Leading the way in digital and multi-channel consulting, we’re passionate about working with clients to deliver customer-centred change.
We create teams that combine innovation and creativity, with agility and rigour, to help organisations re-orientate around customer needs.
'People Centred Finance’ is based on a belief that organisation, technology and process should be built around customer needs.
We understand the changes impacting the media sector and can help companies to adapt to changing audience needs.
› See our Media capabilitiesOur innovative, customer-centric approach helps retailers to achieve the optimal multi-channel mix and customer experience.
“Transform brought drive and enthusiasm to the task, along with much needed skills.” Steven Zuanella, Group eCommerce Director, Bupa
Our award-winning experience in patient-centred services for the NHS and private sector includes digital and mHealth.
Using our expertise in multi-channel strategy, design and delivery to transform services across central and local government.
Using industry-wide expertise to help businesses deliver commercial propositions and implement organisational change.
Argos was approached by Shutl, a web service that connects retailers to local, same-day delivery couriers. Transform was asked to undertake a rapid analysis that would test customer demand for the solution.
What we did, and how
We gathered cross-divisional input quickly, identifying that a trial needed to be low impact, low cost, quick to implement and geographically restricted to 12 stores across London. Cross-departmental workshops identified that the existing reservation and in-store collection process for stock management, supported by a white labelled website from Shutl, would ensure minimal impact on the main Argos.co.uk site.
The customer experience was balanced against any potential constraints of the trial.
“Transform has been instrumental in landing this new service for our customers.” Ross Clemmow, Director of Marketing Operations
Results
Bauer wanted to identify opportunities to further optimise the delivery of IT services to its UK businesses, assessing the scope to reduce operational costs and add further business value.
What we did, and how
An extensive review of the current IT cost base, services, processes and Bauer's approach to strategy and architecture identified of a range of improvement opportunities and we recommended steps to address these.
The analysis then probed below the surface to examine the root causes behind some of the observations. From this a number of pragmatic, strategic recommendations were made, to give a sustainable improvement in performance and align the role of the IT team more closely with the needs of the business.
“They got to the key challenges quickly, worked well with our team and delivered valuable benefits.” Stuart Page, Group IT Director
Results
Transform was asked to host, educate and facilitate the Future Leaders Forum, Brady's professional development programme. The theme was ‘how to lead in a changing world’, centring on the implications of digital.
What we did, and how
We designed a 2 day educational event for FLF participants, providing knowledge on digital technologies and helping them to understand how to adapt their traditional catalogue and product based business to meet the evolving needs of customers.
Participants were taken on a digital journey through topics ranging from Digital Marketing to Mobile and Social Business. During the event the digital learnings were tested against personas in order to assess the real implications of these technologies on typical customers.
“Transform delivered a first class educational forum leaving all the team better equipped for the future.” Christine Kelly, European HR Director
Results
The 2012 FLF was deemed a great success by the delegates and Brady leadership team. Comments included:
BT Expedite sells a range of retail solutions to major players throughout the UK and had decided to pursue the acquisition of Fresca, a UK based eCommerce Software as a Service (SaaS) provider. We were engaged to undertake the technical due diligence.
What we did, and how
Our technical due diligence approach focused on three key areas - was the existing business fit for purpose, was the technical infrastructure capable of achieving future expansion growth goals and what were the main issues of the integration?
We conducted desk research, interviews with the senior technical and delivery management staff and client reference calls with Habitat, Moss Bros & Harvey Nichols; working closely with the Expedite team to define requirements.
“Extremely professional in their approach to due diligence; I'd thoroughly recommend them for future M&A projects.” Mark Tschudin, Senior Manager
Results
Bupa wanted to give life to its brand promise 'to be a healthcare partner to its customers' through digital healthcare solutions. Transform was asked to guide the development of a proposal for selective high priority 'proof of concept' trials and a strategic eHealth framework and roadmap.
What we did, and how
As a Group project it required close collaboration with Bupa’s global businesses. We developed a strategic approach to eHealth activity and working with contacts from the Bupa Digital Forum we identified the eHealth trials that would add most value to their businesses.
A clear 5-stage process for each trial was designed, to take the concept from idea to full rollout with the required blend of agility and rigour. We successfully put forward three trials for central funding.
