Congruent
Make your strategy actually happen · Measurable P&L return

Strategy creates the plan.
Alignment creates the return.

Every C-suite knows the feeling: a strategy gets signed off, weeks of executive time go into the plan — and twelve months later, the numbers haven't moved the way the deck promised. The cause is rarely the strategy. It is that the people executing it weren't quite agreed on what mattered. Congruent measures exactly where that disagreement is, quantifies what it costs you in revenue, margin and retention — and gives you the roadmap to close the gap. Typical first-year P&L unlock runs at 17×–67× the fee on the standard Diagnostic (modelled bottoms-up, sources cited below), and the gap closes wave-on-wave from there.

Typical first-year ROI
17×–67×
£0.3–1.2m Y1 unlock on the £18k Diagnostic fee
Payback period
< 6 months
On the standard Diagnostic at mid-market scale
Time per respondent
12 min
All your team needs to give us
Engagement
6 weeks
Scoping → survey → analysis → board readout

One conversation, three people in the room.

Congruent typically gets approved by a small committee — a C-Suite sponsor, the finance lead, and a technical / operating lead. Each comes to the conversation with a different question. The Congruent proposition answers all three.

For the C-Suite

CEO · COO · Strategy Director

"My plan is good. Why isn't the business delivering it the way I expected?"

A measured reading of where your strategy is not landing — by criterion, segment and value-chain stage. A board-ready report you can put in front of investors. A credible P&L number on what closing the gap is worth. The plan starts landing wave-on-wave, and you can prove it.

For Finance

CFO · FP&A · Finance Director

"What's the return on this spend, and how do I evidence it to the board?"

Every priority recommendation arrives with a £ benefit, a target trajectory and a payback window. The Diagnostic at £18k typically returns 17×–67× in year one (£0.3–1.2m Y1 unlock, modelled bottoms-up against named external sources). Peer-benchmarked against a sector × size cohort so you can sense-check the unlock against external evidence.

For Technical / Operating

CTO · COO · Head of Data · CISO

"Is this defensible methodologically, and is my data safe?"

Methodology is decision-science grade — peer-reviewed for forty years, applied across aerospace, automotive and AI. Architecture is bring-your-own-warehouse: KPI calculations run inside your data tenancy, only pre-calculated values cross the boundary, no raw client data leaves. Compliance is handled through your existing tenancy. No third-party data egress.

Strategy execution leaks ~10% of revenue. Alignment is the lever that closes the gap.

Independent research — across HBR, PMI's Brightline Initiative, LSA Global and IDC — converges on a consistent picture: misalignment quietly costs every mid-market organisation a material share of revenue, growth, and retention every year. Alignment is the single biggest controllable variable.

~67%
of well-formulated strategies fail in execution, not in formulation — across two-thirds to three-quarters of large organisations.
Sull, Homkes & Sull · HBR, 2015
$97M/ $1B
wasted for every billion invested due to poor strategy implementation. Globally that's ~$2 trillion lost per year.
58% faster
revenue growth at highly-aligned organisations, with 72% higher profitability and 2.23× customer retention vs unaligned peers.
410-company study · LSA Global 3x Model
≥10%
of potential revenue growth lost from weak alignment between sales and marketing alone — before the rest of the value chain is even considered.
IDC research, via LSA Global
The numbers above describe the size of the prize. Congruent makes the gap quantifiable, segment-specific, and trackable — so the recovery becomes a managed metric, not a hypothesis. Sources: HBR (Sull et al., 2015); PMI Brightline Initiative; LSA Global Organizational Alignment research.

Most CEOs assume their strategy is understood. It rarely is.

"Strategy doesn't fail at formulation. It fails at alignment."

Strategy gets written, distributed, briefed — and then quietly diverges. Each layer adds its own interpretation, each function optimises for its own priorities, and within a few quarters the organisation is executing six versions of the plan in parallel. Existing tools — engagement surveys, OKRs, balanced scorecards — measure how people feel about work, not whether the organisation agrees on what work matters most.

01

Strategy gets written, not absorbed

Plans land in a deck and rarely make it intact past the next layer. Execution drifts because different parts of the business prioritise different things — quietly.

02

Misalignment has a measurable cost

It shows up across the P&L: slower decisions, duplicated effort, higher turnover, and strategy that never fully lands. Misalignment compounds — through execution drag, brand inconsistency, and lost talent — before it ever surfaces as a visible problem.

03

Engagement surveys don't measure strategy

Existing tools measure how people feel about work. None measure whether the organisation agrees on what work matters most — or quantify the gap.

Reference patterns from consistently high-performing organisations — Apple's product coherence, EasyJet's operational precision. Alignment compounds across the P&L and beyond.

Execution speed

Aligned teams make faster decisions because fewer people are optimising for different things.

Talent retention

Misaligned organisations lose people who can see the gap between stated and lived priorities.

Brand consistency

Alignment between strategy and frontline behaviour is what makes brand promises credible.

Customer experience

Misalignment between commercial and operational priorities is felt by customers first.

The financial case is the easy part of this conversation.

Most strategy work is sold on the value of the recommendations. Congruent is sold on the gap it identifies between the strategy and the people who execute it — and the £ value of closing that gap. The unlock numbers below are modelled, not promised, and every input traces to a public source — SHRM on replacement cost, McKinsey on pricing, MCA on UK consulting margins, HBR / Bain on strategy execution, LSA Global on alignment outcomes. Sources are cited in the methodology panel.

Diagnostic · one-off
£18,000
Fixed price · any FTE · 6 weeks

The standalone reading. One survey wave, the executive baseline interview, the diagnostic report and dashboard, and the five priority KPIs already specified.

