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%