Service 02 · Technology transformation
Technology that changes how the business runs.
Salesforce, data and AI/automation programmes led from strategy and partner selection through to adoption and ownership.
Our approach
Built on the Kaas Bridge.
- AmbitionStrategy and benchmarking
- SelectOptions, partners and business case
- BuildIntegrate, migrate, automate
- AdoptChange, training and KPIs
- OwnCentre of expertise and BAU
Outcomes
What it has delivered
~95%reduction in contract review time (global insurance broker)
1unified Salesforce instance across acquired brands
400+roles freed from manual contract comparison
Case narrative
A portfolio delivered with no dedicated project team
A FTSE 100 publishing group
Challenge
Across the group’s brands, a shifting portfolio of global programmes had to be delivered entirely through operational staff, while gaps in data from acquired businesses were blocking new product launches.
Approach
We unified the brands onto a single Salesforce instance, built the 360 customer dashboard with automated QBRs and KPIs, layered data analytics with AI, and led data lake rationalisation — defining how event and registry signals are captured, cleaned and fed into the lake.
Result
Improved reporting accuracy and real-time insight, shortened sales cycles and lifted lead conversion.
Capabilities
What we bring
- Salesforce, ServiceNow and Oracle Finance
- Gen AI and automation
- End-to-end data migration
- Data lake strategy and rationalisation
- Qlik Sense reporting consolidation
- AI Centre of Expertise set-up
