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CASE STUDIES 

Empowering strategic growth for a Real World Evidence (RWE) SME

Case one

Client Context & Objectives

The client, a rapidly growing SME in the Real-World Evidence (RWE) and health data science sector, faced several challenges despite their strong expertise. These included over-reliance on a single client, siloed processes, operational inefficiencies, and inconsistent service delivery. With a new CEO onboard, the organization sought to stabilize operations, address inefficiencies, and establish a sustainable growth trajectory in a competitive and evolving market.

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NAVIZEN's Approach and Key Deliverables

NAVIZEN collaborated closely with the client to design and implement a comprehensive transformation strategy, leveraging their ZenPitch and ZenScale services to drive actionable results:

 

ZenPitch: In-Depth Analysis

  • Conducted a thorough review of internal and external documents, including past pitch decks, competitor analysis, onboarding materials, financial health reports, and recruitment strategies.

  • Performed extensive data analysis to extract key insights and inform strategic planning.
     

ZenScale: Collaborative Strategy Development

  • Partnered with the CEO and senior leadership through multiple workshops to co-create a clear vision for the company's future.

  • Identified and outlined strategic priorities to address operational inefficiencies and enhance market positioning.
     

ZenPitch: Business Review Preparation

  • Delivered a detailed business review deck, including financial assessments, investment scenarios, and tools for long-term tracking and analysis.

  • Developed a compelling strategy presentation with actionable recommendations, supported by visual aids, for board engagement.
     

Impact Delivered

  • Enhanced Strategic Clarity: Provided actionable insights and a unified strategic direction, empowering leadership to effectively address core challenges.

  • Improved Investor Confidence: Delivered a robust business case praised as "the best review the investor company had ever seen in a young business."

  • Operational Foundations: Equipped the organization with tools and templates for ongoing tracking and analysis, ensuring sustainable progress beyond the engagement.

Helping ElevateEdge position for growth

Case two

Client Overview

ElevateEdge, founded by Anne Caulfield, is a specialist coaching and consulting firm dedicated to unlocking the full potential of individuals and organisations. With a strong track record in leadership development, executive coaching, and talent strategy, ElevateEdge sought to refine its introduction and pitch deck to better communicate its value and resonate with key stakeholders.

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NAVIZEN's Approach and Key Deliverables 

NAVIZEN collaborated closely with Anne to craft a compelling, well-structured pitch deck that effectively conveyed ElevateEdge’s unique value proposition. Using our ZenPitch methodology, we focused on enhancing the structure, flow, and speaker prompts to create a seamless and engaging presentation. Our goal was to ensure clarity, confidence, and a strong foundation for delivering ElevateEdge’s message with impact.

 

ZenPitch: Strategic Presentation Design
NAVIZEN refined ElevateEdge’s pitch deck to ensure clarity, impact, and ease of delivery:

  • Clear & Engaging Narrative – Refined the deck’s flow to guide audiences naturally, ensuring key messages were clear and easy to follow, highlighting ElevateEdge’s mission and impact.

  • Refined Messaging & Positioning – Sharpened key messages to ensure each slide conveyed value, credibility, and impact, reinforcing ElevateEdge’s leadership expertise and differentiating it from competitors.

  • Speaker-Friendly Design – Added speaker prompts and notes to support smooth delivery and consistent messaging.

  • Compelling Visual Storytelling – Enhanced the visual hierarchy with clean, professional design elements that reflected ElevateEdge’s brand. Strategic use of graphics and whitespace made complex ideas more digestible.

  • Flexible Format – Designed for easy adaptation to suit various audiences and presentation needs.

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Impact Delivered

  • Stronger Narrative & Clarity – The revised deck provided a structured and engaging way to present ElevateEdge’s unique approach, making it easier to connect with audiences.

  • Confident Delivery – With improved speaker prompts and flow, the presentation became more intuitive and impactful.

  • A Solid Foundation – The new pitch deck serves as a reliable, scalable tool for future presentations and stakeholder engagements.

Unlock the Power of AI for
Hunter Consulting 

Case three

Client Overview 

Hunter Consulting, founded by Derek Hunter, is a strategic consultancy dedicated to helping businesses navigate complex challenges. As AI rapidly transforms industries, Derek set a key objective for 2025—to deepen his understanding and practical application of AI.

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NAVIZEN's Approach and Key Deliverables

NAVIZEN designed and delivered a customised ‘Unlocking AI for You’ course to provide a structured, hands-on learning experience. Leveraging our ZenFlow methodology, we ensured a seamless and engaging AI adoption process tailored for professionals without a technical background. ZenFlow simplifies AI integration by focusing on real-world applications, enabling professionals to confidently use AI tools to optimise their workflows and productivity. 

 

Key course elements included: 

 

  • AI Demystified – A jargon-free introduction to AI, covering essential concepts and real-world applications.

  • Practical AI for Business – Hands-on exploration of tools like ChatGPT, Perplexity, and Otter.ai to improve efficiency and decision-making. 

  • AI Adoption Made Simple – A structured approach to integrating AI into daily business practices, ensuring ease of use and long-term impact. 

  • Prompt Engineering & AI Optimisation – Strategies for crafting high-impact AI prompts to enhance business workflows. 

  • AI as a Productivity Multiplier – Demonstrations of how AI can streamline content creation, research, and administrative tasks. 

  • Confidence Through Hands-On Learning – Live exercises and guided practice to help participants apply AI effectively in their work. 

 

Impact Delivered 

  • Clarity & Confidence – In just two hours, the course provided more actionable AI insights than months of independent research. 

  • Practical Application – Derek gained the ability to use AI strategically, improving his efficiency and enhancing client value. 

  • Transformational Learning – The programme delivered immediate, tangible results, equipping Hunter Consulting with the AI foundation needed for future growth.

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