Case Studies

The Context

A leading consulting firm has developed its own proprietary methodology to guide and manage transformation projects.

Over the years, this methodology has evolved by combining best practices from various market standards. It describes in detail what needs to be done at each step of a transformation journey and includes templates, tools, and practical tips to support project delivery.

However, the methodology is now considered too heavy and not updated. It is rarely used by consultants, who view it as too static, insufficiently agile, and offering limited perceived value.

An initial assessment identified around 25 potential areas where Artificial Intelligence and Generative AI could significantly enhance the methodology — for example, by automating tasks, improving recommendations, or providing adaptive guidance.

Elevant has therefore been engaged to lead a modernization journey, starting with pilot projects to enrich the methodology step by step. The ambition is to become the overarching platform that revitalizes the entire framework — integrating what already exists, making it more agile, intelligent, and user-friendly.

Challenges

• A major consulting firm had developed its own proprietary methodology to guide transformation projects.
• Despite being comprehensive, the framework had become outdated, overly static, and rarely used by consultants.
• Consulting teams perceived it as too complex, not agile enough, and offering limited value in day-to-day delivery.
• The firm wanted to revitalize the methodology, leveraging AI to make it more dynamic, user-friendly, and impactful.

Approach

• Partnered with the client to perform a rapid diagnostic of current pain points and adoption barriers.
• Identified 25 areas where AI and GenAI could enrich the framework — from process guidance to automated deliverable creation.
• Launched pilot exercises to modernize modules step by step, validating impact and user adoption.
• Embedded AI-driven assistants to suggest templates, next best actions, and project governance recommendations dynamically.
• Implemented continuous feedback loops and analytics to enable ongoing optimization and scalability.

Outcome

• Methodology transformed from a static repository into an intelligent, adaptive delivery system.
• Consultants now benefit from real-time guidance, embedded assets, and automation of repetitive tasks.
• Adoption and perceived value increased sharply, driving greater agility, consistency, and delivery speed.
• Elevant established as the orchestrator of the new AI-enabled framework, powering the next generation of consulting excellence.

The Context

A mid-sized retailer, squeezed by falling margins and tangled processes, had launched a patchwork of initiatives across business units — many overlapping or even conflicting. Employees felt they were "running like headless chickens." Seeking a coherent, company-wide program that matched strategic goals and delivered measurable impact, leadership engaged a consulting firm for a 14-week transformation-plan sprint focused on four outcomes: cost control, revenue growth, organizational efficiency, and accelerated technology adoption.

During the engagement the firm validated core data, mapped end-to-end workflows, and captured insights through 15 stakeholder interviews and four cross-functional workshops around topics 'increase revenue', 'maintain cost base', 'how to get better organized' and 'how to get the full benefits of technology acceleration'. The result was a two-year roadmap of 22 sequenced projects, each fully costed, resourced, and dependency-mapped.

Although the firm's delivery team — three analysts, four subject-matter experts, and a project manager — met the technical scope, the client felt short-changed. Analyst fees seemed excessive. And knowledge transfer fell short. Consequently, they questioned the project's price, timeline, and overall value, leaving trust in the firm visibly eroded.

Challenges

• Margin erosion, fierce competition, and inventory issues out of control
• Prior big-firm engagements failed: expensive, junior-heavy, limited senior involvement
• Constrained budget, but urgent need for clarity and execution support

Approach

• Ran a rapid, vendor-neutral diagnostic to frame issues, prioritize levers, and draft a project charter (objectives, scope, KPIs, governance)
• Matched specialist firms and freelancers to each workstream
• Assigned a project manager to coach client teams and oversee providers daily.
• Ensured accountability and delivery through continuous side-by-side PMO

Outcome

• Coordinated program with clear accountability and the right expertise at the right time
• Transparent delivery and faster results, without big-firm overhead
• Client gained control, speed, and confidence, with every euro tied to outcomes, not excess staffing

The Context

CMB.TECH is a fast-growing pioneer in the energy transition, driving innovation across three key divisions:

• H2 Industry, focused on converting diesel applications such as ships, tugboats, trucks, and gensets into hybrid diesel-hydrogen or diesel-ammonia solutions.
• H2 Infra, developing hydrogen and ammonia production and distribution infrastructure.
• Windcat, operating crew transfer vessels for offshore wind farms.

