Case Studies


Operational Improvement for B2B

Case Study Overview: The client is a major brand in the corporate and personal travel services sector with a turnover of between $150-$200 million. Active Directions was referred by an Executive Search firm conducting the search for a new National Head of Sales.

Strategy for Not-For-Profit

Case Study Overview: The client is an international, not-for-profit, student-run organisation that aims to increase female participation in Engineering, Science and Technology through fun and educational initiatives aimed at students in primary and secondary school.   The mission is delivered through a number of local chapters that provide school visits and student workshops, as well asContinue reading “Strategy for Not-For-Profit”

Finance Function Improvement for Civil Construction

Case Study Overview: This case study demonstrates our experience with earth moving, plant hire, and related services.  While it includes some forecasting and analysis it highlights our understanding of the complexity of management accounts and forecasting in mining services, civil construction and plant hire industries, particularly in regard to accounting for fixed plant, leased assets andContinue reading “Finance Function Improvement for Civil Construction”

Strategy and Roll-out of Private Equity Fund

Case Study Overview: The client is a global community-led organisation with a strong focus on education, social welfare services and support for local communities, targeting over 20 investments in 5 years. The project engagement length was 9 months.

Endowment Fund Development

Client:  A global community with a strong focus on education and welfare. The client operates a number of community schools across 15 countries. ​ Client Size: Over 5,000 different individual and business investors. ​ Project Trigger: Changes in government school funding and changing market conditions in different regions globally required the client to develop an endowment fund that would future-proof school funding. OurContinue reading “Endowment Fund Development”

Future Property Requirements Planning

Client: The client is a Local Government Council, with over 1000 staff supporting over 350,000 residents. The project engagement length was 3 months. Client Size: Our client was a large local government, with an estimated resident population in excess of 350,000. Project Trigger:  The Council is expecting a further 25 years of sustained growth to a total population of overContinue reading “Future Property Requirements Planning”

Business & Procurement Program Review for Local Government

Client: Procurement organisation for local government and other entities.   ​ Client Size: Organisation supported procurement needs for Councils servicing 1.7 million people ​ Project Trigger: From a competitive viewpoint, there were several procurement aggregators who provided services which supports individual Council procurement needs. With this, our client conducts a business and procurement functional review which aim to show organisation could continue to deliver value to Councils onContinue reading “Business & Procurement Program Review for Local Government”

Delivery of ESG Risk Report

Client: Multinational Insurance Company operating in approximately 35 countries and employing 15,000 people. Project: Active Directions managed the delivery of the Task Force on Climate-related Financial Disclosures Report (TCFD) Project Trigger: The Global Board endorsed the delivery of the TCFD Report as a voluntary initiative that supports consistent climate-related financial risk disclosures to customers, investors, and shareholders.  

Strategy Planning and Financial Modelling

Client: A global construction tools and equipment company​ Project: Strategy planning, financial modelling to establish five-year revenue and profitability forecasts; building budgets across products, channels and regions in accordance with target. ​ Project Trigger: With recent expansion to new regions, shareholders wanted to establish an agreed direction to achieve significant growth over five years with a view to both exitContinue reading “Strategy Planning and Financial Modelling”

Global Strategy Alignment

Client: A diversified global portfolio of profit-for-purpose and not-for-profit organisations.   Project: Developing and facilitating a series of global and regional workshops to align the strategy of the various member organisations, and to facilitate opportunities to collaborate, resolve conflicts. ​ Project Trigger:  A newly established corporate head-office and global strategy highlighted the requirement for regular alignmentContinue reading “Global Strategy Alignment”

Performance Management Reporting

Client: A leading premium meats wholesaler & retailer​ Project: Developing a series of performance management dashboards to track performance measures sales, costs, procurement, inventory, production, quality assurance, digital/social media, retail, strategic initiatives, and HR Project Trigger: The client had established a new multi-year strategy and wanted to ensure key performance indicators were being monitored andContinue reading “Performance Management Reporting”

Service Pricing Analysis

Client: An organisation that maintains a database of certified suppliers as a subscription service for paying public and commercial sector clients. ​ Project: Analysing existing member composition, sales and search data to determine pricing levels for a new database access subscription service. ​ Project Trigger: The organisation had developed a new service that allowed membersContinue reading “Service Pricing Analysis”

Travel Management Process Improvement

Client: Travel and Event Services Business Project: Event Management Process Review Project Trigger: Staff identified a number of significant inefficiencies in the event management process that required manual intervention and were seeking suggestions for improvement to reduce time and effort in executing the process Our Scope To review the processes, documentation, and training for the eventContinue reading “Travel Management Process Improvement”

HR Review

Client:  Civil Construction Business Project: Human Resources Review Project Trigger: This review was undertaken to address the Managing Director’s concerns about the level of engagement and HR support available for company staff Our Scope The project focused on reviewing the need for a dedicated Human Resource function to improve staff engagement, retention and performance across the growing business.Continue reading “HR Review”

Strategic Planning for Emergency Services

Client: Global Emergency Services NFP Project: Strategic Plan Project Trigger: The organisation had grown quickly over 100 teams operating across Oceania, North America, United Kingdom, and Europe and a clear strategy was required for all regions, staff and volunteers to support and drive.  Our Scope The objective was to develop an integrated global five-year strategic plan.  Active Directions conductedContinue reading “Strategic Planning for Emergency Services”

Fundraising & Strategy Workshop

Client:  Aboriginal NFP supporting communities through creativity, language, and literacy Project: Funding and Positioning Workshop Project Trigger: Active Direction’s Community Capacity Building Project 2019 Our Scope The project focused on identifying ways to engage stakeholder groups with a view to increasing future funding opportunities and consider how the NFP may strengthen its positioning within the existing Australian NFPContinue reading “Fundraising & Strategy Workshop”

Delivery of Modern Slavery Risk Assessment​

Client:  Multinational Insurance Company operating in approximately 31 countries and employing 14,000 people. ​ Project: Active Directions managed the delivery of the Modern Slavery Risk Assessment. ​ Project Trigger: The Global Compliance Team endorsed the delivery of a Modern Slavery Risk Assessment for disclosure to investors, lenders, and other stakeholders. ​ Our Scope​ The scope of the project included: ​ Ensure compliance withContinue reading “Delivery of Modern Slavery Risk Assessment​”