Our Work · The Operator’s Track Record

Programmes that delivered what the board was promised.

Most big transformation programmes cost more, take longer, and deliver less than the business case promised. These seven didn’t — across telecoms, technology, retail, financial services and IoT. In every one, the business was defined before the platform was bought, so the cost, the timeline and the value all held. Formalus now brings the same discipline to mid-market boards.

25 years of operator P&L accountability £24bn of customer revenue under direct ownership 7 programmes · Vodafone · Staples · Symantec · O2 · Equifax · Helvar · DHL
Telecoms · four markets General Manager, Revenue

Vodafone Group

Winning prepaid customers online across four countries — on one architecture, not four bolted-together platforms.

The situation

Vodafone needed to win prepaid, SIM-only customers online across the UK, Spain, Greece and Germany — four markets, four sets of regulation, one commercial ambition. Acquisition sat fourth against competitors, and the revenue line needed rebuilding.

The trap we avoided

Letting four countries solve it four separate ways meant four platforms, four data models, and no shared view of the customer. That’s the technology-first trap in its purest form — fraud leaking through the gaps, registration friction killing conversion, and a build that could never scale market to market.

What I did instead

I defined the end-to-end acquisition process first, then specified one European infrastructure to serve it: lead intelligence, real-time fraud checking, real-time registration, automated SIM provisioning, and a triggered communications platform — one architecture wrapping around four markets.

Acquisition Architecture Real-Time Fraud Automated Provisioning Triggered Comms Multi-Market
4th 2nd Customer acquisition rank versus competitors
4 markets UK, Spain, Greece & Germany on one architecture
Rebuilt Operating revenue line returned to growth
B2B retail · 19 countries VP Marketing & Analytics, Europe

Staples Europe

The closest pattern-match to a mid-market CRM build — one Microsoft platform, specified once, run from a single hub.

The situation

Nineteen country marketing teams ran in isolation. No shared CRM, no shared customer database, manual campaigns, a fragmented toolset — a €110M budget spending with no attribution and no measurable return.

The trap we avoided

Configuring a platform first and forcing nineteen teams to fit it would have hard-wired the fragmentation into the technology — the technology-first trap. The build would have absorbed the budget and still missed the growth it was bought for.

What I did instead

Working with the European CIO, I specified the operating model first, then built the Microsoft CRM automation platform to serve it: one customer database, 30,000 segments across 19 countries, a personalised campaign engine with multi-touch attribution, and nineteen teams centralised into a single hub.

Microsoft CRM Marketing Automation Segmentation Multi-Touch Attribution Hub Operating Model
€400M+ Online sales delivered
+45% Digital growth year on year
7 years Fastest sales growth in seven years · 165-person team

Across every programme, the same rule held: architecture before technology.Build the software around the business, not the business around the software.

Technology · 110 countries Vice President, Consumer, EMEA

Symantec EMEA

Moving a $390M business off legacy retail by designing the customer-lifecycle engine before the platforms.

The situation

$390M of Norton revenue was locked in legacy retail channels. 71 million users, no structured lifecycle management, no e-commerce, no self-service — and eleven straight quarters of revenue decline.

The trap we avoided

Buying e-commerce technology without first defining how a customer would be acquired, upsold, retained and served would simply have digitised the decline — a faster, more expensive version of the same drop. The architecture had to come first.

What I did instead

I designed the full customer-lifecycle engine — acquisition, upsell, cross-sell and retention — then specified and built the e-commerce, mobile commerce and CRM platforms beneath it, with self-service, subscription management, and segmentation at scale.

Lifecycle Engine E-Commerce Subscription Management Self-Service Legacy Migration
11 0 Reversed 11 quarters of decline
8 quarters Of straight growth that followed
$390M Migrated to digital · 5M new customers
Telecoms · 12M customers General Manager, Revenue

O2 UK

Self-service, loyalty and digital experience for a £1.8bn business — the member-portal pattern, proven at consumer scale.