“They’ve brought drive and enthusiasm to the task, along with much needed skills.” Steven Zuanella, Group eCommerce Director
Results
Businesslink required an entirely new portal for the Growth Improvement Service (GIS). The solution was to be built in line with government policy.
What we did and how
Transform provided a multi-functional team to work as an integrated part of Serco’s existing team.
The production of a strategy and customer proposition for the service, helped engage stakeholders (HMRC and BIS), drew up the technical architecture and conducted a user centred design process. Using Agile project management methodology we conducted an extensive series of development sprints up to and beyond final go-live. We also supported a mobile app development helping businesses find funding more efficiently.
“The prototype has been positively received by customers and government stakeholders alike.” Jonathan Hollow, Director of Innovation, Serco
Results
OfCS launched a volunteering grant fund to increase numbers of disabled people volunteering and organisations supporting them. Working with partners Charities Aid Foundation (CAF) and RNIB, Transform was responsible for project managing Access to Volunteering.
What we did, and how
We put in place an online grant application and information centre for the fund. Grants were allocated iteratively over five rounds; learnings from each being absorbed into the next. New ways to support disabled people in their desire to volunteer were investigated and promotion of the fund engaged a wide range of organisations to support volunteering. Funding decisions were made by local assessment panels in the test regions.
“Widely praised by applicants for its ease to apply for and was very well marketed and managed.” John Knights, Policy Manager
Results
Led by audit requirements, CapitalOne’s culture was to reward adherence to process above project delivery. The internal development team needed to achieve a step change in delivery whilst maintaining regulatory compliance and implement best practice processes whilst 80 concurrent projects continued to run.
What we did, and how
Recognising that strong programme management was the key to delivering change, we proposed, and delivered, a full PM capability to CapitalOne.
The CapitalOne team was established and 'home grown' from within the organisation. By introducing best-practice experience and guidance, we were able to lead by example for the hands-on implementation of new processes and the Programme Management capability.
“The gravitas of the Big 5 delivered in a truly hands-on, delivery focused manner.” Tim Butterworth, Head of Programme and Project Management
Results
The Department of Health was setting up the new Centre for Workforce Intelligence (CfWI) as a centre of excellence in workforce planning.
The new organisation, with its complex set of stakeholders across the sector, needed a marketing plan and stakeholder engagement strategy.
What we did and how
For the new CfWI, Transform set up and ran the marketing and stakeholder management function. This work included identifying and mapping stakeholder groups, creating a new brand and identity for the centre, developing communications and marketing strategies, implementing stakeholder tracking tools and processes, creating mailing lists, developing communications collateral and producing newsletters and devising and implementing a PR campaign.
“As a new organisation operating in a complex environment, Transform helped us with our strategic approach.” Mark Garvey, Programme Manager, CfWI
Results
Transform was asked to review the Copyright Licensing Agency's current product portfolio and identify new areas for growth in the digital arena due to increasing digitisation of intellectual property.
What we did, and how
Our initial approach was to gain a full understanding of the CLA's existing product portfolio, identifying constraints and opportunities of the business model. This process involved an examination of the drivers, regulation, competition, technology, and user needs that impacted the current portfolio.
Potential for extension into the digital space could then be assessed. Revenue graphs and product lifecycles were created for each key product, with forecasts based on different scenarios.
“Transform approached the problem with expert precision, making careful assessments to present a fully-rounded view. ” Kevin Fitzgerald, CEO
Results
The Department for Education wanted to transform the quality, choice, provision and awareness of family support and information. They wanted to increase the number of families supported from 90,000 per year in 2007, to 800,00 per year by 2011.
What we did and how
By analysing parent’s needs and the existing information services we developed a programme of partnerships with the voluntary, community and private sectors to create new digital support services for families alongside traditional helplines. Services cover: disability, social care, post-natal depression, grandparents, relationships, single parents, behaviour, teenagers, special needs, school admissions, exclusions, childcare, separation, family law and mental health, among others.
Results
General Atlantic was evaluating an investment in Studio Moderna. Transform was asked to support investment due diligence; commercial performance and potential for the Direct Response TV (DRTV) division across 12 key markets.
