The advisory firm that became the centre of truth.
Unveil Development Partners is a business advisory and systems implementation firm based in Wollongong, New South Wales, and Perth, Western Australia. They advise SMEs around the country, mostly in professional services and specialised trades, from five staff to a hundred and fifty.
It gives us a clear, objective framework to become the centre of truth for value creation and growth in a business... give owners a place to log in and see the complete picture of their business at any time.
Dr. Mitch Catterall, Managing Partner, Unveil Development Partners
Before Adapt, Unveil ran client work across separate tools. Strategic planning in one. Leadership and culture in another. Organisational design and financials somewhere else again. No platform they trialled could hold all of it, and building their own was off the table.
Previously we duct taped multiple systems together and propped it up with PDFs and PowerPoint decks. The old school way. Now Lumia carries more than ninety percent of that work.
Mitch Catterall
What changed for Aspire Lawyers
Aspire Lawyers came onto Lumia with a gap between what leadership intended and what was happening in operations. It showed up as attrition, blind spots and slipping performance. Unveil used Lumia and their own methods to get leadership and operations pulling in the same direction. The Resilient Business Assessment tracked the organisation. The Career Valuation Tool tracked each person's development. The firm now opens the platform daily to see the whole business in one place.
Everyone got on the same page and started pulling in the same direction. Over the last few years the growth has been remarkable, and it is not just felt by instinct: it is objectively tracked in the platform data.
Mitch Catterall
Why partner instead of build
Unveil looked at building their own platform and walked away from the cost and the risk. Partnering put them inside a platform that keeps evolving without them funding it, alongside a community of specialists they can pull into client work.
“We did not have the risk appetite or the funding to build a custom platform ourselves, and the other platforms we trialled kept falling short of our expectations and what our clients needed.”
Partnering with Adapt is relationship driven first... one of the biggest pains small team advisers face is how lonely and isolating the journey can be. The Adapt community provides real, caring value...
Mitch Catterall
Unveil Development Partners
