Transformation assurance

The big decisions get made before the build. Make sure they’re the right ones.

By the time delivery starts, the commercial, operating and investment decisions are largely locked in — and expensive to change. We design the business, operating and governance architecture before the technology is chosen, so you commit budget and board credibility with confidence, not hope.

How far into the build you are →
II You may be here “We picked the platform, now we’re building” the technology-first trap
IV “We agreed the business first” designed first, value protected
I “No platform chosen yet” cheapest moment to get it right
III “We’re designing the business before we buy” deciding before you commit
How clearly the business is defined →

Where you are. Where you’re exposed.

Two ways to run it

Two ways to run a transformation. Only one protects the budget, the timeline and the return.

Most teams end up running it the first way without ever choosing to — and by delivery the decisions are locked in. The second is a deliberate choice, and the one that keeps cost, time and return on track from start to go-live.

How most programmes go

Technology first


What happens

The platform gets chosen first. Only then does anyone work out how the business actually needs to run.

Halfway through the build, decisions that were never made come to light. Scope grows, the partner’s costs rise, and the timeline slips.

It goes live with workarounds nobody signed off — and the overspend and the delay land back at the board.

How the ones that work go

Architecture before technology.


What happens

How the business needs to run is agreed first, and the processes the technology must support are written down.

The partner builds to a clear specification rather than guessing — so scope, cost and timeline hold.

It goes live doing what the board signed off, and the value that justified the investment is protected.

How we work with you

Four steps. You commit to the next one, not the whole journey.

Start with a free assessment. Take each step when you’re ready, and pay only for the stage you need. Each one settles a decision before it locks in — so you commit the next round of budget with confidence.

Step 1 · Free See where you stand

A clear read on where your programme is exposed — and what your current position is putting at risk in budget, timeline and return.

Commercial Readiness Assessment
Step 2 Find the gaps

We work with your commercial teams to find the gaps in the customer journey and experience that are holding business results back — and agree which to fix first.

Commercial Architecture Discovery & Audit
Step 3 Write the blueprint

How the business needs to run, turned into a clear specification your platform partner builds to — no guesswork, no decisions left to discover mid-build.

Commercial Architecture Requirements & Spec
Step 4 Keep it on track

We keep the programme aligned as it grows more complex, and hold cost, timeline and results to what was promised — all the way to go-live.

Transformation Governance Office
Proof it works

This isn’t theory. It’s what happens when the decisions are made first.

Get the business architecture right before the platform, and the result is lower risk, faster delivery, higher return and better adoption. Here’s what that looked like — real outcomes from programmes we ran and were accountable for.

B2B retail · 19 countries

The trap: nineteen country teams, no shared CRM, and a €110M budget being spent with no way to see what it returned. Choose a platform first and you lock the fragmentation in.

What we did instead: agreed the operating model first — one customer database, 30,000 segments, nineteen teams into a single hub — then built the platform to deliver it.

+45% Digital growth year on year — the fastest sales growth in seven years, €400M+ delivered
Technology · 110 countries

The trap: $390M tied up in legacy retail and eleven straight quarters of decline. Buy e-commerce tools without fixing how customers are won and kept, and you simply digitise the decline.

What we did instead: designed how customers are acquired, grown and retained first, then built the e-commerce, mobile and CRM platforms to run it.

11 0 Eleven quarters of decline reversed, then eight straight quarters of growth — $390M moved to digital
Telecoms · 12M customers

The trap: a £1.8bn business and twelve million customers, with channel-by-channel point solutions that would have split the experience and the data into pieces.

What we did instead: designed one customer experience across web, mobile and phone first, then built the self-service, loyalty and commerce platforms to deliver it.

JD Power Award for best customer experience — 4M new customers, 2.5M loyalty sign-ups
Telecoms · four markets

The trap: four countries solving online sign-up four different ways — four platforms, four sets of data, fraud slipping through the gaps, and nothing that could scale.

What we did instead: agreed how customers should be won first, then built one European platform — fraud checks, registration, provisioning and comms — to serve all four markets.

4th 2nd Moved from 4th to 2nd against competitors — one platform across UK, Spain, Greece & Germany
25 years running transformations with the budget and the result on the line £24bn of customer revenue under direct ownership 7 programmes · Vodafone · O2 · Symantec · Staples · Equifax · Helvar
Three rules we never break

Every decision we make comes back to one of these.

Each one names a way a programme loses money, time or value — and how we stop it.

Rule 1 You get the business you design for — not the one the platform defaults to

A programme delivers the way of working it was designed around. If you don’t design it, the platform decides for you — and you find out after go-live, when it’s expensive to change.


What it protects The business you intended
Rule 2 Technology makes good processes better and bad ones worse

Software amplifies whatever it’s built on. Put it on top of a mess and you get a faster, costlier mess. This is exactly how the technology-first trap does its damage.


What it exposes The technology-first trap
Rule 3 Value survives only when everyone’s building toward the same outcome

When the business design, the technology and the governance all point the same way, cost, timeline and return hold. Let one drift, and the gap grows with every week of the build.


What it holds Cost, time and value, together

Architecture before technology.

Build the software around the business, not the business around the software.

An operator, not an advisor

Most people who advise on transformation never carried the P&L when one went wrong.

01 · What we do

We design the commercial, operating and governance architecture before the technology is chosen — then stay with you until the return lands, on time and on budget.

02 · The principle

Architecture before technology. Build the software around the business, not the business around the software.

03 · What’s at stake

Skip it, and you risk scope creep, rework, and a platform that quietly falls short of the growth the board signed up for.

04 · Who leads it

Michael Williamson leads every engagement — someone who has run these programmes from the inside, with the budget and the result on the line. You deal with him directly, backed by a team across definition, design and governance.

Michael Williamson, founder of Formalus
25 yrs

Running customer-facing transformation with the budget and the result on the line

£24bn

Revenue under direct accountability across GM, VP and CxO roles

Proven track record

Vodafone · O2 · Symantec · Staples · Equifax · DHL

JD Power

Award for best customer experience at consumer scale

Commit the budget with confidence, not hope.

A few minutes shows you where your programme stands, which decisions are about to lock in, and the one most likely to protect your budget, timeline and return.

Take the Free Assessment →