What we did, and how
We combined a review of the underlying data and business information for the DRTV business to confirm that it was robust and develop an understanding of the overall ROI on media spend.
This included a market review of the key territories to understand major trends in those markets that might affect the costs, revenues and ultimately the ROI of the DRTV business.
“Transform’s familiarity with the media market meant they could quickly identify and analyse factors driving ROI. ” Chris Caulkin, Vice President
Results
We were asked to work on the communications and engagement for a review of the way Healthier Together services were provided across the South East Midlands’ five main hospitals.
What we did, and how
Transform helped devise an engagement strategy to communicate changes to key groups. We established a multi-channel approach across online, social media, syndicated content and engagement events.
We began with the case for change, running surveys with different patient groups to understand needs, socialising Clinical Working Group ideas and engaging the public on the proposed models of care. Patient, public, staff and stakeholder views were fed into the overall model development.
“The work was praised as a best practice example of patient and public engagement.” Camilla Bashaarat – Head of Customer Communications and Engagement
Results
As part of its Programme of Reform, the Home Office wanted to improve the way the way the Ministry worked with and listened to its stakeholders. The Home Office wanted to identify its top-50 stakeholders and find some new ways of working with them.
What we did, and how
Working with the Stakeholder Management Team, we put forward a strategy for introducing and sustaining a long-term approach to successful stakeholder management. The strategy was based on integrating stakeholder engagement with other key elements of the Reform programme, designing operational delivery tools and processes and putting measurement systems in place.
Results
Within six months of working with the Home Office to help deliver its strategy we had:
Transform was engaged to provide the transition phase between strategy and delivery following a strategic review to define online and offline multi-channel customer experience objectives.
What we did and how
Transform's methodology followed three stages: competitor and comparator analysis, strategic visioning at work stream level and business requirements specification.
Working in parallel across all 4 work streams accelerated the pace of the programme ensuring interdependencies across projects were identified and assigned to a single work package, avoiding both duplication and omissions.
Results
The project was delivered within a condensed 6 week period. Within this time Transform was able to:
News International (NI) had charged each department with building a 3 year change agenda with challenging financial objectives. Transform was engaged by the Marketing and Sales department to define a profound change programme.
What we did and how
Created a programme that engaged most of the team of 170 in defining the marketing department of the future, maximising buy-in to and enhancing the prospects of successful implementation.
In parallel with the visioning work, a robust activity analysis was undertaken. Three potential new operating models were generated and evaluated to create a recommended way forward and benefits model. From this, a new organisation model was produced, with role definitions and a transition plan.
“Transform brought process rigour, strong analytical skills and objective challenge. ” Katie Vanneck-Smith, Chief Marketing Officer
Results
The health system needs to find ways to substantially improve patient care and empowerment while reducing cost. NHS Direct commissioned Transform to help develop a set of online tools that would help patients decide between their treatment options.
What we did, and how
Transform built three online patient decision aids. The clinical content for these had already been developed, but we edited this content, shaped it into an engaging online user journey (which we tested with User Vision, a usability consultancy), added interactive elements and graphics and built the tools to a very tight deadline.
Patient Decisions Aids are tools which help patients decide on the best form of treatment for them and are part of the patient choice agenda.
“A really polished and highly regarded tool that patients and clinicians find really useful.” Emma Walker, National Head of Business Development
Results
The decision aids were evaluated by an expert team from Cardiff University and the results were extremely positive.
O2 asked Transform to review its retail systems and assess the current systems and platform capabilities, to understand the platform fit with O2’s future technology roadmap and customer strategy.
What we did, and how
We delivered the programme in 3 stages: an assessment of all O2 customer touchpoints mapping in detail the technology infrastructures and applications. We then conducted a future state investigation identifying required capabilities and relecting learning from other organisations. Thirdly, by comparing capabilities across the business architecture we eliminated those elements that were unsuitable.
A detailed evolution plan was created with release schedules over 5 years.
“The team’s extensive cross-sector expertise has been invaluable. ” Colin Wooldridge, Technology Strategy & Governance
Results
The 2011 UK Census, offered for the first time, the opportunity to complete the questionnaire on-line. The Office for National Statistics (ONS) wanted us to agree an overall strategy, highlighting constraints and recommendations in design, delivery, service operation and integration for an online completion system.
