CUSTOMER-LED.
Start with the experience and outcomes we want to create—not the organizational structure we already have.
Organizations are built from the inside out. Customers experience them from the outside in.
O-I helps organizations see themselves through the eyes of their customers—then build the structures, processes, capabilities and technology needed to deliver a better experience and scale it.
Three principles guide every recommendation—whether the challenge is growth, transformation, technology or all three.
Start with the experience and outcomes we want to create—not the organizational structure we already have.
Use technology, data and AI where they genuinely improve the business—simplifying work, creating insight and enabling scale.
Amplify what people do best without removing the relationships, judgment, creativity and attention that create differentiation.
What works with 50 customers doesn't always work with 500.
Growth brings more people, processes, systems and handoffs. Each can create distance from the customer.
Scale requires structure. But structure shouldn't come at the expense of the customer.
O-I helps growing companies build scalable customer experiences while preserving the responsiveness and relationships that helped them grow in the first place.
Over time, silos develop. Systems multiply. Processes accumulate. Decisions move further from the customer.
A customer problem may look like a service problem while actually originating somewhere else in the organization.
Fixing the symptom doesn't fix the business.
O-I works from the customer inward to identify what's creating the experience—and what needs to change.
The customer experience is shaped by a connected system—not a single department.
What are we trying to make better?
The best technology strategy doesn't start with technology. It starts with a customer experience, a process, a decision, an employee's ability to do their job—or the need to scale without simply adding more people.
Sometimes the answer is AI. Sometimes it isn't.
The goal isn't more technology. It's a better way of working.
O-I works with organizations at the moments when yesterday's way of working no longer fits tomorrow's ambition.
Build the customer practices, processes and technology needed for the next stage of growth.
Create clearer roles, stronger Customer Success, better handoffs and repeatable ways of working.
Remove complexity, rethink processes and use technology intelligently to reconnect work with customer outcomes.
With leadership spanning the United States and United Kingdom, O-I Advisory Group brings international perspective, complementary executive expertise, and an extended working day to every engagement.
Our collaborative model enables faster decisions, greater continuity, and sustained momentum—helping clients move from strategy to execution with clarity and confidence.
Two perspectives. One shared commitment to meaningful business outcomes.
Together, Shauna and Julia bring deep experience across customer experience, business transformation, commercial strategy, operational excellence, and technology-enabled change—combining global perspective with practical execution.

Customer-led transformation, operating models, and technology-enabled change.
Shauna is an executive advisor and transformation leader with more than two decades of experience spanning customers, operations, organizational transformation, and technology.
Her technical background shapes how she approaches business problems. She connects customer experience with organizational design, service delivery, leadership, data, automation, and AI—turning complex challenges into practical, scalable change.
An early adopter of generative AI, Shauna has designed AI agents and practical applications that improve how teams access information, make decisions, and work. She is also a certified Working Genius facilitator.

Strategy, growth, commercial performance, and operational transformation.
Julia is a strategic advisor and transformation leader who helps executives navigate complexity, align strategy with execution, and build organizations that deliver sustainable growth and measurable outcomes.
During her career with EY, she worked with more than 260 FTSE 100 and Fortune 500 organizations across eight principal sectors, supporting portfolios ranging from $1 million to $100 million in annual revenue. Her experience spans APAC, the United States, and EMEA.
Known for connecting people, functions, and information, Julia bridges leadership vision and operational reality. Her expertise includes international expansion, professional services, governance, risk, commercial performance, customer success, and organizational effectiveness.
The overlap in Shauna and Julia's experience creates a shared understanding of customer success, organizational effectiveness, and transformation. Their individual strengths add the breadth to move confidently between customer strategy, commercial performance, operating models, technology, leadership, and practical execution.
Whether you're scaling something that works, transforming something that doesn't, or wondering whether technology could help you work differently—let's talk.