Case Studies

IT Process Assessment and Improvement

Client The Client’s Financial Services organization is a wholly-owned subsidiary exclusively focused on leasing its equipment to customers. Challenge + Opportunity The Client was preparing for a newly acquired portfolio of business and, at the same time, recognized that there was a perceived lack of transparency into IT processes. The...

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Process Improvement for Leasing Operations

Client The Client’s Financial Services organization is a wholly-owned subsidiary exclusively focused on leasing its equipment to customers. Challenge + Opportunity The Client had an urgent need to better understand their current end-to-end core processes, and ultimately, implement sustainable improvements that would deliver an enhanced customer experience while positively impacting...

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Business Process Improvement for Print / Mail / Fulfillment

Client The Client is the sixth largest public life insurer in the world, with a highly decentralized structure. It was recognized that they had an opportunity to leverage the scale and buying power of existing print, mail and fulfillment activities (PMF). The executive steering committee also agreed that, concurrent to...

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Finance and Shared Business Service Strategy

 Client The Client established a Shared Business Services group (SBS), consolidating portions of Finance, Human Resources and Information Technology, as part of a cost reduction effort. The Global Finance organization was asked to support this transformation by migrating key transactional processes from Finance to Shared Services. Key elements to an...

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