The Transformation Office
The Transformation Office
Tailor-made Consulting

By putting "value" at the heart of everything we do we offer a number of products & services to suit the needs of your organisation

Exceptional services tailored to unlock your value

We specialise in helping our clients whether they are starting their transformational journey or already in the middle of it.  Our mix of advisory & consultancy services are designed to help organisations through the process of change & transformation

Best Practice Aligned Services
Tailored Approach to your organisation
Wide range of disciplines covered including Programme Management, Project Management, Change Management & Business Analysis
Competitively priced products & day rates
Building Foundations

Providing the right foundation for your transformation initiative

ENGAGE™

Learn more about the practical application of our Change Management Framework ENGAGE™


Consultancy & Project Delivery Services

We provide a wider range of consultancy services to help you deliver your programmes and projects

The 3X Scale Up

Unlocking your scale-up potential through the power of Zoho One

Building Foundations

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When embarking in a transformation initiative it's important that you establish the right foundation to ensure teams are aligned and understand the sense of urgency, the vision and strategic framing is captured and understand.  Most importantly the value expected to be gained is identified and mapped to help fuel a tailored transformation roadmap to get your organisation on the right footing

Aims & Objectives
High-Level Discovery
Value Analysis
Building Your Roadmap
Aims & Objectives

Aims & Objectives

The importance of aligning the senior representatives of your organisation is critical before any transformation begins.  We like to establish a common ground on aims and objectives for the initiative and have a north star we can refer to whilst answering common questions such as:

  • What is the core reasoning and justification for your transformation? What's the catalyst for change?
  • What does your vision and end result look like? How will we know when we've reached the end?
  • Who are the key customers and stakeholders within your transformation and how will they be impacted?
  • What are the key metrics that you'll measure the success of the initiative?


High-Level Discovery

High-Level Discovery

We think it's important to engage with the key representatives of your organisation whilst establishing your foundation.  We can visit your sites or virtually to interview key stakeholders and get more of an insight into your organisation, understand the various pain points hindering your transformation and also identify the opportunities across your various capabilities.  This information is invaluable for building out your strategic roadmap and also gives your teams a voice in the process

Value Analysis

Value Analysis

Value is predominately the most important aspect of transforming your business, to understand value is to ensure all decisions and roads lead back to "why".  We like to build out a Value Analysis as part of this process which covers the following processes:

  • Identifying the range of benefits across a variety of categories including increasing revenue, reducing costs, driving efficiency, improve customer experience, protecting from threats and much more
  • Mapping your value to determine what the desire outcomes are for your organisation and how they prop up your strategic drivers.  After all any value that is unlocks needs to fuel the direction of the business
  • Mapping your value to understand what enabling technological changes are needed to be establish, what capabilities need to be built and also what business changes need to be in place to unlock that value.  It's not just technology alone that can drive value in your business
Building Your Roadmap

Building Your Roadmap

With all of your building blocks in place from strategic vision, capability assessments through speaking with key stakeholders in your business, understanding how your value is mapped we can start to build out your transformation roadmap.  The roadmap is a strategic guide in helping to shape the work that needs to be done and through this also helps to align your business on what to expect over the various stepping stones towards your vision.  


From this point The Transformation Office can help to shape up a delivery programme of work and gather a team of experts across Programme Management, Change Management, Project Management and Business Analysis to support your initiatives.  For more information review the Consultancy Services section below.

Our consultancy services are the heart of our business and The Transformation Office is an effective and flexible partner to support your change / transformational needs.  Whatever the size of your initiative, whatever the complexity we provide and package a tailor-made solution for you covering a wide range of disciplines.  More for information on how we can tailor our services to your need contact us below.

Consultancy & Project Delivery Services

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Business Analysis
Project Management
Change Management
Programme Management
Business Analysis

Business Analysis

Understanding your organisation is critical when working on changes and we provide Business Analysis skills in order to help with a various aspects of your project such as:

  •  Shaping and envisioning in order to support a programme or project is initiated
  • Developing business cases and options papers to quantify the value for your organisation
  • Running discoveries to understand your current ways of working, capturing your requirements and helping to define your future ways of working
  • Defining process mapping and utilising lean best practices to drive efficiency and improvements to your organisation
  • Working with technical teams to ensure the solution being built is fit for your needs
  • Supporting in the testing and helping your teams to validate and quality assure any solution before go-live
  • Providing best practice in accordance to BCS in Business Analysis 


Project Management

Project Management

Projects and changes by their nature can be complex, organic and ever changing things and the discipline of a seasoned Project Manager is key to organise, manage and govern these initiatives.  Our Project Managers will provide:

  • A clear Project Charter outlining how your initiative will be managed and organised
  • Understand who the key stakeholders are and ensure they are managed throughout the journey
  • Define the governance and scheduled meetings with senior exec, key stakeholders and external partners / suppliers
  • A transparent plan of activities to ensure your initiative is delivered and the plans progress is shared periodically through meetings / reporting as defined in the Project Charter
  • Clear budget management and breakdown on actuals versus forecasting
  • Best practice in accordance to PRINCE2 / Agile PM frameworks 
Change Management

Change Management

It is often easy to overlook the people and change management when delivering programmes of change but it's the people and process that drives value, technology just enables it.  Our Change Managers are educated in our practical change management framework ENGAGE™ and will work within your organisation to:

  • Define and understand the changes and their impacts upon your organisation, by working with your teams and the gaps between your AS IS and TO BE we can determine who is impacted, in what way and the potential severity
  • Build up a Change Impact Assessment to present to your organisation and department leads to demonstrate "how" the changes are going to impact them.  Once your organisation understands the change they can start to prepare themselves on what to do about the changes
  • Build a key Change Network within your business to outline who will help in the execution of change
  • Craft and define a practical Change Plan within your change network to deliver key activities that helps engage, educate and prepare individuals, teams and departments for what is on the horizon
Programme Management

Programme Management

Sometimes a project just isn't the right mechanism for development a large scale change and transformation because in fact it's many projects that need to all run in various times and ways.  This is where our Programme Management services can support as we're focused on building outcomes and not outputs.  Our Programme Managers will deliver the following:

  • Establish a vision statement with your senior executive team to understand the need for transformation and change
  • Develop a programme brief and establish the governance for the programme to gain approval
  • Define your programme, work on developing value analysis, programme organisation, understand the operating model of your organisation and how the programme will need to build it's stepping stones to navigate from A to B to C
  • Develop the various projects that are required to support the programme, establish resources and governance and provide guidance and direction for the teams to build what is needed
  • Manage the various tranches of delivery and finances across the programme and act as an escalation point to the project teams and also the key stakeholders
  • Best practice in accordance to MSP (Managing Successful Programmes)

ENGAGE™
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We've been working in business transformation for over 20+ years and throughout our experience the people side of change often gets forgotten or pushed to the side.  We developed ENGAGE™ as a practical led framework which can run alongside programmes and projects and purely focuses on identifying, defining and preparing people for upcoming changes. 

Read More About ENGAGE™ In Our Blog
Introducing ENGAGE™
Stage 1 - Establish a Vision
Stage 2 - Change Definition
Stage 3 - Change Preparation
Stage 4 - Change Execution
Introducing ENGAGE™

Introducing ENGAGE™ to your organisation

This is the main driver for us creating our own Change Management Framework which we've branded ENGAGE™.  Our framework focuses on the practical application of change by being flexible enough to complement a variety of business transformation initiatives and able to be integrated into established Business Transformation, Portfolio Management and Programme Management frameworks already adopted and in use within your business.  We have broken the framework down into 6 focused areas which can be purchased for your organisation in order to prepare them for the applied use of the framework:

  • Session 1 - Introducing ENGAGE™ & Stage 1: Establish a Vision
  • Session 2 - Capturing Change Impacts
  • Session 3 - Building Change Impact Assessments
  • Session 4 - Developing Change Journeys
  • Session 5 - Change Networks & Control Rooms
  • Session 6 - Change Execution Pillars
Stage 1 - Establish a Vision

Stage 1 - Establish a Vision

The first stage of ENGAGE™ asks the fundamental question of WHY is the change happening in the first place.  It's only by ensuring that the Change Management Teams are onboarded and fully understand the reasons behind the change that they can begin to prepare others through the process.  This stage looks to build and define the case for change which may already exist in an established Business Transformation Programme (for example a Target Operating Model, Vision Statement and/or Problem Statement).  If these don't exist then this is the starting point for the change team.

Stage 2 - Change Definition

Stage 2 - Change Definition

The second stage of ENGAGE™ asks the next question of WHAT is the specific detail of the change.  This stage starts by organising a series of workshops with the business to understand and capture change impacts, each impact is recorded along with meta data to aid the analysis process.  By having a rich set of change impacts change teams can really define the impact of the overall change and truly understand how each function, department, stakeholder group and end to end process is going to be affected.

Stage 3 - Change Preparation

Stage 3 - Change Preparation

The third stage of ENGAGE™ then asks HOW the change will be managed effectively.  This first takes the change impacts captured in the previous stage by modelling one or more change impact assessments.  The change impact assessments can then be used to start to build the right change networks in the organisation because now the impact of change is understood and more importantly it can be communicated to the senior roles.  Control rooms are then set-up to help join the business and programme teams together to create the VOTB (Voice of the Business).  Change journeys can be created for each impacted stakeholder group which will outline what proactive activities should be required to support them through change whilst resolving the impacts, finally these change journeys can then easily be converted into change plans which plans out when those activities need to take place.

