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Partner with BankU / Consultant Partner

Bring the problem into focus.

Consultants often see where a process breaks down before a product discussion starts. Help us understand your client’s requirements, existing systems and constraints so the conversation stays grounded in their work.

Choose a partnership that fits the work you do.

A brief for the discussion
  1. A useful briefExplain the brief
  2. Client representationReview possible approaches
  3. Implementation contextDocument the next step

Illustrative planning view

WHAT TO EXPECT

The working relationship.

Choose a partnership that fits the work you do.

A useful brief

Capture the current process, recurring problems and desired outcome, separating essential requirements from ideas that can be considered later.

Client representation

Establish who can make decisions, approve access and speak for the client so everyone understands the consultant’s role.

Implementation context

Identify dependencies such as data quality, internal approvals and existing systems that could affect the proposed scope or handover.

NEXT STEPS

A partnership, step by step.

Agree the working relationship before you begin.

  1. 01

    Explain the brief

    Outline the client’s problem and your advisory role without sharing confidential material before appropriate permissions are in place.

  2. 02

    Review possible approaches

    Bring the client’s business and technical stakeholders together to test assumptions and identify the questions that need answers.

  3. 03

    Document the next step

    Record the agreed responsibilities and decision points, keeping product commitments and commercial terms with the authorised parties.

WORTH CHECKING

Before you start.

  • Confirm client permission before sharing internal documents or personal information.
  • Disclose any relevant commercial relationship to the client.
  • Advisory involvement does not imply authority to commit BankU to a delivery scope.