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Case Studies
This is where our validated and assured methodology meets the real world. Turning data into action and insights and measurable change.
All Case Studies
Case Study- Transforming Culture | Law Firm
The Challenge
A leading legal firm wanted to understand its culture and how it compared to others in the sector. They wanted to dive in deeper to understand culture and how they are interconnected with their performance and financial return. Many leaders know if their culture is healthy, but only the courageous choose to measure it. The goal was to foster a more collaborative, creative, and inclusive environment.
Our Approach
We partnered with the CEO and People & Culture lead, guiding and supporting them through our model and methodology. Using AI through our technology, GOVindicia, we further gave insights alongside human expertise, we examined how culture manifested across the organisation and relative to peers.
The Outcome
Whilst you can't control culture, we enable organisations to see their culture in action. The firm gained clarity on strengths and improvement areas and continues to work with CoSteer to ensure culture supports sustainable growth.
Client Feedback
“The output is invaluable and a must-have for any organisation assessing leadership, culture, transparency, and operational effectiveness.” – CEO and Managing Partner of a Law Firm
A leading legal firm wanted to understand its culture and how it compared to others in the sector. They wanted to dive in deeper to understand culture and how they are interconnected with their performance and financial return. Many leaders know if their culture is healthy, but only the courageous choose to measure it. The goal was to foster a more collaborative, creative, and inclusive environment.
Our Approach
We partnered with the CEO and People & Culture lead, guiding and supporting them through our model and methodology. Using AI through our technology, GOVindicia, we further gave insights alongside human expertise, we examined how culture manifested across the organisation and relative to peers.
The Outcome
Whilst you can't control culture, we enable organisations to see their culture in action. The firm gained clarity on strengths and improvement areas and continues to work with CoSteer to ensure culture supports sustainable growth.
Client Feedback
“The output is invaluable and a must-have for any organisation assessing leadership, culture, transparency, and operational effectiveness.” – CEO and Managing Partner of a Law Firm
Case Study - Governance Evaluation | Finance Sector
The Challenge
A mid-sized financial services firm wanted to shift from a “tick-box” compliance exercise to a governance model that actively supported growth. While their framework met regulatory standards, communication gaps, siloed decision-making, and limited collaboration were holding them back. They needed governance that could drive alignment, agility, and measurable performance improvements.
Our Approach
Using Governance — our AI-powered analytics platform — we mapped how information, decisions, and collaboration flowed across the organisation. This gave the leadership team a clear view of what was enabling performance and where bottlenecks existed.
Through data-driven insights, we helped the client identify their most strategic governance levers — the areas where stronger alignment and communication could have the greatest impact. Together, we worked to realign teams, optimise workflows, and embed a more connected, performance-oriented culture.
The Outcome
We implemented Governance in phases, analysing internal communication data, workflows, and team feedback in real time. This revealed the relationships that most influenced productivity and results.
The insights led to targeted action: better cross-team coordination, improved decision-making, and enhanced accountability. Within a year, their annual review showed a marked improvement in governance effectiveness and overall organisational performance.
Client Feedback
“Governance gave our Board and senior management the clarity to assess what was working and where to enhance. The improvements we’ve seen reflect CoSteer’s strong understanding of how governance truly drives business value.” | Chief Compliance Officer
A mid-sized financial services firm wanted to shift from a “tick-box” compliance exercise to a governance model that actively supported growth. While their framework met regulatory standards, communication gaps, siloed decision-making, and limited collaboration were holding them back. They needed governance that could drive alignment, agility, and measurable performance improvements.
Our Approach
Using Governance — our AI-powered analytics platform — we mapped how information, decisions, and collaboration flowed across the organisation. This gave the leadership team a clear view of what was enabling performance and where bottlenecks existed.
Through data-driven insights, we helped the client identify their most strategic governance levers — the areas where stronger alignment and communication could have the greatest impact. Together, we worked to realign teams, optimise workflows, and embed a more connected, performance-oriented culture.
The Outcome
We implemented Governance in phases, analysing internal communication data, workflows, and team feedback in real time. This revealed the relationships that most influenced productivity and results.
The insights led to targeted action: better cross-team coordination, improved decision-making, and enhanced accountability. Within a year, their annual review showed a marked improvement in governance effectiveness and overall organisational performance.
Client Feedback
“Governance gave our Board and senior management the clarity to assess what was working and where to enhance. The improvements we’ve seen reflect CoSteer’s strong understanding of how governance truly drives business value.” | Chief Compliance Officer
Case Study - Board Performance | FTSE 250
The Challenge
A FTSE 250 company wanted to ensure its board was performing at the highest level and aligned with both its strategic goals and best governance practices. While the board had strong individual expertise, leadership recognised potential gaps in collaboration, decision-making efficiency, and oversight effectiveness. The company sought a rigorous, evidence-based evaluation to optimise board dynamics without disrupting their operations.
Our Approach
We conducted a comprehensive board evaluation using our validated assessment framework, model and methodology, combining surveys, one-to-one interviews, and data-driven analysis. Our AI-enhanced technology GOVindica backed by our validated model, mapped interaction patterns, decision flows, and highlighted influence points within the board, revealing both high-performing areas and potential bottlenecks. We facilitated confidential feedback sessions, training and workshops, helping board members reflect and identify priorities for improvement.
