Insight Search Search Submit Sort by: Relevance Date Search Sort by RelevanceDate Order AscDesc Client Story March 30, 2022 Journey to the Microsoft Cloud: Global financial services institution modernizes and protects data assets with Microsoft 365 Faced with the technical, compliance and data security challenges of launching Microsoft 365 across their global enterprise, a large financial services and investment institution needed to successfully deploy Microsoft 365 to its 30,000 employees while ensuring governance, compliance and data security. Because of the size and complexity of their firm, the financial institution had concerns with… Survey May 9, 2023 Technical Debt and Innovation – the CFO’s Perspective Organisations today spend an average of 30% of their IT budgets and invest a fifth of their IT human resources on technical debt management. This research, based on a global survey of more than 1,000 CIOs, CTOs and other technology leaders, underscores the burden created by technical debt and likely is an eye-opener for the CFO.[1] As organisations strive to increase their focus, and time and… Podcast Transcript September 14, 2023 Transcript | Achieving Digital Maturity in Finance – with Chelsea Black and Kizzy Gift In this episode, we discuss digital maturity in finance. Or more specifically, how more finance organisations are employing ERP systems, moving to cloud-based systems, transitioning more to analytics, and with that, understanding the talent management and risk management needs that are required with these major changes.Sharing their insights on these issues are two Protiviti experts, Chelsea… Podcast September 14, 2023 Podcast | Achieving Digital Maturity in Finance – with Chelsea Black and Kizzy Gift In this episode, we discuss digital maturity in finance. Or more specifically, how more finance organisations are employing ERP systems, moving to cloud-based systems, transitioning more to analytics, and with that, understanding the talent management and risk management needs that are required with these major changes. Sharing their insights on these issues are two Protiviti experts,… 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. Survey March 19, 2024 Views on Board Governance — Where Directors and C-Suite Leaders Align and Diverge The views of more than 1,000 directors and C-suite executives on the role and effectiveness of the board are the focus of this report on the results of our inaugural Global Board Governance Survey. This study -- developed by Protiviti, BoardProspects and Broadridge -- is, we believe, the first of its kind. It offers insights regarding the board’s priorities, performance and governance practices,… Survey April 6, 2023 Energy and Utilities Finance Trends Survey Infographic From automation and cloud to ESG and talent management, CFOs are reimagining their long-term roles. These are among the key takeaways from the results of Protiviti’s latest Global Finance Trends Survey. Download Infographic Whitepaper February 21, 2023 ISO 27001: 2022 - Key Changes and Approaches to Transition This article will address the changes and updates to ISO 27001 standard published on October 25, 2022, and the approaches organisations can take to implement the changes introduced. There have been significant advancements in technology, as well as an increase in the complexity of security threats since the last iteration of ISO 27001 was published on September 25, 2013. The changes introduced in… Newsletter March 24, 2024 When Executives Stand in the Way — Create the Right Tone at the Top for Change In the race toward innovation and transformation, it can be easy for leadership to overlook their crucial role in driving change in the organisation, including fostering vital new mindsets and behaviors.What you should know: Executive engagement is a critical component to enable change. It’s important to make the distinction that leaders and managers don’t “manage” change; they “enable” change.By… Client Story December 19, 2022 Global financial services technology company divests its product suite to improve efficiency and drive business growth Challenge:GBST engaged Protiviti to support the divestiture of part of its product suite. The engagement required the segregation and separation of shared products and infrastructure, including separation and migration of on-premises and AWS cloud-based infrastructure and applications.Solution:Over the discovery phase, Protiviti’s engineers worked with the GBST engineering team to identify the… Load More