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Clients we have helped

This is a selection from our many clients and a short summary of the help we gave them. Some of our clients request our work with them remains confidential and we respect that, so they are not listed here. In other cases we can only outline what we have done.

Almost forty of our clients, organised by sector


Service and care sector


Dimensions Supporting over 4000 people with Learning Disabilities.

To improve strategy alignment, board reporting and strategy deployment, introduced an approach that reinforced the culture across 14 regions and 2,400 employees. Also used to simplify acquisitions. (Detailed case study available)


Unite Group plc FTSE350 Company Developing Student Accommodation and Managing Student Hospitality

1) To support implementation of market entry strategy, and integrated manufacturing strategy, strategy facilitation and strategic balanced scorecard.  2) Major strategic review of operations across development and hospitality services to improve operations, cross working and synergy within group.


Boots the Chemist The problem was “they don’t get the strategy”. So strategic balanced scorecard introduced at corporate level to capture and develop the retail strategy. Found £40m worth of project savings.

(Partial case study available).

Thomas Cook Global ServicesTo support new venture, a strategic balanced scorecard introduced to capture, communicate and manage the strategy, set executive remunerations and manage delivery of new venture.

Construction & Utilities

Genset, Towerlight & Groundhog

(Distribution and innovation in construction industry)

Having grown at 40% per annum for 5 years, Genset wanted to manage their partnership to provide the basis for continued growth of business.

Anglian Water GroupMajor strategy implementation engagement to support transformation of business and move from public sector to commercially orientated listed company. Strategy roll-out across whole organisation. (Partial case study available)

Financial Services


Overseas Chinese Banking Corporation, Singapore

Major Far East Banking group

Improved the strategic links from IT to the bank as a whole. Implemented a strategic balanced scorecard and performance management reporting approach for IT to improve their delivery and reputation.

(Case study available)

JP Morgan

JP Morgan

Investment Bank

London & New York

Confidential work involving IT support to all investment banking divisions.


Pearl Group

Pearl Assurance and Pearl Group Ltd

Life & Pensions Assurance

Managed introduction of substantially improved reporting for regulatory needs of FSA (Treating Customers Fairly) covering COBS and Prudential aspects of business. Project praised by FSA.

Norwich Union (Now Aviva)

General, Life and Commercial Insurer

Re-engineering IT processes to reduce costs and improve IT service. Performance management to support new service provision.

ABN AMRO Bank, Holland

Confidential work for Commercial Banking division.

Winterthur Insurance

Winterthur Insurance, Switzerland

Commercial insurance

Major strategic change across company to realign markets, reduce costs and reposition sales and customer service across commercial business.

Oil & Gas



Confidential work for the

Oil and Gas Exploration Division.

Addax Petroleum

ADDAX Petroleum (Oil & Gas Exploration & production)

To develop strategy to improve operational safety, and build team, facilitated a Strategic thinking and planning workshop for HSSE across four operating companies. Described by one participant as “the most effective strategy workshop I have seen, and I have see a few.

Information Technology & Services

CSC Outsourcing Services Is it viable to offer an outsourced full-service solution to a specific part of the insurance industry? Conducted market research together with financial and technical feasibility study. Also helped client to open up new sales opportunities.


Confidential work.

Accountancy Profession

ACCA Association of Chartered Certified Accountants The global body for Professional Accountants.

Various conference presentations & talks on Strategy, Performance Management and Managing Change in the public sector.

CIMA Chartered Institute of Management Accountants Providing CIMA open Training courses in Performance Management.

Manufacturing, Engineering and Production


Bombardier Aerospace (UK) Ltd

(Lear Jets)

Modern Balanced Scorecard training for Aerospace division.

Unite Modular Solutions Unite Modular Solutions Innovative Manufacturer of Buildings and Student Accommodation. Strategic review and planning and performance management including the introduction of a strategic balanced scorecard to improve delivery, reporting and delegation. (Case study available)

Anglian Water Anglian Water Technology, Innovation and Engineering Group

Teasing out synergy from amongst group of international engineering and technology companies, newly acquired and formed into international group. (Case study available)

Diamond Trading Company Diamond Trading Company (A de Beers Group Company) Strategy communication consultancy support.