The Outcome
The evaluation highlighted strengths in strategic oversight, risk management, and committee functionality while pinpointing areas for stronger alignment and communication. The company developed a targeted improvement roadmap, strengthening collaboration and decision-making agility.
Client Feedback
“CoSteer provided unparalleled insight into our board’s dynamics. Their approach was thorough, practical, and delivered tangible steps to enhance performance.” – Chair of the Board
A FTSE 250 company wanted to ensure its board was performing at the highest level and aligned with both its strategic goals and best governance practices. While the board had strong individual expertise, leadership recognised potential gaps in collaboration, decision-making efficiency, and oversight effectiveness. The company sought a rigorous, evidence-based evaluation to optimise board dynamics without disrupting their operations.
Our Approach
We conducted a comprehensive board evaluation using our validated assessment framework, model and methodology, combining surveys, one-to-one interviews, and data-driven analysis. Our AI-enhanced technology GOVindica backed by our validated model, mapped interaction patterns, decision flows, and highlighted influence points within the board, revealing both high-performing areas and potential bottlenecks. We facilitated confidential feedback sessions, training and workshops, helping board members reflect and identify priorities for improvement.
The Outcome
The evaluation highlighted strengths in strategic oversight, risk management, and committee functionality while pinpointing areas for stronger alignment and communication. The company developed a targeted improvement roadmap, strengthening collaboration and decision-making agility.
Client Feedback
“CoSteer provided unparalleled insight into our board’s dynamics. Their approach was thorough, practical, and delivered tangible steps to enhance performance.” – Chair of the Board
Case Study - Increasing Performance and Returns | Finance Sector
The Challenge
A mid-sized financial services firm wanted to improve overall organisational performance and maximise its financial returns. Despite strong market positioning, the leadership team identified opportunities to optimise decision-making, team alignment, and operational efficiency. They engaged CoSteer to provide a structured, data-driven approach to performance enhancement over a multi-year partnership.
Our Approach
Over a three-year contract, we implemented our Governance technology to map decision flows, collaboration patterns, and key performance levers. Using our AI-driven analysis combined with human insight and expertise, we identified high-impact areas alongside points of resistance, helping the leadership team focus resources strategically. We also provided actionable recommendations to improve workflows, cross-team alignment, and productivity while embedding a performance-oriented culture.
The Outcome
The firm achieved measurable improvements in efficiency, team collaboration, and financial performance. By targeting the most powerful strategic levers, leadership could optimise capital allocation, enhance returns, and sustain growth over the long term.
Client Feedback
“CoSteer’s insights and methodology have been instrumental in improving our performance and returns. Their guidance over three years has been transformative.” – CEO
A mid-sized financial services firm wanted to improve overall organisational performance and maximise its financial returns. Despite strong market positioning, the leadership team identified opportunities to optimise decision-making, team alignment, and operational efficiency. They engaged CoSteer to provide a structured, data-driven approach to performance enhancement over a multi-year partnership.
Our Approach
Over a three-year contract, we implemented our Governance technology to map decision flows, collaboration patterns, and key performance levers. Using our AI-driven analysis combined with human insight and expertise, we identified high-impact areas alongside points of resistance, helping the leadership team focus resources strategically. We also provided actionable recommendations to improve workflows, cross-team alignment, and productivity while embedding a performance-oriented culture.
The Outcome
The firm achieved measurable improvements in efficiency, team collaboration, and financial performance. By targeting the most powerful strategic levers, leadership could optimise capital allocation, enhance returns, and sustain growth over the long term.
Client Feedback
“CoSteer’s insights and methodology have been instrumental in improving our performance and returns. Their guidance over three years has been transformative.” – CEO
Case Study - Strengthening Governance | Regulatory Body
The Challenge
A national Regulatory Body sought to evaluate the performance and effectiveness of both its Board and Executive team. While governance structures were sound, leadership sensed differences in decision-making approaches, collaboration, and strategic focus between the two groups. The goal was to gain clarity, improve cohesion, and ensure alignment at the top levels of the organisation.
Our Approach
We conducted a comprehensive Board and Executive evaluation using our validated assessment framework GOVindicia, combining surveys, interviews, and behavioural analysis. Our AI-driven insights revealed distinct behavioural and decision patterns and performance dynamics between the Board and Executive, offering a clearer understanding of how each operated.
The Outcome
The findings provided the Regulatory Body with a strong foundation for improvement. By recognising these differences, the organisation restructured certain roles, implemented recommended training and development and brought in new talent to complement existing strengths. The result was a more balanced, collaborative, and strategically aligned leadership team.
Client Feedback
“CoSteer’s evaluation gave us clarity, confidence, and the tools to strengthen both governance and leadership.” - Head of Regulatory Body
A national Regulatory Body sought to evaluate the performance and effectiveness of both its Board and Executive team. While governance structures were sound, leadership sensed differences in decision-making approaches, collaboration, and strategic focus between the two groups. The goal was to gain clarity, improve cohesion, and ensure alignment at the top levels of the organisation.
