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Opinium faced siloed data teams, inconsistent understanding of specialist data concepts, and rapidly growing data volumes that were pulling consultants away from high-value client and new business activities. The business needed a more scalable and efficient operating model to support increasing demand across multiple international offices.

By implementing an offshore support model, Opinium freed up approximately 20 consultant days per month, enabling senior teams to focus on client engagement, strategic growth, and delivery. The Cape Town team also improved turnaround times, enhanced data quality, and brought fresh perspectives and energy into the business.

This offshore partnership created a more streamlined, scalable, and high-performing data operation that strengthened both productivity and innovation across the organisation.</video:description><video:content_loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Case%20Studies/Opinium/opinium-offshoring-case-study-data-operations-cape-town.mp4</video:content_loc><video:duration>184</video:duration><video:requires_subscription>no</video:requires_subscription><video:live>no</video:live><video:tag>scalingteams</video:tag><video:tag>southafrica</video:tag><video:tag>businessgrowth</video:tag><video:tag>consulting</video:tag><video:tag>workforcestrategy</video:tag><video:tag>globalteams</video:tag><video:tag>offshoreteams</video:tag><video:tag>talentstrategy</video:tag><video:tag>offshorestrategy</video:tag><video:tag>capetown</video:tag><video:tag>offshoring</video:tag><video:tag>dataanalytics</video:tag><video:tag>outsourcing</video:tag><video:tag>datateam</video:tag><video:tag>dataoperations</video:tag><video:tag>offshoreteam</video:tag><video:tag>ukbusiness</video:tag><video:tag>offshoringcasestudy</video:tag><video:tag>dataquality</video:tag><video:tag>potentiam</video:tag><video:tag>scalebusiness</video:tag></video:video><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Blog.svg</image:loc><image:caption>Blog</image:caption><image:title>Blog</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Images/Icons/Sales%20and%20Customer%20Success%20icon.svg</image:loc><image:caption>Sales 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icon</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Blog.svg</image:loc><image:caption>Blog</image:caption><image:title>Blog</image:title></image:image><lastmod>2026-06-11</lastmod></url><url><loc>https://casestudies.potentiam.co.uk/energyquote</loc><video:video><video:thumbnail_loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Case%20Studies/EnergyQuote/energyquote-jha-offshoring-case-study-global-scaling.mp4/medium.jpg</video:thumbnail_loc><video:title>energyquote-jha-offshoring-case-study-global-scaling</video:title><video:description>In this offshoring case study, EnergyQuote JHA partnered with Potentiam to scale operations, reduce costs, and support rapid business growth through offshore teams in Romania.

Despite strong market demand, the business faced major challenges around capacity, capital investment, and hiring. The UK talent market was highly competitive, retention was becoming increasingly difficult, and the company’s technology platform required significant investment to support future growth. Relying solely on local hiring would have increased costs and slowed expansion.

EnergyQuote JHA began with a pilot offshore team of four Romanian data analysts supporting its London operations. The impact was immediate, with improved productivity, lower operational costs, and more time for senior leadership to focus on strategic growth initiatives.

Following the success of the pilot, the business expanded its offshore capability across multiple functions, building a larger global team that now supports more than 650 customers worldwide. Offshoring enabled EnergyQuote JHA to access high-quality talent at a lower cost base while freeing capital to reinvest in sales and technology.