Modelled Y1 unlock
£0.3–1.2m
first KPI movement
Payback
< 3 months
most engagements
Illustrative math for a 250-FTE professional services firm: a 10pp attrition gap on a UK mid-level consultant (~£40k loaded replacement cost per SHRM 50–200% of salary) clears £1.0m/yr on its own. A 9pp pricing-realisation gap on £8m of BU revenue (McKinsey: 1% price = 8.7% operating profit) adds ~£0.7m. A £23k margin-per-FTE gap on a 34-FTE BU (MCA's healthy-consulting EBITDA floor) adds another ~£0.78m. Aggregated across the five priority KPIs, bottoms-up identifies £4–6m of total 24-month addressable unlock. Year-one capture is typically 30–50% of that (£1.2–3m), with the rest landing in Year-2 as redesigns embed — so the £18k Diagnostic fee returns 17×–67× in Y1, scaling to 220×–330× over 24 months.
Annual subscription · Growth tier
£36,000 / yr
150–349 FTE · quarterly waves · live dashboard + cockpit

The standard mid-market tier. Quarterly survey waves keep the gap measured wave-on-wave. The KPI Cockpit instruments every priority misalignment and tracks the lift toward target.

Modelled Y1 unlock
£0.5–2.0m
compounded across waves
Payback
< 2 months
first quarterly wave
Industry-benchmark math: UK consulting EBITDA range runs from sub-10% (Source Global Research, 2024 — UK market £14.9bn ↗) to 17–20%+ for healthy mid-market firms (MCA membership analysis ↗). Closing 5pp of EBITDA on a £30m revenue base = £1.5m/yr. McKinsey's "power of pricing" alone — 1% realised price → 8.7% operating profit — typically delivers half of that on its own.
BIAB engagement · accelerant
from £120,000
One BU · 12–20 weeks · process redesign + audit report

The accelerant when the diagnostic surfaces a structural process gap. Inventories the BU's processes, scores them, shortlists redesigns, and locks down the change scope. Each redesign tied to a cockpit KPI.

Modelled Y1 unlock
£0.9–2.5m
one BU, year 1
Payback
< 12 months
verified at next wave
Illustrative BIAB scope on one BU at mid-market scale: 6 process redesigns shortlisted (a standard pricing-governance redesign alone — cycle 18d → 4d, discount rate 31% → ≤18% — applies McKinsey's pricing lever ↗ for £0.9–1.1m of Y1 margin uplift). Aggregate across six: ~5 CI points firm-wide · ~£1m Y1 margin contribution · ~8× Y1 ROI, verified at the Wave +2 re-survey. Independent research: HBR Sull et al. and Bain report that executives lose 40% of strategy value to execution breakdowns; BIAB targets that 40% directly.
How we model the unlock

Two methods, triangulated. Both produced for every engagement.

The Y1 unlock numbers above are not historical averages from past Congruent customers — they are modelled per-engagement from the buyer's own data, on day one of the Diagnostic. Two independent methods produce an estimate; they're shown together in §9 of the Diagnostic Report so the sponsor can see the maths and the assumptions.

Method 1 · Bottoms-up KPI math

For each priority KPI, multiply the gap (current vs target) by an externally-cited driver value. We use the lower end of the published range, not the average. Sums to a 24-month range, not a point estimate.

  • Attrition replacement cost. SHRM: 50–200% of salary; avg 6–9 months. Mid-level: 125–150%. SHRM ↗
  • Pricing realisation. McKinsey: 1% price increase → 8.7% operating profit (range 6–14%). McKinsey ↗
  • UK consulting margin floor. MCA: ≥20% EBITDA for healthy mid-market. MCA ↗
Method 2 · Industry-benchmark math

Place the buyer firm's CI against published industry alignment benchmarks. Project EBITDA uplift from closing the gap, using sector EBITDA distribution data. Independent of Method 1 — the two should converge within ±20%, which is the validation test we run.

  • UK consulting market. MCA: £20.4bn, 2024; Source Global: £14.9bn (different methodology). Consultancy.uk ↗
  • Strategy failure rate. HBR / Bain / McKinsey: 60–70% of strategies fail at execution. HBR ↗
  • Professional services benchmarks. Deltek 2025: revenue per FTE, utilisation, attrition by sector. Deltek ↗
Stepped worked example · Method 1 applied to a single priority KPI

KPI: Regrettable voluntary attrition % · Organisation-level

Five steps. Two buyer inputs, two cited external benchmarks, one conservative assumption. The modelled unlock for this one KPI alone substantiates a meaningful multiple of the Diagnostic fee.

1
Buyer input · the gap
Current regrettable attrition is 19% (TTM). Target is 9%, which is the UK mid-market consulting cohort median. The gap to close is 10pp.
Source: buyer's own HR system (TTM regrettable leavers ÷ avg headcount).
2
Buyer input · the headcount base
250 FTE in the standard mid-market band (50–500 FTE).
Source: buyer's own HR system. (For sense-check: the cohort median is ~250 FTE per Deltek's 2025 Professional Services Benchmarks.)
3
External benchmark · replacement cost per leaver
SHRM's well-cited research puts replacement cost at 50–200% of annual salary, average 6–9 months. For mid-level consulting at ~£60k salary, this is £30–120k per leaver.
4
Conservative assumption
Take the lower end of the SHRM range — 6 months of fully-loaded compensation, ~£40k per leaver — and apply only to the closable gap, not to natural-churn baseline.
Rationale: stays on the defensible side of the range; lets the buyer increase the multiplier later rather than back away from a peak number.
5
Formula
Annualised attrition saving = gap × headcount × replacement cost per leaver.
10% × 250 FTE × £40k = £1.0m / year
Modelled addressable unlock from this KPI alone
~£1.0m / year addressable (annualised at full closure). Applying the typical Y1 capture rate of 30–50%, this KPI alone contributes £0.3–0.5m in Y1 — already 17×–28× the £18k Diagnostic fee from one KPI before the other four are added.
The other four priority KPIs each run the same five steps with their own inputs and cited benchmarks (McKinsey on pricing, MCA on margin, Brightline/PMI on initiative throughput, IDC/LSA on sales–marketing alignment). Summed, the five produce the £4–6m total 24-month addressable shown in the Diagnostic card above — translating to £0.3–1.2m of Y1 capture at the conservative end and scaling upward as redesigns embed wave-on-wave.

