Mint Blue Consulting Projects
Mint Blue Consulting specialises in Operational and Strategic Projects helping companies bridge the Project Management gap – from preparation for sales and acquisitions to expansion and change, typically supporting Adviser Firms, Consolidator firms and Technology suppliers.
Key offerings:
- Structuring your project – taking that brilliant idea and transferring into a project plan that your business can then implement.
- Restructuring your project – reshaping the project that started and then faltered for a range of reasons so you can still deliver.
- Running your project – whether from outset or partway through, Mint Blue Consulting can run your project on a tailored basis; from 0.5 – 3 days per week for an agreed period, delivering to time and agreed scope.
By their nature these types of Projects cover a wide range of deliverables so here is a summary of the key areas where Mint Blue Consulting can help:-
Structuring & Restructuring Projects:
Sometimes it’s simply knowing where to start and how to structure which is where Mint Blue Consulting can assist:
- Defining the project scope – talking through requirements for 1 day helped unravel a complex integration merger involving two technology suppliers so the technical planning and subsequent integration could progress.
- Reviewing the scope – a large Adviser Firm was merging multiple firms and needed help to check their requirements. Simply one day realigned the project and highlighted the outstanding questions that needed answering before progressing further.
- Rescuing the project – a supplier had been delivering the project for a consolidator and realised they needed an experienced Project Manager on the Adviser side to restructure and manage the project. The restructure took 7 days to realign with the Consolidator requirements so the project could deliver the original scope within contract requirements.
Project Delivery
Customer Propositions – new and improved
Implementing a new Customer Proposition is a big undertaking, from shaping the proposition, building and then launching to the market. Mint Blue Consulting structures and manages these Projects to bring the Propositions to life within required timescales, whether updating existing or assisting with new propositions.
Case Study: 1 day per week over 10 months
Mint Blue Consulting worked with a supplier to automate their Customer Onboarding process enabling new users to onboard within minutes instead of days, increasing efficiencies and benefits. Mint Blue Consulting restructured the original project to simplify the key deliverables and deliver the streamlined and automated process within the required timescales saving hours of project time.
Business and Strategic Transformation
Businesses know what they want to deliver but often need assistance around the delivery structure and the ‘How’. Whether it’s a Project to help a company prepare for a sale, restructure or create efficiencies, Mint Blue Consulting works with the client to define the end goal and create the Project structure to then deliver.
Case Study: 3 days per week over 7 months
A consolidator firm was introducing a new Financial Coaching proposition to the business to create capacity for high-performing advisers. This involved new technology and the development of an in-house Power App to link systems across the tech stack. Delivery involved Exec sign-off, creation of a new in-house team to support the proposition, new processes, training and tech development to bring this proposition to life in a first for the industry.
Case Study: 1 day per week over 7 months
A national Adviser Firm initially wanted to sell their European business in line with their transformation plans but had no internal resource to assist. Mint Blue Consulting worked with the Management team to assess the potential approaches and then oversaw both the partial sale and restructure of the European office to provide an ongoing base for future business opportunities. This is now a flourishing business.
Case Study: 2.5 days per week over 18 months
A supplier wanted to expand overseas into new markets. Mint Blue Consulting worked with the Management team, including HR, Finance and Legal, across multiple jurisdictions (remotely) to operationally set up the new business and onboard the first international customer.
Mergers & Acquisitions – Integration mergers
The M&A space is very active within Financial Services. Mint Blue Consulting has experience in managing the subsequent operational integration mergers, working with Senior Management, HR, IT, Finance, Marketing, internal teams and suppliers to bring people, technology and processes together. Whether firms have an Operations Head in place or not, integrations are busy times and Mint Blue Consulting can help ensure this goes smoothly as possible.
Case Study: 3 days per week over 3 months
A supplier needed to merge two supplier firms bringing together technology and people. Mint Blue Consulting restructured the original project working with HR, Finance, Legal and IT to merge the firms within 3 months including system changes, email account moves and client data transfers.
New Technology Implementation
You’ve found your new technology supplier and you’re all lined up to make the change, but who’s going to manage your implementation and internal transition as the client? Mint Blue Consulting can help facilitate the change on your behalf, working with your key suppliers and teams to ease the transition and keep you on track.
Case Study: 3 days per week for 6 months
A leading consolidator Adviser Firm wanted to implement two new systems following recent acquisitions. The key system included a new integration build with their existing CRM, Mint Blue Consulting managed the project including the integration build and testing, system configuration and processes before implementing across the business, utilising new tech approaches to assist those training.
Case Study: 2.5 days per week for 6 months
Another consolidator firm adopted the same technology with a different integration build and needed assistance to implement this into the business. Mint Blue Consulting ran the Project, co-ordinating the internal teams, overseeing the new integration build and testing plus system configuration and organising system the implementation. This project extended to cover workflow process re-engineering and data cleansing.
Other Projects
Mint Blue Consulting also assists on a range of ad-hoc projects, including industry events, the practical ‘how’ of key legislative projects and even office moves, working with suppliers and internal teams to ensure this transition is as smooth as possible for employees.
Case Study:
Mint Blue Consulting acted as the Content lead for the annual intelliflo conferences in 2024, 2025 and 2026, creating and structuring the event agenda and organising all the speakers across the breakout sessions to bring the latest innovations to attendees. With over 20 breakout sessions and 45+ speakers for up to 1,000 customers, this is their flagship event and one of the largest in Financial Services each year.
Consultancy
Mint Blue Consulting also works with firms to review their Tech Stacks and propositions to advise where these can be enhanced to provide more benefits for them and their customers.
Case Study:
Mint Blue Consulting worked with a firm on a consultancy basis to assess their technology capabilities and processes as they explored the options of purchasing client books of business and future acquisitions.
Case Study:
Mint Blue Consulting provides business review sessions on a Consultancy basis for Adviser Firms, Suppliers and other types. Whether looking to expand, change or reduce your business, having someone to talk to can make all the difference for that idea or ideas you’ve had in mind and not had the chance to explore.
Soft Skills Training
Mint Blue Consulting also delivers a range of soft skill training tailored to firms, from Project Management to Networking and Facilitation, providing valuable insights for Adviser firms and suppliers to help grow businesses.
Case Study:
An Adviser firm requested help with their Networking and Facilitation skills. This was a local firm and Helen was able to demonstrate local connections and crossovers leading to local introductions and ideas to engage with more clients in the area. This has led to an ongoing working relationship with the firm in the wider industry.
Case Study:
A supplier engaged Mint Blue Consulting to deliver a series of bespoke soft skills training sessions including Project Management, Time Management and Networking skills. Practical exercises ensures the team gained confidence and new skills to benefits their roles and customers, with increased focus on the positive and successes across the firm.
If you require assistance with your projects or proposed changes please contact [email protected] for more information.