What we did, and how
Our approach was to combine robust, detailed analysis of the future market with our detailed insight into the way that citizens’ use of and attitudes to digital platforms are developing. The pace of change is so rapid that it was critical to combine existing insight with accurate predictions, in order to make the right choices for the UK digital landscape.
Results
Portigon Financial Services, formerly WestLB, was about to roll out a new intranet and wanted to ensure that there were no major usability issues. Transform was asked to conduct research to identify any high priority changes and direction for future developments.
What we did, and how
We conducted usability tests supplemented with expert usability evaluation to identify issues with the proposed site architecture, navigation devices, content templates and visual design.
Contextual user interviews with key stakeholders and staff across a range of job functions identified additional user requirements to support key job-related processes and tasks, specifically trading staff where productivity and efficiency gains would have most commercial benefit.
“Their expertise enabled us to meet the expectations of staff and stakeholders.” Phil DeSausmarez, Head of New Media
Results
RS Components was engaged in enhancing the online product selection process particularly around search and browse, product comparisons and alternative selection choices. We were asked to lead the next round of discovery research and user modelling.
What we did, and how
Contextual interviews were conducted with customers in the UK, Germany and Japan to investigate how product selection journeys differed by customer type and location. This looked at end-to-end journeys with RS Components and other suppliers, covering online and offline channels.
We developed a model of the different types of customer personas, missions and scenarios, and the core needs associated with each.
“The team delivered a fresh perspective on how international customers use and interact with our website.” Alan Mears, Customer Experience Manager
Results
Transform was asked to carry out a thorough evaluation of checkout processes of the eCommerce sites for H.Samuel and Ernest Jones to increase conversion rates and reduce levels of abandonment at checkout.
What we did, and how
We initiated a three strand investigation and started by drilling into website usage data to identify the paths users were taking through the checkout process and the drop-offs at each step. This revealed different abandonment points on the two websites and for different shopping scenarios.
We then carried out usability testing with H.Samuel customers and an expert evaluation of the Ernest Jones website to explore the various checkout scenarios and identify usability issues and informational barriers to completing purchases.
“Transform helped us to understand our customers online behaviours and how to serve them better.” Nicky Brown, Head of eCommerce
Results
Sky had expanded its new media operations significantly. However, the absence of a clear set of new media delivery procedures led to a significant backlog of projects. We were tasked with identifying areas for delivery process improvements within Sky's business and IT divisions, highlighting recommendations for a delivery framework.
What we did, and how
We audited the business and IT divisions and consolidated a view of the key issues in the business and IT divisions into key findings. These were then communicated to the management teams together with recommendations for a delivery process.
We created an example new media delivery model, example artefacts, and a roadmap for process implementation.
“A combination of their knowledge, experience, energy and drive helped us improve delivery capability.” Tom Symonds, Internet Director
Results
Smiths News was undertaking a complete review of the value chain for distribution, logistics and other supply chain markets. We were asked to analyse the entire 3PL market and identify areas of growth and high value services within the value chain.
What we did, and how
Our market assessment was rigorous and broad reaching. Leveraging our experience, we mapped out the value chain for 3PLs and using extensive market knowledge, identified unique value added service offerings and areas of growth.
We created filtering criteria to categorise 700 businesses with 3PL operations, allowing us to identify a core set of service offerings and market leading companies that were profitable with sustainable growth.
“They quickly got to the heart of where the value lies in the sector. We will be using them again. ” Jonathan Bunting, Commercial Director
Results
Transform was initially brought in to improve the agility of IT delivery. However, as our work progressed the brief expanded to improving the agility and alignment of all areas of the business.
What we did and how
We helped Spotlight create, roll out and refine a set of processes that defined, prioritised and delivered products quickly and cost effectively, whilst aligning IT and business stakeholders.
This included defining a new IT platform which supported rapid delivery, whilst allowing the business to scale. We also helped Spotlight to develop, define, execute and make changes to its strategy to enable rapid response to change.
