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Validate & De-Risk Major Initiatives
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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

Scope

Timing

Delivery

Adoption

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

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Talkshow

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.

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, Consumer, Public Sector, FMCG, Healthcare, Telecommunications, and Utilities.

Monique Dignan-Smith

Monique Dignan-Smith

Executive Moderator | Enterprise Technology Analyst

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Burak Cankurtaran

Burak Cankurtaran

CTO & Technical Expert

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Ismania Degan

Ismania Degan

Head of Production

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Marli Lozoya

Marli Lozoya

Conference Producer

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Jessie Rosenberg

Jessie Rosenberg

Community Manager and Demographic Specialist

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Brianna Bernard

Brianna Bernard

Community Manager and Demographic Specialist

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Shelley Rigg

Shelley Rigg

Executive Producer, Research & Content

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