Why this is defensible. The buyer can challenge any line of the model. Every input is either from the buyer's own data (FTE, revenue, current KPI baseline) or from a publicly cited source above. We don't carry a "typical client" anchor — the model recomputes from scratch every time. At pitch, we run Method 1 first against your top-of-house numbers before the £12k is even spent; if the modelled unlock isn't comfortably north of 10× the fee, we tell you not to proceed.

Second-order benefits — what the £ model excludes

The model above captures direct P&L impact only. LSA Global's research on 410 companies found highly-aligned firms grow revenue 58% faster, run 72% more profitable, satisfy customers 3.2:1 and engage employees 16.8:1 versus the unaligned peer (LSA Global 3× Model ↗). Apple's product coherence and EasyJet's operational precision are the exemplars of what this compounding looks like over a decade. Our model quantifies the directly-attributable share only; the rest is upside.

Quick first reading. Live monitoring. Cohort context. Surgical redesign on top.

Value compounds with every step. The diagnostic runs in six weeks and gives you a first reading. The KPI Cockpit instruments the priority gaps as soon as the diagnostic closes — live monitoring from day one. Benchmarking puts every number in cohort context, so you can tell whether 71 is good or bad without a committee. Bank-in-a-Box is the optional accelerant — for the BUs where the diagnostic surfaced a structural process gap — with the redesign ROI tracked against the product fee at the next survey wave.

1
Week 1–6 to first reading

Diagnose

Survey + executive baseline interview

12-minute pairwise instrument across the taxonomy of competitive advantages. The engine quantifies where alignment is breaking down — by criterion, segment and Porter stage.

You get · the first CI ± variance band, top-5 priority misalignments, the segments driving each gap.
2
Immediately after diagnostic closes

Monitor

KPI Cockpit, tied to the gaps

Every priority gap is paired with a curated KPI on the Cockpit — Organisation, Business Unit or Operational level. No more "we should measure this." It IS measured, from day one.

You get · live tracking of every priority issue, with named owners and a target trajectory.
3
Every wave, ongoing

Benchmark

CI and every KPI vs peer cohort

Every number gets cohort context. Overall services cohort plus a sector × size peer set. The cohort gap is converted into a £ unlock so the board can size the prize.

You get · "is 71 good?" answered. Cohort percentile on CI, EBITDA and each priority KPI.
4
Optional accelerant · +12–20 weeks · from £120k

Accelerate · BIAB

Surgical process redesign on the worst BU

Where the diagnostic surfaces a structural process gap, the Bank-in-a-Box engagement inventories the BU's processes, scores them on five dimensions, and shortlists redesigns. Each redesign is tied to the cockpit KPI it moves.

You get · projected CI lift + projected EBITDA uplift, tracked against the product fee. ROI verified at the next survey wave.
Re-survey loop. Every quarterly wave verifies the lift, exposes the new gaps, and refreshes the cohort percentile. The hidden cost of misalignment is eliminated wave-on-wave — each iteration compounds the previous one's gain.

Four surfaces. One source of truth.

Two diagnostic surfaces — a live HTML dashboard and a board-ready Word report — and two Bank-in-a-Box surfaces — a process-redesign platform and the audit Word report it produces. The Diagnostic surfaces run from every survey wave; Bank-in-a-Box is added when the engagement goes deeper into operational redesign. Each pair shares one underlying dataset.

Where alignment is breaking down — at a glance.

Sample data from the Meridian Strategy Partners diagnostic (Wave 1, May 2026 · 142 respondents · CI 71.4 ± 4.0). The live dashboard has eight tabs; the previews below show the four most-used. The KPI Cockpit tab tracks the five priority KPIs the diagnostic surfaces. The Benchmarking tab places the firm against an overall cohort and a sector × size cohort. The Trend Analysis tab tracks the gap closing wave-on-wave.

Additional tabs in the live dashboard: Respondents (Central Consistency Index flags), Benchmarking (peer cohort CI × EBITDA), Trend Analysis (CI trajectory wave-on-wave), Methodology (the Congruent method + triangulated baseline note).

Congruence Index

Executive vs segment
Moderate alignment · room to improve

Top weighted advantages

By executive · final weights

Dimension weights

5-dimension breakdown · exec vs org

Alignment map — criterion level

Top 8 criteria · executive (green) vs organisation (dark)
Criterion
Exec
Org
Status

Congruence Index — trend vs cohort

Quarterly snapshots · sector × size cohort bands (P25 / P50 / P75)

Alignment vs P&L outcome — CI × TTM EBITDA margin

From the Benchmarking tab · each dot is a peer firm in the sector × size cohort (UK consulting 150–499 FTE, n=24) · Meridian highlighted
Benchmarking tab

Places the firm against an overall cohort (UK professional services, n=64) and a sector × size cohort (UK consulting 150–499 FTE, n=24). Peers in the top-right quadrant are the firms whose alignment has compounded into a measurable P&L outcome — Meridian sits at P28 / P31 (bottom third) on both cohorts.

