A practice you switch on.
Plug in
A mutual NDA, a white-label agreement, and enough of your brand to make the work look like yours. No retainer, no minimum volume, no exclusivity demanded in either direction.
We take your document templates, your brand assets and your house style, and we learn how your firm positions itself. Because everything we produce goes out with your name on it and has to sound like your practice, not ours.
You name one point of contact on your side. We name one on ours. That is the whole operating model. There is nothing to integrate, nobody to onboard, and no cost until you bring us an opportunity.
We join your team and go through your Salesforce with you, and together we pick the live accounts where an unfunded problem is sitting in plain sight. Those are the ones we take to a workshop.
- Signed NDA and white-label agreement
- Your templates and brand kit loaded
- Named contacts on both sides
- Target accounts picked together from your pipeline
- Agreed commercial terms for the stages below
Pitch and workshop
We get on the call with you and your client and pitch a short workshop. Then we run a half-day workshop with their team, and present the outcome back to them with a clear recommendation: whether there is a problem worth a full business case, and what it would be built from.
We jump on the call with your client alongside you and pitch the workshop: half a day with their team to size whether there is a fundable problem here. You stay the face of the relationship; we bring the financial framing that gets their finance leadership leaning in.
In the workshop we work with the client's operators and at least one finance voice, and we leave with sized hypotheses. Then we present that outcome back to them and tell them plainly whether it warrants a full business case.
This is a paid engagement, and it credits in full against the business case if it goes ahead. A client who has put a small budget behind the workshop engages differently from one taking a free assessment, and it shows in the data they give you.
Sometimes the answer is that there is no fundable case here. We say so, early, and the fee stops. That recommendation is worth more to your relationship than a case built on a benefit that will not survive finance review.
- A half-day workshop run with your client's team
- Three to five quantified opportunity hypotheses
- Outcome presented to the client, with a go / no-go on a full case
- Credited in full against the business case
The business case
The benefit model, built from the client's own numbers and validated with their finance function. Option analysis, a costed do-nothing baseline, NPV, payback, sensitivities, and the narrative that carries it through the committee.
We work from the client's operational and financial data rather than industry benchmarks, because a finance team discounts someone else's averages to zero and is right to. Every benefit is walked forward into a line they already report.
Over the six weeks we sit with the client's team and work through whatever bears on the benefit: their operational data, their systems, their code and test suites, their run costs. The number is only as good as what we are allowed to look at.
We insist on a named benefit owner outside of technology. If nobody will carry the number in their own operating plan, the benefit is not real, and we would rather find that out in week two than in the approval meeting.
We present the finished case to the client and to you. We build the deck, rehearse your lead, and where it helps we are in the room as a named member of your team, handling the finance questions while you stay the face of the relationship. The pack goes out in your template, under your logo.
- Quantified benefit model with client-validated inputs
- Option analysis against a costed do-nothing baseline
- NPV, payback, sensitivity analysis and risk weighting
- Finance pack and steering committee deck, in your template, presented with you
The delivery SOW
Once the case is approved, we write the fixed-price statement of work for the delivery: scope, phasing, acceptance criteria, and the roster of roles it takes to deliver, the experience and expertise you need to put on it or hire. So you can bid it fixed-price instead of by the hour. Then delivery is yours.
A business case that stops at the number leaves the hardest commercial step undone. The blueprint converts the approved end state into phases that each stand alone: their own benefit, their own owner, their own gate.
That decomposition is what makes a fixed price safe. Scope is defined in quantities rather than adjectives, acceptance criteria are written down, and the value envelope gives scope creep a natural ceiling. Past a certain point the client has as much reason to stop as you do.
We write the statement of work for the delivery, priced fixed against that scope, and we set out the roster it needs: the roles, and the level of experience and expertise each one calls for, so you know exactly who to put on it or hire. Then we hand delivery to your team and step back. Running the program is your business, not ours. We are paid a success fee when the mandate lands, so our interest and yours point the same way.
- Fixed-price statement of work for the delivery, written for you
- Phased scope and acceptance criteria a fixed bid can stand on
- A roster of the roles, experience and expertise it takes to staff it
- Delivery handed to your team, success fee to us on conversion
What we will never do.
You are handing a third party proximity to your most valuable client relationship. These are in the agreement, not just on the website.
We never contact your client
Not during the engagement, not after it, not two years later when they might need something. Every approach runs through you.
We never bid against you
We do not compete for the implementation we scoped, and we do not take the same client through another firm.
We never publish your client's name
Nothing appears in our marketing, our case studies or our conversations. The track record on this site is anonymized for exactly this reason.
We never appear as a vendor
To your client, the work came from your practice. Where a body in the room helps, we are a named member of your team.
The practical detail.
Do we have to send you client data?
Usually yes, and always under your firm's agreement with them plus our NDA with you. In practice we work with operational extracts and financial baselines rather than production systems or personal data. Where a client's policy restricts what can leave their environment, we work inside it. Several of our engagements have run entirely on the client's side of the wall.
What if our client asks who built this?
You tell them the truth in whatever form your agreement allows. Typically that your practice uses specialist capability for financial modelling, which is unremarkable and true of every large firm. What you never have to do is introduce us as a party with an independent interest in their account, because we are not one.
How fast can you start?
Once the agreement is in place, a discovery can start shortly after. The business case itself runs ~6 weeks. We quote that one timeline and do not offer a faster option. Data availability is nearly always the constraint, and a case compressed past it is a case that will not survive the approval meeting.
Can we white-label this for a client we already have under contract?
Yes, and that is the most common way firms start. An existing account where the relationship is good, the work has plateaued at staff augmentation, and there is an obvious unfunded problem sitting in plain sight.
What happens if the case does not get approved?
Approval is the client's decision and we do not guarantee it. What we will not do is build a case we do not believe in. If the benefit is not there, we tell you during discovery, before you have spent anything meaningful or put your name behind a number that will not hold.
Do you work with more than one firm in the same market?
Yes, but never on the same client or the same pursuit, and we will tell you if a conflict exists before taking the work. Geographic or sector exclusivity is available and is a commercial conversation.
Bring us your next deal.
Send one live opportunity, the client, the shape of the problem, where it is stuck. We will tell you within a week whether there is a fundable case in it, and what it would take to build. No obligation on either side.