting and forecasting model. 
 

 

 
17) Direct Channel development for major Non-European Telco
The specification and delivery of a full Direct Channel capability, in the context of a full distribution channel strategy, for a major southern hemisphere telecommunications company. 
 

 

 
18) Retail Sales for Leading Irish Bank
Development of a Retail Sales Strategy and implementation plan including roles, process, measures and transition plan.
 

 

 
19) New market entry into the UK for a non-European Drinks manufacturer
Review of a customer appeal, distribution opportunities and sales forecasts for a new premium lager. 
Development and deployment of test market plan in the UK market, including test targets and measures
 

 

 
20) Sales management improvement for Major Telco Residential Call Centre
Intravate ConTrax™ traffic modelling programme delivered substantial improvements in the customer contact effectiveness and order flow management for a high traffic Residential Call Centre
 

 

21) Sales Development for large Irish Bank
Review and recommendations of a Retail Sales Strategy and implementation plan for retail financial services
Programme included full specification of all key sales processes and construction of a distributed sales infrastructure
 

 

22) Direct marketing test market for Irish Bank
Specification of improved direct marketing strategy and planning, including specification of database structure, selection routines and campaign targeting, measures and reporting.
Test market designed and deployed sucessfully
 

 

23) Direct sales review for well known Insurance Company
Rapid Review of routes to market to capture business in the UK direct sales Insurance market

 

 

 

 

©Intravate 2005