Case Study
Delivering a Platform to Underpin Fotech’s Rapid Growth Plans
Customer
Fotech Solutions
Industry
Energy
Project Type
Digital Transformation & Project Delivery Consultancy
Please note: Kerv Consult was recently rebranded from Monochrome Consultancy when it joined the Kerv Group. This project was delivered at a point when the team was known as Monochrome Consultancy.
Overview
How Kerv Consult supported Fotech Solutions, founders of advanced DAS photonic sensing technology
Fotech were a pioneering technology and services company who provided their customers with monitoring solutions to protect vital networks. They achieved this through developing and deploying pioneering fibre optic monitoring technology, that allowed customers to assess the activity along an asset and make informed decisions about their response strategy.
The company was founded in 2008 and within 5 years had supporting investment from BP Ventures. Fotech’s achievements as founders and world leaders in DAS technology continued to present an excellent opportunity for investors.
In 2020, BP secured their stake by acquiring Fotech through Launchpad, BP’s incubator, with the intention to both hyperscale the business, and deploy their tech stack to BP’s assets.
Challenge
Support Fotech to build a foundation for rapid growth and to drive towards customer excellence.
Fotech had several objectives that they wanted to work with Kerv Consult to achieve:
- To improve both the internal and external customer experience by upgrading and better integrating the ticketing system through the implementation of Microsoft Dynamics.
- To become ‘process driven’ – Implementing a standardised approach to mapping processes, and using them to improve consistency and collaboration, find efficiencies, and reduce risk / improve resilience within operations – a key factor in maintaining ISO 9001 accreditation.
- To ensure the highest standards of compliance around information security, cybersecurity, and data classification. A requirement both for deploying products and services to BP and for maintaining ISO/IEC 27001 accreditation.
- To evolve cultural attitudes and practices regarding change projects, increasing communication to ensure stakeholders are well informed, using regular feedback to anticipate challenges, and to use embedding activities to improve adoption.
The Ask (the originally defined scope)
- Project manage the implementation of Microsoft Dynamics to improve customer support and experience
- Map 10 key processes to begin the move for Fotech to become process driven.
- Perform a cybersecurity and data handling review to support Fotech in meeting information security standards.
- Deliver wraparound business change to support delivery and embed outcomes.
- The Added Value (things we delivered above the original scope)
- Delivered a complete process library (~150 processes mapped).
- Implemented Triaster, a market leading Business Management System (BMS)
- Facilitated development and embedding of a new corporate vision and new approaches to leadership and culture.
- Kerv Consult supported business wide internal communications for Fotech, building on the comms approach that we used across our projects
The Added Value (things we delivered above the original scope)
- Delivered a complete process library (~150 processes mapped).
- Implemented Triaster, a market leading Business Management System (BMS)
- Facilitated development and embedding of a new corporate vision and new approaches to leadership and culture.
- Monochrome supported business wide internal communications for Fotech, building on the comms approach that we used across our projects
Solution
Fotech’s leadership team had a clear plan to capitalise on their recent acquisition by BP Launchpad to scale rapidly and achieve a market position that allows them to self-invest in new technologies.
However, some of the legacy practices and cultural tendencies presented a risk which could throttle capacity for further growth.
With the appointment of three new executive officers within 18 months, and the influx of their experience and ideas, the company was set on course for a programme of transformation that will carry it from SME to large organisation.
Kerv Consult was brought on board to support key elements of the foundation work that will underpin that programme. In particular, the standardisation of operating practices, the focus on customer engagement and the evolution of leadership approaches and working practices to create a high trust, collaborative culture.
Mobilisation
This was the first time that Kerv Consult and Fotech had worked together so we both felt it sensible to define a clear initial scope.
Our initial scope included deliverables across four workstreams:
- Project Management – Project manage the first release of Microsoft Dynamics for customer services.
- Process Consultancy – Map approximately 10 key processes to begin the move to becoming process driven.
- Cyber Consultancy – Deliver a review of information security, cybersecurity, and data classification to meet a set of defined cyber security standards that BP required Fotech to align to.
- Business Change – Deliver wraparound business change to support the delivery activities above and embed their associated outcomes.
The Delivery
Soon after kicking off our engagement with Fotech, we developed a strong relationship and mutual trust. We realised that to deliver the most value to Fotech would require broadening the scope of the overall project, but we also wanted to find a way to do so without increasing either the time or cost that we had committed to.
Thanks to both strong focus by the team within Fotech and our previous work with the Digital Security function of BP, we were well acquainted with their requirements for information security and data classification practices, so we were able to hit the ground running and achieve that deliverable within a third of the time anticipated, creating a saving that facilitated an expansion of the process and business change workstreams.
