Operational excellence improvement
Case study details

Digital transformation strategy

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Key results from the engagement

62%
Manual process reduction
$640K
Annual cost avoided
9 month
Full engagement length
Client
Harrow & Vance Insurance

Where it started

Alderbrook was relying on disconnected systems and manual workflows across finance, operations, and customer management. As the business expanded, limited data visibility and outdated processes were slowing decisions, increasing administrative work, and making it difficult to scale efficiently.

Leadership initially focused on upgrading individual systems. We saw the bigger opportunity as a connected digital transformation strategy — aligning technology, processes, and people around measurable business outcomes.

What we did

We began with a full digital maturity assessment — mapping existing systems, workflows, data flows, and technology gaps across the organization. This created a clear roadmap for prioritizing high-impact improvements without disrupting day-to-day operations.

In parallel, we redesigned critical workflows, introduced integrated digital tools, and established a phased implementation plan focused on automation, real-time reporting, and scalable infrastructure. The result was a more connected operating environment built to support faster decisions and sustainable growth.

“The old process was fast because two people had memorized it. The new one is fast because anyone on the team can run it.”
Digital transformation strategy

What changed

The digital transformation reduced manual processing time by 38%, with integrated systems improving visibility across key business functions. Combined with automated workflows, operational productivity increased from 68% to 89% over the engagement.

A level of efficiency no one expected to see so quickly

The redesigned digital infrastructure reduced process delays by 38%, with connected systems restoring visibility across critical operations. Combined with workflow automation, productivity moved from 68% to 89% by the close of the engagement.

Services
Process redesign
Close automation
Financial systems
Documentation & training
Activity log
M01 :
Process mapping completed
M02 :
Automation targets identified
M03 :
System implementation
M04 :
Cross-training completed
M05 :
Case closed

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