Diagnosis
Four dimensions: commercial, operational, financial, regulatory.
CC-08 · Strategy and transformation
Strategy & transformation
3-year vision, explicit business model, growth levers. Regulation is embedded in the plan, not appended at the end.
The classic strategic plan — the one that comes out of the consulting firm's PowerPoint — does not hold up in 2026: it ignores GDPR, the AI Act, CSRD, NIS2, and all the regulations that now determine the real cost of operating.
Our plan integrates all four dimensions — commercial, operational, financial and regulatory — from day one. A diagnosis of each, a validated Canvas model, and a 36-month roadmap with traceable KPIs.
The deliverable is a concise document, signed by management, from which all subsequent consulting work flows. We do not sell standalone workshops.
Month 0–2DiagnosisCommercial, operational, financial, regulatory.
Month 2–4ModelCanvas validated by management.
Month 4–8Roadmap36 months with traceable KPIs.
Month 8+Roll-outQuarterly review, re-optimisation.
The Strategy & transformation process.
The process · four stagesModel
Canvas model validated by management. Not theoretical.
Roadmap
36-month horizon, prioritised levers, KPIs, quarterly review.
Roll-out
Presented to the whole team. A strategy that stays at the top is a dead strategy.
What is included
What Strategy & transformation includes.
The operational detail: what we deliver as part of the engagement and what we keep active afterwards.
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Strategic diagnosis
Competitive position, market, capabilities, regulatory risks.
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Validated Canvas model
Explicit model validated in session with management.
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36-month roadmap
Prioritised initiatives, dependencies, timelines, budget.
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KPI system and dashboard
Traceable metrics. Who reviews them, when, and how action is taken.
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Roll-out session
To the whole team, not just management.
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Quarterly review
Light re-optimisation every three months.
Regulatory framework
The regulatory framework.
A modern plan integrates regulation from day one.
EU
AI Act
Applicable to this service
EU
CSRD
Applicable to this service
EU
NIS2
Applicable to this service
ES
LOPDGDD
Applicable to this service
Summum cluster
How it intersects with related services.
A modern plan covers multiple subsidiaries.
sistemas
Summum sistemas
If digital transformation or ERP is required, we plan it together.
View service → iaSummum ia
If AI use cases are identified, we prioritise them with rigour.
View service → calidadSummum Calidad
If new certifications are needed, we integrate them into the plan.
View service →Frequently asked questions about Strategy & transformation.
What sets you apart from a traditional consultancy?
We embed regulation within the plan, not as an appendix. And we take on interim management during implementation if needed.
Who signs the plan?
Your company's management. It bears their signature because it is their plan.
When will I see results?
Short-term levers (3–6 months) with explicit KPIs. Medium-term ones (12–18 months) account for the bulk of the value.