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.
GAAP Accounting
Process Mapping
Agile Project Management
Oracle
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Sample 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.
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.