Lumen & Lever

BACKGROUND

Please describe your company and position.

I am the Director of Liuzzi Group

Describe what your company does in a single sentence.

Diversified investment portfolio across Australia 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Lumen & Lever to accomplish?

• Give the board an independent, non-vendor view of where AI could realistically apply across the group's property and administrative work, what it would cost, and where the risk sits, so any decision to proceed rested on evidence rather than vendor claims.
• Identify risks and opportunities associated with AI initiatives

SOLUTION

How did you find Lumen & Lever?

Referral

Why did you select Lumen & Lever over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned
• Understood our needs

How many teammates from Lumen & Lever were assigned to this project?

1 Employee

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

Present an AI briefing to educate the organisations senior management team

Identify potential risk management, benefits of alternate AI platforms and efficiency

RESULTS & FEEDBACK

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

Improved knowledge across the organisation

Identified methods to mitigate data breaches 

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

They were considerate and worked in with our requirements. 

Most importantly they simplified a very technical topic and made it relateable across varied skill levels and age groups. 

What was your primary form of communication with Lumen & Lever?

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

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

They had an exceptional way of communicating extremely technical topics in a simplified and relatable way. He also ensures he understands the clients requirements and objectives. 

Are there any areas for improvement or something Lumen & Lever could have done differently?

No