Charities and the Third Sector

Diana Memorial Fund

Diana, The Princess of Wales, Memorial Fund

1) To improve Board confidence and management of their strategy and performance, introduced customised balanced scorecard.

2) Facilitated long term strategic thinking workshop to consider the legacy of the fund over the next 60 years.

(Detailed case study available)

National Trust

The National Trust

Improving the performance and accountability of properties by redesigning the management processes from Strategy through to individual performance management.

Southend Credit Union

Savings and Loans in Southend on Sea

Strategic planning and review support for Board and management team during final stages of launch.

NALA, National Adult Literacy Agency

National Adult Literacy Agency, Ireland

Strategic Balanced Scorecard focused on influencing policy and funding, managing research and working through partners to deliver best practice literacy and numeracy.

Central Government Departments and European Bodies


Department for Work & Pensions

How do we become more mature as an IMS team in how we manage our performance and deliver for our customers? Explained different maturity models, helped team assess where they were and map a route forward to improved engagement and better proving their value.

HMRC HMRC To improve the planning, scorecard and performance management process, training the HMRC IMS Finance and Planning team in fourth generation balanced scorecard approach and identifying improvements to their lean strategy deployment approach.

MOD UK Ministry of Defence (MoD)

Confidential work to improve inter-service working and develop a useful practical strategy and Balanced Scorecard for unit.

Botswana Export Development and Inward Investment Agency Reviewed strategy for inward investment, developed 5 year view of investment needs, coached Executive and developed outline balanced scorecard to manage investment agency.

Eurofound Eurofound – The European Foundation for the Improvement of Living & Working Conditions

Support for introduction of improved strategy and performance management using Modern Balanced Scorecard.

Local GovernMent Computer Services Board Local Government Computer Services Board, Ireland

In preparation for merger, and facing economic pressures, a thorough strategy review, setting short term objectives, implementing tighter management controls and improved management of performance for customer projects.

Local Government & City Councils

Peterborough City CouncilPeterborough City Council To implement a new strategy that involved joined up thinking and working, substantially improving performance reporting, project management and engagement, we implemented a strategic balanced scorecard approach for the City.

(Detailed case study available)

Leicester City Council Leicester City Council To address fragmented strategic planning processes and inconsistent performance management in light of strategy, conducted extensive customised training or executives, senior managers and performance manager across council.

NHS, Strategic Health, PCTs and Hospitals/Foundation Trusts


Westminster PCT, Kensington & Chelsea PCT

Major review of promised and actual benefits from set of cross care-community projects involving three Primary Care trusts (PCTs). Introduced improved benefit tracking approach applicable across NHS.

Guy’s And St. Thomas’NHS Foundation Trust How do we, the IT group, get a grip on the overall portfolio of projects and programmes we are delivering? Helped align projects, develop benefit maps, and trained staff in improved business planning to improve engagement and delivery. Developed IT department Strategy Map and 3 year programme view.

LNRSHA Leicester, Northampton & Rutland Strategic Health Authority, Workforce Development Confederation

Improved management team dynamics, helped executive team reduce the complexity of their task and improved how their strategy and performance was tracked.

Peterborough & Stamford Hospitals NHS Foundation Trust

Given how clinics were performing, we helped them to diagnose the underlying problems and develop a route map to more effective clinics for the patients, clinically and economically?

Emergency Services

bedfordshire & Luton Fire & Rescue Service>

Bedfordshire & Luton

Fire and Rescue Service

Bedfordshire & Luton Fire & Rescue Service

Improving decision making and control using a modern strategic Balanced Scorecard for the Fire & Rescue Service

Cambridgeshire Police Authority

Cambridgeshire Police Authority

Advice on risk and performance management.

Remember, this is just a selection of the clients that we can talk about

and there are others sectors and markets we have also worked in. Call us to find out more.

To see what our clients have to say about us: client quotes

To read case studies: case studies.

To discuss your needs: contact us.