Strategix / Transformation services

Transformation services built around you

Sometimes you need to find out fast where performance is leaking. Other times you need to digitise, use AI, fix finance or get through a crisis. We do not sell one-size-fits-all packages - we build them around what your company actually needs.

Core service

Business & Digital Transformation

Full-scope transformation across people, processes and technology. We do not just design it - we deliver it.

What we focus on
  • People - structure, capabilities, leadership alignment
  • Processes - efficiency, scalability, cross-functional integration
  • Technology - systems, automation, digital architecture
  • Data & reporting - transparency, KPIs, data-driven decisions
Why it works

Structure

Only 15–30% of transformations get completed. They lack structure - our methodology provides it from day one.

Experience

10+ years focused solely on transformation, 15+ industries, 3 continents.

Execution

We stay until results land - we run execution, not just advise.

Measurability

Every initiative has a KPI and an owner. You know what the transformation delivered.

50+company transformations
95%success ratio
15+industries
−30%manual operations
Where every transformation starts

Rapid Company Assessment

A rapid diagnostic that shows where you are losing performance, profitability and growth potential. Within weeks we analyse people, processes, technology, data and reporting.

What you get
  • Clear visibility into how your company really works
  • Identification of key risks, issues and inefficiencies
  • A prioritised list of initiatives with the highest ROI
  • A structured roadmap as the foundation for execution
Why it matters

2–4 weeks

A full company assessment - without months of analysis.

Facts, not opinions

Most companies don't know where to start. The assessment gives a structured, fact-based view.

Risk map

Risks and issues by department, with severity and impact.

Roadmap

Priorities, sequence and impact - ready to execute.

Assessment output: processes, risks and findingsTransformation roadmap example
Real output · 92 processes, 58 risks, 75 findings → roadmap
Finance Operations

Finance that drives decisions

Finance should drive decisions, not just report them. We redesign the finance function end-to-end: from forecasts and reporting to cash discipline and the operating model.

When you need us
  • Monthly close drags on and blocks decision-making
  • Reporting is retrospective, not proactive
  • Cash visibility is lacking across entities or countries
  • FP&A runs on fragile spreadsheets nobody fully owns
  • Fundraising and external reporting expose data gaps
What we do

FP&A & forecasting

Driver-based models, rolling forecasts, scenario planning, group consolidation.

Reporting & BI

Executive, board and investor reporting, KPI frameworks, Power BI and live data.

Cash, cost & profitability

Cash-flow forecasting, OPEX/CAPEX control, margin analysis, working capital.

Finance operating model

Process redesign (P2P, close, planning), automation, roles, system requirements.

Fundraising & capital

Debt and equity raises, investor decks, financial models, due diligence across EU and GCC.

Board reporting

Board-ready packs, investor updates and monthly management accounts.

−5 daysmonthly close
+100%C-level data visibility
2×headcount efficiency
+50%finance-ops alignment
When the playbook stops working

Crisis & Change Management

We step in to stabilise operations, restore control and take charge of finance.

When you need us
  • Liquidity is tightening and cash visibility is unclear
  • Banks, bondholders or investors are closing in
  • A major transformation has stalled or lost momentum
  • Leadership and teams are misaligned on priorities
  • Costs are out of control and no one owns the fix
What we do

Cash crisis management

Short-term cash plans, daily treasury discipline, supplier and bank negotiations.

Restructuring advisory

Bond and bank discussions, asset disposals, cost and headcount planning, board support.

Operational stabilisation

Governance reset, critical KPI control, decision cadences.

Change management

Stakeholder alignment, transformation KPIs, adoption tracking, behaviour change that sticks.

Stakeholders & communications

Investor, lender and employee messaging, rebuilding trust.

Continuity & recovery

Contingency planning, post-crisis roadmap, sustainable operating model.

+80%data-driven decisions
+30%cost-control uplift
+100%process visibility
+50%cross-region alignment
AI where it makes sense

AI & Digitalization Strategy

In 2–4 weeks we prepare an AI-readiness roadmap aligned to your strategy. Then we pilot and deploy use-cases so they have measurable business impact.

When you need us
  • You know AI can speed you up, but not where to start
  • Systems create manual work instead of removing it
  • Data sits in spreadsheets and silos with no single view
  • You are choosing ERP, CRM or BI and need an independent view
What we do

AI-readiness roadmap

2–4 weeks: priorities, use-cases, data, risks and business case.

AI use-case pilots

Practical pilots in finance and operations - validate fast, then scale.

Company-wide BI reporting

Data from ERP, spreadsheets and other sources in one place. Reports in a click.

Automated project office

Project management in Microsoft Teams from request to evaluation.

Automated financial reporting

P&L, balance sheet and cash flow wired to your data.

Data architecture

Data strategy, warehouse architecture and system integration.

Know-how that stays in-house

Transformation Training

Intensive, practical training for heads of project and transformation teams, CEOs and CFOs. Tailored to your scope.

What you will learn
  • Lead transformation projects effectively
  • Avoid the most common pitfalls
  • Build and maintain a transformation roadmap
  • Identify and manage risks
  • Map processes fast and prioritise across projects
Who it is for

Leadership

CEOs, CFOs and COOs who want to run transformation themselves.

Transformation teams

Project leads and PMO - proven practices and concrete tools.

Finance & controlling

Workshops for finance and controlling teams.

Mid-size and large firms

That want to deliver digital transformation independently.

Supporting services

Everything transformation needs on top

Startup & scale-up support

Strategy, fundraising readiness and first-100-day operating setup.

Software & vendor selection

Independent ERP, CRM, BI and automation selection - RFP, shortlist, contract negotiation.

M&A and due diligence

Buy- and sell-side advisory, commercial and financial DD, post-merger integration.

ESG & sustainability reporting

CSRD/ESRS-ready frameworks, carbon accounting and non-financial disclosures.

Data & AI enablement

Data strategy, warehouse architecture and AI pilots for finance and operations.

Training & capability building

Workshops for finance, controlling and PMO teams - upskilling and knowledge sharing.

Expert network on demand

Specialists in sales, product, tax, legal, HR, IT and industry verticals - when internal capacity is missing.

Interim C-level & emergency management

Interim CEO, CFO or COO to bridge leadership gaps during transitions or crises.

Board & investor relations

Board materials, shareholder communications and investor reporting frameworks.

Products

Technology products

Ready-made solutions we tailor to your company – built on widely available tools you most likely already use.

Company-wide Business Intelligence (BI) report

We connect your different sources so that you see the most important areas of the company in one place – whether the data comes from your ERP, various spreadsheets or other sources. We prepare reports at the click of a button, linking data from your core systems and departments such as sales, marketing, HR, production and finance, so that you have a complete overview of how the company is running.

Automated project office

Does your company use Microsoft 365 and want to make project management more efficient and automated? We have built our many years of project management experience into Microsoft Teams, where you can run projects from the first request to the final evaluation – automatically and transparently.

Automated financial reporting

To make financial reporting easier, we provide ready-made automated reports (P&L, balance sheet, cash flow) and models tailored to your company, connected to your data sources – including the implementation of online accounting.

Start with a 2–4 week assessment

In a few weeks you know where the company is losing performance, money and time - and you have a prioritised roadmap to act on.