The Ortus Club

BACKGROUND

Please describe your company and position.

I am the Director, Brand and Marketing of audax Financial Technology

Describe what your company does in a single sentence.

As a comprehensive digital banking platform provider, audax empowers banks and financial institutions to rapidly scale and modernise. Our plug-and-play digital solutions offer end-to-end banking capabilities, harmoniously complementing incumbents' core infrastructure. We're here to help you realise scaled digital banking business models, including full digital banking, open banking and Banking-as-a-Service, without the complexity of in-house development or expensive migration. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire The Ortus Club to accomplish?

• Lead generation

SOLUTION

How did you find The Ortus Club?

In-bound

Why did you select The Ortus Club over others?

Good value for cost

How many teammates from The Ortus Club were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Ortus Club provided us with lead generation services i.e. inviting of our clients to our roundtables in multiple SEA markets

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Number of leads that attended event

Number of leads that had a follow-up meeting with our Commercial team

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Timely delivery and always quick to assist/respond if needed 

What was your primary form of communication with The Ortus Club?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Our leads told us that The Ortus Club's follow-up skills were impressive

Are there any areas for improvement or something The Ortus Club could have done differently?

We see high drop offs in follow-up meetings arranged by Ortus Club with those attendees from the event - if we could find a way to improve this, it would be very helpful

BACKGROUND

Please describe your company and position.

I am the VP of Data Fabric Research & Advocacy of SAP AG

Describe what your company does in a single sentence.

SAP helps organizations run smarter by connecting data, processes, and people through an integrated cloud platform that powers AI-driven, real-time business decisions.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire The Ortus Club to accomplish?

• gather insight to shape our research agenda around Data Fabric and AI
• host high-quality executive roundtables that would bring together senior data and technology leaders for thoughtful, business-focused discussions
• elevate thought leadership through discussion, and strengthen community engagement

SOLUTION

How did you find The Ortus Club?

• Online Search
• Social Media

Why did you select The Ortus Club over others?

Creative service offering

How many teammates from The Ortus Club were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The Ortus Club managed end-to-end event delivery for a series of executive roundtables across Europe and the US, including venue selection, guest recruitment, event moderation, and onsite logistics. Each session featured a curated guest list of senior executives, a facilitated discussion aligned to our research themes, and post-event reporting to capture key insights and engagement outcomes.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The events exceeded expectations — each roundtable was at or above capacity, attracting senior executives from leading global organizations and generating strong engagement throughout the discussions. The sessions also produced high-quality insights that informed our research agenda, strengthened our community network, and directly contributed to new partnership and membership opportunities for the IDEA Institute.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The Ortus Club’s project management was exceptional — their team was organized, proactive, and highly responsive throughout the planning process. Every milestone was met on time, with clear communication and attention to detail. They adapted quickly to evolving needs, from last-minute attendee adjustments to on-site logistics, ensuring each event ran smoothly and professionally.

What was your primary form of communication with The Ortus Club?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed me most about The Ortus Club is their unique ability to curate intimate, high-quality executive discussions that feel both exclusive and effortless. Their events go far beyond logistics — they create environments where meaningful conversations naturally unfold. Combined with their top-tier project management and outstanding customer service, the experience feels polished, personal, and genuinely valuable.

Are there any areas for improvement or something The Ortus Club could have done differently?

Honestly, very little — The Ortus Club team was exceptional from planning through execution. If anything, expanding their post-event analytics could make an already outstanding experience even more valuable for future strategy and follow-up.

BACKGROUND

Please describe your company and position.

I am the SVP & GM Sales APJ + MEA of Freshworks

Describe what your company does in a single sentence.

My company is a cloud-based software-as-a-service company, founded in 2010 in India. The company provides cloud-based tools for customer relationship management (CRM), IT service management (ITSM), and e-commerce marketing.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire The Ortus Club to accomplish?

• Connect with new prospects
• Connect with customers

SOLUTION

How did you find The Ortus Club?

• Referral
• Have worked with Ortus Club since their inception in 2015

Why did you select The Ortus Club over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from The Ortus Club were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Organise our experience event in Malaysia. This was the first event at scale with 250 invite only attendees expected to listen to industry leaders share how they are using AI in customer and employee experience. This included finding new prospects (60% of the attendees), inviting key executives from customers and partners (40% of the attendees). Besides the core event there were also focused break outs and press activity. Ortus Club managed the event from sourcing new prospects to finding the location, setup and registration, and post event follow up. Highly professional.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Number of attendees
• Quality of attendees (seniority and industry fit)
• Pipeline created 
• Attendee satisfaction rating

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Excellent communication and continual follow up. Regular sharing of prospect interest and alignment to target audience. Creativity in finding solutions to keep quality high and stay within budget.

What was your primary form of communication with The Ortus Club?