The situation

Full P&L ownership of O2’s £1.8bn Pay & Go business. The customer needed an end-to-end digital experience across web, mobile and IVR, with self-service and a loyalty programme to hold retention across millions of accounts.

The trap we avoided

At twelve million customers, buying channel-by-channel point solutions would have fractured the experience and the data. Without one defined journey across web, mobile and IVR, personalisation and retention would have had nothing to run on.

What I did instead

I designed the end-to-end customer experience across every digital channel first, then built the systems to deliver it: self-service account management for 12M customers, a loyalty platform with 2.5M opt-ins, and an e-commerce engine driving 4M new acquisitions.

Self-Service Portal Loyalty Platform Omnichannel E-Commerce Retention
4M New customers acquired
2.5M Loyalty opt-ins
JD Power Award for best customer experience
Financial services · tier-one banks Chief Product & Marketing Officer, Europe

Equifax Europe

Data-driven decisioning for the most demanding buyers in finance — the discipline that underwrites real segmentation.

The situation

New digital-identity and fraud products needed positioning for enterprise buyers — complex buying committees across financial services, a pan-European go-to-market, and a genuine need for data-driven decisioning and segmentation.

The trap we avoided

Tier-one banks don’t adopt products that can’t prove how data drives a decision. Without the decisioning architecture defined up front, the propositions would have stalled in the buying committee and the European launch would have under-delivered.

What I did instead

I developed machine-learning customer-decisioning products deployed inside tier-one banks — HSBC, Santander and Barclays — defining how data drives engagement, along with the European customer strategy, the propositions, and the partner and channel model for enterprise distribution.

ML Decisioning Segmentation Enterprise GTM Fraud Intelligence Proposition Design
~11% Of total European revenue from new launches
$5.7M New business won
3 banks HSBC · Santander · Barclays
Industrial IoT · 46 markets Chief Product & Marketing Officer, Global

Helvar

Building a marketing function and a CRM from nothing — architecture first, because there was nothing else to inherit.

The situation

A B2B industrial technology business across 46 international markets, growing entirely on technical excellence and relationships. No marketing function existed at all — no CRM, no customer database, no lead generation.

The trap we avoided

Standing up tools before defining how leads would be generated, qualified and converted would have produced a CRM full of unusable data. With no existing process to lean on, the architecture had to be designed deliberately, or not at all.

What I did instead

I built the marketing function from scratch — hired the team, defined the processes — then created the company’s first CRM insight database and partner portal, and a lead-generation engine across 46 markets, with the digital capability and measurement to run it.

CRM Build-Out Lead Generation Partner Portal Function Build Measurement
60% Cost per lead
+180% Pipeline growth
46 markets International lead engine, built from zero
Logistics · APAC & Europe Customer Journey & CX Architecture

DHL Service Logistics

Mapping the issue-resolution journey before any system change — architecture before technology, applied to service operations.

The situation

DHL Service Logistics was investing in digital service tools across Europe and Asia-Pacific, but looking at issue resolution from the inside out — unsure where customers saw the experience differently, and where the tool adoption and digital spend were actually paying back.

The trap we avoided

Without an outside-in map of the end-to-end journey, the investment risked landing on the wrong touchpoints — funding tools customers didn’t value, leaving real pain points unaddressed, with no shared view of who owned what.

What I did instead

Building on the EMEA pilots, I led the breakout workstreams that validated a common Customer Journey Map across APAC — journey stages, touchpoints, functional ownership, Moments of Truth and pain points — then prioritised the improvements. One outside-in framework to direct service investment, before the next platform decision.

Customer Journey Mapping CX Architecture Service Operations Moments of Truth APAC & EMEA
2 regions Europe pilots scaled into Asia-Pacific
End-to-end Issue-resolution journey mapped outside-in
One framework Common journey map aligned to the global agenda

Your transformation is next.

Every one started the same way — the business defined before the platform was touched. If you’re about to commit to a programme, before the money’s spent, that’s the conversation to have.

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