Factor Advisory
Validate & De-Risk
Major Initiatives
Use data, benchmarks, and proven framing
structures to prepare a strategy your board will actually back.
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The real cost of transformation Misreading the moment.
Across 200+ transformation initiatives we’ve analysed, the pattern repeats:
Scope is inflated before capability is proven
Timing is assumed, not sequenced
Readiness is implied, not measured
Buy-in is surface level, not locked
WHO WE HELP
CIOs & CTOs
CIOs & CTOs shaping enterprise stack decisions
COOs & CFOs
COOs & CFOs overseeing delivery assurance and sequencing
CMOs & CCOs
Transformation Leaders tasked with programme justification
Stakeholders
Cross-functional stakeholders asking “Are we actually ready?”
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The industry experts and advisors helping you to navigate market trends and empower your team with actionable insights and proven best practices.
What We Help You Frame
What are we solving for — and why now?
Where are we behind or exposed compared to peers?
What are we actually ready to deliver, and what needs resourcing?
What investment gets us there — and how will it be tracked?
WHEN YOU NEED OUR HELP
System Upgrade
You’re scoping a core system upgrade (ERP, HRIS, finance)
GenAI Strategy
You’re exploring GenAI use cases and want a clear go-forward view
Plan Validation
You’ve drafted the change plan — but haven’t tested it against execution risk
Board Readiness
You’re facing board pressure and can’t afford a false start
Vendor Consolidation
You’re preparing to re-platform or consolidate vendors
Talk to us Today
Contact Us
AI in Enterprise
AI promised faster delivery and greater efficiency, but is it truly delivering or just adding complexity?
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Methodology
Each Factor Directions service provides 3 key areas at their core
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1
Strategic
Vision
Stay ahead of changing customer and market dynamics and plan for the future with leading research. You’ll get customer obsession research, customer insights, trends and predictions, market forecasts, technology and service provider landscapes, and more.
2
Tools & Frameworks
Empower your team to execute on your vision with proven strategic models and plug-and-play templates. You’ll get KPIs and peer benchmarks, assessments, strategic models, templates, and certification courses.
3
Hands-On Guidance
Accelerate progress and de-risk decisions with best practices tailored to you and your team.Factor promises to be on your side and by your side, through guidance sessions with analysts, peer discussions, events, and more.
1
Strategic
Vision
Stay ahead of changing customer and market dynamics and plan for the future with leading research. You’ll get customer obsession research, customer insights, trends and predictions, market forecasts, technology and service provider landscapes, and more.
2
Tools &
Frameworks
Empower your team to execute on your vision with proven strategic models and plug-and-play templates. You’ll get KPIs and peer benchmarks, assessments, strategic models, templates, and certification courses.
3
Hands-On
Guidance
Accelerate progress and de-risk decisions with best practices tailored to you and your team.Factor promises to be on your side and by your side, through guidance sessions with analysts, peer discussions, events, and more.
What you get
Transformation narrative aligned to board priorities
Peer benchmarks to back capability, urgency, and investment need
Strategy structure: from “problem framing” to “delivery model”
Optional benchmarking or roadmap overlays (if not already done)
Support to sharpen framing for CFO, CEO, or audit/finance committees
These are the people who guide your benchmark
Our Experts are here to support your strategic vision and provide an edge in your functional role. Our services work together seamlessly across the enterprise to accelerate growth. Industries include FSI, Software, Cosumer, Public Sector, FMCG, Healthcare, Telecommunications, and Utilities.
Craig Baty
VP, Head of Research & Advisory
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Madeline Palmer
Head of Content, Research & Editorial
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Burak Cankurtaran
CTO & Technical Expert
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Darren Adams
Director of Insights & Value
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Marli Lozoya
Conference Producer
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Jessie Rosenberg
Community Manager and Demographic Specialist
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Brianna Bernard
Community Manager and Demographic Specialist
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