Virtual Meeting

What did you find most impressive or unique about this company?

They had excellent communication and continuous focus on achieving asks (even when these were sometimes a little late or unreasonable!)

Are there any areas for improvement or something The Ortus Club could have done differently?

None

BACKGROUND

Please describe your company and position.

I am the Executive Director, VP of Digital Strategy & Design of ProfitOptics

Describe what your company does in a single sentence.

ProfitOptics builds better work as a modern consultancy focused on ditital transfomration. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire The Ortus Club to accomplish?

• Increase sales leads
• Provide expertise to a large network of C-level executives
• Deliver quality content for technology buyers

SOLUTION

How did you find The Ortus Club?

Inbound

Why did you select The Ortus Club over others?

• High ratings
• Great culture fit
• Company values aligned
• High caliber team with an incredible acumen for networking

How many teammates from The Ortus Club were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The Ortus Club organized two bespoke networking events designed to facilitate discussions among industry leaders within the digital strategy and software development sectors. The aim was to foster meaningful connections, share insights, and explore emerging trends in technology and customer engagement.

1. Pre-Event Planning and Strategy

• Collaboration on defining event objectives and target audience.
• Selection and customization of topics and themes that resonate with current industry challenges and opportunities.
• Coordination on guest list management to ensure a curated assembly of decision-makers and influencers.

2. Event Execution

• Seamless orchestration of event logistics, including venue, catering, and technology setups.
• Implementation of engaging formats such as roundtable discussions and keynote speeches.
• Provision of experienced moderators to guide conversations and ensure all participants could contribute.

3. Post-Event Follow-up

• Compilation and distribution of discussion summaries and key takeaways to all participants.
• Measurement of event success through participant feedback and post-event surveys.
• Strategic follow-up with attendees to foster ongoing relationships and potential collaborations.

Key Deliverables:
1. Networking Enhancement

• Successful creation of an environment conducive to networking, leading to numerous potential leads and collaborative opportunities.

2. Knowledge Sharing

• Delivery of valuable insights and industry trends through expertly moderated discussions and keynote presentations.

3. Participant Engagement

• High level of attendee interaction and satisfaction, as evidenced by positive feedback and active participation during the events.

4. Business Opportunities

• Identification and initiation of several strategic discussions that align with our company's vision of collaborative development and customer-centric solutions.

The events curated by the Ortus Club were instrumental in advancing our strategic objectives within the digital strategy landscape. They not only enhanced our network within the industry but also deepened our understanding of market needs and potential areas for innovation. The professional execution and attention to detail by the Ortus Club team were commendable, making these events both enjoyable and invaluable.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

1. Attendance Rates

• Number of attendees versus the number of invites sent out. A high attendance rate is a strong indicator of successful event interest and engagement.

2. Quality of Attendees

• Proportion of attendees holding decision-making positions within their organizations (e.g., CIOs, CTOs, CEOs). This indicates the relevance and appeal of the event to key industry players.

3. Engagement Metrics

• Active participation rates in discussions and activities.
• Number of questions asked during Q&A sessions.
• Duration of networking sessions and the average number of interactions per participant.

4. Feedback Scores

• Overall satisfaction ratings from post-event surveys.
• Feedback on the quality of discussions, the relevance of topics covered, and the effectiveness of moderators.

5. Follow-up Actions

• Number of follow-up meetings or calls arranged post-event with new contacts.
• Number of leads generated that align with strategic business objectives.

6. Content Reach and Impact

• Reach of post-event content, such as discussion summaries or recorded sessions, measured by downloads or views.
• Engagement with follow-up emails or content shared after the event.

7. Business Opportunities

• Initiation of new projects or collaboration proposals that trace directly back to connections made or discussions held at the event.
• Contracts or agreements closed with attendees within a set timeframe after the event.

8. Strategic Insights

• Key insights gathered from event discussions that have influenced strategic decisions or product development directions.
• Implementation of new strategies or adjustments to existing ones based on learnings from the event

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The Ortus Club demonstrated exemplary project management skills throughout the planning and execution of our events. They adhered strictly to the agreed-upon timelines, delivering all key items on schedule. This included logistical arrangements, participant invitations, and pre-event briefings. Their ability to maintain deadlines ensured a smooth and well-organized progression from the conceptual stage to the actual event days.

The team at the Ortus Club was highly responsive to our specific requirements. They tailored the event format to best suit our objectives of networking and knowledge sharing within the digital strategy community. Whenever issues or new needs arose—such as last-minute changes in the event schedule or participant list—they addressed them promptly and efficiently. Their proactive communication and flexibility were crucial in adapting to dynamic circumstances and ensuring that the event met our expectations.

