"Navigating Your Path to Effective Business Change."
Welcome to Oakpath Advisory where strategy meets execution.
We help organisations to respond, plan and deliver their response to market changes and business opportunities.
We take a holistic approach to client engagements to identify areas for improvement and growth. Through extensive consulting experience combined with an understanding of the business opportunities presented by technology, data and AI capabilities, we work with clients to deliver tangible business outcomes.
We work in partnership with our clients to develop tailored, clear, compelling and sustainable solutions.
Client enablement is our focus.
Expertise
Overview
Sectors
Oakpath Advisory works with clients of varying size and scale.
Our experience includes:
-
Customer experience strategy, journey review and design
-
Digital strategy & execution
-
Strategy and programme reviews
-
Operating model review, design and implementation
-
Marketing communications
-
Data planning & strategy
-
Innovative driven solution planning and implementation
-
Marketing automation across multiple channels
Our sector experience covers:
-
Retail financial services
-
Professional services
-
Utilities
-
General Insurance
-
Fintech/High-growth technology
-
Automotive
-
Property
Services
Business & Technology Allignment
Help organisations to establish a clear business rationale for investment in and the opportunities presented by digital, data and cloud technologies.
Operating Model Review & Design
Assess the extent to which the current operating model is aligned to the business strategy and identify associated gaps and future capability requirements.
Service Name
Customer Experience Strategy & Design
Assess current customer and employee experience along the existing journey. Identify opportunities and present constructive challenge on opportunities to enhance delivery.
Business Reviews
Perform review of an entire business or specific functions to identify operational improvement opportunities.
Change Portfolio Review
Perform assessment of in-flight change portfolio or programmes against a structured framework. Identify potential risks and mitigants to the delivery of transformation outcomes.
M&A Buy-side Due Diligence
Undertake high-level review of operating model, technology platforms and associated change programmes to assess the robustness and scalability of the target organisation.
How We Work
1
Our Mission
Our mission is to empower businesses to reach their full potential by helping them deliver significant business change. We help navigate the complex and establish clarity of the path forward.
2
Our Values
At Oakpath Advisory, we believe in integrity, adaptability and collaboration. We build strong and trusted relationships with our clients and partners to deliver tangible business outcomes.
3
Our Focus
Extensive experience in helping clients deliver business change in areas spanning operational transformation, customer experience, digital strategy, operating model design and implementation.
Client Engagements
Go-to-Market Strategy for Mid-Size Consultancy
Engaged by a mid-size consultancy business to undertake a review of the current business and service proposition to support its future growth ambition and prepare the business for scale.
Digital Strategy Review for Challenger Bank
Engaged by the Chief Customer Experience Officer of a UK Challenger Bank to assess its current digital capability and identify associated operational and cost to serve opportunities.
Mobile Strategy Development for Large UK Building Society
Engaged to initiate and programme manage a multi-million pound strategic programme on behalf of a UK Building Society as part of its ambition to become a mobile first organisation.
Target Operating Model Deployment
for Wealth Manager
Engaged to support the deployment of a new target operating model for a wealth management company and define an integrated plan to support business de-commissioning.
3-Year Strategy Development
for Independent Charitable Trust
Facilitated the development of a three year strategy for an independent charitable trust which was approved by the Board. Requested to join the Board to support the execution of the agreed strategy.
“Michael is a first class professional, who is adaptable, diligent and empathetic with first class strategic thinking. I loved working with him and valued his advice and values based approach to work."
Director of Change, Yorkshire Building Society
"Michael’s bright and friendly demeanour, coupled with his depth of experience, unwavering patience and determination to drive the client forward to making carefully considered decisions within a clear timescale is an extremely powerful combination. "
Board Chair, Nell Bank Charitable Trust
“In customary style, he brought rigour and clarity to the approach and established highly effective relationships across the wider programme and executive teams. Testament to Michael’s ability is the spontaneous positive feedback from colleagues, who gained significantly in their time working with him.”
CEO, Diversified Wealth Management Business
Meet the Team
Contact Us
