Skip to main content
What we do

Helping established SMEs turn strategic priorities into delivered results.

You probably already know what needs to change in your business. The difficult part is making it happen. As businesses grow, leadership teams become increasingly focused on running today's operation. Important projects compete with customers, people, cash flow and the everyday demands of the business.

The strategy may be clear. The leadership team may be capable. Everyone may agree on the priorities. But there is never quite enough time, capacity or ownership to get everything delivered.

Rupert in meeting
Angela presents

The Gap Blue Dragonfly Group Fill

Projects lose momentum. Decisions take too long. Accountability becomes unclear. Improvements are repeatedly pushed into the next quarter. And, too often, the CEO or Managing Director becomes the person chasing everything.

This is the gap Blue Dragonfly Group helps to fill.

We work with established SME business owners, CEOs and leadership teams to turn strategic priorities into successful execution.

Through Business Change Consultancy, Project Management, Programme Management, Change Management, Fractional Leadership and Fractional Finance support, we provide the additional experience, capacity, structure and accountability needed to make important change happen.

We are not brought in to tell businesses what they already know.

We are brought in to help them achieve what they already know needs to happen.

Is Your Business Ready for the Next Stage?

Successful businesses don't suddenly become unsuccessful. Instead, growth and complexity gradually create new pressures.

The management structures that worked when the business was smaller become stretched. Leadership teams have more priorities competing for their attention. Systems and processes struggle to keep pace. Financial information becomes increasingly important. And significant projects have to be delivered alongside the day-to-day operation.

You may recognise some of these situations:

  • You know which projects are important, but they are progressing too slowly.
  • Strategic initiatives repeatedly lose momentum.
  • Everyone agrees what needs to happen, but ownership and accountability are unclear.
  • Your leadership team spends too much time firefighting and not enough time leading.
  • You have capable people, but they are already fully occupied running the business.
  • Important projects become another responsibility for the CEO or Managing Director to chase.
  • Systems, processes or reporting have not kept pace with growth.
  • Change programmes are taking longer, costing more or delivering less than expected.
  • You don't have the financial visibility needed to make decisions with confidence.
  • Management Accounts tell you what happened rather than helping you decide what to do next.
  • You lack a reliable Cash Flow Forecast, KPI Dashboard or Business Performance Dashboard.
  • The business has become more dependent on a small number of key individuals than you would like.
  • The business simply feels more complicated and less controlled than it should.

These are rarely failures of ambition or capability. They are usually execution problems.

The answer often already exists within the business. What's missing is the focus, capacity, structure and accountability needed to deliver it. That's where Blue Dragonfly Group works best.

The business objective first

From Strategic Intent to Successful Execution

Many advisers can help you decide what to do. Many specialist Project Managers can deliver an individual project. Blue Dragonfly Group operates in the space between the two. We understand the business objective first.

Then we provide the Business Change, Project Management, Programme Management, Change Management, Fractional Leadership or Fractional Finance support needed to turn that objective into a delivered result.

That distinction matters. A project is rarely important simply because the project needs completing. It matters because of the business result it is intended to achieve. A new system might improve productivity; a sales transformation might increase revenue and margin; a restructuring might improve accountability and reduce costs; better Management Accounts might allow management to identify problems sooner; a Cash Flow Forecast might give the leadership team confidence to invest.

Our focus is therefore not simply on completing activity.

It is on delivering the business outcome behind it.

Rupert present
bds logo

Blue Dragonfly Business Services

Business Change Consultancy, Project Management and Programme Management for SMEs

Blue Dragonfly Business Services helps leadership teams plan, manage and deliver important business change.

We provide additional leadership capacity when your internal team knows what needs to happen but does not have the time or specialist delivery capacity to drive it alongside running the business.

Depending on the challenge, we can act as your Business Change Consultant, Project Manager, Programme Manager, Change Manager, Interim Manager, Fractional Leader or independent Facilitator.

The role may change. The objective does not. Get the important things delivered.

Business Change Consultancy

Business Change Consultancy should not mean paying somebody to tell you what you already know. Our Business Change Consultancy starts by understanding the outcome you're trying to achieve and what is preventing the business from getting there. We work alongside your leadership team to identify the changes with the greatest commercial impact, agree priorities and turn them into practical actions. This may include:
  • Organisational structure
  • Business planning
  • Leadership effectiveness
  • Accountability and ownership
  • Sales processes
  • Operational improvement
  • New systems
  • Governance
  • Team performance
  • Preparing the business for its next stage of growth
Where appropriate, we then stay involved to help deliver the change. Because a recommendation only creates value when something actually changes.

