Three Practice Areas. Structured. Scoped. Delivered.
Each lionroock engagement is structured around a defined scope, delivered by senior consultants, and priced on a fixed-fee basis. Browse our three practice areas below to find the one that best fits your situation.
← Back to HomeHow We Approach Every Engagement
Our methodology is consistent across all three practice areas. What changes is the subject matter and the specific analytical tools applied.
Scoping
Understand the situation, define the question to be answered, agree on deliverables and fee.
Discovery
Gather relevant data, documents, and stakeholder input. Establish factual baseline.
Analysis
Apply relevant frameworks, models, and benchmarks. Identify findings and test conclusions.
Delivery
Present findings in agreed format. Conduct structured debrief. Confirm next steps.
Customer Lifetime Value Analysis
A data-driven engagement that calculates and segments customer value over time. We analyse purchase patterns, retention rates, and cost-to-serve across your portfolio to identify which customer segments generate the most long-term value — and which consume disproportionate resources relative to return.
What the engagement covers:
- Historical transaction and retention data analysis
- Customer segment value mapping with CLV calculations
- Cost-to-serve analysis by segment
- Churn risk identification and modelling
- Strategic recommendations for portfolio optimisation
Process steps:
Data collection and preparation — we work with your existing systems, no new infrastructure required.
Segment construction and CLV modelling using transactional and behavioural data.
Finding presentation and strategic recommendations report delivery.
Regulatory Sandbox Strategy
Advisory for organisations seeking to participate in Hong Kong's regulatory sandbox programmes. We assess eligibility, prepare applications, design test parameters, and develop engagement strategies with regulatory bodies — particularly relevant for fintech and innovation-driven firms navigating the HKMA Fintech Supervisory Sandbox or SFC regulatory frameworks.
What the engagement covers:
- Regulatory eligibility and readiness assessment
- Application preparation and documentation
- Test parameter and pilot programme design
- Regulatory body communication strategy
- Exit strategy and post-sandbox pathway planning
Process steps:
Eligibility assessment: review your product, business model, and regulatory standing against sandbox criteria.
Application development: prepare submission documents and pilot design parameters.
Engagement strategy: advise on regulatory communication and manage feedback cycles.
Back-Office Transformation
A structured review and redesign of back-office functions including finance, HR, and administration. We assess current processes, identify automation candidates, evaluate shared service options, and develop a transformation roadmap with projected efficiency outcomes that your team can use as a practical implementation guide.
What the engagement covers:
- Current-state process mapping across target functions
- Efficiency and cost gap analysis
- Automation opportunity identification and prioritisation
- Shared service model evaluation
- Transformation roadmap with projected efficiency gains
Process steps:
Diagnostic: map current processes and quantify time, cost, and error rates by function.
Design: develop target operating model options with automation and shared service scenarios.
Roadmap: sequence initiatives by effort and impact, with projected efficiency metrics.
Which Engagement is Right for You?
Use this comparison to understand how our three practice areas differ — and which might best fit your current situation. An initial scoping call can help confirm the right fit.
| Feature | CLV Analysis | Sandbox Strategy | Back-Office Transformation |
|---|---|---|---|
| Best suited for | Firms with established customer base seeking to optimise value | Fintech or innovation firms seeking regulatory entry | Organisations with growing operational overhead |
| Primary output | CLV model + strategy report | Application package + engagement plan | Transformation roadmap + efficiency projections |
| Fee range | HKD 3,200 – 16,000 | HKD 3,500 – 18,000 | HKD 2,800 – 15,000 |
| Typical duration | 4 – 8 weeks | 8 – 14 weeks | 6 – 12 weeks |
| Data required from client | Transaction and retention data | Product documentation, business plan | Process documentation, financial records |
| External stakeholders | Internal only | Regulatory bodies involved | Internal; vendors if applicable |
Not sure which fits? Contact us for a free scoping conversation.
Professional Standards We Apply in Every Engagement
Mutual NDA
Executed at engagement start. Full confidentiality protection for both parties.
Fixed Timelines
Agreed milestones set at scoping. Progress communicated at each checkpoint.
Senior Delivery
Named consultant leads from scoping to debrief. No mid-project team changes.
Post-Project Debrief
Structured session to confirm findings are understood and actionable next steps are defined.
Begin with a no-charge scoping conversation.
Tell us about your situation and we will tell you honestly whether one of our practice areas is a strong match.
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