How epiplex helped a leading global strategy and operations consultancy move from traditional process assessments to data-driven, actionable transformation insights.
Customer Overview
A leading global strategy and operations consultancy delivers high-impact operational transformation across sectors including financial services, healthcare, and aviation.
To strengthen its advisory engagements, the consultancy needed a faster and more objective way to understand how work was actually performed across client environments and identify opportunities for transformation.
The Challenge
Traditional approaches such as interviews, surveys, and system logs often provided only a partial view of operational reality. The consultancy needed ground-truth process data that could reveal how work was performed across applications, teams, and roles.
The goal was to create a repeatable approach that could:
- Provide objective visibility into real-world work patterns.
- Identify process variation, rework, waste, and inefficiencies.
- Move beyond traditional reporting to actionable improvement opportunities.
- Reduce diagnostic cycles from months to weeks.
- Establish standardized benchmarks across teams and roles.
- Generate quantified, executive-ready opportunity assessments.
The Solution
The consultancy partnered with epiplex to design and execute a rapid, low-touch process data collection strategy tailored to each client environment.
1. Diagnostic Planning
The teams jointly defined the capture scope, user personas, applications, and required level of process detail. Capture settings were configured based on each client’s environment and objectives.
2. Remote Process Capture
epiplex Capture was deployed to remotely record real-world operator actions across web, desktop, and Citrix environments, including clicks, inputs, application switches, idle time, and control-related activities.
3. Data Export and Enrichment
The captured data was transformed into structured trace logs containing application tags, timestamps, and control details, creating a clean dataset ready for analysis.
4. Process Insight Generation
The curated datasets were analyzed to identify process inefficiencies, variations, rework, automation opportunities, and workload patterns that may not be visible through traditional assessment methods.
5. Advisory Synthesis
The resulting insights were combined with business context to size opportunities, prioritize initiatives, and develop executive-ready transformation roadmaps.
Business Impact
The data-driven approach transformed how the consultancy conducted process diagnostics and generated advisory insights.
Faster Diagnostics
Diagnostic cycles were reduced to approximately 4–8 weeks, enabling advisory teams to move from data collection to actionable recommendations faster.
Ground-Truth Visibility
Instead of relying primarily on interviews or assumptions, consultants gained visibility into how work was actually performed, helping uncover process realities that traditional assessments could miss.
Multi-Level Process Discovery
The approach identified opportunities across automation, simplification, workload balancing, rework, waste, and process variation, enabling more targeted transformation recommendations.
Large-Scale Process Capture
The solution enabled the capture of 1,300+ processes and more than 2 million process steps, providing a substantial data foundation for analysis across complex environments.
Actionable Advisory Outputs
Process data was transformed into prioritized initiatives, quantified opportunities, and strategic transformation roadmaps—helping clients move from observations to execution.
The Outcome
By combining ground-truth process data with advisory expertise, the consultancy established a faster and more scalable approach to operational diagnostics.
Instead of relying solely on interviews, surveys, or system-level reporting, advisory teams could now use actual process execution data to identify where transformation opportunities existed, quantify their potential, and prioritize the initiatives that mattered most.
The result was a data-driven foundation for faster diagnostics, deeper process discovery, and more actionable transformation advisory.
From Process Data to Transformation Action
For transformation consultants, the ability to understand how work is actually performed can make the difference between broad recommendations and targeted, executable initiatives.
With epiplex, process data becomes a strategic asset—helping advisory teams discover hidden inefficiencies, quantify opportunities, and turn operational reality into transformation action.
Discover how epiplex can accelerate process diagnostics and transformation advisory.