Project Management

Important projects often stall for a very simple reason. Everyone involved already has a full-time job. The project matters, but so do customers, employees, suppliers, production, sales, finance and everything else required to run the business today.

Our Project Management service provides experienced delivery leadership from initial definition through to successful completion. We establish:

  • Clear objectives and intended business outcomes
  • Scope
  • Ownership and accountability
  • Milestones
  • Risks
  • Budgets
  • Governance
  • Measures of success

We coordinate internal teams, external suppliers and stakeholders while keeping decisions, actions and delivery visible. Good Project Management is not simply administration. It creates the structure and accountability that allows the business to turn an important decision into a delivered result.

Programme Management

Sometimes the problem isn't one project. It's having too many of them. When several strategic initiatives are running simultaneously, individual project plans are not enough.

Our Programme Management service gives leadership teams a joined-up view of priorities, resources, dependencies, risks and outcomes across multiple projects.

We help ensure that:

  • Projects remain aligned with business strategy
  • Dependencies are understood
  • Resources are allocated effectively
  • Risks are identified early
  • Leadership decisions are made quickly
  • Individual workstreams remain focused on their intended business outcomes
Programme Management is particularly valuable during periods of growth, transformation, restructuring, acquisition or the implementation of multiple new systems and processes.

Change Management

A technically successful project can still fail if people don't adopt the change. Our Change Management support focuses on the people affected by business change. We help leaders communicate clearly, engage stakeholders, understand resistance and create the ownership required to embed new ways of working. People need to understand:
  • Why the change is necessary
  • What it means for them
  • What they are responsible for
  • What happens next
  • How success will be measured
The objective is not simply to implement change. It is to make sure the change sticks.

Interim Management, Fractional Leadership and Facilitation

Sometimes the business knows what needs to happen but does not need—or is not ready to recruit—another permanent senior leader. Our Interim Management and Fractional Leadership services provide experienced additional leadership capacity during periods of growth, transformation, transition or organisational change.

We work alongside your existing leadership team rather than replacing it.

Blue Dragonfly Group also provides independent Facilitation for:

  • Project kick-offs
  • Project Strategy days
  • Planning sessions
  • Decision-making meetings

Our role is to challenge thinking, create alignment and ensure meetings result in clear decisions, owners and actions rather than another list of good intentions.

bdsi logo

Blue Dragonfly Insights

Fractional Finance Director, Fractional CFO, Financial Visibility and Business Performance Support

Good decisions require good information.

Blue Dragonfly Insights helps business owners and leadership teams understand what is happening financially, why it is happening and what they need to do next.

We turn accounting data into useful management information so that financial insight becomes part of everyday business decision-making.

Fractional Finance Director and Fractional CFO

Our Fractional Finance Director and Fractional CFO services give established and growing SMEs access to senior financial leadership without the cost or commitment of another full-time director.

We work as part of your leadership team, providing independent challenge, financial insight and practical commercial support.

This can include:

  • Financial performance
  • Cash and Working Capital Management
  • Profitability
  • Strategic planning
  • Investment decisions
  • Financial controls
  • Commercial opportunities
  • Forecasting
  • Scenario planning

The objective isn't simply better finance. It's better business decisions.

Management Accounts and Business Reporting

Management Accounts should help you manage the business. They shouldn't simply tell you what happened last month.

We improve the quality, relevance and timeliness of Management Accounts and Business Reporting so leadership teams can identify changing performance early and decide where management attention is required.

Measures may include:

  • Revenue
  • Gross margin
  • Overheads
  • Profitability
  • Working capital
  • Cash conversion
  • Debtor days
  • Utilisation
  • Customer profitability
  • Product or service profitability
  • Divisional performance

We focus on information that supports decisions and action.

Cash Flow Forecasting and Working Capital Management

Sometimes the problem isn't one project. It's having too many of them. When several strategic initiatives are running simultaneously, individual project plans are not enough.

Our Programme Management service gives leadership teams a joined-up view of priorities, resources, dependencies, risks and outcomes across multiple projects.