Their project management approach was collaborative and inclusive, involving our team in key decisions and keeping us informed at every step. The Ortus Club provided a dedicated event manager who served as our primary point of contact. This person effectively coordinated between their team and ours, ensuring that all logistical, technical, and content-related aspects were aligned with our vision. The support extended post-event as well, with thorough debriefs and actionable insights derived from participant feedback.

The project management capabilities of the Ortus Club were a significant factor in the success of our events. Their meticulous attention to detail, commitment to meeting deadlines, and adaptability to our needs facilitated a seamless experience that was both engaging for the participants and beneficial for our strategic goals.

Andrew Paolacci was a tremendous partner throughout the orchestration of our events. His expertise and dedication were evident in every aspect of his involvement. Andrew consistently went above and beyond to ensure that the event met our strategic objectives, offering insightful suggestions that enhanced the overall experience. His ability to engage with both our team and the event participants fostered an atmosphere of collaboration and innovation. His proactive approach in addressing potential challenges and his commitment to excellence significantly contributed to the success of our events, making him an invaluable asset to the project.

What was your primary form of communication with The Ortus Club?

• In-Person Meeting
• Virtual Meeting

What did you find most impressive or unique about this company?

What stands out about the Ortus Club is their deep commitment to customization and participant engagement. They go beyond standard event planning by tailoring every aspect of their events to the specific interests and needs of the attendees. This bespoke approach ensures that each event is relevant and resonates deeply with participants, fostering meaningful conversations and connections that are both rare and valuable in professional settings.

Are there any areas for improvement or something The Ortus Club could have done differently?

I have no real suggestions here as I had no issues at all, but thinking laregly of the event and project. While the Ortus Club uses technology effectively, there is always room to leverage new tools for even greater personalization of the attendee experience. Utilizing AI to tailor content and interactions based on past participant behavior or preferences could heighten the relevance and engagement of each event.

BACKGROUND

Please describe your company and position.

I am the Marketing Manager, APJ of Sophos

Describe what your company does in a single sentence.

Sophos delivers a broad portfolio of advanced products and services to secure users, networks and endpoints against ransomware, malware, exploits, phishing and the wide range of other cyberattacks.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire The Ortus Club to accomplish?

• To help us reach senior-level executives from potential new customers in different countries across Asia Pacific

SOLUTION

How did you find The Ortus Club?

Other

Why did you select The Ortus Club over others?

• Pricing fit our budget
• Good value for cost

How many teammates from The Ortus Club were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The Ortus Club ran 13 Roundtable events in different locations in Australia and across Asia Pacific. They managed the setting up and running of each event including booking the location and recruiting the audience of 8 - 15 customer contacts to attend. Key deliverables were:

• Research of qualified guests
• Invitations and guest acquisition 
• Selection and training of moderator 
• Formulation of topic and themes 
• Registration and coordination
• Logistics and program management 
• Food & Beverage and private dining room
• Verified data report including contact information of target prospects gathered throughout the project

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

New Prospects for our sales team to engage with at the events, and to follow up with to develop new sales opportunities after the events.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The Ortus Club were excellent at project management given there were a lot of different elements that needed to be managed across the whole event series. We had regular Virtual Meetings to discuss the status of required actions and they were always responsive to any questions or requests that we had about each event.

What was your primary form of communication with The Ortus Club?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Most impressive was The Ortus Club's commitment to researching to identify potential customers for us to engage with, then fostering meaningful connections and facilitating insightful discussions with them. Their approach to executive networking, utilizing intimate gatherings and tailored forums, stood out.

Are there any areas for improvement or something The Ortus Club could have done differently?

Nothing really, they were a great team to work with.

BACKGROUND

Introduce your business and what you do there.

Trellix provides an advanced cybersecurity platform that uses AI, automation, and analytics to help organizations protect against complex threats and improve operational resilience. I’m the marketing director for the APJ region.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with The Ortus Club?

We were looking for new customers from our target accounts that our account teams didn’t already have contacts in.

SOLUTION

What was the scope of their involvement?

The Ortus Club provided us with six attendees for our OT Roundtables in Melbourne and Sydney. They also gave us the option to approve or reject candidates if they didn’t meet the requirements.

What is the team composition?

We worked with three individuals from The Ortus Club.

How did you come to work with The Ortus Club?

They approached me. I chose them because they only charged for the people who showed up, not just the ones who registered.

What is the status of this engagement?

We worked together between June–July 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

The Ortus Club overachieved on the Melbourne event and hit their target for the Sydney event. We got new companies in front of Trellix to hear about our OT Security. We also had great follow-ups and a number of meetings.

How did The Ortus Club perform from a project management standpoint?

The Ortus Club provided great service and delivered on time and on budget. We communicated via email, WhatsApp, and Google Docs.

What did you find most impressive about them?

Their relentless pursuit of results was impressive.

Are there any areas they could improve?

The customers didn’t like the repeated follow-ups, so we changed it to fewer follow-ups for the second event.

