We partner with CEOs and Operating Partners to potentiate the value of each new platform and add-on acquisition. Our goal is to improve their competitive position in the market, reduce costs and maximize their go-to-market capabilities to achieve dramatic revenue growth.
Our platform optimization and add on integration solutions draw on our ability to work with our client‘s team with precision and confidence to achieve success within their 100 day plan. Clients rely on us to define clear, practicable solutions for their challenges and opportunities and contribute resources to ensure we accomplish the expected results together.
For more information on our clients, we would be happy to provide references upon request during your discovery and evaluation process.
Below are two case study summaries to demonstrate the positive impact we have delivered to our clients.
ADD-ON INTEGRATION & PLATFORM OPTIMIZATION CASE STUDY:
New Org Chart and Cross-sell Deals in 7 Weeks
PROBLEM
A public safety policy and training solutions company acquired a wellness technology solution for high-stress professions. The acquisition was integrated as an asset purchase where the new product and the customer list was migrated into the platform company’s business processes and systems. Core people, process and systems integration was completed in 60 days including Order to Cash process, Marketing, Collaboration, email and file migration, contracts. The accounting team, processes and systems were completely integrated in 90 days.
SOLUTION
- Core people, process and systems integration in 60 days:
Including: Order to Cash, Marketing, Collaboration, Email and File migration, Revenue Recognition, Billing, and Contracts - Accounting migration was completed in 90 days
- Significant integration debt reduction – Cleanup of legacy Salesforce objects, workflow, customizations, and data
- Migration of two years of history into financial reporting system
RESULTS
- New consolidated organizational chart
- Adjusted processes for new product offering
- Cross-sell deals initiated in 7 weeks of deal close
ADD-ON INTEGRATION & PLATFORM OPTIMIZATION CASE STUDY:
Reduced IT Budget by +40% and Costs by +$400K in 12 Weeks
PROBLEM
Post-Acute Healthcare provider with high operating costs negatively impacting profitability. The provider needed to realign technology and staff to match their new strategic direction. Current IT infrastructure was not scalable, requiring large staff to manage and maintain.
Due diligence analysis identified the need for changes in IT leadership, realign 3rd party providers, evaluate use of consultants, improve reliability of information and telecom systems, and reduce overall cost for information technology.
SOLUTION
- IT Management evaluation
- Technical team staffing model
- 90-day improvement plan
- Vendor and contract review
- Provided Interim CIO
- Implemented industry specific CRM
- Re-engineered telecom and data network
- Integrated triage call center and pharmacy benefits with medical record system
RESULTS
- Lowered annual IT budget by 40%
- Reduced IT staff budget by 30%
- Reduced annual offshore development costs by $144,000
- Negotiated early contract exit saving $68,000/year
- Reduced software seat licenses to save $62,000 annually
- Reduced monthly telecom costs by $12,000 saving $144,000/year
- Reduced annual video and phone conferencing costs by $16,800