The result was rapid, sustainable growth achieved without taking on debt or sacrificing equity.</video:description><video:content_loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Case%20Studies/EnergyQuote/energyquote-jha-offshoring-case-study-global-scaling.mp4</video:content_loc><video:duration>184</video:duration><video:requires_subscription>no</video:requires_subscription><video:live>no</video:live><video:tag>scalingteams</video:tag><video:tag>globaltalent</video:tag><video:tag>datamanagement</video:tag><video:tag>investment</video:tag><video:tag>operationalefficiency</video:tag><video:tag>workforcestrategy</video:tag><video:tag>globalteams</video:tag><video:tag>romania</video:tag><video:tag>energyquote</video:tag><video:tag>offshore</video:tag><video:tag>offshoring</video:tag><video:tag>scalingbusiness</video:tag><video:tag>growthstrategy</video:tag><video:tag>dataanalytics</video:tag><video:tag>outsourcing</video:tag><video:tag>ukbusiness</video:tag><video:tag>potentiam</video:tag><video:tag>strategy</video:tag></video:video><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Images/Case%20Study%20Graphics/Redfin%20Thumbnail.jpg</image:loc><image:caption>Redfin 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icon</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/webinar.svg</image:loc><image:caption>webinar</image:caption><image:title>webinar</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Case%20Studies/Opinium/Featured%20Image_900x525_Opinium.png</image:loc><image:caption>Featured Image_900x525_Opinium</image:caption><image:title>Featured Image_900x525_Opinium</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/case%20guides.svg</image:loc><image:caption>case guides</image:caption><image:title>case guides</image:title></image:image><lastmod>2026-08-14</lastmod></url><url><loc>https://casestudies.potentiam.co.uk/open-energy</loc><video:video><video:thumbnail_loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Case%20Studies/Open%20Energy%20Market/open-energy-market-offshore-software-development-case-study.mp4/medium.jpg</video:thumbnail_loc><video:title>open-energy-market-offshore-software-development-case-study</video:title><video:description>In this offshoring case study, Open Energy Market (OEM) partnered with Potentiam to accelerate software development, scale technical capability, and support faster business growth through offshore teams.

OEM faced the challenge of funding major upfront investment in technology and sales before generating revenue. With limited internal resources, the business needed a scalable way to expand software development capacity while continuing to deliver high-quality services to clients quickly and efficiently.

By building an offshore partnership, OEM gained access to skilled technical talent that increased development speed, improved operational efficiency, and accelerated product delivery. The offshore model enabled the business to bring products and services to market faster while maximising resource efficiency and supporting long-term growth.

The partnership created a scalable, future-ready operating model that helped OEM strengthen delivery capability, fast-track revenue growth, and establish a sustainable foundation for continued expansion.</video:description><video:content_loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Case%20Studies/Open%20Energy%20Market/open-energy-market-offshore-software-development-case-study.mp4</video:content_loc><video:duration>217</video:duration><video:requires_subscription>no</video:requires_subscription><video:live>no</video:live><video:tag>offshoring</video:tag><video:tag>casestudy</video:tag><video:tag>businessgrowth</video:tag><video:tag>outsourcing</video:tag><video:tag>saas</video:tag><video:tag>costefficiency</video:tag><video:tag>workforcestrategy</video:tag><video:tag>techteams</video:tag><video:tag>potentiam</video:tag><video:tag>scalebusiness</video:tag><video:tag>openenergymarket</video:tag><video:tag>offshore</video:tag></video:video><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Images/Icons/Finance%20and%20Accounting%20icon.svg</image:loc><image:caption>Finance