Whilst work on the Dynamics implementation was delayed due to timing issues onboarding a third-party supplier selected by Fotech as their technical partner, we got stuck into process mapping workshops with teams across the organisation, and began exploring the idea of implementing a business management system (BMS).
Fotech’s keen desire to become process driven and realise the associated benefits precipitated discussions about several possible solutions, and following a business case assessment Fotech opted to implement Triaster, which we often cite as ‘the Ferrari of business management systems’.
Coverage of the expanded Process Workstream (each area supported by several maps)
As the business change work progressed, it became clear that Fotech would also benefit from refreshing their corporate vision and re-launching it as a way of unifying their various teams, some located overseas, behind a clear mission, vision, and identity.
Through a series of workshops with the executive team, and key stakeholders across the organisation, we produced a new corporate vision that sought to overcome several cultural legacy issues, whilst laying the groundwork for successful future growth across four key areas: Technology, Customer, Culture, and Revenue.
When the Dynamics implementation got underway, we set a ‘go live’ date, and despite some challenges along the way, we hit our target and so were able to roll-off our project manager shortly after launch, creating more capacity for the vital process workstream.
With two of the major projects delivered, and with communication, training, and embedding strategies handed over, our business change manager was also able to roll-off, leaving further capacity in the budget to allow our process consultant to continue to support Fotech in a flexible way for several weeks longer than expected.
“In the second half of 2021, we engaged Kerv Consult to support us with four business outcomes, one of which was to document our processes. As a small company growing up we had processes but they were out of date, not complete, not in one place and not complementing each other.”
“Through the excellent work by Kerv Consult and specifically the knowledge of Paul Elson-Vining, each team has worked through the processes they thought they had and added new ones that they should have had. We now have a comprehensive list that can be reviewed and maintained by the company.”
Gary Connel, Chief Financial Officer
Result
As a project this was highly successful in the eyes of both Fotech and Kerv Consult and the outcome was as follows:
Schedule – We delivered the initially agreed scope on time in all cases, with the cyber workstream and initial scope of the process workstream being delivered very early. The Dynamics project launched on its planned date, though the agile approach meant some initially assumed features were pushed to a future stage and some others were added into the first launch. There is a clearly defined backlog of features for future Dynamics releases once the initial launch is embedded fully across the customer base. The business change workstream wrapped around the others to ensure that the team were informed at each step.
Scope – We also delivered significantly more scope than was originally planned, especially in the process workstream. We were able to flexibly reallocate some of the planned cyber consultant time and some of the project management time, to allow for the process scope to grow from 10 key processes, to a full BMS including 150 process maps. This was because of the collaborative and flexible ways of working across both teams, and the clear decision making from both Fotech and Kerv Consult at the regular fortnightly governance reviews.
Budget – The overall project (including the wider scope) concluded 5% under budget and the remaining budget in the order has been allocated to providing adhoc support for further process training and communications.
Image of Fotech’s new customer portal delivered under the Dynamics project
There were also a range of specific Fotech business outcomes that we achieved together:
- Information security, cybersecurity and data classification practices all meet both regulatory standards, and BP’s internal standards.
- Fotech were actively embedding new ways of working and becoming a process driven company.
- Over 150 of Fotech’s processes had been mapped, and a new BMS (Triaster) was implemented to act as a Process Library and a ‘single source of truth’ for all business documentation.
- Microsoft Dynamics was successfully implemented, and further phases of work to further improve the customer experience through better use and integration of systems are now being planned.
- Regular communications about each workstream kept employees informed and engaged with key projects and changes to business-as-usual activities.
- Training and embedding strategies were developed, and key Fotech staff received dedicated support to implement them.
- Fotech launched a new Corporate Vision, with a mission and objectives to guide and focus their strategic decision making for the next five years, and to unify their people around a common goal and help to develop a stronger sense of unity.
- A company and Corporate Vision re-launch event was delivered for all staff, creating new links across business areas, and enhancing the sense of belonging to a community.
Most importantly, there are two key outcomes for Fotech that we have achieved collaboratively:
- Fotech were much better equipped to scale up as they intend to. They could do so with clearly defined ways of working though a BMS, which ensures quality deliver, with a workforce that understands the company vision and mission, in a secure way.
- Fotech also could deliver leading customer service, supported by a toolset that enables clear focus on customer excellence which is fully linked to their CRM.
Put simply, the common thread to the work we have done together is to reinforce the platform from which Fotech grew, which directly underpins the ambition of the company and its leaders.
“I have enjoyed working with the team at Kerv Consult. They have made our projects much easier to accomplish and have been amazingly supportive and flexible with our agile way of working.