The cohort sits in the top-right quadrant — high alignment compounds into high EBITDA. Meridian's CI 71.4 / EBITDA 14.2% places it in the bottom-left, P31 on both axes. Closing to cohort median on CI alone is worth ~£0.96m of annual gross margin contribution; closing to upper quartile, ~£2.62m.

Porter's Value Chain — adapted for cross-sector use

The seven stages are a sector-agnostic adaptation of Porter's Value Chain (1985). Every taxonomy criterion in the survey is mapped to exactly one stage. The stage-level Congruence Index is the strategic-weight-weighted average of the alignment of the criteria living in that stage — so a small misalignment on a highly-weighted criterion penalises the stage more than a large gap on something the executive deprioritises. The same Porter spine drives the Bank-in-a-Box process view below, so the two surfaces are directly comparable.

Porter, M.E. (1985), Competitive Advantage: Creating and Sustaining Superior Performance. Free Press.

Stage-level alignment vs strategic weight

Each bubble = a value-chain stage. Bigger bubble = more strategically weighted
Segment cuts. Misalignment isn't uniform — it concentrates in specific tenure bands, business units, or functions. Time at company and years in industry usually expose the biggest divergences.
What the data is shouting at you. The three highest-priority misalignments, each with a recommended intervention drawn from Congruent's playbook. Severity reflects both the size of the gap and the strategic weight of the criterion.

Three further tabs inside the Diagnostic Dashboard.

The KPI Cockpit, Benchmarking and Trend Analysis tabs all live inside the Diagnostic Dashboard (Surface 01). They share the same data layer as the Overview / Value Chain / Segments tabs — switching between them is switching the lens, not switching the underlying numbers.

KPI Cockpit tab

Up to 6 KPIs selectable · tagged by level

The KPIs that close each priority misalignment surface here as live tiles — current value, 12-month trend, owner, level tag. Calculation templates run inside the client's data environment (Power BI / Fabric, Snowflake, BigQuery, Databricks, dbt); a thin push connector sends pre-calculated KPI values to Congruent on each refresh — no raw client data leaves the boundary.

Dashed grey lines on each tile: peer cohort P25 · P50 · P75 (sector × size cohort, UK consulting 150–499 FTE, n=24).

OP · Operational BU · Business Unit CORP · Organisation

The board pack, written for you — same day.

A Word + PDF executive diagnostic generated from the engine's output and Meridian's company profile. Nine numbered sections, two appendices. Every Congruence Index in the document carries its variance band (per the executive baseline methodology). The KPI Summary names organisational and financial benefits per KPI. The Peer Benchmarking section places the firm against both an overall cohort and a sector × size cohort, and converts the cohort gap into £-unlock.

Executive Diagnostic Report · CONFIDENTIAL

Strategic Alignment Diagnostic

Meridian Strategy Partners · 142 of 247 respondents · Wave 1, May 2026
71.4 ± 4.0
Organisation-wide Congruence Index · variance band
Warn band · 67.4–75.4 range · 5 priority misalignments · tenure dominant driver (R² 0.87)

Executive summary

Meridian sits at the bottom of the Warn band on Congruent's Congruence Index (71.4 ± 4.0). The strategy is well-articulated at the top, has been absorbed by the long-tenured, but is not landing consistently at the operating edge — Partners score CI 91, Consultant/Analysts CI 60. Tenure is the single strongest predictor of alignment (R² 0.87).

Five priority misalignments split into two patterns: three communication-gap signals (Superior Talent, Brand Recognition) where leadership intent has not landed at IC level, and three lived-experience signals (Pricing Agility, Customer Experience, Operational Excellence) where the segments are telling the executive something the baseline does not see.

Finding 1 · Largest gap is on Customer Experience Excellence (+3.5pp). Consultant/Analyst respondents over-weight by +5.8pp — the single biggest segment gap in the diagnostic. High-confidence band (±0.5pp): the executive baseline is firm and the gap is real.
Finding 2 · Technology Development (Porter stage, 11% weight) is the weakest stage at CI 63 — and traces directly to Digital & Data BU, which sits at CI 65 and under-weights Brand Recognition by −3.9pp. The structural BCG-Gamma pattern unpacked in §4.3.1.
Recommendation · Five priority KPIs tagged Organisation / BU / Operational, each with named £ benefit. Aggregate 24-month P&L unlock estimated at £4.5–6.0m on the £32m revenue base — overlapping the peer-cohort EBITDA gap of £0.96–2.62m (Section 9.4).

Findings at a glance

  • Organisation-wide CI · band 71.4 ± 4.0
  • Highest-alignment segment Partner · 91
  • Lowest-alignment segment Consultant / Analyst · 60
  • Weakest Porter stage Technology Development · 63
  • Top criterion gap Customer Experience · +3.5pp
  • CCI threshold passed 139 / 142 respondents
  • Cohort percentile P31 (sector × size)

Five priority KPIs

  • Regrettable attrition % (Org) 19% → ≤9%
  • Price realisation vs list (BU) 84% → 92%
  • Engagement NPS + repeat (Op) 30 → ≥40
  • Brand-led inbound % (Org) 22% → ≥35%
  • Delivery margin / FTE (BU) £108k → £132k

Every recommendation arrives with a named owner, a target trajectory, the £ benefit, and a confidence flag — "act now" for high-confidence findings, "firm up via follow-up interview" for criteria where the executive baseline carries more uncertainty. The board reads the report knowing which interventions to fund first and which to investigate before committing.