Stage 4 - Change Execution

Stage 4 - Change Execution

Now the Change Plan is in full flight the proactive activities will typically be made up of the following types:
  • Awareness & Engagement- These activities focus on making sure the impacted stakeholder groups are aware of what the upcoming changes are.  First all communications channels are documented and understood to see which channels are effective for which stakeholder groups.  Then a large array of activities could include the following types of engagement such as targeted communications, seminars, workshops, meetings, publications, control rooms and much more.
  • Education & Training - These activities focus on ensuring that the impacted stakeholder groups have the capability to change.  This is led by implementing the following types of activities such as process education to help bring to life the new processes and ways of working, involving key super users in the testing process, creating effective training & support materials and delivering training (eLearning / Instructor Led).
  • Business Preparation & Readiness - These activities focus on preparing the impacted stakeholder groups in getting ready for the changes ahead.  Business readiness activities can range from restructuring teams so that the right people are in the right roles, role mapping to define who in the organisation will be undertaking new ways of working, changing processes early so that people are doing the right things before new systems are implemented, organising and cleansing data used in processes so it can be implemented into new systems and much more.  By using business readiness checklists the organisation can be measured on how "ready" they are along with clearly defined readiness checkpoints that can be used to report back to senior executive teams.
  • Business Adoption & Realisation - These activities focus when the changes have been made.  This is achieved by leveraging feedback from the control rooms to ensure that the impacted stakeholder groups are adopting change, reviewing benefits realisation to measure the true value of adoption and establish supportive activities such as post go-live support to really aid the business in its time of need.  Even after the point of change it is common to leverage activities from the previous types to help reinforce messages, re-run training sessions for refresher purposes and to manage reactive change planning if stakeholders require additional support.

We understand small businesses because in reality we are one.  Often consultancy services can often feel out of reach to smaller organisations who are wanting to scale up their business.  The 3X Scale Up service is perfect for your organisation if you wants to move away from unstructured data in spreadsheets, legacy systems which don't work for you anymore and you are looking to connect your business without breaking the bank.

The 3X Scale Up

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Introducing Zoho One
eXplore digital transformation
eXpand your business
eXtend your capabilities
Introducing Zoho One

Introducing Zoho One

We understand scaling up because we've done it ourselves.  We were a consultancy running off Excel sheets and various other software as a service tools.  That was until we discovered Zoho One, an affordable business operating system which includes over 40+ applications from CRM, Marketing, Finance, HR and much more all designed to work together enabling small businesses to have access to the tools that bigger organisations pay a lot of money for.  

Zoho One is a Business Operating System whose applications support all aspects of your organisation such as customer relationship management, marketing automation, HR and people management, financial accounting, inventory management, expense management, event management, website management, project management and much much more.  

Find out more - https://www.zoho.com/one/

The Transformation Office has partnered with Repath Solutions who are a well established Zoho Premium Partner and has the technical expertise and knowledge of the Zoho One ecosystem.  Repath have a variety of technical and project expertise and we work directly with them on scale up opportunities who help provide implementation which is accessible to all business sizes. 

Find out more - https://repathsolutions.com/

eXplore digital transformation

eXplore digital transformation

We wanted to develop a service which is completely tailored around the smaller business to help them to understand that having a fully connected world with an affordable solution at the heart of it all is accessible.  Firstly we'll eXplore the possibility by going through some foundational consultancy including:

  • Defining your aims and objectives to explore the key drivers for a scale-up
  • Understanding your current business areas and what you use tech wise to support them
  • Capture your pain points and opportunities to get a better picture of your organisation
  • Perform mapping of your business areas against the Zoho Applications to show you how these applications can support your business moving forward
eXpand your business

eXpand your business

Next we focus on how we can eXpand your business which all starts with identifying where your value lies and also what it is linked to.  We will work with you to develop a business case / justification to show you the affordability of a scale up from the initial implementation and the ongoing run cost of the applications.  With all of the information that we've captured previously we'll then jointly develop a roadmap of change with you that makes sense to you.

eXtend your capabilities

eXtend your capabilities

The final step is to then eXtend your capabilities and put the roadmap into action.  We will introduce you to our partner Repath Solutions and help onboard you to the team and the implementation process.  Repath will help your business get the most of the applications and ensure your success and truly care about partnership.  As a partner of Repath this doesn't mean we exit the picture completely, we will continue to help support you and in some cases depending on complexity and need we'll work on delivering your project with you from beginning to end for that true end to end partner support.