We may not be client-facing, but our Corporate Services team - made up of People and Culture, Marketing, Finance, Technology, Quality and Operations - works tirelessly behind the scenes to support, enable and strengthen our frontline teams, helping them deliver exceptional service to our clients.
Here’s a snapshot of what we’ve been working on lately. (And if you haven’t already, be sure to check out Hannah Curran’s EVP update!).
When we rolled out Ulton’s Strategic Plan back in November, we introduced two key initiatives: The Ulton Way and Project Superhornet.
The Ulton Way isn’t a new concept, but we’ve recently taken the time to define exactly what it means. It’s our framework for success - what sets us apart. At its core, it’s about building strong relationships, working as one team, and delivering a high-touch, personalised experience.
To take this further, the partners, Katrina Darr, and I have been working on clearly defining our ideal client for Business Services and Insights. Knowing exactly who we’re best suited to help keeps us focused, efficient, and consistent in delivering top-tier service. We’ll share more details with the team once it’s finalised.
On the Project Superhornet front, Jason Krenske and I have been mapping out the full client experience within the Insights team - from how we identify ideal clients, to how we conduct meetings and deliver insights. This foundational work is key as we move into the next phase: upskilling our Business Services team in delivering Insights services. Stay tuned for more updates on how that training will roll out.
On Tuesday, 6 May, Mark Lang - our virtual CIO from VITG - and I presented Ulton’s new IT Strategy to the partners. This strategy is aligned with our “People” pillar of Ulton’s Strategic Plan, aiming to improve the team member experience through smarter technology, ultimately creating more capacity and helping us stay ahead in the talent space.
The 3-year strategy focuses on five pillars:
We’ll dive deeper into each of these areas in future updates, but here’s a quick look at what’s already in motion:
Shoutout to our WM team for identifying a promising AI tool: Scribe. This cloud-based tool helps document processes quickly and clearly - perfect for building training materials and procedures that often fall to the bottom of the to-do list.
We’ve set up a pilot group to test Scribe - thank you to Jacky Elliott, Kylie Jordan, Amber Mizzi, Donna Doss and Lachlan Duff for leading the charge. The group will meet this month to review their findings and see how well Scribe fits at Ulton.
Another AI tool on our radar is Microsoft 365 Copilot - an AI assistant built into Word, Excel, Outlook, Teams, and more. It can draft emails, summarise meetings, and analyse data with simple prompts. What’s great is that Copilot operates within our secure Microsoft environment, meaning our data stays within our own system - no overseas servers involved.
Before we roll it out more widely, we’re making sure our infrastructure is Copilot-ready. Once this “Copilot Preparation” project has been completed, we expect we will first start by providing a limited pilot group access to Copilot before assessing further implementation across the firm.
Got an AI tool suggestion? Please run it past your manager first and fill out a Privacy Impact Assessment Information Request Form (see HowNow). We need to know where our data is going before using any new software - it’s not just about policy, it’s about keeping Ulton safe and compliant.
We’re always working to improve your experience at Ulton. Here’s what’s happening behind the scenes:
We’re proud of the work happening behind the scenes - and even prouder of the positive impact it’s having across Ulton. If you have questions, ideas, or just want to learn more about any of the initiatives mentioned here, don’t hesitate to reach out.
Ammie Cauchi
Chief Operating Officer