From Insight to Impact: How an Architecture Practice Transformed Strategy with Lyon Tech’s Advisory Enhancements

Industry: Architecture Practice

Organisation Size: Medium-sized, multi-disciplined architectural firm

Service Areas: Advisory & Architecture, Strategic Client Success Management (CSM), Service Enhancements

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This London Architecture practise was without oversight from dedicated Strategic Customer Success Managers (CSMs), the firm lacked clarity in aligning IT investments with business objectives. Budget planning was ad hoc, roadmaps lacked structure, and strategic mapping was non-existent. Gaps in technology adoption and opportunities for expansion went unnoticed, slowing progress and innovation.

They partnered with Lyon Tech to activate a suite of Service Enhancements, adding depth to their Advisory & Architecture offering, bringing in:

• Strategic CSMs to act as centralised points for guidance on budgeting, alignment, and ongoing account optimisation, built on Lyon Tech’s model of Client Relationship Management and account stewardship
• Budget Reports: Monthly and quarterly insights into IT spend, forecasting, and opportunities for reinvestment.
• Roadmaps: Visual, evolving plans aligning IT initiatives with business milestones, ensuring clear timelines and deliverables.
• Strategic Mapping: Linking technology investments to firm objectives, e.g. improving remote collaboration, enhancing data security, or tightening design workflows.
• Gap & Whitespace Analysis: Identifying areas where there were under-invested (gaps) and where new capabilities could unlock growth (whitespace), complementary to traditional Infrastructure Audit & Gap Analysis in Lyon’s Professional Services portfolio

Working closely with their CSM, they received structured quarterly planning sessions, continuous monitoring of key metrics, and proactive recommendations, turning reactive support into forward-looking strategy.

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Implementation Highlights

• Discovery & Kick-Off: Lyon’s CSM conducted a series of strategy workshops with the organisations leadership to map existing systems, business goals, and challenges.
• Budget Reporting Rollout: Within the first month, a transparent dashboard was shared, allowing them to see where spend aligned (or misaligned) with priorities.
• Roadmap Development: A phased roadmap was co-created, outlining steps like hybrid cloud adoption, secure external collaboration tools, and improved device management.
• Gap Analysis: Evaluated the studio’s current tooling, processes, and security posture, pinpointing missing components such as automated patching, centralised file management, and proactive network monitoring.
• Whitespace Identification: Lyon highlighted opportunities, like integrating BIM-friendly cloud tools or enabling AI-assisted rendering workflows, that they hadn't yet considered.
• Ongoing CSM Engagement: Monthly touchpoints to review budget variances, roadmap milestones, and adjust for emerging needs, ensuring continuous alignment and agility.

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This London practise has seen transformational results:

• Strategic Clarity: Leadership now understands exactly how each IT investment (e.g. cloud collaboration, device orchestration, cybersecurity) maps to business outcomes.
• Financial Transparency: Consistent budgeting and reporting help them deploy resources efficiently and confidently.
• Proactive Planning: The roadmap guides decision-making and keeps the firm ahead of technical debt, they now anticipate needs rather than react.
• Opportunity Realisation: Through gap and whitespace analysis, they unlocked new capabilities (for example, enabling secure external client reviews via cloud platforms and improving device resilience), expanding their service offerings and growing client trust.
• Greater Resilience & Growth Mindset: With a dedicated CSM and structured strategic process, they are now equipped not just to manage but to innovate, ensuring scalability for future projects.

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