Case Studies
Case Study #1

Cash Flow Management

Runway Extension & Debt Refinancing

  • Created 13-week cash flow projection for weekly cash planning meeting
  • Built revenue projections for 13-week cash flow from client-level sales data for a true income-to-cash picture
  • Relieved pressure on CEO through better visibility for negotiations with creditors
  • Extended runway permanently and raised a new lending facility
Case Study #2

Audit Management to Complete Capital Raising

  • Client raising financing round from strategic investor
  • Never audited, investor required an audit of previous year
  • Company low on cash and expense and timing of audit was major consideration
  • Executed the audit with our go-to auditor: completed audit on time and on budget
  • Saved $40,000 on audit costs and completed in 6 weeks instead of 10 weeks
  •  Financing closed on time
Case Study #3

Improve Customer Acquisition Costs

  • Client sales productivity slipping on a per sales head average
  • Using analytics, showed that 33% of sales team had less than 60% utilization
  • Instituted review process to establish sales production and utilization metrics
  • Reduced sales force by 30% and increased utilization to 90%
Case Study #4

Analytics Platform for Improved Management

  • Client had proprietary operations platform for servicing clients
  • Limited reporting for tracking work performed for clients by service representatives
  • Instead of having a large IT project to change the operations platform, decided to implement a business intelligence overlay
  • Key metrics: representative utilization, event billing, daily representative activities
  • Built PowerBI dashboarding system to provide all insights
  • Drove representative utilization from 65% to 85%