Financial Services
Marketing Technology Due Diligence
Nordic Private Equity Investor
Provided independent marketing technology due diligence for a Nordic private equity investor evaluating potential acquisitions in digital and consumer sectors. Assessed martech stack capability, digital marketing performance, data infrastructure quality, and privacy compliance posture — distinguishing genuine digital capability from reportable but misleading metrics.
Future State ECM Vision
Investment bank
Conducted a comprehensive ECM maturity assessment for an investment bank and developed a future-state content management roadmap. Established principles for content governance and compliance across regulated document types, delivered target architecture recommendations, and produced a phased implementation plan covering version control, retention schedules and audit trail requirements.
Multitenant Retail Platform Strategy
Private Equity owned Retail Group
Developed a multitenant retail platform content strategy for a private equity-owned retail group, addressing the operational and commercial challenges of managing product content across multiple brand tenants on a shared platform. Delivered shared content standards, taxonomy and metadata architecture, a tenant onboarding model, and a performance measurement framework connecting content quality to conversion outcomes.
SharePoint Migration & Employee Communications
Financial Services Group
Led SharePoint migration and internal communications strategy for a financial services group, moving from a fragmented legacy intranet environment to a structured SharePoint Online platform. Delivered information architecture, content migration planning, editorial governance model, and an employee communications strategy to drive adoption across business units post-launch.
Forms UX & Workflow Redesign
US Insurance Provider
Redesigned forms UX and approval workflows for a US insurance provider, rationalising a fragmented landscape of digital and paper-based forms and replacing email-driven approval chains with structured digital workflows. Delivered a full forms audit, UX redesign to reduce abandonment and improve data quality, compliance and audit trail framework, and systems integration eliminating manual data re-entry.
SharePoint Intranet & Employee Portal
Financial Services Group
Designed and delivered a SharePoint Online intranet and employee portal for a financial services group, replacing a fragmented legacy environment with a structured platform built around how employees find and use information. Delivered information architecture, content migration planning, editorial governance, and an employee communications programme to drive adoption across business units post-launch.
ECM Strategy & Governance for Financial Services
Investment Bank
Conducted ECM maturity assessments and developed future-state content governance frameworks for financial services organisations managing large volumes of regulated content. Delivered target ECM architecture, content governance principles, compliance and retention design covering version control and audit trail requirements, technology evaluation, and change management to embed new standards across business units.
Marketing Technology Due Diligence for Private Equity
Nordic Private Equity Investor
Provided independent marketing technology due diligence for private equity investors evaluating acquisitions in digital, retail and consumer sectors. Assessed martech stack capability, digital marketing performance, data infrastructure quality and privacy compliance posture — delivering pre-acquisition risk identification, post-acquisition rationalisation roadmaps, and value creation plans with prioritised digital marketing improvement initiatives.