“We can now be confident that we’re doing the right things, in the right way, at the right time.” Ben Seale, Managing Partner
Results
Transform was asked to help Tesco Entertainment with its vision and clarify the best direction for the division to develop propositions and deliver a roadmap for growth.
What we did, and how
We developed, and gained buy-in for, a strategic vision that delivered Tesco into the digital home. This was built into a series of Entertainment propositions for the business to launch, along with insights into what capabilities, roles and responsibilities were required to deliver the strategy.
We provided practical and pragmatic insights into launching key propositions that took lessons from pure-play successes to identify quick wins and cost effective ways to deliver new solutions under the Tesco brand.
“They helped us to develop a strategic vision with buy-in from the key stakeholders. ” Rob Salter, Entertainment Director
Results
The Times/The Sunday Times pioneered online news content subscriptions and Transform was asked to review the user base to identify opportunities to drive further subscriptions.
What we did and how
We looked at customer drivers, motivations and barriers influencing subscription levels and mapped these against existing and potential digital media consumers.
Primary research analysis and usage data were used to build a set of customer personas with individual motivators, missions and scenarios. These were then mapped against existing proposition to identify areas where the proposition could be improved.
“The Transform team were a pleasure to work with - quick, structured and insightful. ” Juliet Kennard, Director of Product Development
Results
Transform was approached to conduct a review of the 'Waitrose Your Way' strategy and make recommendations for operationalising it.
What we did, and how
Working with its team we examined the company's internal plans and capabilities in order to construct a 'do-ability' test. We reviewed customer propositions, customer journeys, operating model, technology, partner support, supply chain and the commercial model.
A high-level picture for the state-of-play in the coming 1-4 years was forecast in readiness for more detailed programme planning at the next stage. We advised on the integration of services and channels and gave clarity on focus areas for programme activities.
“Their valuable insight and expertise helped us optimise our plans to create the best possible customer journey.” Rob Collins, Director e-Commerce
Results
Transform was asked to support the eCommerce assessment process for Waterstone's and the identification of the correct solution.
What we did, and how
During the initial online capability business review our input led to top-level agreement for the new solution programme to begin.
We were instrumental in steering Waterstone's through to completion of the discovery phase which resulted in the selection of key partners and core technologies. This included a brand new eCommerce platform to support new functionality for search (based on Endeca), the creation and management of user generated content and the introduction of a new rare book marketplace.
“Their advice has been extremely insightful and we have plans to contact them for future projects.” David Kohn, Head of eCommerce
Results
Current processes and supporting systems were not designed for digital operations and service delivery so Worcestershire County Council was seeking to transform the delivery of its customer services through maximising the use of digital channels.
What we did, and how
We developed a strategy and implementation plan that could reduce telephone and face-to-face contact in favour of self-service through online channels. This included developing a multi-channel strategy, improving the user experience, creating a seamless user journey between services and designing new services for digital.
Results
Transform was asked to deliver an innovation event for Yodel’s key clients to foster new ideas and position Yodel as a strategic partner.
What we did, and how
We produced a Vox pop video of consumer needs and frustrations. Client and internal interviews provided us with insights into key market challenges and opportunities. Along with market intelligence, Transform was able to create a powerful workshop for Yodel’s senior management and directors from 6 leading UK retailers.
The workshop offered an independent forum for retailers to highlight their needs and agree common areas of interest. Using videos, personas, customer journeys and other tools, we created a set of powerful new ideas based on these needs, along with next steps for building a strategic partnership.
“The event has started a journey that will help to differentiate us in the marketplace. ” Adam Smith, Marketing Director
Results
Zopa needed to drive up the number of people registering for the service and increase its conversion rate - turning its website browsers into customers. Zopa turned to us to provide a solution.
What we did, and how
We carried out an independent evaluation to identify Zopa's problem areas, concentrating on analysing the website in several ways.
We undertook expert evaluation to identify problem areas. Usability analysis was conducted matching profiles to target users and usage analysis was used to identify drop-out points in the sign up process. We revised the online borrower journey, and created new wireframes and templates for the enhanced website structure and content to meet user demand.
“With impossibly tight deadlines it was a project from hell. They way exceeded everyone's expectations.” James Alexander, UK CEO and co-founder
Results