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  • Client Story

    February 7, 2023
    Global Hospitality Company Achieves Efficiencies with Microsoft and Nintex
    A global hospitality company needed to transition their highly manual process for RFPs to one that was more automated. The need to update their processes was driven by the changes required to address the Covid-19 pandemic, which created a dynamic business environment and market demands to act nimbly. The company recognized it required a solution that could automate and expedite a traditionally…

  • Newsletter

    December 9, 2022
    Setting the 2023 Audit Committee Agenda
    As in prior years, our suggested 2023 audit committee agenda includes important enterprise, process and technology issues and financial reporting and disclosure issues. In addition to discussing these agenda items, we have offered questions for audit committees to consider when self-assessing their own performance with respect to executing the normal ongoing activities articulated in the…

  • Client Story

    December 14, 2023
    Solving Legacy Accounting Challenges With Automation and Process Improvements
    Protiviti partnered with clients to implement best-of-breed digital solutions to automate financial close processes, along with process improvements and data governance and controls solutions to resolve the issues. Change management to support accounting teams in adopting the new processes was also a key deliverable. 

  • Client Story

    November 18, 2022
    Insurance Distribution Firm Positions Itself for Successful IPO and Global Expansion with Finance and Technology Transformation
    An award-winning, entrepreneurial insurance distribution and risk management firm serving more than 1.2 million clients was facing multiple challenges as it prepared to launch an initial public offering (IPO). The company was experiencing massive growth through the acquisition of as many as 20 companies per year. Its leadership was innovating the industry with a vision to expand internationally,…

  • Whitepaper

    October 5, 2022
    Software Company CFOs Discuss Top Priorities and Strategies
    Chief financial officers (CFOs) of high-growth software organisations met virtually to discuss topics of mutual interest, including leading practices, industry trends and challenges. The agenda for this small-group meeting, conducted under Chatham House Rule, was created through a series of pre-interviews. Protiviti managing directors, led by Gordon Tucker, head of the technology, media and…

  • Podcast

    July 14, 2023
    Podcast | Procurement as a Service: Bringing Together Talent and Skills – with Chris Monk and Holly Lindstrom
    In the wake of a world-changing pandemic and amid current uncertainties in the global economy, organisations have made, and are making, some significant adjustments in their operations. For most, the procurement function is at or near the top of the list. These changes are critical for procurement leaders to navigate and manage as global supply challenges become more complex and organisations…

  • Client Story

    September 6, 2023
    Finance Transformation Expertise Supports Strategic Initiatives
    The client was undergoing a strategic finance transformation initiative to globally align technology, policy, and procedures. As part of this initiative, the company had several strategic goals.

  • Client Story

    February 16, 2023
    Protiviti helps global energy conglomerate complete a complex integration of an E&P target
    Rising energy prices and the resulting profitability typically generate a flurry of merger and acquisition activity in the oil and gas sector. The deals frequently target organisations that are independent and entrepreneurial in spirit — companies that have amassed a significant but often underdeveloped asset base and whose processes generally have not kept up with the growth of the company. The…

  • Whitepaper

    April 27, 2023
    Price Transparency Compliance
    Price transparency compliance continues to elude hospitals two years after its effective date on January 1, 2021. While the Hospital Price Transparency (HPT) rule was met with great debate within the industry, the Centers for Medicare and Medicaid Services (CMS) continues its initiatives for ensuring greater transparency in healthcare. An audit of price transparency can prompt further compliance…

  • Client Story

    January 10, 2024
    Achieving New Heights with Transformative Inventory Management Solutions
    The client wanted to improve inventory management practices at a facility in its commercial HVAC division, which was seeing significant production disruptions and inventory losses. Inventory was handled by several third-party logistics companies, leading to missing material and inventory inaccuracies.
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