Insight Search Search Submit Sort by: Relevance Date Search Sort by RelevanceDate Order AscDesc Newsletter January 14, 2022 The Top Risks for 2022: A Global Perspective Our global survey of C-level executives and directors highlights the influence of COVID-19, people and culture issues, the economy, and digital transformation on the near-term risk landscape. In the following table, we rank our survey’s highest-rated risk themes in order of priority to provide a context for understanding the most critical uncertainties companies face over the next 12… Whitepaper July 18, 2025 Transforming the Enterprise: How to Guide an ERP Implementation to Success ERP systems are the backbone of enterprise operations, supporting critical functions like finance, operations and HR. But they are more than that — modern, cloud-based ERP systems can be truly transformational to business, allowing it to work in ways that are leaner, faster, more intelligent, more integrated and more effective. An ERP implementation is thus more than a technology project —… Client Story May 12, 2023 Regional bank achieves national growth by diligently championing change 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… Newsletter August 16, 2021 The World Is a Zoo: Framing Risks in the Boardroom As disruption and the unexpected have become the norm in many industries, clarity is needed around framing the boardroom risk conversation. In 2009, in the wake of the great financial crisis, the National Association of Corporate Directors (NACD) published a report on the board’s risk governance process, recommending five risk categories for boards to differentiate risks for discussion… Newsletter September 18, 2025 CFO Insights This month, discover how CFOs are tackling disruption with Protiviti’s 2025 Global Finance Trends Survey— doubling AI adoption, boosting data security and driving agility. Also, explore our CFO’s Disruption Playbook for strategies to stay ahead and see how solution design sets the blueprint for platform transformation success. Whitepaper June 8, 2022 Seeing the Future More Clearly: How Machine Learning Can Transform the Financial Forecasting Process The Challenge and OpportunityForecasting is a key opportunity for finance to add a significant amount of value and provide strategic insight to an organization. One of the areas in which chief financial officers (CFOs) aspire to help their organizations excel is in providing forward-looking, insightful information about future revenues, expenses and cash flow to help decision-makers chart a… Whitepaper December 9, 2022 Six Pillars to Optimize Your Cloud With digital transformation remaining a top priority for organizations across industries, business and IT leaders around the world continue to work toward optimizing their value extraction of cloud-based technologies and infrastructure. While the myriad operational benefits may be well known, many businesses are learning that cloud optimization is a process of maturation that occurs over time.… Survey September 8, 2025 2025 Global Finance Trends Survey Finance trends 2025 report outlines CFO priorities, AI adoption in financial services, and finance transformation driving the future of finance. Client Story August 19, 2025 Innovative Data Visualization Tool Transforms Microsoft Tax Department’s Complex Internal Processes Microsoft’s tax department, which serves the many legal entities across this large global organization, was at a pivotal moment. While it was effectively meeting the needs of those internal entities, the group recognized their processes were largely manual and particularly inefficient. The team wanted to transform itself to drive efficiencies, both within the department and across the larger… Podcast July 20, 2016 You've Completed Your IPO... Now What? Protiviti Managing Director Steve Hobbs, leader of the firm’s Public Company Transformation practice, and Andrea Spinelli, a Director with Protiviti’s Business Performance Improvement solution, discuss the challenges newly public companies face in the weeks and months following their IPO, and how they can tackle them effectively. Load More