We help ensure that:

  • Invoicing
  • Debt collection
  • Stock
  • Supplier terms
  • Tax
  • Payroll
  • Capital expenditure
  • Planned growth

A reliable Cash Flow Forecast provides a practical basis for decisions about recruitment, investment, borrowing and distributions.

KPI Dashboards and Business Performance Dashboards

More data does not necessarily create better management. A well-designed KPI Dashboard or Business Performance Dashboard gives the leadership team one clear view of the health of the business. We combine relevant financial and operational measures to answer three questions:
  • Are we on track?
  • What is changing?
  • Where does management need to act?

The objective isn't to create another report. It's to make important information visible enough to drive action and accountability.

Financial Planning & Analysis (FP&A)

Our Financial Planning & Analysis (FP&A) support connects budgets, forecasts and strategic plans. We help leadership teams model scenarios, challenge assumptions and understand the likely financial consequences of different decisions before resources are committed. This can include:
  • Growth plans
  • Pricing changes
  • Recruitment
  • New premises
  • Acquisitions
  • New products and services
  • Changes in supplier costs
  • Technology investment
FP&A helps turn strategic choices into informed commercial decisions.

Profit Improvement and Financial Performance

Profit Improvement rarely comes from one dramatic decision. It comes from understanding the individual drivers of revenue, price, margin, productivity, overhead and cash—and then acting on the right ones.

We help identify where profit is being created, where it is being lost and which actions are likely to have the greatest commercial impact. The result is a focused improvement plan rather than indiscriminate cost cutting that risks damaging future growth.

xero logo advisor

Xero, QuickBooks, Sage and FreeAgent Consultancy and Reporting

For businesses using Xero, QuickBooks, Sage and FreeAgent, we provide consultancy and reporting support to improve the quality and usefulness of financial information.

This can include:

  • Reviewing the chart of accounts
  • Improving data quality
  • Strengthening financial processes
  • Improving Management Accounts
  • Creating dashboards
  • Improving forecasting
  • Connecting accounting data with wider business reporting

The objective is to make Xero, QuickBooks, Sage or FreeAgent a more useful management tool rather than simply somewhere financial transactions are recorded.

Angela and rupert walking dog

How Blue Dragonfly Business Services and Blue Dragonfly Insights Work Together

You don't experience your business as a collection of separate services. Neither do we. Financial performance, people, systems, projects, operations and strategy are connected.

A leadership team might know sales performance needs to improve but lack reliable information about margin, conversion or customer profitability. Blue Dragonfly Insights can establish the financial and performance baseline.

Blue Dragonfly Business Services can then help redesign the sales process, establish ownership and manage implementation. A Business Performance Dashboard can then show whether the changes are actually working.

The same joined-up approach can support:

  • System implementation
  • Operational improvement
  • Restructuring
  • Cost reduction
  • Growth planning
  • Business transformation

Financial insight helps identify where change will create value.

Business Change and Project Management help make sure it gets delivered.

The Stages

Our Approach

Every engagement is different, but our approach follows five practical stages.
1

Discover

We understand what you're trying to achieve, what is happening today and what is getting in the way.
2

Prioritise

We help you identify the initiatives likely to have the greatest commercial impact and agree what needs to happen now, next and later.
3

Plan

We turn your priorities into a realistic delivery roadmap with clear scope, ownership, milestones, governance, financial measures and success criteria.
4

Deliver

We provide the management, leadership and support required to keep the work moving and turn the plan into a delivered result.
5

Embed

We help your people adopt the new processes, controls, reporting and ways of working so that the improvement becomes part of normal business operations.
We Don't Just Advise. We Help You Deliver.

Why Blue Dragonfly Group?

Blue Dragonfly Group combines strategic thinking, financial insight and practical delivery.

Unlike traditional consultancy that may end with recommendations, we can stay alongside your leadership team and help make the change happen.

Clients work with us because we bring:

  • Practical delivery experience — experienced Business Change, Project Management and Programme Management capability.
  • Commercial understanding — connecting projects and change to the business outcome they are intended to achieve.
  • Financial insight — senior Fractional Finance Director and Fractional CFO capability supported by meaningful Management Accounts, Cash Flow Forecasting and KPI Dashboards.
  • Ownership and accountability — clear governance so everyone understands what needs to happen, who owns it and whether it is on track.
  • Independent challenge — an experienced perspective outside the day-to-day pressures of the business.
  • Additional leadership capacity — working alongside your existing leadership team when everyone is already busy running the business.
  • A focus on outcomes — because completing activity is not the same as delivering business value.