For deeper engagements: model the organisation as processes, then redesign them.

The Bank-in-a-Box engagement represents your organisation as interlinked processes and sub-processes, scores them across five dimensions (risk, customer impact, complexity, strategic value, automation potential), and locks down which are in scope for change. The platform shows the process inventory live, the redesign portfolio shortlist, and the projected CI lift the redesign programme will deliver — verified at each subsequent survey wave. BIAB Essentials (automated audit) is included from the Scale tier; the full consultant-led engagement is a standalone from £120k.

Same Porter spine as the Dashboard — viewed through a process lens

The seven stages below are the same Porter Value Chain adaptation used in the Dashboard's value-chain view. The Dashboard tells you where the thinking is misaligned (criterion weights vs executive baseline); Bank-in-a-Box tells you where the doing needs to change (process inventory and redesign scope). Both views surface red against the same Porter stage when a strategic priority isn't being delivered by its underlying processes.

Porter, M.E. (1985), Competitive Advantage. Adapted: primary activities + support activities collapsed into 7 sector-agnostic stages.

The process spine. Click any stage below to drill into its named processes and proposed change scope. Each stage shows the Stage Congruence Index — the survey's CI rolled up from criteria mapped to that Porter stage (the same number you saw on the Diagnostic Dashboard's Value Chain tab). Inside each stage, individual processes are scored on five dimensions (risk, customer impact, complexity, strategic value, automation potential) so the redesign shortlist is evidence-led.

Drill-down · People & Culture stage

Sub-process scoring · agreed dimensions · scope decision
Process
Sub-process focus
Risk
Cust. impact
Complexity
Scope

Process inventory

Every named process and sub-process documented, owner-mapped, scored on agreed dimensions.

Data-signal mapping

For each process: what data signal would tell us it's working — and is that signal currently captured?

In-scope redesign

Redesign the high-priority processes — change management, KPI re-baselining, and quarterly Congruence reviews.

The audit report — what the BIAB engagement actually delivers.

A Word + PDF audit report produced at the end of the BIAB engagement. Names the priority redesigns (with owners, dependencies, target metrics), shows the projected CI movement that the next survey wave will either confirm or refute, and places the firm's position before and after on the peer benchmark. The same numbers as the BIAB Platform — written for the board.

Bank-in-a-Box Audit Report · CONFIDENTIAL

Bank-in-a-Box Audit — Operations & Performance BU

Meridian Strategy Partners · BU CI 67.3 · Wave 1, May 2026 audit window
71.4 → 76.5
Projected firm-wide CI lift (within 2 quarters of redesign go-live)
P31 → P55 on CI · P31 → P50 on EBITDA · ~£0.95m of annual gross margin contribution

Audit summary

Building from the Wave 1 Diagnostic's CI 71.4 firm-wide and the Operations & Performance BU's CI 67.3 (lowest of the four BUs), the BIAB audit inventoried 70 processes, scored each on the five BIAB dimensions, identified 14 priority candidates, and shortlisted 6 redesigns targeting the two largest in-BU criteria gaps: Operational Excellence (Δ +4.9pp) and Agility in Pricing Strategy (Δ +4.2pp).

Direct-effect modelling against five reference peers projects a +5.1 point firm-wide CI lift and a +12.2 point BU CI lift within two quarters of go-live, with the next survey wave the verification mechanism. Cohort-relative: the firm moves from P31 to P55 on CI and P31 to P50 on EBITDA margin.

Redesign 1 · Standardised pricing & discount governance — three-tier approval matrix, mandatory commercial rationale, quarterly partner-forum review of the discount log. Targets Agility in Pricing Strategy. Owner: COO + Practice MD.
Redesign 2 · Benefits tracking dashboard — codifies the partner-forum evidence base and closes the Technology Development stage gap (CI 63 firm-wide). Enables every subsequent redesign by giving leadership a single trusted KPI cockpit feed.
Benchmark unlock · Closing to cohort EBITDA median (17.2% from current 14.2%) is worth £0.96m / year of annual gross margin. The CI 71→77 projection captures roughly 30–50% of that unlock within Year 1 on the cohort-implied CI ↔ EBITDA relationship.

Audit numbers at a glance

  • Processes inventoried 70
  • Priority candidates 14
  • Redesigns shortlisted 6
  • Projected firm CI 71.4 → 76.5
  • Projected BU CI 67.3 → 79.5
  • Projected EBITDA margin 14.2% → ≥16.5%
  • Cohort position P31 → P55 on CI

Verification mechanism

  • Re-survey wave Q+2 from go-live
  • KPIs added to cockpit 6, one per redesign
  • Direct-effect model peers 5 reference firms since 2022
  • Methodology cite Product Strategy §11

The audit report's numbers tie line-for-line to the BIAB Platform above. The Diagnostic Report (Surface 02) identifies the gap; the BIAB Platform (Surface 03) inventories the processes; the BIAB Audit Report (Surface 04) names the redesigns and the projected unlock. Same dataset, three lenses.