and Accounting icon</image:caption><image:title>Finance and Accounting icon</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Images/Icons/Engineering%20and%20Construction%20icon.svg</image:loc><image:caption>Engineering and Construction icon</image:caption><image:title>Engineering and Construction icon</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Case%20Studies/Notora/Featured%20Image_900x525_Notora.png</image:loc><image:caption>Featured Image_900x525_Notora</image:caption><image:title>Featured Image_900x525_Notora</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Images/Icons/Sales%20and%20Customer%20Success%20icon.svg</image:loc><image:caption>Sales and Customer Success icon</image:caption><image:title>Sales and Customer Success 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guides</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Case%20Studies/In-Sync/Featured%20Image_900x525_In-Sync-2.png</image:loc><image:caption>Featured Image_900x525_In-Sync-2</image:caption><image:title>Featured Image_900x525_In-Sync-2</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Branding/Foundation%2020/EnergyQUote%20Thumbnail.jpg</image:loc><image:caption>EnergyQUote Thumbnail</image:caption><image:title>EnergyQUote Thumbnail</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Case%20Studies/Charles%20Hope/Featured%20Image_900x525_CharlesHope.png</image:loc><image:caption>Featured Image_900x525_CharlesHope</image:caption><image:title>Featured Image_900x525_CharlesHope</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Case%20Studies/Evora/Featured%20Image_900x525_Evora.png</image:loc><image:caption>Featured Image_900x525_Evora</image:caption><image:title>Featured Image_900x525_Evora</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Blog.svg</image:loc><image:caption>Blog</image:caption><image:title>Blog</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Images/Case%20Study%20Graphics/Redfin%20Thumbnail.jpg</image:loc><image:caption>Redfin Thumbnail</image:caption><image:title>Redfin Thumbnail</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Case%20Studies/Aluminati/Featured%20Image_900x525_Aluminati.png</image:loc><image:caption>Featured Image_900x525_Aluminati</image:caption><image:title>Featured Image_900x525_Aluminati</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Case%20Studies/Opinium/Featured%20Image_900x525_Opinium.png</image:loc><image:caption>Featured Image_900x525_Opinium</image:caption><image:title>Featured Image_900x525_Opinium</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/case%20studies.svg</image:loc><image:caption>case studies</image:caption><image:title>case studies</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Images/Icons/Data%20Analytics%20icon.svg</image:loc><image:caption>Data Analytics icon</image:caption><image:title>Data Analytics icon</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Images/Case%20Study%20Graphics/OEM_thumbnail-1.jpg</image:loc><image:caption>OEM_thumbnail-1</image:caption><image:title>OEM_thumbnail-1</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Images/Icons/Technology%20icon.svg</image:loc><image:caption>Technology icon</image:caption><image:title>Technology icon</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/webinar.svg</image:loc><image:caption>webinar</image:caption><image:title>webinar</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Images/Icons/menu-icon.svg</image:loc><image:caption>menu-icon</image:caption><image:title>menu-icon</image:title></image:image><lastmod>2026-08-19</lastmod></url><url><loc>https://casestudies.potentiam.co.uk/evora</loc><video:video><video:thumbnail_loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Case%20Studies/Evora/evora-global-offshoring-data-operations-cost-efficiency.mp4/medium.jpg</video:thumbnail_loc><video:title>evora-global-offshoring-data-operations-cost-efficiency</video:title><video:description>Discover how Evora Global partnered with Potentiam to scale data operations, lower unit costs and improve efficiency through offshore teams in Iași, Romania and Bangalore, India.

