Lunivera Global
Practice

Enterprise Transformation Services.

A unified consulting practice that diagnoses revenue and operational gaps, designs the path to close them, and stays on the field until the metric has moved.

01

AI Strategy

Defining the enterprise roadmap for artificial intelligence — from governance and risk to portfolio prioritization and measurable return.

Business Challenge

Executive teams are inundated with AI vendors and pilot projects, yet few have a defensible thesis for where intelligence will create durable economic value.

Strategic Approach

We build a board-ready AI strategy anchored in revenue impact, capability maturity, and regulatory exposure. Every initiative is sized, sequenced, and stress-tested against the operating model.

Expected Outcomes
  • —Three-year AI investment thesis approved at board level
  • —Prioritized portfolio of 6–12 implementation initiatives
  • —Governance, risk and data architecture blueprint
Key Metrics
  • 18-month payback target
  • ≥ 3.0x program ROI
  • 100% policy-aligned use cases
Case Example

For a global insurer we re-sequenced 31 active AI pilots into a 9-program portfolio, retiring 22 redundant initiatives and accelerating revenue-relevant work by 14 months.

02

Revenue Operations

Unifying marketing, sales and customer success into a single revenue system measured against pipeline velocity and unit economics.

Business Challenge

Most enterprises have invested heavily in tools but still operate three disconnected go-to-market motions, creating leakage at every handoff.

Strategic Approach

We diagnose the full revenue funnel, instrument it end-to-end, then redesign workflows, ownership and incentives so every motion compounds.

Expected Outcomes
  • —Unified revenue data model and command-center reporting
  • —Redesigned territory, comp and account-coverage model
  • —Forecast accuracy improved within two quarters
Key Metrics
  • + 31% qualified pipeline
  • + 22% net-revenue retention
  • − 38% revenue leakage
Case Example

A NYSE-listed services firm uncovered $74M of annual leakage across three regions and recovered 62% of it inside twelve months.

03

Lead Conversion Systems

Engineering the intake and qualification layer that converts demand into booked, paying clients — 24 hours a day.

Business Challenge

Inbound demand is rising while response times, qualification quality and follow-through are deteriorating, particularly in regulated industries.

Strategic Approach

We design intelligent intake systems that triage, qualify and schedule prospects in seconds, with a human-in-the-loop escalation model that preserves brand and compliance.

Expected Outcomes
  • —24/7 intelligent intake across voice, web and messaging
  • —Qualification model calibrated to closed-won segments
  • —Routing and SLAs aligned to economic value
Key Metrics
  • 78% faster lead response
  • 4.2x increase in qualified leads
  • − 70% missed opportunities
Case Example

A 240-attorney legal group reduced first-response time from 14 hours to 4 minutes and added $11M in attributable revenue.

04

Process Automation

Reengineering the core operational processes where cycle time, error rates and human cost compound silently.

Business Challenge

Operational backlogs are absorbing headcount that should be redeployed against growth, while error rates create regulatory and reputational risk.

Strategic Approach

We map the value stream, eliminate non-value work, and automate the residue with a deliberate mix of rules, agents and human judgment.

Expected Outcomes
  • —End-to-end process inventory and economic ranking
  • —Automation roadmap with documented control points
  • —Operating-model redesign and workforce transition plan
Key Metrics
  • − 42% cycle time
  • − 31% cost-to-serve
  • + 2.4x throughput per FTE
Case Example

For a national health system we automated 71% of patient-intake steps without a single clinical role displaced.

05

Customer Experience Transformation

Rebuilding the customer journey so every interaction reinforces retention, expansion and advocacy.

Business Challenge

Customer expectations have moved faster than the systems serving them, producing churn the P&L cannot absorb.

Strategic Approach

We redesign the end-to-end journey, instrument moments-that-matter, and operationalize service recovery as a measurable revenue function.

Expected Outcomes
  • —Quantified journey map with revenue-at-stake by moment
  • —Service-recovery playbook tied to CLV
  • —Voice-of-customer system feeding executive cadence
Key Metrics
  • + 19 pts NPS
  • − 27% voluntary churn
  • + 14% net-revenue retention
Case Example

A wealth-management platform shifted from a 41 NPS to 67 inside 18 months while reducing service cost by 22%.

06

Digital Operations

Modernizing the digital backbone — platforms, data and ways of working — that determines how fast a business can change.

Business Challenge

Legacy estates and shadow systems silently set the ceiling on transformation, velocity and unit economics.

Strategic Approach

We assess the digital estate, prioritize what to retire, modernize what creates leverage, and stand up the operating model to sustain it.

Expected Outcomes
  • —Platform strategy and architectural target state
  • —Multi-year modernization sequencing and business case
  • —Product-aligned operating model and funding cadence
Key Metrics
  • 3x release frequency
  • − 36% run cost
  • Time-to-decision halved
Case Example

A multinational consumer brand retired 47% of its application estate while doubling shipping velocity.

07

Data Intelligence

Turning data assets into governed, decision-grade intelligence that executives actually use.

Business Challenge

Dashboards proliferate, trust does not. Decisions are still made on instinct because the underlying data cannot be defended.

Strategic Approach

We rebuild the data foundation, install governed metric layers, and stand up a decision-intelligence practice tied to the executive cadence.

Expected Outcomes
  • —Authoritative metric layer and lineage
  • —Executive decision-intelligence rituals
  • —Self-service analytics with measurable adoption
Key Metrics
  • + 60% decision speed
  • 1 source of truth
  • 82% executive adoption
Case Example

A global asset manager consolidated 14 reporting environments into a single governed layer used by 1,400 investment professionals.

08

Implementation Services

We do not stop at the recommendation. Lunivera Global teams stay on the field until the change is operating and the metric has moved.

Business Challenge

Most transformations stall between PowerPoint and production. Execution risk — not insight — is the binding constraint.

Strategic Approach

We deploy senior practitioners side-by-side with client teams, owning delivery milestones, change adoption and benefit realization.

Expected Outcomes
  • —Embedded delivery squads under joint governance
  • —Benefits-realization tracking to CFO standard
  • —Skills transfer plan with measurable client capability
Key Metrics
  • 96% on-plan delivery
  • 100% benefits tracked
  • Client capability certified
Case Example

Across the last 24 months our implementation teams have shipped 117 production releases against client transformation roadmaps.

Engage Lunivera Global on a specific problem — or on a multi-year transformation.

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