Our Approach
We conducted a comprehensive Board and Executive evaluation using our validated assessment framework GOVindicia, combining surveys, interviews, and behavioural analysis. Our AI-driven insights revealed distinct behavioural and decision patterns and performance dynamics between the Board and Executive, offering a clearer understanding of how each operated.
The Outcome
The findings provided the Regulatory Body with a strong foundation for improvement. By recognising these differences, the organisation restructured certain roles, implemented recommended training and development and brought in new talent to complement existing strengths. The result was a more balanced, collaborative, and strategically aligned leadership team.
Client Feedback
“CoSteer’s evaluation gave us clarity, confidence, and the tools to strengthen both governance and leadership.” - Head of Regulatory Body
Case Study - Aligning Governance, Culture and Community Impact | Non-Profit
The Challenge
A leading non-profit organisation wanted to better understand how its governance and culture supported its mission and impact on the community. While deeply values-driven, the organisation recognised that unclear structures and informal processes were limiting effectiveness and accountability. They sought a way to align purpose with performance.
Our Approach
We worked closely with the leadership and trustees, using our Governance technology and validated assessment model, GOVindicia, to evaluate their structures, culture, and decision-making. Through AI and human expertise, we provided deep insights and human analysis, we identified areas where values could be translated strongly into action - and where clearer governance could amplify their social impact.
The Outcome
The organisation gained a clear understanding of how governance and culture influence its ability to create real community value. With our insights, they redesigned aspects of their governance structure, clarified decision-making processes, and built stronger alignment between leadership and operational teams. These changes not only improved internal cohesion but also made their community initiatives more focused, measurable, and sustainable. By embedding governance into everyday practice, the non-profit strengthened its credibility with stakeholders and deepened the impact of its mission on the communities it serves.
Client Feedback
“The process was eye-opening. CoSteer helped us see how our structure and culture were shaping the difference we make. We’ve come away with clearer direction, stronger alignment, and a renewed sense of purpose.” – Chief Executive
A leading non-profit organisation wanted to better understand how its governance and culture supported its mission and impact on the community. While deeply values-driven, the organisation recognised that unclear structures and informal processes were limiting effectiveness and accountability. They sought a way to align purpose with performance.
Our Approach
We worked closely with the leadership and trustees, using our Governance technology and validated assessment model, GOVindicia, to evaluate their structures, culture, and decision-making. Through AI and human expertise, we provided deep insights and human analysis, we identified areas where values could be translated strongly into action - and where clearer governance could amplify their social impact.
The Outcome
The organisation gained a clear understanding of how governance and culture influence its ability to create real community value. With our insights, they redesigned aspects of their governance structure, clarified decision-making processes, and built stronger alignment between leadership and operational teams. These changes not only improved internal cohesion but also made their community initiatives more focused, measurable, and sustainable. By embedding governance into everyday practice, the non-profit strengthened its credibility with stakeholders and deepened the impact of its mission on the communities it serves.
Client Feedback
“The process was eye-opening. CoSteer helped us see how our structure and culture were shaping the difference we make. We’ve come away with clearer direction, stronger alignment, and a renewed sense of purpose.” – Chief Executive
Case Study - Governance Effectiveness and Decision-Making | University
The Challenge
A leading university sought to strengthen collaboration and decision-making across its academic and administrative leadership. Despite a strong institutional reputation and expertise, its governance processes had become fragmented, with faculties, hierarchies and departments operating in silos. The university wanted to build a more connected leadership culture - one that aligned academic freedom with strategic coherence and accountability.
Our Approach
We worked with the University Council and Executive Team, applying our Governance technology and assessment framework to evaluate and analyse how governance operated across multiple layers. Using data-driven insights, we identified where decision-making stalled, where influence was strongest, and where communication could be more effective.
The Outcome
The results revealed opportunities to streamline structures, improve transparency, and strengthen collaboration between governance and management. The university used our findings to refine its governance charter, enhance leadership development, and build a more agile, inclusive decision-making culture.
Client Feedback
“CoSteer helped us see governance as an enabler of academic excellence rather than an administrative exercise. The clarity and insight were transformative.” – Vice-Chancellor
A leading university sought to strengthen collaboration and decision-making across its academic and administrative leadership. Despite a strong institutional reputation and expertise, its governance processes had become fragmented, with faculties, hierarchies and departments operating in silos. The university wanted to build a more connected leadership culture - one that aligned academic freedom with strategic coherence and accountability.
Our Approach
We worked with the University Council and Executive Team, applying our Governance technology and assessment framework to evaluate and analyse how governance operated across multiple layers. Using data-driven insights, we identified where decision-making stalled, where influence was strongest, and where communication could be more effective.
The Outcome
The results revealed opportunities to streamline structures, improve transparency, and strengthen collaboration between governance and management. The university used our findings to refine its governance charter, enhance leadership development, and build a more agile, inclusive decision-making culture.
Client Feedback
“CoSteer helped us see governance as an enabler of academic excellence rather than an administrative exercise. The clarity and insight were transformative.” – Vice-Chancellor
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