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Rapid validation of automation and margin enhancement

Rapid validation of automation and margin enhancement

How Outsized Teams helped a professional services firm to validate automation and AI opportunities

The background

A global professional services firm needed to validate automation and AI opportunities and develop a board-ready business case for margin enhancement over 2-3 years.

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The challenge

Leadership identified optimisation opportunities but needed credible implementation plans with quantified financial impact. They needed rapid validation, rigorous business case, and board-ready plan within 4.5 weeks.

The solution

Outsized curated a three-person team using DMAIC methodology to validate the quantified target number and identify specific opportunity initiatives. Undertook financial modelling, dependency mapping, and developed a phased roadmap with success metrics. Packaged findings into board materials, including a refined business case and Q&A preparation.

Outsized Impact

Comprehensive board-ready business case with realistic financial projections. Validated opportunity assessment for measurable margin enhancement. Phased roadmap balancing quick wins with longer-term initiatives. Governance structure for effective execution.

Capabilities we used

Operational Excellence

Process Improvement, Change Management, Business Enablement

Finance Transformation

Compliance, Governance, Risk Reviews, Remediation Programs

Strategy & Enterprise Transformation

Strategic Planning, Operating Model Design, Transformation Programs, Strategic Performance Management, Business Model Innovation

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“This is what we were missing. The Six Sigma approach, and then the plan helped us go back to the board in a credible way.”

Head of Operations, Global Professional Services Firm

If your organisation is navigating similar challenges in dynamic markets, Outsized Teams can unlock new opportunities while keeping you focused on your mission.

Project delivery led by experts who’ve been there before

Leading Australian organisations need more than consultants with frameworks – they need delivery teams with real execution experience. Sara has extensive expertise in driving project teams that combine strategic consulting with proven industry execution.

Each Outsized Team is built around a Capability Lead who brings deep domain expertise and hands-on delivery experience, supported by a curated team of independent specialists.

The result: projects delivered with accountability, agility, and outcomes you can measure – without the overhead of traditional consulting models.

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Trusted by:

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