Client Story Library

Many institutions in the public sector are faced with improving the efficiency and responsiveness of their services and operations to better serve stakeholders and the public. High turnover and lengthy recruiting cycles are creating both a loss of tribal knowledge and an influx of inexperienced resources, leading to significant delays in day-to-day operations. Our client, a state procurement group, was experiencing…

A leading global property and casualty insurance provider set out to transform its risk controls as part of an ongoing effort to promote a culture of excellence. Siloed knowledge of operational risk and controls made it difficult for the organization to improve quality and compliance. Establishing awareness of vulnerabilities and mitigation protocols across the organization would boost regulatory compliance,…

A global specialty insurance organization had been growing rapidly through a roll-up strategy to position itself for an initial public offering (IPO). The acquisitions created multiple underwriting and policy management processes and systems that were hindering operational efficiency. Executive leadership understood that to achieve the highest equity valuation possible it would need to demonstrate to the market that…

A joint team of quantum computing engineers and financial analysts at this industry leader in digital financial services, led by a forward-thinking CIO, knew they wanted to take advantage of quantum computing to solve unique challenges that could not be handled with classical computing alone.   This company sees value in preparing to be “at the ready” when quantum computing machines become more powerful. So, they…

A regional bank envisioned growing into a national financial institution – and put customer satisfaction at the heart of their growth strategy. Their customer-centric philosophy would demand deep transformation in all aspects of operations. Optimizing processes and investing in new technology would enable scalable, high-touch services and result in increased operational efficiency and winning customer experiences.…

This Florida-based organization has grown from a small community back to one of the state’s largest financial institutions. Over time, the bank built its reputation by maintaining the personalized service of a community bank while investing in the talent, technology and financial products customers expect from a large bank – from facilitating inbound investments and empowering small businesses to financing…

United Way of Greater Toronto (UWGT), with an overriding mission to eradicate poverty, has successfully mobilized volunteers and financial resources to care for the needy in its communities since 1973. Today it’s the largest non-governmental supporter of social services in the region with a network of 300 agencies that meet urgent human needs and improve social conditions for more than two million people. Despite…

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 organizations 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 integration of these…

Successware is an end-to-end business management solution for the home service industry that supports both independent and franchise owners of the three trades brands franchised by affiliates of its parent company, Authority Brands, Inc. Successware Classic is a legacy software system built with Citrix, VDI, and SQL server hosted in a data center. This solution has been in place since the 1990s, and while it is a…

A global health services company needed to execute on its corporate promise to deliver affordability and convenience to its patients. However, the company discovered that there was a disconnect between that promise and intended delivery. Further investigating that disconnect revealed that the organization's procedures for tracking and delivering rebate payments were hampered by complex, time-consuming processes, and…