Value-Added Workshops: Your Vision Defined, Your Strategy Aligned.

Challenges We Solve

Our expert diagnosis pinpoints the exact areas where you can gain significant value, leveraging data centralization, process automation, and AI utilization. We bring clarity, rooting every strategic decision in measurable financial gain.

Transforming vision into a structured action plan

We facilitate high-impact workshops to help you define strategic goals and build a clear, actionable roadmap. Our focus is ensuring every technical step serves a tangible business purpose, whether it is increasing sales cycle efficiency, improving lead conversion, or reducing customer churn through data-driven personalization.

Identifying technology that best supports your business goals

We simplify the decision-making process by helping you understand which solutions align most effectively with your unique organizational needs. By identifying opportunities to bridge internal gaps and streamline efforts, we help you select the right tools with confidence, ensuring your tech stack is a driver of success rather than a source of complexity.

Optimizing operational efficiency to maintain a competitive edge

We help you uncover hidden operational efficiencies, automate time-consuming tasks, and refine workflows to reduce overhead. By focusing on streamlining your internal processes, we empower you to maintain strong profitability and a competitive market position while delivering maximum value to your customers.

Trusted by teams at

Why Cloudity ? A Partner for Strategic Clarity.

We challenge your assumptions to ensure every investment delivers tangible, meaningful outcomes. Our senior team brings a proactive, human-centered approach to each workshop, aligning strategy, focus, and intent. Your vision deserves a partner who sees the bigger picture. Beyond standard discovery sessions, we help you navigate complexity and define a clear, actionable roadmap that truly works.

We would like to thank Cloudity for introducing us to the world of cloud computing and for their tremendous commitment at every stage of implementation.

Janusz Mieloszyk

First Vice President of the Management Board at Nest Bank

Vice President at Nest Bank

From the very beginning, Cloudity perfectly understood our needs. The planning was excellent! With such a complex project, there was not a single day of delay, which in my experience is extremely rare. Professionalism, in virtually every aspect of the collaboration.

Jakub Poręcki

Managing Director at Santander Leasing

Our Approach to Strategic Workshops

Over 10 years of experience helping companies work smarter – across regions, teams and systems.

Case Study

How Nest Bank Achieved Hyper-Personalization by Unifying Marketing and Core Banking Data.

Nest Bank, one of the first banks in Poland to implement Marketing Cloud, faced significant challenges with fragmented data and communication silos, resulting in non-personalized, ineffective marketing.

Cloudity addressed this by implementing a powerful Salesforce Marketing Cloud and Service Cloud integration.

The project established a single source of truth by connecting the internal core banking system directly to Salesforce. This enabled Nest Bank to achieve complex segmentation and build precise Customer Journeys, delivering personalized, multi-channel communication at the customer’s preferred time and channel.

The key benefits were a simplified workflow for sales and marketing teams and a profound ability to understand and effectively engage with their customer base.

Ready for clarity?
We help you cut through the chaos and root every decision in measurable financial gain.

Strategic Workshops FAQs

Workshops FAQs

Regular meetings often end without clear decisions. Our workshops are designed as high-level strategic sessions involving top decision-makers (including CFOs and senior leadership) from both your organization and ours. This ensures that we not only define a cohesive strategy and concrete action plan, but that those decisions are approved, owned, and ready for immediate execution. You invest your time to get measurable commitment, not just minutes.

No, our workshops are scalable and tailored for companies of any size. Whether you’re a small team looking for a focused strategy or a large corporation needing a complex solution, we’ll help you define your next step.

The duration of a workshop depends on your needs. It can be an intensive, one-day session or a series of meetings that allow us to dive deep into your challenges.

You don’t need to have a strategy ready. Just come with a problem, idea, or challenge you’re facing. We’ll take care of asking the right questions to help us find the best solution.

You will walk away with a concrete action plan that includes our recommendations, a clear roadmap to help you implement the solution, and the tools you need to achieve your business goals.