06 / Case Study

Capco

Five years turning consulting expertise into things clients could use.

Role
Senior Digital Consultant
Period
2014 – 2019
Disciplines
Digital Consulting · Content & Learning · Video Production · UX Facilitation · Sales Strategy
300%
Digital Studio sales growth in final year
4.75/5
Effectiveness score on e-learning delivery
11
Launch videos in 15 weeks

Context

I was a founding member of Capco's New York Digital design practice, and was promoted from Digital Associate to Digital Consultant to Senior Digital Consultant across five years.

The work advised tier-1 financial institutions and fintech providers on experience, content, product, and learning and development programmes — the period where I learned how large organizations actually adopt things, which turned out to matter more later than any craft skill.

My role

I served as strategy and creative lead on internal sales initiatives, and scoped, sold, staffed and delivered client engagements rather than only designing them.

Alongside delivery I facilitated UX design thinking workshops with global banks and taught more than fifteen sessions a year on design principles, UX/UI, and sales storytelling.

What changed

  • Grew Digital Studio sales 300% in the final year while serving as strategy and creative lead on internal sales initiatives.
  • Scoped, sold, staffed and delivered video-based e-learning for tier-1 banks, including 23 training videos in three months for a single engagement, which scored 4.75 out of 5 on effectiveness.
  • Directed production of 11 Financial Advisor Platform launch videos in 15 weeks; the platform launch was featured on Bloomberg.
  • Taught 15+ sessions per year on design principles, UX/UI and sales storytelling, and facilitated UX design thinking workshops with global banks.

Looking back

Consulting taught me to sell the work before designing it — a habit I still rely on and occasionally over-apply.

The e-learning engagements were the most instructive. Twenty-three videos in three months was only possible because we standardized the format ruthlessly before shooting anything, and the 4.75 score had more to do with that consistency than with any individual video. I spent a few years assuming craft was the differentiator. Usually it was the scoping.