Case studies

Context and Need

As part of the operational transformation plan, our client wanted to define the roadmap for CRM and Compliance domains.

Solution

Co-designing a transformation trajectory with the business units, and for each project, defining the implementation plan by breaking down the needs into coherent semi-annual deliveries over three years.

Results

An operational and structured CRM transformation divided into four projects, subdivided into 15 work packages over three years, brought together under a common governance structure, with projects implemented within the defined costs and timelines.

Context and Need

To relaunch its commercial momentum around savings, our client wanted to design an innovative life insurance offer.

Solution

A multidisciplinary approach – strategic marketing, operational marketing, organization/distribution, IT systems – allowing for an aggressive time-to-market to seize a market opportunity.

Results

A successful market launch of a pilot within 8 months, creating value for stakeholders (insurer, distributor, clients), and a commercial success beyond expectations, with results demonstrating the complete alignment of the offer with market demand.

Context and Need

As part of an external growth project, our client wanted to assess the opportunity for an acquisition and ensure its integration.

Solution

Wepoint conducted a diagnostic that enabled the construction of an evaluation of the target’s IT systems (governance, coverage, outsourcing) and defined and launched an operational integration trajectory.

Results

A detailed diagnostic completed in 2 months and a PMI roadmap that validated the acquisition opportunity, followed by an operational and IT model defined in 10 weeks, allowing for the rapid realization of revenue and cost synergies.

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