Lean issuance: fewer steps from quote to policy
We redesigned the issuance process with Lean and Agile: fewer areas involved, a single process owner, a single invoice to the broker and automation of the quote letter and policy specification.
Cases
Real results, proven strategies.
33 cases selected from more than 380 projects for more than 65 economic groups. Filter by industry or by type of solution.
+380 projects delivered
+65 economic groups
NPS 78 2021 to 2025 average
Stage consulting cases
Industry
Solution
33 cases
From strategy to a health plan e-commerce
Strategic planning, mission and values, OKRs, governance and a business plan through 2032. In parallel, we designed and developed the health plan e-commerce, delivered on time and integrated with the back-end.
One operating model for 11 Latin American countries
We harmonized the regional operation based on the TOM and global processes: a new model by client segment, a right size calculator, a service catalog, a roadmap by country and the new structure implemented in Mappu.
A Black Friday that more than tripled sales
For the aesthetic treatments beauty venture, we delivered rebranding, an integrated e-commerce, a management dashboard for the units and a three-phase Black Friday campaign.
Student and teacher journeys and the portal that unites them
Research, interviews and benchmark for a unified view of the journeys. The result became a working prototype of an integrated portal, with distinct flows for students and teachers.
Strategy and new products for the joint venture between Itaú and TOTVS
Addressable market, target audience, value proposition, high-level architecture, roadmap and business plan for each product, plus the JV budget that supported the vision behind Itaú's R$ 1 billion investment.
Optimal capacity for operations, claims and fiduciary (P&C)
Benchmark with four brokers, shadowing with analysts and time measurement to define each area's capacity and a roadmap of initiatives by impact and effort.
Client portal for policies, renewals and new insurance
For Wiz Corporate, the group's B2B arm, we created the portal where companies view policies, renew and purchase insurance, plus Salesforce flows and integrations for the sales and operations teams.
Proprietary credit score and credit engine
Without a credit model, defaults weighed heavily. We modeled the score using only internal data, created the cutoff tool and, in the next phase, developed and implemented the credit engine.
Financial products for the ecosystem
Market analysis, benchmark and interviews with repair shops and ride-hailing drivers to recommend the new line of financial products.
Simplified Placement Center: manual tasks moved out of sales
We mapped Portfolio Solutions, Multinational and Retail to move operational activities to hubs, and automated the assembly of the Property comparison chart.
New ERP for the school network
We mapped the current landscape and future requirements and compared vendors with a multi-criteria decision model (MCDA). The decision came ahead of schedule, with a roadmap in waves.
Spin-off of AON's middle market portfolio
We supported the creation of Optinsure from strategy to operation: value proposition, spin-off governance and PMO, mission and culture, processes and a new organizational structure.
VP of People: journey, processes and the first people analytics
Employee journey, more than 200 processes mapped, new bonus letters with automatic error correction, VMO for the people budget and the connection with a fintech for M&A analysis.
Proposal platform for brokers
Internal and external brokers create proposals and track each client's status through every stage of enrollment, with more autonomy in the sale.
Billing, collections and customer service risks
We mapped processes, tables and systems for Jeitto 2.0 and supported the Dock assessment. On another front, we quantified customer service risks and designed mitigation plans.
TOM Multilines and Commercial: the right structure for each area
Target Operating Model on three pillars: Right Model (frictionless processes), Right Size (no idle capacity) and Right People (the right profiles), with redesigned governance and a development plan.
AI-powered corporate learning edtech, from plan to fundraising
With NexStage Partners, we built the business plan, financial modeling, M&A strategy and positioning of an edtech with B2C and B2B acquisition.
Insurance in the digital bank: Chubb and Nubank structure
We reviewed the organizational model of the Chubb–Nubank operation with SIPOC, a new product implementation process and a development track for the POs.
NewCo, brand and content for multimodal transportation
Strategy for a B2B marketplace NewCo, seminars for the group's companies, new branding and content creation for the shift from rail to multimodal.
Enrollment management software
System used by internal teams throughout enrollment: document tracking, medical interview and the business rules for each stage.
Crawlers for the omnichannel strategy
We developed crawlers and bots that read partner apps such as iFood, Cornershop and Rappi and feed a relational database with BI dashboards.
Outsourced service model in 5 countries
We defined the operating model for level 1 support, with flows, business rules, KPIs and the CRM (Zendesk) requirements for the external provider.
Entrepreneur platform: card machine, credit and receivables advance
A new solution for clients to track POS sales, credit, receivables advances and company data, and to purchase new products in one place.
Digital Teacher’s Guide (proof of concept)
Starting from how teachers use the printed guide, we created an interactive digital version with resources for everyday teaching and a foundation for new licensing and subscription models.
KPIs for the As Mara project
Dashboards and data engineering to track the project that trains women in vulnerable situations for professional work, starting from the Gerando Falcões Bazaar.
From Excel to real-time actuarial data
The actuarial close depended on spreadsheets extracted from legacy systems. We built a data lake on a Medallion architecture connected to the source systems, from data processing to visualization.
Revenue assurance: revenue that was not being billed
Immersion in billing, analysis models and new processes for the billing area, with dashboards and data engineering.
From brandbook to design system
We integrated marketing and design with a complete brandbook and used the same rebranding to redesign internal and external channels.
Course app for operators
Flutter app for iOS and Android with short, social-media-style lessons and quizzes at the end of each class, to train teams at scale.
Brand positioning for small pharmacies
For the generics division of one of the country's largest pharmaceutical manufacturers, we studied consumer attention at the point of sale (eye gazing) and proposed brand positionings.
Bookings for experiences and accommodations
Digital experience for discovering and booking accommodations and travel experiences, from journey design to responsive front-end.
Personalized booking flow
Website and booking flow that help guests find the ideal lodge, with mobile-first navigation.
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