The architecture was defined first.
Seven transformation programmes, inside world-class operators, across telecoms, technology, retail, financial services and IoT. In each one the same discipline held: the customer architecture was specified before the platform was bought — and the benefits the board signed for arrived. These are the patterns Formalus now supplies to mid-market sponsors.
Vodafone Group
A European acquisition engine for prepaid SIM-only — built process-first, across four countries on one architecture.
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 operating revenue line needed rebuilding.
Four countries left to solve it four separate ways would have meant four platforms, four data models and no shared view of the customer — fraud leaking through the gaps, registration friction killing conversion, and a build that could never scale market to market.
I defined the end-to-end acquisition process first, then specified the European infrastructure to serve it: lead intelligence, real-time fraud checking, real-time customer registration, automated SIM provisioning, and a triggered customer-communications platform — one architecture wrapping around four markets, not four platforms bolted together.
Staples Europe
The closest pattern match to a mid-market CRM build — a Microsoft engagement platform, specified once and run from a single hub.
Nineteen country marketing teams ran in isolation. No unified CRM, no shared customer database, manual campaign processes and a fragmented toolset — a €110M budget spending with no attribution and no measurable ROI.
Configuring a platform first and forcing nineteen teams to fit it would have hard-wired the fragmentation into the technology. The build would have absorbed the budget and still missed the growth the business was buying it for.
Working with the European CIO, I specified and built the European Microsoft CRM automation platform — a customer database serving 30,000 segments across 19 countries, a personalised campaign engine with multi-touch attribution, and nineteen country teams centralised into a single hub operation.
Across every programme the same law held: the platform wraps around the business, not the other way around.
Symantec EMEA
Migrating a $390M business off legacy retail by designing the customer-lifecycle engine before the platforms.
$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 consecutive quarters of revenue decline.
Buying e-commerce technology without first defining how a customer would be acquired, upsold, retained and served would have digitised the decline rather than reversing it. The architecture had to come first.
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, digital subscription management, and segmentation and personalisation at scale.
O2 UK
Self-service, loyalty and digital experience for a £1.8bn business — the member-portal pattern, proven at consumer scale.
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 tools and a loyalty programme to hold retention across millions of accounts.
At twelve million customers, channel-by-channel point solutions would have fractured the experience and the data. Without a single defined journey across web, mobile and IVR, personalisation and retention had nothing to run on.
I designed the end-to-end customer experience across every digital platform, 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.
Equifax Europe
Data-driven decisioning for the most demanding buyers in finance — the discipline that underwrites real segmentation.
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 requirement for data-driven decisioning and segmentation capability.
Tier one banks do not adopt products that cannot prove how data drives a decision. Without decisioning architecture defined up front, the propositions would have stalled in the buying committee and the European launch would have under-delivered.
I developed machine-learning-based customer decisioning products deployed inside tier one banks — HSBC, Santander and Barclays — defining how data drives engagement, together with the European customer strategy, proposition development, and the partnership and channel model for enterprise distribution.
Helvar
Building a marketing function and a CRM database from nothing — architecture first, because there was nothing else to inherit.
A B2B industrial technology business operating 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.
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.
I built the entire 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 framework to run it.
DHL Service Logistics
Mapping the issue-resolution journey before any system change — the architecture-before-technology principle, applied to service operations.
DHL Service Logistics was investing in digital service tools across its European and Asia-Pacific operations, but the organisation was looking at issue resolution from the inside out — uncertain where customers saw the experience differently, and where tool adoption and digital investment were actually paying back.
Without an outside-in map of the end-to-end resolution journey, investment risked landing on the wrong touchpoints — funding tools customers didn’t value, leaving real pain points unaddressed, and spreading effort with no shared view of accountability across functions.
Building on the EMEA pilots, I led the breakout workstreams that validated a common Customer Journey Map across APAC — defining journey stages, touchpoints, functional ownership, Moments of Truth and pain points, then prioritising the improvement opportunities. A single outside-in framework to direct service investment, aligned to DHL’s global agenda before the next platform decision.
Your transformation is next.
Every one of these started the same way — the customer architecture defined before the platform was touched. If you’re standing where those boards stood, that’s the conversation to have.
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