CASE STUDIES

BANKING

Client Company

Leading national financial institution with over 7,000 employees.

PROJECT SCOPE

The client firm recognized the need to optimize its data management and financial processes to achieve greater efficiency and accuracy. It was seeking advisers who can lead its cross functional team to implement Oracle’s integrated enterprise solution.

DELIVERABLES

  • Rigorous process mapping and user interviews followed by SaaS customization.
  • Going live with zero errors and meeting requirements of compliance and risk.
  • Improved data quality and performance across accounting, finance, FP&A, accounts receivable, and treasury – after training users.

 

 

 

 

 

 

 

N

GAAP Accounting

N

Process Mapping

N

Agile Project Management

N

Oracle

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Case Studies

banking

Advised a Leading Bank in Enhancing its Competitive Edge by Understanding Customer Needs and Delivering Innovative Financial Solutions.

Communication

Empowered a Communication Agency to Thrive in a Dynamic Landscape and Capture the Hearts of Clients Seeking Effective Messaging and Connection.

Consumer goods

Assisted a Consumer Goods Company in Enhancing Market Position to Attract Discerning Shoppers Seeking Quality and Innovation.

Engineering

Guided an Engineering Consultancy Firm in Navigating the Competitive Landscape to Attract Clients Seeking Innovative Solutions.

FASHION/DTC/E-COMMERCE

Guided a Fashion Tech and Direct-to-Consumer (DTC) Brand to Navigate the Competitive Terrain and Attract Trend-Seeking Shoppers.

kIDS ENTERTAINMENT

Assisted a Children's Entertainment Company in Excelling within a Competitive Market to Delight Young Audiences and Families.

Software

Guided a Software Development Firm in Navigating Market Dynamics to Attract Tech-Savvy Clients Seeking Cutting-Edge Solutions.

SaaS Software

Assisted a SaaS Software Company Specializing in the Creator Economy and Social Media Management to Stand Out in a Competitive Space and Attract Content Creators and Marketers.

Travel & Tourism

Helped a Resort Operator in Africa understand the competitive landscape and identify ways to win over customers seeking luxury expedition experiences.

M&A Opportunities Await

Guided clients in exploring M&A opportunities by providing in-depth market analysis and strategic insights to help them capitalize on growth potential and achieve successful mergers and acquisitions.

Mergers and acquisitions (M&A)

Helped a Resort Operator in Africa understand the competitive landscape and identify ways to win over customers seeking luxury expedition experiences.

Cybersecurity Preaparedness

Guided clients in strengthening their cybersecurity preparedness by providing comprehensive risk assessments and tailored strategies to safeguard critical assets and ensure business continuity in an evolving threat landscape.

AI Applied to Internal Finance/Sales Data

Transformed a high-growth consulting firm's financial forecasting using AI-driven insights, integrating with NetSuite and Zoho CRM for accurate cash flow predictions and sales pipeline forecasting.

Advancing Financial Systems

Supported the Health Foundation of South Florida in enhancing their financial systems by leveraging a strategic partnership with REV Global to identify and implement solutions for optimized financial operations.