1.
Agenda
2
1. About us
2. Our clients
3. Our value proposition
4. Our services
5. Why us?
6. Our approach
7. Customer stories

2.
About us
3
Delivering benefits quickly and
continually through our approach and
preference for practicality over
powerpoint.
Helping you deliver superior
experience at every one of your
customer interactions
Providing you with skills, foundations
and confidence to deliver continuous
business improvements yourself.
We believe in
Matt Cheung
Director
Claudia Meyer-Scott
Director
Chris Hamilton
Director
Steven Writer-Maguire
Director
An independent consultancy firm of six
years, based in central London. We
believe in a better way of doing business
consultancy; working closely with our
clients to ensure we understand their
business as well as our own, leaving them
with the knowledge that enables rapid and
sustainable change.

3.
4
Our clients

4.
5
Our value propositions
Optimise - increase margin and improve cash flow
● Improve process, data and technology
● Improve customer experience and service
Transform - transforming your business
● Reduce time to market for external and internal change
● Embrace digital and continuous improvement
Comply - track and ensure compliance
● Understand how regulation impacts your operations
● Ensure compliance with regulation
Grow - helping you grow revenue
● Sell the right thing to the right people
● Enable cross-sell and upsell
● Launch and sunset products

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Why us?
Lasting transformation:
We want to do a great job and
prepare you to deliver without
us. If you need us we can help,
but we do not outstay our
welcome
Culture:
Our clients like working with us.
Our people are pragmatic doers
who enjoy making a difference.
We are often referred to by our
clients as a ‘critical friend’
This is our core business:
Complex, multi vendor analysis
and delivery of business critical
transformation is what we do
best. Quality guaranteed:
We pride ourselves on the
quality of our work. We invest
additional days per month in QA
and SME time

6.
7
Our approach: Bite-sized delivery engagements
Diagnostics Vision and roadmap Deliver (iterates) Coaching
High level
business case
Key pain points
Vision
Business scenarios and
business case
Key As-Is processes
To-be process model
Delivered process change, or
user stories for tech change
Staff trained in delivery
approach
Actionable insight
helping to ensure
you’re still on track
to meet your goals
We scale our approach to fit small organisations
of just a few people to large enterprises.
1. Diagnosis - 6 days
2. Vision & roadmap - 4 weeks
3. Deliver - 4 weeks
4. Coaching - 8 coaching sessions over a two year
period of 0.5 days
EXAMPLE - Medium size x500 people
Deliverable /
outcome

7.
Scenarios
88
Within a customer journey, we use a scenario based approach to allow us to prioritise and to really bring to life the
journey we are working on
Order Billing SupportSalesMarketing
Progress new sales
lead (NBE)
Progress marketing lead
(existing account AM)
Cross-sell to existing
customer (AM)
Progress new
marketing lead (NBE)
Update existing
billing information
Information from
the sales rep is
correct
Information from the
sales rep needs
updating
Escalate support
request
Create training
event for existing
users
Resolve support
request (Customer
service)
Resolve support
request (Account
manager)
Marketing existing
products to new
customers
Cross sell campaign to
existing customer
Event campaign to new
and existing customers
An existing order
is updated by the
customer
A project is
created to deliver
a product
Process order
using existing
contacts
Process order with
new contacts (new
/ existing account)
Regular marketing to
existing users and
contacts
Maintain relationship with
existing accounts (AM)
Manage renewal of existing
product (AM)
Process free trial request
from customer

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Customer stories (1)
Data interactions
Following a significant internal upgrade to a strategic customer Account Management tool
for a Fortune 500 firm, Clarasys were asked to assess and assist in fixing a number of large
& unforeseen issues....
29 process maps
accommodating 35 scenarios
Creation of a ‘master’ logical data model
Identified 19 recommendations
Business problem
Upon go-live, there was:
A significant increase in customers
unable to login to their accounts
Causing;
An increased & unwanted load upon
the service teams
As well as being severely harmful to
the customer experience
Approach
Assess, prioritise & fix the immediate
problems necessary
Identify areas for agile strategic
transformation
Upskill our client to ensure they had
the skills & tools used to replicate our
approach
Tactical recommendations
14 priority actions identified to
deliver ~$250k p/a in OPEX
savings & resolve poor customer
experience
12 weeks
5 strategic recommendations
proposed to prevent future
large-scale issues & promote a
customer-centric approach
E.g. - a revised data governance
process for managing impact of
change
E.g. - Automated diversion of failed
user setup requests to L2 support
teams in case of technical errors
Strategic

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Customer stories (2)
Data governance
Business problem: Rapid growth through acquisitions
resulting in poor customer data, making it difficult to make
business decisions and deliver good customer service.
Approach: Engagement was to provide an objective
assessment of the current state customer data management.
Deliverables
Establish an internal
data governance team
Create an n-tier hierarchy
to maintain increasingly
accurate customer data
A defined and
authoritative source of
customer data attributes
and hierarchy
Revised process for
hierarchy formation,
acquisitions, duplication
and lead closure
Reduce FTE for data
manipulation and
interception.
Reduce the sales cycle,
reduce debtor days and
increase cash flow.
Confidence in making
business decisions to
increase revenue,
Maximise cross sell
opportunities
Client: Data management firm
Outcomes
1. Diagnosis - 2 weeks
2. Vision & roadmap - 4 weeks
3. Deliver - 4 weeks
4. Coaching - 8 half day coaching sessions over a
two year period
EXAMPLE - Enterprise

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Customer stories (3)
Lead to cash optimisation
Deliverables
Created a
fit-for-purpose CRM
system for all business
areas
Implemented a
standardised approach
across all business areas
Knowledge repositories
to enable job role
efficiencies
Defined SLAs to enable
continuous improvement
Replaces multiple
systems
Reduce duplication of
effort
Eliminate need for implicit
local knowledge
SFDC reporting on
SLAs: accurate
performance monitoring
Outcomes
Business problem: Reduction in government funding
resulting in the need to improve upon internal efficiencies and
customer relationship management.
Approach: Engagement was to assess and improve the
current state customer relationship management.
Client: Major UK museum group 1. Diagnosis - 2 weeks
2. Vision & roadmap - 4 weeks
3. Deliver - 4 weeks
4. Coaching - 8 half day coaching sessions over a
two year period
EXAMPLE - Medium size

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Our services
Process improvement
Realising your vision. We help organisations define
how they will do business in the future, whether
they're looking to grow new or existing markets,
improve margins or launch new products.
Business analysis
Working with organisations to understand what’s
working well - but, more importantly, what could
work better - within their business. Detailed,
transparent analysis of the way your business works
now - so you can decide upon its future.
Business change
The success of a project is ultimately measured by
how new processes and technologies are adopted.
With a proven track record, Clarasys delivers
sustainable change that can drive your business
forward.
Project management
Getting things done needs strong leadership,
organisation and planning. We help you deliver your
vision, whilst reducing risk, cutting costs and
improving success rates

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www.clarasys.com
+44 203 733 0235
Clarasys,
Hatfield House, Third Floor,
52-54 Stamford Street,
London
SE1 9LX
Clarasys Limited is
registered in England
under No: 07311129.
Registered office:
40 Bloomsbury Way,
Lower Ground Floor,
London, WC1A 2SE,
England