Service Lines
We bridge business
and technology.
Five interconnected service lines. One operating layer, built around how your business actually runs.
01
Digital Transformation & Operational Strategy
Re-engineering the way the business runs.
Most SMEs don't have a technology problem — they have an operating model problem. We diagnose the friction, design the target state, and rebuild the way work actually flows.
Operational complexity compounds silently. What starts as a workaround becomes a workflow, and what starts as a workflow becomes the way the business runs. By the time leadership notices the drag, it's embedded in every team, every system, and every hire.
Capabilities
Process Optimisation
Friction mapping, root-cause diagnosis, and redesigned workflows
Workflow Redesign
End-to-end process architecture from customer to back-office
Systems Architecture
Stack design, integration blueprints, build/buy/retire decisions
CRM Strategy & Implementation
Platform selection, configuration, and adoption planning
Digital Maturity Assessments
Scored baseline across data, automation, systems, and team capability
Operational Automation
Identifying and eliminating high-volume manual steps
What Good Looks Like
02
Business Intelligence & Data Analytics
Decisions made on real-time evidence.
The data already exists in your systems. We build the pipelines, models, and dashboards that turn it into real-time commercial intelligence your leadership team can act on.
Most SMEs are data-rich and insight-poor. CRM, finance, operations, and marketing all generate data — but it sits in separate systems, in different formats, on different schedules. Leadership ends up making decisions based on last month's export, not this morning's reality.
Capabilities
Power BI Ecosystems
End-to-end build from data model to published dashboard suite
Executive Reporting Suites
Board-level KPI dashboards with automated distribution
Data Modelling
Star schema design, DAX measures, semantic layer architecture
KPI & Predictive Frameworks
Metric definition, forecasting models, and trend analysis
API & Systems Integration
Live data pipelines from CRM, ERP, finance, and ops platforms
Data Governance
Data quality frameworks, ownership models, and audit trails
What Good Looks Like
03
AI, Automation & Intelligent Workflows
AI that earns its commercial place.
We cut through the AI noise to identify where automation and intelligent agents actually deliver measurable commercial value — then we build and deploy them in your environment.
Most AI conversations in SMEs start in the wrong place. The question isn't 'what can AI do?' — it's 'where is the business losing time, money, or quality through manual effort, and what's the commercial case for fixing it?' That's where we start.
Capabilities
AI Agents
Autonomous agents for research, qualification, and task execution
Workflow Automation
End-to-end process automation across systems and teams
Chatbots & WhatsApp
Conversational interfaces for lead capture and client service
Internal AI Knowledge Systems
RAG-based tools trained on your documents and processes
Lead Capture & CRM Automation
Automated qualification, routing, and CRM enrichment
AI Strategy & Roadmaps
Prioritised AI adoption plan tied to commercial outcomes
What Good Looks Like
04
CRM & Systems Integration
Making the CRM the operational source of truth.
A CRM is only as valuable as the discipline built around it. We configure, integrate, and embed CRM platforms so they become the single operational source of truth — not another system the team works around.
CRM implementations fail for one reason: the system is configured around how the vendor thinks businesses work, not how your business actually works. The result is a platform that doesn't reflect your sales process, your service model, or your reporting needs — and a team that defaults to spreadsheets within six months.
Capabilities
CRM Configuration
Process-first build across HubSpot, Salesforce, Bullhorn, Zoho, Pipedrive
Cross-System Integration
API pipelines connecting CRM to finance, ops, marketing, and BI
Data Migration
Clean, validated migration from legacy systems and spreadsheets
Sales & Service Process Design
Stage design, automation rules, and SLA frameworks
Reporting & Dashboards
Native and Power BI reporting layers built on clean CRM data
Adoption & Enablement
Training, playbooks, and governance to drive sustained usage
What Good Looks Like
05
Fractional IT Business Partner / Advisory
Embedded leadership without the full-time cost.
A senior IT and digital leader, operating as part of your team — attending ExCo, challenging strategy, owning the roadmap, and delivering continuously. Without the full-time hire.
The SME technology leadership gap is real. Businesses at £5M–£50M revenue need senior digital thinking — someone who can sit in the ExCo conversation, own the technology and data strategy, and drive execution. But a full-time Head of IT or CDO at that level costs £120K–£200K+ and brings a pipeline of junior hires behind them.
Capabilities
Fractional IT Leadership
Embedded Head of IT / Data / Digital at leadership-team level
Digital Strategy
Technology strategy aligned to the business plan and growth targets
Roadmap & Planning
Quarterly planning, initiative prioritisation, and investment decisions
Vendor & Stack Management
Vendor selection, contract negotiation, and relationship management
Team Mentoring
Upskilling internal technology and ops teams alongside delivery
Board & ExCo Reporting
Technology reporting and risk management at board level
What Good Looks Like
Productised Packages
Defined entry points.
Fixed scope. Fixed fee.
Many transformation engagements stall before they begin because no one wants to buy an open-ended consulting project. Our productised packages give leadership teams a low-risk, high-clarity way to start — each one a defined scope, defined output, defined timeline, defined fee.
01
Data & Analytics Accelerator
Built for the business that has data but can't see it.
- +Full data source audit (CRM, finance, ops, marketing)
- +API pipeline build connecting up to 5 systems
- +Executive Power BI dashboard suite (3 dashboards)
- +KPI framework definition with leadership
- +Data-as-a-Service handover & training
- +30-day post-launch optimisation window
The foundation layer for any AI initiative — puts your data in a position where automation and intelligence become possible.
Most Popular
02
Digital Transformation Audit & Roadmap
From the customer back to the technology.
- +Customer journey mapping & friction analysis
- +End-to-end process audit across sales, ops, finance, service
- +Systems architecture review (CRM, automation, integrations)
- +Quantified opportunity map — where to invest, retire, and integrate
- +12-month transformation roadmap with sequenced initiatives
- +Executive presentation & stakeholder workshop
Customer-first methodology that maps back to the technology stack — starts where value is lost, not where the systems are.
03
AI Adoption Sprint
Practical AI, grounded in ROI.
- +Problem & root-cause discovery — where is time actually being lost
- +Use-case prioritisation against ROI and feasibility
- +Quick-win AI pilot (1 deployed agent or automation)
- +AI adoption roadmap with phased rollout plan
- +Internal team enablement workshop
- +UK AI funding & grant signpost (Made Smarter, Innovate UK)
Aligned with the UK government's AI adoption drive. Practical ROI over hype — every initiative tied to a business case before it's built.
Custom Engagement
Fractional IT Business Partner
For ongoing, embedded partnership. A Lumino consultant operating as your fractional Head of IT / Data / Digital. Continuous strategy, optimisation, and delivery across all service lines.
Pricing on enquiry
Discuss a custom engagement →Enquire
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Tell me about the business and what you're trying to solve. I'll come back within one working day.