Strategy & Transformation

Simplify complexity. Align strategy. Accelerate value creation.

We help management clarify ambition, choose the right bets and deliver end-to-end transformation – from vision to execution – with measured results (growth, margin, lead times, customer and employee satisfaction).

The expertise of our transformation consultants :

STRATEGY & GROWTH

Define where to play and how to win. Prioritize markets, build a solid business model and a 3-5 year trajectory that is actionable, financed and monitored.

Vision & roadmap

  • 360° diagnosis: market, customers, competition, internal capabilities.
  • Ambition and positioning: scenarios, clear choices, distinctive advantages.
  • 3-5 year roadmap: projects, milestones, resources, dependencies and risks.
  • Prioritized portfolio of initiatives with business cases and measurable objectives.
  • Decision-making and follow-up routines (quarterly reviews, objectives & key results).
  • 1-3 year AI roadmap: AI use cases, AI programs, automation software, project governance, processes, acculturation
  • AI use case portfolios and business cases for strategic and operational initiatives

Business model & business portfolio

  • Review of revenues/costs/margins and value creation levers.
  • Portfolio arbitration (core / growth / options) and resource allocation.
  • Pricing and monetization strategies.
  • Partnerships and ecosystems (make / ally / buy) at the service of strategy.

Move-to-value M&A

  • Investment thesis, market sizing, strategic due diligence.
  • Pre/post-deal synergies, Day-1 preparation and 100-day plan.
  • Secure integration or carve-out to capture value quickly.

PEOPLE, CULTURE & CHANGE MANAGEMENT

Speed of execution depends on adoption. We align leaders, engage teams, evolve practices and anchor new reflexes for the long term.

Strategy for change

  • Understandable “Case for change”, trajectory by population, adoption plan.
  • Adherence indicators and alert thresholds at launch.
  • Plan acculturatand communication withs teams operationlles et de sayctions

Leadership & change governance

  • Management committee alignment, visible roles, clear responsibilities.
  • Networks of ambassadors, simple and regular steering rituals.
  • Animation network ambassadeurs IA and SPOC trades RN

Communication & commitment

  • Clear narrative, multi-channel communication plans, managers’ kit.
  • Mechanisms for listening to the field, feedback and rapid decision-making.

Skills & new ways of working

  • Targeted training (managers, key functions), operational coaching.
  • On-site support to secure adoption.
  • Acculturation sessions, helping business teams to get to grips with automation software (UIPath, DataBricks AI, Dataïku, WorkatoPower Automate, Dust AI…)

Change analytics

  • Adoption barometers (pulses), dashboards, corrective plans within 30 days.

ORGANIZATION, SERVICE & OPERATIONAL EXCELLENCE

Align organization, processes and service culture to deliver better, faster and at lower cost – for the benefit of end-customers and teams alike.

Operating model & governance

  • Diagnosis of organization and key decisions.
  • Team design, clear roles, responsibilities and coordination methods.
  • End-to-end customer-oriented organization (front to back), service centers where relevant.
  • Project portfolio diagnosis and prioritization of use cases by business line
  • Definition of AI governance framework (centralized and/or decentralized)

Processes & continuous improvement

  • Flow mapping (orders, purchasing, finance, HR, etc.) and pain points.
  • Redesign and standardization, simplification and automation when it creates value.
  • Day-to-day performance management (dashboards, team routines).
  • Process-integrated risk management.
  • Cartographie of processtiers (Finance, Souscription, HR, Marketing…) and recommandation strategithat of use cases high value-addedutée métier

Service excellence & customer experience (integrated)

  • Design and improvement of clear itineraries (simple, legible blueprint).
  • Service standards, target times, “first resolution” and remediation plan.
  • Customer listening (NPS/CSAT), short improvement loops.
  • Omnichannel operations, claims management, transparent delivery times.

Competitiveness & productivity (cost by design)

  • Cost/quality/delivery performance plans, productivity indicators.
  • Simplification of scope, reduction of bad debts, renegotiation of purchasing (TCO).
  • Structured approaches to reset costs without degrading the experience.

Risk & resilience

  • Risk mapping, appetence and controls integrated into the flow.
  • Business continuity (BCP/DRP) and trained crisis management.

ARTIFICIAL INTELLIGENCE (IA) USE CASES

At PALMER’s AI LAB, our artificial intelligence researchers structure use cases to meet the challenges of Strategy & Transformation.

Copilot IA for strategic management & PMO

  • Automatically consolidate project, risk, dependency and capacity data in real time
  • Simulate budget arbitration and dynamic prioritization in line with strategy
  • Reduce PMO time and manual reporting by 30 to 50%.
  • Reduce project drift and strategic time-to-arbitrage
  • Project portfolio management based on strategic value, not tracking

AI-enhanced strategic governance

  • Analyze committees, decisions, escalations and decision-making deadlines
  • Optimizing bodies and clarifying decision-making rights
  • Reduce the number of committees and decision-making time by 50%.
  • 20% reduction in re-escalation decisions
  • Accelerate impact-oriented strategic governance and make it more reliable

AI for change management & adoption

  • Analyze adoption signals, feedback and employee behavior
  • Customize exchange rate actions according to resistance detected
  • Increase employee adoption and commitment by 20%.
  • Reduce late resistance and time to target adoption by 25%.
  • Maximizing sustainable commitment to strategic transformation

Customer testimonials

Philippe ROUX

Network Director

LCL Antilles Guyane

Logo LCL

Jean BOUILLET

Executive COO

BNP Paribas Partners For Innovation

Technologies & Services Manager

Crédit Agricole

Michele Virgone

Global Procurement Data & Analytics Manager

Pernod Ricard

Fanny Forgeau

Director of Transformation and Strategic Projects

Pasteur Institute

PALMER’s strategic and operational vision was the key to the success of this major operation (post-merger restructuring and integration of a bank into the distribution network). The strong presence of PALMER teams both locally and nationally (6000 kms) enabled us to mobilize all the bank’s business lines, meet tight deadlines and make this merger a complete success.

PALMER helped us set up and structure BP2I’s business model. We particularly appreciate the team’s ability to take a step back, to anticipate while acting in the short term, in a very pragmatic way, transforming with and by the teams in place.

We chose to work with PALMER to overhaul our distribution IS, because they had already met our requirements in a previous major program. Once again, they provided us with effective, methodical and committed support, both in the choice of solutions and in their implementation.

We worked with Palmer Consulting, who provided us with a full-time resource. She quickly distinguished herself by her preparation, thoroughness and reliability.
Throughout the assignment, the consultant consistently met deadlines, while delivering a complete, high-quality work package.

His ability to integrate fully with our team from the outset, contribute seamlessly and foster effective internal collaboration has been a real asset.
This partnership has added real value to our data and performance center of excellence, and we highly recommend him for his professionalism and quality of commitment.

We particularly appreciated the quality of the work carried out by the PALMER team. Despite the complexity of our organization, the final deliverable was excellent and perfectly usable.

Over and above the results, the team was able to position itself as a genuine thinking partner: adaptability, attentive listening, relevant advice delivered with expertise and candor, always combined with just the right dose of pedagogy and diplomacy.

It’s rare to work with such a professional, committed and pleasant team. It was a fruitful and rewarding first experience, and we look forward to working with them again in the future.

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