The problem
A director-level team was weighing adjacent loyalty and referral bets worth $700K in annual investment. The existing business case sat in a static spreadsheet nobody trusted, with assumptions buried three tabs deep and no way to challenge them in a working meeting.
Every stakeholder had a different number in their head. The room could not converge because nobody could see what was driving the number.
The work
For a Canadian residential energy retailer weighing $700K in adjacent loyalty and referral bets, we built a live financial and prioritization model that turned a static business case into something a director could sit down with, move a slider, and stress-test in real time.
Every input editable. Every assumption sourced. Every trade-off visible. Confidence ratings on the numbers most likely to be wrong.
The outcome
The team went from "we should invest in loyalty" to a defensible business case in one working session. The model now sits inside the strategy function, still in use, still editable, still owned by the client.