We are not brought in to tell businesses what they already know.

We are brought in to help them achieve what they already know needs to happen.

Rupert and Angela

We are not brought in to tell businesses what they already know.

We are brought in to help them achieve what they already know needs to happen.

Experience That Bridges Business Strategy and Delivery

Rupert Turton

Blue Dragonfly Group is led by Rupert Turton.

Before founding Blue Dragonfly, Rupert spent more than 30 years leading complex business and technology change programmes for organisations including Barclays, Unilever and M&S.

His experience includes:

  • Technology-enabled transformation
  • Complex stakeholder environments
  • Governance and risk management
  • Cross-functional leadership
  • Programme and Project Management
  • Delivery against demanding business objectives

He has subsequently worked directly with SME business owners, Managing Directors and leadership teams, helping businesses improve performance, strengthen leadership, create accountability and deliver important change.

As a business owner himself, Rupert also understands the reality behind the job title.

  • Customers still need looking after.
  • People still need managing.
  • Cash still matters.
  • Problems still arrive unexpectedly.

And somehow the CEO is also expected to find time to build tomorrow's business while running today's.

That combination of large-scale change experience and hands-on SME business experience shapes the way Blue Dragonfly works.

  • Practical.
  • Commercial.
  • Independent.
  • And focused on delivery.

Who We Work Best With

Blue Dragonfly Group typically works with established SMEs where:
  • Practical delivery experience — experienced Business Change, Project Management and Programme Management capability.
  • The business is successful but becoming more complex.
  • The leadership team is capable and ambitious.
  • Important projects are struggling to gain momentum.
  • There are more strategic priorities than leadership capacity.
  • The CEO or Managing Director wants the business to become less dependent on them.
  • Better financial visibility would improve decision-making.
  • There is a genuine appetite for change.
  • The leadership team wants practical support rather than another report telling them what they already know.
Angela with client

Frequently Asked Questions

What is Business Change Consultancy?

Business Change Consultancy helps organisations plan, manage and deliver improvements to their people, processes, systems, structure and performance.

Blue Dragonfly combines Business Change Consultancy with practical implementation support so that agreed changes move beyond recommendations and into delivery.

What is the difference between Project Management and Programme Management?

Project Management focuses on delivering a defined project successfully.

Programme Management coordinates several related projects so priorities, dependencies and resources remain aligned with wider business objectives and collectively deliver the intended benefits.

Why is Project Management important to business delivery?

Strategic decisions only create value when they are implemented.

Effective Project Management creates the ownership, structure, milestones, governance and accountability needed to turn business priorities into delivered outcomes.

What does a Fractional Finance Director do?

A Fractional Finance Director provides senior financial leadership on a part-time or flexible basis.

They help the business improve reporting, forecasting, cash management, profitability, planning and commercial decision-making without requiring another permanent full-time director.

What is Financial Visibility?

Financial Visibility means having timely, reliable information about profit, cash, margins, working capital and business performance. It enables leadership teams to understand what is happening, identify changes early and make informed decisions.

Do you provide Management Accounts and Cash Flow Forecasting?
Yes. Blue Dragonfly Insights provides Management Accounts, Business Reporting, Cash Flow Forecasting, Working Capital Management, KPI Dashboards and Business Performance Dashboards tailored to the information the leadership team actually needs.
Can you help us improve profitability?
Yes. We analyse the drivers of revenue, margin, overhead, productivity and cash to identify practical Profit Improvement opportunities and focus action on the areas likely to create the greatest commercial impact.
Do you work with Xero, QuickBooks, Sage and FreeAgent?
Yes. We provide Xero, QuickBooks, Sage and FreeAgent consultancy and reporting support, including data improvement, Management Accounts, Business Reporting, dashboards and forecasting.
angela and rupert at table

Let's Talk.

Create clarity. Build control. Deliver meaningful business change.

Perhaps you already know what needs to change.

Perhaps you've discussed it at the last six leadership meetings.

Perhaps you've even started it.

But progress isn't happening quickly enough.

If the issue is a lack of time, delivery capacity, structure, accountability or financial visibility, Blue Dragonfly Group can help.

We always start with the same question:

What does your business need to get done?

Then we help you make it happen.

01572 497 030
Get in touch

Ready to get started?

01572 497 030
Make an enquiry