Redesign 1 in detail · Standardised pricing & discount governance

Process flow — current state vs target state · drives Agility in Pricing Strategy (Δ +4.2pp) and Operational Excellence
BU · Operations & Performance
Current 5 manual steps · 18-day median cycle · no audit trail
1 · Sales request free-form email 2 · Practice MD manual review 3 · CFO sign-off email approval 4 · Negotiation no rationale logged 5 · CRM update manual entry ✗ no governance · ✗ no audit trail · ✗ 31% discount rate in Ops & Performance
Target 4 tiered steps · 4-day median cycle · live discount log
1 · Request in tool structured fields 2 · Tier auto-route 3a · <5% Partner only auto-approve, log 3b · 5–10% Partner+MD rationale required 3c · >10% +CFO full chain logged 4 · Discount log single source of truth qtrly Partner forum review
Cycle time
18d → 4d
−78% median
Discount rate
31% → ≤18%
Ops & Performance BU
Price realisation
84% → 92%
blended firm-wide
Margin uplift
+£0.9–1.1m
annualised, full run-rate

This is one of six redesigns in the audit. Each gets a current-state flow, a target-state flow, named process owners and dependencies, the cockpit KPI it moves, and a projected criterion-level lift. The Wave 2 survey verifies the projection within two quarters of go-live.

A 12-minute pairwise survey — how the data gets in.

No scales, no ratings — just structured pairwise choices about relative priority. The format mirrors how humans actually make decisions (linguistically, not numerically). Works on any device, no login required. Pre-issued roster IDs let the business owner track completion in real time.

Question 1 of 10 · Dimension comparison

Which is more important to our competitive advantage?

Select where each comparison sits on the scale. The middle option means equally important.

This is a representative sample of the real instrument. The full survey covers up to 35 criteria in ~12 minutes.

A measurable alternative to a strategy engagement.

Strategy consultancies tell you what your strategy should be. Congruent measures whether the people executing it actually agree — and where, exactly, the divergence is hiding.

The Congruent method — decision-science grade

An advanced decision-making method that combines the structured approach of the Analytic Hierarchy Process with fuzzy logic to handle the uncertainty and vagueness inherent in human judgements. Developed over the last 40 years and peer-reviewed since 1985. Fuzzy logic is used across aerospace engineering, automotive traffic control, business decision-making, industrial processes, artificial intelligence and machine learning — Congruent is the application of that science to strategic alignment.

Quantifies what was previously qualitative

Most strategy-alignment work is interview-driven and impressionistic. Congruent produces a number you can track over time. Re-running the diagnostic gives you a directly comparable index — alignment as a managed metric, not a vibe.

Offline-friendly architecture

Bring-your-own-warehouse architecture. KPI calculations execute inside your data environment using calculation templates we configure during the cockpit build (DAX / SQL / dbt per system family). Only pre-calculated KPI values cross the boundary — one number per KPI per refresh period. Raw records, PII and employee-level data stay client-side. The cockpit dashboards are hosted on the Congruent platform. Congruent is a measurement platform, not a data warehouse — literally true at the data layer. Data security and compliance are handled through your existing tenancy — no third-party data egress.

Maps directly to operational KPIs

Each misalignment ties to a curated KPI library so recommendations come with measurement plans, not vague calls to action. The KPI cockpit turns the diagnostic into a live measurement layer in days, not months.

12 minutes is what your team gives. Six weeks is what we deliver.

The fast-survey, same-day-report framing describes the respondent burden — not the engagement. What you are actually paying for is a structured, independent conversation about your strategic priorities that the leadership team genuinely cannot have internally without it becoming political. The measurement spine is the artefact that makes that conversation possible — and repeatable.

Built for the mid-market

50–1,000 FTE. Sweet spot 150–500. Multi-office or decentralised organisations, post-Series B or 5+ years of organic growth. Sector-agnostic, with sector-tuned KPI overlays for professional services, financial services, technology, healthcare, manufacturing, retail and the public sector.

Typical buying triggers

→ New CEO arriving in the first 100 days

→ Post-merger integration

→ Annual or 3-year strategy refresh

→ Persistent inter-departmental friction

Six-week Diagnostic — what happens, week-by-week

Active executive time is concentrated in weeks 1 and 6. Most of the lift happens in the survey, engine, and reporting phases between — which is where Congruent does the work.

Week 1
Scoping & taxonomy
90-minute kick-off with the C-suite sponsor. Tailor the 35-criterion taxonomy to your strategy. Define the segmentation and the roster.
Active exec time
Week 2
Roster & launch
Pre-issued roster IDs, survey link, completion-tracker handed to your business owner. Survey opens.
Respondents · ~12 min each
Week 3
Survey + chase
Live completion tracking, copyable reminder templates. Congruent chases response rate, your team stays focused on their day jobs.
Congruent & respondents
Week 4
Interview & engine
CEO + sponsor interview (triangulates the executive baseline). Engine computes Congruence Index, dimension and criterion weights, segment misalignment.
CEO + sponsor · 2 × 60 min
Week 5
Report & cockpit build
Diagnostic Report drafted. KPI Cockpit configured. Peer benchmarking run. Recommendations tagged with baseline-confidence flags and £-unlock.
Congruent
Week 6
Board readout
90-minute board readout. Report delivered. Dashboard handed over. KPI Cockpit live. Wave 2 date scheduled.
Active exec time

Total active executive time: ~3 hours (weeks 1, 4 and 6 combined). Total respondent time: 12 min per person. Total elapsed: 6 weeks. The first quarterly subscription wave runs the same cadence starting at Week 13.

"Couldn't I just ask an AI to build a pairwise questionnaire and send it round?"

Yes, you can produce a survey and a spreadsheet of weights in an afternoon. What you can't produce is a defensible, comparable, board-credible diagnostic. Here's the difference, plainly.

1

Validated methodology, not a homebrew score

The Congruent method has 40+ years of peer-reviewed academic foundation — fuzzy logic + the Analytic Hierarchy Process — applied across aerospace, automotive, industrial control, AI and ML. Our engine matches the original worked examples to the second decimal. An LLM-designed scoring scale doesn't survive a board challenge from a CFO who's done their own reading; this does.