As rapid business growth placed increasing pressure on internal infrastructure, consultants and senior managers were being pulled into operational and data-related tasks instead of focusing on strategic, client-facing work. At the same time, limited software development capacity and strong competition for ESG talent in the UK made scaling increasingly difficult.

Through a tailored offshore capability build strategy, Potentiam helped Evora Global strengthen its data and software development functions with skilled global teams. The offshore model increased throughput, accelerated data ingestion cycles, improved data quality and delivered significant operational efficiencies.

By removing major delivery burdens from consultants, Evora Global gained faster turnaround times, increased capacity and more time for senior teams to focus on high-value client work, business intelligence initiatives and long-term growth.</video:description><video:content_loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Case%20Studies/Evora/evora-global-offshoring-data-operations-cost-efficiency.mp4</video:content_loc><video:duration>277</video:duration><video:requires_subscription>no</video:requires_subscription><video:live>no</video:live><video:tag>scalingteams</video:tag><video:tag>businessgrowth</video:tag><video:tag>consulting</video:tag><video:tag>datamanagement</video:tag><video:tag>dataefficiency</video:tag><video:tag>workforcestrategy</video:tag><video:tag>globalteams</video:tag><video:tag>offshoreteams</video:tag><video:tag>talentstrategy</video:tag><video:tag>offshoring</video:tag><video:tag>outsourcing</video:tag><video:tag>softwaredevelopment</video:tag><video:tag>dataoperations</video:tag><video:tag>esg</video:tag><video:tag>offshoreteam</video:tag><video:tag>evoraglobal</video:tag><video:tag>potentiam</video:tag></video:video><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/case%20studies.svg</image:loc><image:caption>case studies</image:caption><image:title>case studies</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Case%20Studies/In-Sync/Featured%20Image_900x525_In-Sync-2.png</image:loc><image:caption>Featured Image_900x525_In-Sync-2</image:caption><image:title>Featured Image_900x525_In-Sync-2</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Images/Icons/Engineering%20and%20Construction%20icon.svg</image:loc><image:caption>Engineering and Construction icon</image:caption><image:title>Engineering and Construction icon</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Images/Icons/Finance%20and%20Accounting%20icon.svg</image:loc><image:caption>Finance and Accounting icon</image:caption><image:title>Finance and Accounting 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Image_900x525_KaneInt-1</image:caption><image:title>Featured Image_900x525_KaneInt-1</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/footer-logo.svg</image:loc><image:caption>footer-logo</image:caption><image:title>footer-logo</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Images/Icons/Marketing%20and%20Creative.svg</image:loc><image:caption>Marketing and Creative</image:caption><image:title>Marketing and Creative</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Images/Icons/Data%20Analytics%20icon.svg</image:loc><image:caption>Data Analytics icon</image:caption><image:title>Data Analytics 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Thumbnail</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Images/Case%20Study%20Graphics/Redfin%20Thumbnail.jpg</image:loc><image:caption>Redfin Thumbnail</image:caption><image:title>Redfin Thumbnail</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Images/Case%20Study%20Graphics/OEM_thumbnail-1.jpg</image:loc><image:caption>OEM_thumbnail-1</image:caption><image:title>OEM_thumbnail-1</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/webinar.svg</image:loc><image:caption>webinar</image:caption><image:title>webinar</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Case%20Studies/Aluminati/Featured%20Image_900x525_Aluminati.png</image:loc><image:caption>Featured Image_900x525_Aluminati</image:caption><image:title>Featured Image_900x525_Aluminati</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Images/Icons/Sales%20and%20Customer%20Success%20icon.svg</image:loc><image:caption>Sales and Customer Success icon</image:caption><image:title>Sales and Customer Success icon</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Case%20Studies/Charles%20Hope/Featured%20Image_900x525_CharlesHope.png</image:loc><image:caption>Featured Image_900x525_CharlesHope</image:caption><image:title>Featured Image_900x525_CharlesHope</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/case%20guides.svg</image:loc><image:caption>case guides</image:caption><image:title>case guides</image:title></image:image><lastmod>2026-06-03</lastmod></url><url><loc>https://casestudies.potentiam.co.uk/redfin</loc><video:video><video:thumbnail_loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/BDR%20Resource%20Folder/Case%20Studies/Videos/How%20RedFin%20Used%20Offshoring%20to%20Scale%20Operations%20Without%20Increasing%20Costs.mp4/medium.jpg</video:thumbnail_loc><video:title>How RedFin Used Offshoring to Scale Operations Without Increasing Costs</video:title><video:description>In this offshoring case study, Redfin needed to improve efficiency and client service while maintaining cost-effectiveness in a highly competitive market. Increasing client demand for greater value made affordable scaling a strategic priority, but initial concerns around communication, technical capability, and accounting qualifications created hesitation about offshoring.

With Potentiam’s support, Redfin successfully implemented an offshore talent model that delivered measurable business impact. The solution increased revenue by 30%, doubled staffing capacity without increasing costs, and significantly improved productivity. High-quality offshore talent was seamlessly integrated into the business, ensuring smooth collaboration with existing teams and maintaining service standards. This transformation enabled Redfin to scale efficiently, enhance client delivery, and strengthen its competitive position while controlling operational costs and unlocking sustainable growth.</video:description><video:content_loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/BDR%20Resource%20Folder/Case%20Studies/Videos/How%20RedFin%20Used%20Offshoring%20to%20Scale%20Operations%20Without%20Increasing%20Costs.mp4</video:content_loc><video:duration>172</video:duration><video:requires_subscription>no</video:requires_subscription><video:live>no</video:live><video:tag>offshoring</video:tag><video:tag>scaling</video:tag><video:tag>outsourcing</video:tag><video:tag>accounting</video:tag><video:tag>romania</video:tag><video:tag>potentiam</video:tag><video:tag>redfin</video:tag><video:tag>strategy</video:tag><video:tag>finance</video:tag></video:video><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/webinar.svg</image:loc><image:caption>webinar</image:caption><image:title>webinar</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Case%20Studies/In-Sync/Featured%20Image_900x525_In-Sync-2.png</image:loc><image:caption>Featured 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Image_900x525_CharlesHope</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Case%20Studies/Notora/Featured%20Image_900x525_Notora.png</image:loc><image:caption>Featured Image_900x525_Notora</image:caption><image:title>Featured Image_900x525_Notora</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/footer-logo.svg</image:loc><image:caption>footer-logo</image:caption><image:title>footer-logo</image:title></image:image><image:image><image:loc>https://5804539.fs1.hubspotusercontent-na1.net/hubfs/5804539/Case%20Studies/Aluminati/Featured%20Image_900x525_Aluminati.png</image:loc><image:caption>Featured Image_900x525_Aluminati</image:caption><image:title>Featured 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