Our Expertise

Strategic Challenge:

Turnaround an unprofitable auto repair chain with a failed strategy from becoming insolvent

Solution:

Refreshed operations strategy, market analysis, and financial models to highlight the best opportunities for expansion through M&A and real estate projects while operational analysis enabled a multi-million dollar expense reduction through which we scaled a $2M business into $70M

Strategic Challenge:

Automate workflows and generate real-time insights for a quality laboratory

Solution:

Developed a robust BI and analytics framework concurrent with the rollout of the implementation of a new laboratory information management system which increased visibility of quality testing from raw materials through finished products, facility level to employee level metrics

Strategic Challenge:

Create and enable a data-informed culture across a traditional dental practice group

Solution:

Developed financial operating plan, including annual budget and quarterly forecasts, and aligned financial and operational performance with new dashboards which highlighted operational KPIs for production, collections, patient metrics, and revenue cycle management.

Strategic Challenge:

Transform a Fintech from a traditional banking operation into a modern data-driven business

Solution:

Established a cloud data solution, a modern BI platform, an enablement of data analysis and CRM training, to make quicker, data-informed decisions, and generating a 42% increase in year-over-year sales volume and developing a data-driven compliance framework

Strategic Challenge:

Align corporate executives and union leadership around one source of data truth

Solution:

Created a uniform data set, data models, and one financial story around which HR executives, regional CFOs, and labor leadership could agree before negotiating the $2B cost of employee wages and benefits for 160,000+ employees across multiple geographies and unions

Strategic Challenge:

Improve sales conversion across all channels with opening of new call center

Solution:

Analyzed telephony metrics to identify opportunities for operational improvement including new phone trees, call routing, and lead response behavior to improve operational efficiency, customer experience and sales volume for $4B in gross revenue, driving a uniform process across channels

Strategic Challenge:

Deliver data-driven solutions to reduce risk management cost while improving operational efficiency

Solution:

Analyzed risk management data to identify operational drivers of rising insurance costs across warehousing and trucking operations for national shipping provider, contributing to the implementation of an organizational safety culture to reduce workers compensation insurance claims

Strategic Challenge:

Increase marketing effectiveness with a limited budget and growing revenue target

Solution:

Created a machine learning model to cluster prospective customers based on lookalikes of existing customers segments, which enabled a deeper understanding of the variables between segments and the ability to target those prospects who were most likely to buy

Strategic Challenge:

Optimize human capital supply chain through each stage of the talent pipeline

Solution:

Identified which salespeople would be the most productive, based on the data trail they left behind starting with the application process, through recruiting, onboarding, and early stage sales production, identifying key success metrics at each stage of the journey

Strategic Challenge:

Create organizational data and analytics strategy from enterprise business strategy

Solution:

Transformed data and reporting factory into a value creation center of excellence by partnering with cross-functional executives to prioritize strategic uses cases, which enabled modernizing data and analytics platforms, resulting in the first profitable quarter in three years

Strategic Challenge:

Generate visibility into sales performance from Executive-level KPIs to producer metrics

Solution:

Implemented a new business intelligence/analytics performance management system including new data architecture as well as an analytics framework directly leading the greatest growth in the company’s 118 year history, a 30% year-over-year increase across all product lines