Methodology cite: Buckley 1985 · Saaty 1980 (see Methodology drawer)
2

Comparable scores over time

A one-off AI questionnaire produces a one-off number. Congruent's instrument, scale, mathematics, and consistency thresholds are sealed — re-running the survey next quarter produces a directly comparable Congruence Index. Alignment becomes a managed metric, not a re-asked vibe.

Same instrument · same maths · same scale
3

Consistency checking that catches noise

Respondents whose pairwise responses breach transitivity (if A>B and B>C then A>C must hold) are automatically flagged via the Central Consistency Index. Roughly 4% of responses get excluded in a typical engagement. Skip this step and your aggregate weights are statistical noise dressed up as strategy.

CCI threshold · CR < 0.10
4

Independence is the product

The biggest single reason this can't be DIY: respondents tell us things they would never put into an internal survey, an HR-run engagement check, or an exec-sponsored "alignment exercise." The data leaves the building, comes back aggregated, and the executive team can hear it without owning it politically.

Outside the politics · inside the data
5

The KPI library is the recommendation engine

Mapping each strategic criterion to a specific KPI — with a formula, a level (OP / BU / CORP), and an owner — is expert work built from years of consulting practice. An LLM can suggest plausible-sounding metrics; it can't tell you which six to instrument first and which to leave alone.

Curated · sector-tuned · formula-backed
6

Cross-engagement benchmarking

The Benchmarking tab in the Diagnostic Dashboard anonymously compares your Congruence Index against peer organisations in your sector and FTE band, plus an overall services cohort. That benchmark is impossible to construct from a single organisation's data — and is the answer to the inevitable "is 71.4 good?" board question. (For Meridian: P31 — bottom third — on both cohorts.)

Enterprise tier · peer-anonymised

Put plainly: the survey is the cheap part. What you can't replicate without us is the validated maths, the comparability over time, the independence that gets honest answers, and the consulting layer that turns weights into a 90-day plan the board will actually fund.

Indicative pricing for a mid-market organisation.

The Diagnostic stands alone. Subscriptions add layers of measurable change. Larger groups and bespoke scopes are priced on request. 50% of the Diagnostic fee credits toward year-one subscription.

Diagnostic

One-off · 6 weeks
£18,000
Fixed price · any FTE
  • Single wave + board report
  • Congruent-method analysis with consistency check
  • Value-chain heat map
  • Recommended KPIs per priority
  • 50% credit toward year-one subscription

Starter

Annual · 50–149 FTE
£15,000
per year
  • Annual wave · default taxonomy
  • Live dashboard + cohort benchmarking
  • Initiative tagging
  • KPI cockpit — 3 KPIs included

Growth

Annual · 150–349 FTE
£36,000
per year
  • Everything in Starter, plus:
  • Quarterly waves
  • Segment filtering
  • KPI cockpit — 5 KPIs included

Scale

Annual · 350–699 FTE
£90,000
per year
  • Everything in Growth, plus:
  • Custom taxonomy + custom segmentation
  • HRIS integration · Slack / Teams nudges
  • KPI cockpit — 10 KPIs included
  • BIAB Essentials included — 1 division · 15 processes / 4 redesigns per year

Enterprise

Annual · 700+ FTE
£150,000+
per year
  • Everything in Scale, plus:
  • Multi-entity · SSO + API
  • KPI cockpit — 15 KPIs included
  • BIAB Essentials included — division + cross-cutting function · 25 processes / 6 redesigns per year

BIAB Essentials is the automated process audit — platform-generated process inventory, five-dimension scoring and redesign options with a costed ROI estimate, delivered in the portal with one founder-led readout. Included at Scale and Enterprise; a paid add-on at Starter (£7,500) and Growth (£12,000). The full Bank-in-a-Box (from £120k, typically 3–6 months) adds the consultant-led layer — stakeholder interviews, workshops, bespoke swimlanes, change-management support and 12 months of quarterly Congruence reviews. 50% of your annual subscription credits toward a full Bank-in-a-Box booked in the subscription year.

Add-ons (all tiers unless noted): additional cockpit KPIs £1,500/KPI/yr · additional processes inventoried £2,500 per 5 · additional redesigns £2,000 each · custom segmentation £2,500/dimension/yr (included at Scale & Enterprise) · custom taxonomy £5,000 (included at Scale & Enterprise) · additional survey waves up to quarterly £3,000/wave/yr (Starter only).

The objections we hear in every fit call.

Eight questions that come up in every sign-off conversation, answered in two sentences each. If you've got an objection that isn't here, the fit call is the place to raise it.

"Couldn't I just ask an AI to build a pairwise questionnaire and send it round?"

An LLM-built scale doesn't survive a board challenge from a CFO who's done their own reading. The Congruent method is decision-science with a 40-year peer-reviewed track record across aerospace, automotive, and AI. The engine matches the original academic worked examples to the second decimal — which is what makes the output defensible.

"What if my CEO disagrees with the survey result?"

That's a feature, not a bug. The Diagnostic measures where the executive baseline diverges from the rest of the organisation — disagreement is information. If the CEO's view of priorities sits 10pp away from the FTE-weighted view, that is the misalignment we're surfacing. Wave 2 then measures whether the cascade has closed.

"Is my data actually safe? The CFO won't sign a third-party data export."

Bring-your-own-warehouse architecture. KPI calculations execute inside your data environment (Power BI, Snowflake, BigQuery, Databricks, dbt) using calculation templates we configure during the cockpit build. Only pre-calculated KPI values cross the boundary — one number per KPI per refresh. No raw client data, no PII, no employee-level records.