As the company rapidly expanded its activities, its strategy and operational processes evolved organically, in a pragmatic and entrepreneurial way. This fast-paced growth created the need for a more structured approach to strategy execution, business process design, and digital transformation.

CMB.TECH sought to professionalize and digitalize its operations by introducing advanced management solutions — such as a manufacturing execution system for H2 Industry, maintenance and operation platforms for H2 Infra, and crewing and planning management tools for Windcat.

To ensure coherence, speed, and alignment across divisions, CMB.TECH used the Elevant.AI solution to support this strategic transformation.

Challenges

• Rapid growth across multiple divisions created heterogeneous and non-standardized business processes.
• Lack of unified strategy and end-to-end visibility over operations and project execution.
• Urgent need to introduce digital management solutions across industrial, infrastructure, and maritime operations.
• Limited internal bandwidth to drive the transformation while maintaining day-to-day operations.
• Need to accelerate the project timeline without compromising quality or stakeholder engagement.

Approach

The following steps were executed with the different methodologies available in Elevant.AI.

• Conducted a rapid AS-IS analysis to map existing processes, organizational roles, and information flows.
• Structured and facilitated strategic alignment workshops to refine and strengthen the company's overall transformation roadmap.
• Designed the TO-BE processes, ensuring scalability, standardization, and digital readiness across divisions.
• Drafted comprehensive RFPs for digital solution vendors, clearly defining functional, technical, and integration requirements.
• Automated the evaluation and scoring of supplier proposals using Elevant.AI's smart evaluation models.
• Supported change management to prepare teams for new ways of working and ensure a smooth adoption of digital tools.
• Provided ongoing project management support during solution implementation: scope definition, timeline and resource coordination, risk mitigation, and budget follow-up.

Outcome

• Initial diagnostic and strategy refinement completed in weeks instead of months, accelerating project kickoff.
• Clear and actionable digital roadmap enabling structured implementation across all divisions.
• Automated RFP evaluation significantly reduced selection time and bias in supplier comparison.
• Teams fully engaged in the change process, fostering ownership and adoption of the new digital solutions.
• CMB.TECH now operates with greater strategic clarity, digital maturity, and operational efficiency, positioning itself as a leader in hydrogen innovation.

The Context

A leading multi-specialty HR services provider sought to strengthen its core business while expanding into new offerings and markets. With ambitions to accelerate client acquisition and enhance the quality of its proposals, the company wanted to transform its commercial processes — from the very first client contact to onboarding.

Elevant.AI was engaged to help the firm analyze, redesign, and automate its commercial workflow, ensuring a more efficient, consistent, and customer-centric approach to business development.

Challenges

• Manual, time-consuming quote creation led to inefficiencies and inconsistent client experiences.
• Proposals lacked personalization and often failed to fully reflect the client's specific challenges and context.
• Service positioning was perceived as transactional ("product selling") rather than consultative ("project selling").
• Onboarding new clients required repetitive manual checks for eligibility and compliance, increasing operational workload and risk of errors.
• Need to align all consultants on a unified, high-quality commercial standard across the organization.

Approach

The following steps were executed with the different methodologies and functionalities available in Elevant.AI.

• Conducted a detailed AS-IS analysis of the commercial process, identifying bottlenecks and standardization opportunities.
• Defined the TO-BE process, aligning sales, consulting, and operations teams around a streamlined client journey.
• Designed and implemented a quote generation system, integrating dynamic templates that adapt to client profiles, needs, and challenges.
• Ensured all quotes followed a consistent structure, tone, and quality level, while remaining fully customizable for consultants.
• Repositioned offerings around project-based selling, highlighting the firm's proprietary methodologies and value-added approach.
• Automated client onboarding workflows, including eligibility checks and legal compliance validations, reducing manual work and processing time.
• Guided change management to ensure smooth adoption by consultants and sales teams.

Outcome

• Quote generation time reduced by more than half, improving responsiveness to client requests.
• Consistent and professional proposals across all consultants, reinforcing brand credibility and quality.
• Personalized, challenge-based proposals increased win rates and client satisfaction.
• Full automation of onboarding validations, ensuring compliance and eliminating repetitive manual checks.
• Commercial process transformed into a fast, intelligent, and client-centered journey, supporting business growth and scalability.