Four practices · One path to value

Grow revenue. Protect margin.
Remove operational drag.

Most serious business problems cross strategy, finance, operations, and technology. Clartis Group combines advisory and implementation to improve the numbers leaders actually care about: growth, margin, cash, speed, and control.

Partner-led from diagnosis to delivery. Built around your existing team and systems. Measured by outcomes, not slides.


/01 · Practice

Strategy &
Transformation

Turn strategic decisions into growth, margin, and execution discipline.

For boards and leadership teams that know what must change, but need the operating model, priorities, cadence, and accountability to make it happen.

We start where most strategy work ends: with the commercial outcome you need, the constraints you actually face, and the team you actually have. Then we work backwards into the operating model, priorities, decisions, and execution rhythm that make the next 18 months achievable.

Where we help

  • 01
    Growth strategy & market entryWhere to grow, where to defend, what to stop — sized, sequenced, and owned.
  • 02
    Operating model redesignClarify how decisions, money, roles, and accountability flow across functions and entities.
  • 03
    Cost & margin improvementIdentify, size, and land savings without damaging the engine that creates value.
  • 04
    Restructuring & turnaroundStabilization plan, cash discipline, stakeholder narrative, and week-by-week execution.
  • 05
    18-month execution roadmapA practical sequence of decisions, owners, metrics, and milestones to move from intent to delivery.
/02 · Practice

Finance &
Performance

Give leadership the cash visibility, margin insight, and financial control to make better decisions faster.

For companies that need finance to become a decision engine — not only a reporting function.

Our partners include ACCA Fellows and former Big Four professionals (KPMG, PwC, Deloitte). We have also sat in the CFO seat: closing across multiple entities, owning IFRS consolidation, building investor-grade models, and running 13-week cash forecasting through restructuring pressure.

Where we help

  • 01
    Cash forecasting & FP&ARolling 13-week cash, budget discipline, scenario planning, and forward-looking management reporting.
  • 02
    Margin & profitability analysisProduct, customer, entity, or business-unit profitability that shows where value is created or lost.
  • 03
    IFRS group reportingMulti-entity consolidation, audit-ready close, board-grade reporting packs, and group finance discipline.
  • 04
    Investor-grade financial modelsModels that survive lender, investor, board, PE, and audit scrutiny.
  • 05
    Fractional CFO supportSenior finance leadership for a defined period — fundraising, restructuring, reporting, or exit preparation.
/03 · Practice

Operations &
Workflow

Remove the bottlenecks that slow growth, waste management time, and create hidden cost.

We map how work actually moves through the company, then redesign workflows, roles, systems, and accountability so teams can execute faster with less friction.

Operational problems often look like tool problems. They usually are not. We follow the work end-to-end, identify where time, margin, accountability, and customer experience are being lost, and only then redesign the workflow, roles, controls, or systems.

Where we help

  • 01
    Process redesign & SOPsEnd-to-end workflow mapping, redesign, and documentation that survives staff turnover.
  • 02
    Sales and admin workflow improvementReduce handoffs, delays, duplicate entry, missed follow-ups, and manual coordination.
  • 03
    RACI & accountability designClear ownership across functions, sites, entities, and joint ventures.
  • 04
    ERP & back-office implementationSelection, vendor management, change management, and implementation designed around the workflow.
  • 05
    Procurement & supplier programsSpend visibility, supplier consolidation, contract redesign, and practical controls.
/04 · Practice

Applied AI &
Software

Put AI and software to work where they grow revenue, protect margin, or remove daily operational drag.

We design AI-assisted workflows on top of your existing systems — for sales, finance, customer intake, internal knowledge, and back-office operations. Human oversight, audit trails, and measurable ROI are built in from the start.

Shipped AI in production across finance, voice, and workflow. Practical implementation, not AI theatre.

AI has a narrow but powerful role inside serious companies: helping teams sell faster, respond faster, collect faster, decide faster, and operate with less manual work. We design for practical use cases — not headlines — and keep humans in the loop where the cost of being wrong matters.

Where we help

  • 01
    Sales workflow automationLead routing, CRM updates, call summaries, follow-ups, proposal drafts, and pipeline actions that help teams sell faster.
  • 02
    Customer intake & response automationTriage requests, qualify opportunities, draft replies, schedule next steps, and route work without losing context.
  • 03
    Finance & admin automationReduce manual invoice handling, reconciliation prep, reporting work, collection follow-up, and document processing.
  • 04
    Knowledge assistants & agentsInternal assistants built on approved policies, contracts, SOPs, ledgers, and documents — with audit trails.
  • 05
    AI governance & riskPolicies, permissions, human approvals, logs, controls, and sector-specific obligations built into the workflow.

Need measurable results across more than one function? Most serious work does.

Tell us the business outcome you need — growth, margin, cash, speed, control, or AI adoption. We'll help define the fastest practical path to value.

Book a confidential call →