Case Study

18th September 2025, Case Study

| Author: Iryna C | 

| 📰 LinkedIn 📰 |

Case Study: Transforming a Scale-Up's Growth Engine with Intelligent Finance

Client: A high-growth UK property management innovator

The Challenge: Scaling Without a Strategy

The client had achieved its first profitable year, but their rapid growth was creating significant operational drag. Lacking a unified data infrastructure, leadership couldn't accurately diagnose the underlying health of their business. They were at risk of scaling unprofitably, and needed an expert partner to translate their data into a clear, actionable strategy.

The W&I Recommendation: From Data Chaos to Strategic Clarity 

The W&I team would architect a centralised, intelligent data model using Google's core tools to unify client's siloed data streams from their accounting, operational and CRM platforms.

Our key differentiator is our ability to leverage Gemini to interrogate this data. Instead of spending weeks on manual analysis, Google AI-powered models can identify critical, hidden signals within hours e.g.:

• Revenue Quality Dilution where lower-margin, non-recurring services could be masking a performance issue in their most valuable core business.

• Negative Operating Leverage proving that their costs would be growing faster than their core revenue, which is a critical and unsustainable trend.

The Blueprint: AI-Powered Framework for Growth 

Based on these insights, we would design and co-create an operational blueprint for scalable growth, embedding intelligent tools into their core processes:

•  Intelligent Revenue Model: W&I team would deploy a dynamic client profitability model using Google Sheets and live data, empowering the client's commercial team to focus on the most profitable contracts.

•  Automated Finance Engine: W&I team would design a roadmap for implementing AI-powered workflows with Gemini to automate key processes, directly improving operational leverage.

• Data-Driven Expansion Strategy: W&I team would equip the leadership with Looker Studio dashboards and advanced forecasting models, ensuring future growth is based on robust data, not intuition.

The W&I Impact: From Reporting to Intelligent Growth 

Our intervention is guaranted to transform our client’s Finance function. 

We don't just deliver a report; we provide an operational blueprint and the tools for intelligent growth. 

The client would have the data infrastructure and strategic clarity to scale profitably and achieve ambitious 3-year goals.