Case Studies.
The case studies below highlight 40+ global transformations,
generating $2.7B in value with an 11:1 ROI.
(Achieved by teams of 1-3 consulting specialists working with up to 80 internal resources)
TOP-4 CPG Manufacturer in Industry Category
$15M in EBITDA and 25% Revenue Growth
Based on customer profitability analysis, identified 12% of customers responsible for 88% of margins, and that 47% of customers were unprofitable. Revised pricing and service model to achieve a $15M increase in EBITDA within the initial six months. Reorganized 1,300-person sales and marketing division to reduce staff turnover by 50% and achieve 25% revenue growth in 2 years.
Fortune 500 Global Retailer
$100M in savings through Shared Services Optimization
Orchestrated assessment of financial shared services center of existing processes, financial systems, operating and service delivery model, cost allocation, and personnel dynamics, enabled by Activity-Based Costing data analytics and performance reporting. Established change governance and continuous improvement teams, leading to doubling and tripling of output over the next five years. Successfully downsized to 2/3 of the original staffing without layoffs, yielding over $100M in performance improvements and increased customer satisfaction. Presented by client as a case study at a Harvard-sponsored conference, receiving a standing ovation from 800 shared services executives.
Fortune 500 Company Captive Claims Administrator
$35M in savings, $100M reduction in risk reserves, and 15% reduction in healthcare premiums
Optimized business processes and reorganized the operating model and management structure of a captive 3rd-party claims administrator for a Fortune 500 company. Pioneered predictive analytics to identify 5% of Workers' Comp claims causing 75% of losses. Reduced losses by $35M, reserves by $100M, and healthcare premiums by 15% in Year-One.
Fortune 500 Company Finance and Accounting
$60M in savings through centralization, reorganization, and process optimization
Provided consulting and operational support to new CFO to inform centralization of finance and accounting functions, reducing headcount from 500 to 350 while streamlining, automating, and centralizing processes, resulting in $60M in savings over three years.
Regional Healthcare Provider
Identified $30M in potential savings through business process optimization and outsourcing
Led activity analysis and financial modeling of HR, Finance, and Supply Chain functions for 80,000 employees, regional healthcare provider, identifying $30M in potential savings through optimization and offshoring to inform strategic decisions on future service delivery and operating model.
Fortune 500 Global Auto Manufacturer
Pivot of IT Strategy from dual-instance of S/4HANA to single instance to reduce long-term cost and complexity
Headed comprehensive evaluation and played a pivotal role in shaping IT strategy for a major auto manufacturer, unifying two SAP S/4 HANA instances into a single cohesive system during a major business realignment while simultaneously reducing operational expenses and complexity.
Allied Defense Forces
Achieved greater than $100M in savings while increasing capability through restructuring and process optimization
Led integration of five agencies into the Army Compliance and Assurance Agency, while also restructuring training pipeline for three cavalry battle groups, and creating performance management reporting for Army Aviation and Reservist training.
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Achieved 40% control and compliance labor savings while customer satisfaction soared.
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Significantly reduced training cycle time for approximately 17,000 reservists while increasing completion rates and reducing cost per trainee by 15%.
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Implemented management controls for pharmaceutical distribution to minimize reputational risk, while also expediting admission of injured soldiers for treatment, decreasing admission times by 50%.
Consumer Packaged Goods Manufacturer
$25M EBITDA increase in Year-One by aligning IT investments with operating departments' contribution to margin
Conducted in-depth analysis of roughly 30 unrelated information systems, resulting in actionable recommendations for IT and digital strategy, IT department configuration, staffing solutions, onboarding of new CIO, and budgeting to align investments with outcomes.
International Insurance Provider
Grew revenue and increased market share in emerging markets by establishing four international call centers
Assessed CRM and Salesforce Automation (SFA) requirements for international insurance provider, then led implementation of tools and training in four outbound call centers in Panama, Ecuador, El Salvador, and Guatemala, successfully accessing emerging Central and South American markets.
Revenue Cycle Management Outsourced Provider
Positioned outsourced RCM provider to accommodate regulatory changes affecting 23 healthcare systems in 15 states
Played a pivotal role in revamping revenue cycle management, enabling providers in 23 healthcare systems across 15 states to smoothly integrate federal regulatory changes, including comprehensive stakeholder evaluation and program planning, ensuring strategic alignment with state and local criteria.
Top-10 Non-Profit Healthcare System
Post-Merger optimization of Finance and Accounting functions as part of ERP implementation
Integrated post-M&A back-office finance operations in support of ERP deployment for major nonprofit healthcare organization. Conducted comprehensive analysis of Finance and Accounting functions, including streamlining AP/AR, treasury, tax, reporting, FP&A, GL, close, payroll, and capital planning.
Top-5 Aerospace and Defense Contractor
Post-Merger integration of AP functions
Showcased expertise in post-M&A integration by facilitating merger and RPA implementation across Accounts Payable operations, including training, knowledge transfer, hyper care, and cultural adoption across 63 divisions and four ERP systems into four shared service centers.
Fortune 500 Global Industrial Manufacturer
$30M in potential savings through process optimization, automation, and outsourcing of Finance functions
Engaged stakeholders worldwide to define future OTC, RTR, and PTP Service Delivery and Operation Models for global manufacturer to inform SAP ERP deployment and outsourcing of transactional functions to lower cost locations.
Fortune 500 Global CPG Manufacturer
$5M in annual savings and increased quality control through centralization and consolidation
Led activity analysis and readiness assessment to centralize global Master Data Management functions into CoE for major CPG manufacturer.
Fortune 500 Telecommunications M&A
$20M in annual savings through consolidation of Finance and Accounting functions
Led integration of 1,300-person Finance, Accounting, and FP&A functions into buyers' environment as part of the largest M&A in history.