Transformation strategy · Delivery · AI education

Real transformation starts with the messy bits.

Before the tools, agents and automation come the foundations: clear processes, reliable data, connected systems and people who know what happens next. I help growing and mid-sized organisations put those pieces together, then design and deliver the change.

Bring the visionBring the questionsBook a conversation
Khyati Pal speaking at an AI workshop about technology, adoption, trust, processes, data and standards
AI should not sit on top of a shaky operating model.Khyati Pal · Founder & transformation lead

The problem is not a lack of change

Transformation shouldn't mean solving the same problems over and over again.

Yet change can feel constant. Another platform, another restructure, another automation project, while the same workarounds, data gaps and unclear handoffs keep resurfacing.

  • New system. Same workarounds.
  • New structure. Same ownership gaps.
  • New AI initiative. Same data problems.

A foundations-first approach starts with how the business actually works across people, processes, data, ownership and systems. We then tackle change in the right order, step by step, so each improvement builds on the last instead of becoming another temporary fix.

Three ways to work together

Strategy that survives contact with the real business.

From shaping the roadmap to staying close to delivery, the work connects business reality, technology and the people expected to make it stick.

01

AI transformation

Turn AI ambition into a programme the business can actually deliver, starting with the work beneath the technology.

Business analysis, process and system design, data readiness, governance, implementation and adoption. Platform-neutral guidance across ChatGPT Enterprise, Claude Enterprise and Gemini Enterprise.

02

Salesforce design & implementation

Design Salesforce around how your organisation needs to work, not around a catalogue of features.

Sales, Service and Revenue Cloud, Data 360, Agentforce, AIforce and Claudeforce. I lead discovery, design and governance, with a trusted implementation network matched to your scale and budget.

03

Executive AI training

Give senior leaders enough clarity to ask better questions, make informed decisions and lead change responsibly.

A practical one-day AI bootcamp for executives, boards and senior leadership teams, or a bespoke programme built around your organisation, sector and decisions.

A foundations-first approach

Start with what is true. Build what needs to exist.

No transformation theatre. No technology hunting for a problem. We work from the current reality towards a practical, sequenced change that your organisation can own.

  1. 01

    Understand

    Map the work, friction, decisions, ownership and desired outcomes.

  2. 02

    Design

    Shape the operating model, processes, data and systems together.

  3. 03

    Deliver

    Sequence implementation and stay close enough to make the hard calls.

  4. 04

    Embed

    Build confidence, governance and ownership so the change lasts.

Khyati Pal participating in a business roundtable discussion

One accountable partner

The person shaping the strategy stays involved in the delivery.

I'm Khyati Pal, a transformation strategist and delivery partner. I work between the boardroom, the operational detail and the technology, translating across all three without losing what matters.

That means asking awkward questions early, making complexity understandable and staying accountable when the answer moves from a workshop slide into the real organisation. When specialist build capacity is needed, I bring the right people around the work while remaining your strategic lead.

See the work

Selected work

The proof is in what works afterwards.

Three examples of foundations-first transformation across systems, process and adoption.

01KnoviaLead-to-revenue transformation across four distinct brandsEducation & training · Salesforce · Dotdigital

The work

A shared operating model without forcing every brand into the same box.

Designed a single, brand-flexible lead-to-revenue process across Knovia's four education and training businesses, connecting Dotdigital activity to Salesforce outcomes and giving marketing and sales a shared reporting layer.

  • Unified lead and data model
  • Brand-aware routing, scoring and automation
  • 17 reports and two decision-ready dashboards
Partners · Acelo | Twistellar
02KeystreamFrom 20% CRM adoption to a connected commercial operationRecruitment · Salesforce · Operating model

The work

Technology, process and adoption redesigned as one programme.

Redesigned the commercial operating model and delivered an integrated Salesforce CRM, connecting marketing, sales and delivery around clearer processes, reliable information and accountable ownership.

  • Company-wide Salesforce implementation and enablement
  • Marketing automation, telephony and onboarding integration
  • 100% CRM adoption and £30,000 in reported cost savings
“Their strategic and hands-on approach made a tangible impact, improving efficiency, driving engagement and setting us up for long-term success.”
Johnny Stein, CEO, Keystream
03SumsubUnifying three CRMs and more than 15 disconnected toolsGlobal fintech · Revenue operations · CRM strategy

The work

A Salesforce-first strategy for the whole customer journey.

Conducted a full business analysis across sales, marketing, finance and customer success, mapping the customer journey from lead to cash and beyond before defining the future CRM architecture.

  • End-to-end process and revenue analysis
  • Sales, Revenue and Service Cloud target design
  • HubSpot integration, data readiness and implementation roadmap

Executive AI education

Less terminology. Better decisions.

Your leadership team does not need another generic introduction to AI. They need a shared understanding of what it changes, what it does not and what the organisation must put in place before it scales.

Choose a one-day executive bootcamp or a bespoke programme grounded in your strategy, operating model, technology and risk context.

Discuss a leadership programme
Khyati Pal delivering an executive education session to senior leaders around a roundtable

Business Operations, Sorted

Clear thinking for complicated change.

Notes on AI, transformation, operations and the ordinary technology holding it all together.

Frequently asked questions

Useful answers before we speak.

What size organisations do you work with?

Primarily growing and mid-sized organisations, typically from around 50 people upwards. The important factor is not a precise headcount. It is whether growth, complexity or new technology has exposed gaps in the way the business operates.

Do we need to know exactly what we want before speaking to you?

No. A neat brief is not a prerequisite. We can begin with the outcome you want, the problems that keep resurfacing and the questions nobody has answered yet, then work out what needs to happen and in what order.

Are you tied to a particular AI platform?

No. I help organisations assess the fit of platforms including ChatGPT Enterprise, Claude Enterprise and Gemini Enterprise against their work, data, risk profile and existing technology estate.

What are Agentforce, AIforce and Claudeforce?

They are different parts of the fast-moving Salesforce AI ecosystem. Agentforce is Salesforce's platform for deploying agents. AIforce brings additional AI capability into Salesforce delivery, while Claudeforce refers to the new Salesforce and Anthropic collaboration bringing Claude into Salesforce workflows. We focus on the business problem and architecture first, then decide which capability genuinely belongs in the solution.

Can you deliver the Salesforce build as well as the design?

Yes. I stay accountable for discovery, solution design and delivery governance, and bring in the right implementation specialists from my partner network. That lets us shape a team around the scope and budget rather than forcing every client into the same delivery model.

Is the executive AI training technical?

It is designed for decision-makers, not developers. We make the technology understandable, but the focus is practical: opportunities, limitations, governance, operating implications and the questions leaders should be asking.

A straightforward first conversation

Bring the vision. Bring the questions. Bring the messy bits.

Book a straightforward conversation about what you are trying to achieve, what may get in the way and whether I can help.

Book a conversation