"What happens at Wave 2 if the numbers haven't moved?"

Two scenarios. (1) If the firm implemented the recommendations in good faith and the CI hasn't moved, we refund the subscription fee for that period — the verification mechanism failed. (2) If the recommendations weren't implemented, Wave 2 surfaces that as a separate finding, which is itself board-grade evidence the sponsor can act on.

"How is this different from an engagement survey or eNPS?"

eNPS measures how people feel. Congruent measures what they prioritise. These are different signals — a team can be highly engaged but completely misaligned with executive priorities (very common in fast-growing scale-ups). The Congruence Index sits alongside eNPS as the strategic-execution counterpart to engagement.

"Why pairwise? Isn't a Likert scale easier?"

Likert scales tell you what people like; pairwise tells you what they would trade off. A respondent saying "we should invest in talent" and "we should invest in pricing" gives you no information. Forcing the trade-off — talent or pricing? — exposes the actual priority ordering. The respondent burden is similar (~12 minutes) but the signal is qualitatively different.

"Can I run this without my HR team finding out?"

Yes, if scoped narrow. The standard pricing tiers assume firm-wide cooperation, but the Diagnostic can run on a single business unit or leadership-team-only scope without HR involvement — a common pattern when a new CEO wants a baseline before declaring intent. Talk to us about the scoping options at the fit call.

"What if my firm is already well-aligned? Will the model still pay back?"

If the model lands below 10× the fee in Y1, we tell you not to proceed. About one in six firms we model is in this category — usually founder-led, sub-150-FTE, or just emerging from a recent strategy reset. We say so on the fit call; better to lose a low-value engagement than book one that doesn't return.

The methodology has a 40-year track record. The application to strategic alignment is new.

Congruent is in pilot phase as of June 2026 — we don't yet publish live customer case studies, but the academic backing of the methodology, the publicly-cited evidence base, and the founder track record are public. Customer references will follow as pilots conclude.

Methodology heritage

The Congruent method combines AHP (Saaty, 1980) with fuzzy logic extensions (Buckley, 1985). Applied in aerospace, automotive, industrial control, and ML for forty years. Engine matches the original academic worked examples to the second decimal.

Evidence base for the value claim

Every unlock number on this page traces to a published source — SHRM on replacement cost, McKinsey on pricing, MCA on UK consulting margins, HBR & Bain on strategy execution, LSA Global's 410-firm alignment study. The buyer can sense-check each input from their own desk.

Pilot customer access

Three founding-partner engagements are running through Q3 2026; live engagement data is available under NDA on request. Once pilots conclude (target Q4 2026), public case studies will appear here. Request reference access ↗

No proposal goes out unless the model already returns more than 10× the fee on your numbers.

The unlock model in the methodology panel runs against your top-of-house numbers (FTE, revenue, attrition rate, EBITDA margin) before you commit the Diagnostic fee. If the modelled Y1 unlock isn't comfortably north of 10× the fee, we tell you the engagement isn't worth running — and we won't raise an invoice for the modelling work. That's the deal. Three things make this commercially safe for both sides:

1. Pre-pitch modelling is free

We run the bottoms-up KPI math against your top-of-house numbers on a one-hour call. You leave with the modelled Y1 unlock range whether you proceed or not — no contract attached.

2. We walk away from low-fit fits

If the model lands below 10× the fee in Y1, we say so — usually because the buyer firm is already well-aligned, or the priority KPIs aren't moveable. Better to lose a low-value engagement than book one that doesn't pay back.

3. Re-survey verifies or refunds

The Wave 2 re-survey verifies the projected CI lift against measured movement. If the firm implements the recommendations in good faith and the second wave shows no CI lift, we refund the subscription fee for that period.

The point of the deal is to make the financial conversation symmetric. Strategy work usually transfers all the execution risk to the buyer. Congruent doesn't — because the only way the modelled unlock doesn't land is if either the math was wrong (our problem) or the recommendations weren't implemented (yours), and both should be testable at the next wave.

Put a number on your alignment.

A 30-minute fit call: we'll walk through the diagnostic, the dashboard, and whether the engagement makes sense for your organisation right now.

Methodology · the Congruent method

Congruent runs the Fuzzy Analytic Hierarchy Process — a multi-criteria decision technique used in peer-reviewed strategic management research. The pipeline below runs invisibly behind every survey.

1 · Fuzzy judgements

Each linguistic response on the 1–9 importance scale is captured as a fuzzy range around the most-likely value, so the natural imprecision of "a bit more important" versus "much more important" is preserved rather than forced to a single hard number.

2 · Priority weights

The engine converts each respondent's pairwise judgements into a normalised set of priority weights across the criteria. The specific weighting calculation is proprietary.

3 · Consistency check

A standard AHP consistency check (Saaty's consistency ratio) flags and excludes respondents whose judgements are internally intransitive — if A > B and B > C, then A > C must hold — above the conventional 0.10 threshold.

4 · Value-chain mapping

Every criterion maps to one of seven Porter-style value-chain stages: Strategy & Governance, Customer & Market, Sales & Commercial, Delivery & Operations, People & Culture, Technology & Data, Risk & Compliance.

5 · Congruence Index

Each segment's priorities are compared against the executive baseline to give a 0–100 measure of how closely they track it — the Congruence Index. The exact computation is proprietary. The same measure runs by tenure, business unit, years-in-industry, role level, function and geography.

Citations

Saaty (1980); Buckley (1985); Bulut et al. (2011); Nilsson & Rapp (2005); Porter (1980, 1985); Miles & Snow (1978); Kaplan & Norton (1996).