BACKGROUND

Please describe your company and position.

I am the VP of an IT company.

Describe what your company does in a single sentence.

Service Provider

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire The Ortus Club to accomplish?

• Provide environment for insightful exchange of senior leaders

SOLUTION

How did you find The Ortus Club?

Referral

Why did you select The Ortus Club over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost

Describe the scope of work in detail. Please include a summary of key deliverables.

Provide an environment at a prestigious location for senior leader's exchange 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Numerous follow-up meetings 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

it was perfect 

What was your primary form of communication with The Ortus Club?

In-Person Meeting

What did you find most impressive or unique about this company?

The event was seamless because they provided gexcellent service. 

Are there any areas for improvement or something The Ortus Club could have done differently?

No

BACKGROUND

Please describe your company and position.

I am the Field Marketing of a software company 

Describe what your company does in a single sentence.

Consulting and Software Delivery

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire The Ortus Club to accomplish?

• Generate awareness around a specific offering
• Start conversations with potential buyers

SOLUTION

How did you find The Ortus Club?

Referral

Why did you select The Ortus Club over others?

• Pricing fit our budget
• Referred to me

How many teammates from The Ortus Club were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

We workes with The Ortus Club to host a virtual roundtable for a specific industry and sub-vertical within North America:

• They delivered an agreed number of attendees and follow-up conversations with each attendee
• Organized the entire registration and confirmation process
• Hosted and managed the roundtable

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• # of attendees
• Follow up meetings
• We're organizing a new event now and have a couple of people who attended the first events coming back again

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They delivered on time, responded to our every need. We did change our focus a couple of times and they were super responsive to it. 

What was your primary form of communication with The Ortus Club?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

their attention to detail and fast responses were impressive!

Are there any areas for improvement or something The Ortus Club could have done differently?

We weren't delighted by the first moderator we had, but we're having more options this time

BACKGROUND

Please describe your company and position.

I am the Regional ABM Manager of Fortinet

Describe what your company does in a single sentence.

Fortinet is a global cybersecurity leader providing integrated, AI-driven security solutions to protect networks, endpoints, and cloud environments for businesses and organizations worldwide.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire The Ortus Club to accomplish?

• Deepen account engagement with target ABM accounts
• Develop net new relationships with key stakeholders

SOLUTION

How did you find The Ortus Club?

Online Search

Why did you select The Ortus Club over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from The Ortus Club were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

• Identify and invite key stakeholders in target ABM accounts - Accounts can be whitespace or growth accounts
• Identify and book suitable venue and moderator to ensure we can conduct the roundtable discussion in a professional yet intimate/private manner to ensure confidentiality and comfort of guests 
• Ensure 1-1 post event follow-up
• Pre-event guests engagements 
• Ensure strong attendance from invited guests

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Number of guests (attendance rate)
• Contact information of guests
• post-event appoinment set-up
• Positive experience from all - including Fortinet reps, guests and moderator

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The Ortus Club was outstanding in ensuring they delivered the highest quality of service and satisfaction. I've worked with them for over 2 years now and each event has always exceeded my highest expectations. The follow-through from guests acquisition to confirming their attendance and following up post-event really requires strong communcation and commitment from the team, especially with mounting business pressures to make sure we get the desired ROI from each event. Ortus club always ensures they go above and beyond for both clients and guests and their events have always received high praise from internal senior management. I'll definitely recommend them! Ciara and Yoko are my go-to people here in the region since Day 1 and I truly appreciate all they have done for Fortinet.

What was your primary form of communication with The Ortus Club?

Email or Messaging App

What did you find most impressive or unique about this company?

• Timely updates, very responsive
• Strong accountability 
• Strong team culture 

Are there any areas for improvement or something The Ortus Club could have done differently?

NA, keep up the good work!

BACKGROUND

Please describe your company and position.

I am the Head of CX Advisory of Freshworks

Describe what your company does in a single sentence.

CX and EX Solutions helping organizations leverage AI for better experiences

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire The Ortus Club to accomplish?

• increase interaction with customers and prospects

SOLUTION

How did you find The Ortus Club?

Friends

Why did you select The Ortus Club over others?

Great culture fit

How many teammates from The Ortus Club were assigned to this project?

20

Describe the scope of work in detail. Please include a summary of key deliverables.

  End to End management of the largest event in Asia 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

pipeline numbers, branding, happy customers and prospects

Describe their project management. Did they deliver items on time? How did they respond to your needs?

delivered. job well done. execution and engagement all covered

What was your primary form of communication with The Ortus Club?

Virtual Meeting

What did you find most impressive or unique about this company?

Their founders and the culture they built showed in the people who handled the events. Sincere care and concern

Are there any areas for improvement or something The Ortus Club could have done differently?

larger pool of speakers / SMEs and special guests that they bring as some are starting to get repetitive or redundant.