Here are a selection of case studies which demonstrate how we have helped companies to scale and create value.

Scale Your Business

Deliver Value Creation

Prepare For Exit

Scale Your Business

Increase Value

Prepare For Exit

project case studies

the brief : the result

The Project

  • Financial Services SME
  • Private Equity partner: Sovereign Capital
  • Post-Management Buyout (MBO) – Year 1 of current funding cycle
  • UK Headquarters – Global operations
  • Project SOX (18 months duration)

 

Client pain points

  • Operationally inefficient with manual and inconsistent processes (wasted time)
  • Poor data quality & multiple versions of the truth (inaccuracy, data distrust)
  • Hard to integrate other companies (more time, effort, cost)
  • Lacking key reporting metrics around revenue, cost and profitability (slowed decision making)
  • Recently PE- backed, swift value creation strategy execution expected (credibility)

 

Objectives

  • Develop an integrated end-to-end business platform
  • Develop a platform which meets the management and board reporting requirements
  • Develop a platform which allows for growth (scalable) and acquisitions (ease of integration)

headline wins

‘Team of the Year’

Award Finalists

From weeks

to hours

on data-driven

decision making

52% effort

reduction in

hire-to-billing

value chain

key statistics

107 days saved

in process

optimisations

per year

40% ave.

RFP vendor

discounts

23% reduction in

month-end

close

milestones delivered

Core systems

configured

5

Intergrations &

customisations

5

BI

dashboards

5

how the business has benefitted

FASTER
DECISION
MAKING
INCREASED
EFFICIENCY
SEAMLESS
INTEGRATION
Enhanced data integrity and a single source of truth enable precise, data-driven  decision-making, optimising performance and valuation. Improved efficiency across the value chains and quicker financial processes ensure better cash flow and timely board reporting. The company is now ready for seamless M&A integration, supporting future  growth strategies. Enhanced data protection compliance mitigates legal risks. These enhancements make the company more agile, efficient, and scalable, aligning with PE investors’ goals of maximising returns and sustainable growth.
The comprehensive changes have enhanced the Talent team’s effectiveness. Automation and seamless data integration streamline hiring and onboarding, allowing focus on strategic recruitment. Standardised processes ensure compliance, while automated workflows improve responsiveness. A maintained talent pipeline enables quick candidate re-engagement. Data-driven decision-making promotes inclusivity, and an enhanced portal supports internal mobility and career development.
STREAMLINED
HIRING
AUTOMATED
WORKFLOWS
DATA-DRIVEN
INCLUSIVITY
Centralised
data
accuracy
SSOT COMP
& BENS
SYSTEMISED
PERFORMANCE
MANAGEMENT
Centralising and automating people processes enhance decision-making and efficiency. Zero payroll errors and automated holiday management free up  consultants to focus on clients. Efficiency gains support the Business Partnering role, improving engagement and retention. Delegated management duties through systemised governance ensure stability. Seamless payroll  transitions, consistent job levelling, and centralised performance reviews drive productivity. Enhanced attrition visibility and automated background checks  streamline hiring and onboarding.
Reconfiguring HubSpot CRM enhances sales and resource management. Automated reporting provides real-time consultant availability, while systemised end-of-month reporting saves 8.8 hours monthly. Detailed tracking improves sales forecasting and financial planning. Accurate contract storage ensures compliance and revenue recognition, and refined deal construction enables better demand management and profitability tracking.
AUTOMATED
REPORTING
TIME
SAVING
ENHANCED
CRM
GRANULARITY
PROJECT &
RESOURCING
VISIBILITY
UTILISATION &
MARGIN
TRACKING
GLOBAL
EXPENSE
MANAGEMENT
The transformation of consulting operations has improved resource  management and efficiency. Centralising project and resourcing data ensures accuracy, while unified expense and time management reduce administrative  tasks. Streamlined processes let consultants focus on value-adding tasks. Systemised project visibility and strategic resource allocation improve utilisation  and margins. Data slicing and systemised timesheet approvals provide insights for informed decision-making and enhance overall efficiency.
The new Services Ops function has transformed the business. Implementing a PSA solution enables robust, scalable operational controls. Live in-month revenue  recognition improves forecasting. SSO enhances security, while systemised rate changes and centralised billing streamline Ops and Finance handovers. Enterprise-grade procurement delivers cost savings. Handover to IT ensures continuous  improvement, and governance meetings maintain alignment with strategic goals.  These enhancements make Ops a strategic hub, improving resource management  and positioning the company for long- term success.
CENRALISED
PSA
TOOL
REALI-TIME
REV/REC
SIGNIFICANT
COST
SAVINGS
ACCELERATED
FINANCIAL
PROCESSES
STREAMLINED
EXPENSE
MANAGEMENT
ENHANCED
FINANCIAL
INSIGHT
The finance transformation has increased efficiency and strategic management, benefiting from upstream optimisations to drive better performance and support growth. Faster client invoicing improves cash flow and reduces bad debt. The month-end close is 3.5 days shorter, allowing quicker reporting and decision-making. Enhanced integration and automation reduce errors and administrative burdens, enabling finance to focus on strategic tasks. Accurate, cross- referenced data  supports better forecasts and board reports. Delegated expense approvals and self-serve data access optimise resource use, while improved data quality ensures audit readiness.

<< To discover how we achieved these results please download the full case study

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