The team worked with us across four separate workstreams and have helped us successfully accomplish our deliverables in our desired timeframe despite the scope changing along the way. Their way of working as part of the customer team really helped us get the entire company aligned on the changes and made communication much easier.”
The Relationship
For us, the relationship with Fotech has been fantastic. Kerv Consult’s mission is ‘to become the trusted partner for our customers’ and we feel we have made great progress toward that with Fotech.
We have been able to build rapport quickly because we have been able to work with innovative, engaging, and friendly people. The strength of the Fotech team is not to be understated and the outcomes above would never have been possible without their focus and effort.
The trust that rapidly developed between us all enabled us to work flexibly as an extension of Fotech’s teams, giving us the opportunity to provide support beyond our deliverables, across a range of needs.
We were particularly privileged to have become a source of advice and guidance for our contacts at Fotech on areas outside of our core deliverables, being trusted for our knowledge and experience.
Together, we showed that high-trust relationships organically generate high-performance, and that is absolutely key to how we work. We aspire to become our clients’ trusted partner, and we achieved that here.
But it takes two to make a partnership work, and Fotech people’s willingness to share both ideas and concerns openly and honestly, and to give fair consideration to our input, motivated us to work all the more closely. From their CEO to their frontline teams, we couldn’t have asked for more from a client.
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Simplifying System Settings Management
Case Study
Delivering a Platform to Underpin Fotech’s Rapid Growth Plans
Customer
Fotech Solutions
Industry
Energy
Project Type
Digital Transformation & Project Delivery Consultancy
Overview
Children 1st’s ambition is for every child in Scotland to be safe, loved and well, together with their family.
The charity offers emotional, practical, and financial support to help families to put children first and campaign to uphold the rights of every child.
Children 1st support the whole family when they need it, for as long as they need it. They offer help to prevent families reaching crisis point, to keep children safe and to support children and families to recover from trauma and harm.
Challenge
Support Fotech to build a foundation for rapid growth and to drive towards customer excellence.
Fotech had several objectives that they wanted to work with Kerv Consult to achieve:
- To improve both the internal and external customer experience by upgrading and better integrating the ticketing system through the implementation of Microsoft Dynamics.
- To become ‘process driven’ – Implementing a standardised approach to mapping processes, and using them to improve consistency and collaboration, find efficiencies, and reduce risk / improve resilience within operations – a key factor in maintaining ISO 9001 accreditation.
- To ensure the highest standards of compliance around information security, cybersecurity, and data classification. A requirement both for deploying products and services to BP and for maintaining ISO/IEC 27001 accreditation.
- To evolve cultural attitudes and practices regarding change projects, increasing communication to ensure stakeholders are well informed, using regular feedback to anticipate challenges, and to use embedding activities to improve adoption.
Solution
Once Kerv were engaged to help, the first part of the process was undertaking a thorough discovery piece of work to plan out what was needed and to ensure collective understanding for what the end result would look like across the development team as well as non-technical stakeholders such as senior leaders at Children 1st and of course the families whose data would be recorded in the system
To ensure the new solution was going to be a success, Children 1st performed first-party user research to ensure that children and families were involved in every stage of the thinking, design, and implementation of how they record the impact of their work and the language used across the system. This meant numerous rounds of iteration to the design, to give the best possible experience for both colleagues and families interacting with the system.
Through this series of in-depth design workshops and an agile, iterative approach to development, we collectively delivered three separate apps that would capture information, produce reports and fulfil the ongoing requirements from a range of services across the organisation. Most importantly, these apps used a common set of terms and language that was simple, easy to understand and made sure families felt like respected individuals, and not a number within a database.
Result
The technology has helped transform how Children 1st approach recording information about children and families. It enables them to be much more outcome focused, and in line with the individual-focused approach that colleagues have always delivered. The process now starts with recording what families think will make a difference for them, captures the child and family’s journey as they work with the charity and measures what difference this work has made.
By more effectively gathering their hopes, progress, stories and feedback of children and families, Children 1st are amplifying the voices of children and young people, so that they can learn and evidence what really makes a clear and positive difference for children and families. What’s more, having a system that ‘talks their language’ re-enforces the importance of involving children and families in the creation of their own records. Children and families are able to review and connect with their own story as they have recorded it in partnership with the charity.
We at Kerv are incredibly proud and humbled by the opportunity to work on this project with Children 1st and thank all of the team involved. Delivering a project like this that make a difference to families is hugely rewarding and why many of us choose to work in technology. To have feedback from staff at Children 1st that said:
“I would now be proud to show a family their record’ is great evidence that technology can move from a bottleneck to an enabler of change when designed and implemented correctly.”
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