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Case studies

Our process applies techniques from a variety of disciplines, values distinction in detail and gives careful

Programme Mobilisation and Delivery
Workday Programme Mobilisation and Delivery at a Leading Programmatic Advertiser.
Programme Mobilisation and Delivery
Workday Programme Mobilisation at a Leading Fintech
Programme Mobilisation and Delivery
Finance Transformation at a PE-backed Automotive and General Insurance Business
Programme Mobilisation and Delivery at a FTSE Listed Online Retail business
Carve-out
Workday programme recovery at a PE-backed carve-out
Post-acquisition integration at a US-listed leading Luxury Retailer
Cost-Out
“Cost-out” and Workday programme remediation at a PE-owned Tech business
Cost-Out
“Cost-out” and Workday programme remediation at a PE-owned Tech business

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Workday Programme Mobilisation and Delivery at a Leading Programmatic Advertiser

Context

A leading PE-backed programmatic advertiser had recently taken on new private equity investors and were looking to embark on a major technology transformation programme to support their aggressive “buy and build” strategy.

Approach

Reporting directly into the CFO the Founding Partner led the programme from scratch, performed a rapid diagnostic, defined requirements and target solution architecture, led ERP and SI selection processes, led business case development and sign-off and ran the initial phases of the programme.

Result

Defined requirements and key use cases, obtained sign-off at Board-level for the programme, led ERP and SI selection processes to successful conclusions, negotiated Workday licensing at rates below industry benchmarks and mobilised the programme team and ran the Pre-plan and Plan phases of the implementation.

Workday Programme Mobilisation at a Leading Fintech

Context

A leading Fintech, with a $40bn valuation, was scaling rapidly and needed enterprise-grade systems and processes to support it’s growth trajectory.

Approach

The Founding Partner was brought in to lead the programme from scratch defining programme roadmap defining and leading all aspects.

Result

Defined programme roadmap, budgets and scope, led implementation partner selection and negotiation to a successful conclusion securing competitive terms, defined target solution architecture and achieved Board sign-off for a multi-year transformation programme

Workday Programme Mobilisation and Delivery at a Leading Programmatic Advertiser

Context

An Automotive and General Insurance business had recently taken on new PE owners. The Founding Partner was brought in by the CFO to diagnose the Finance function and lead Finance Transformation activity

Approach

Mobilising the team and diagnosing the issues the Founding Partner, working with the CFO, defined the programme priorities and initiatives and brought the senior Finance leadership together to jointly agree programme priorities.

Result

Reduced cost of Finance by defining a new Target Operating Model and Organisation Design for Finance. Mobilised a cost reduction/operational improvement programme which identified and realised additional cost savings. Represented the programme at Board level obtaining sign-off on the programme. Successfully led a large regulatory transformation programme (IFRS17). Optimised the existing SAP ERP in preparation for SAP S4 HANA. Defined and implemented a new financial control framework including controls, processes and technology.

Programme Mobilisation and Delivery at a FTSE Listed Online Retail business

Context

A £3bn FTSE-listed online retail business were kicking off a Finance and Technology transformation programme to support them on their next stage of growth as they transitioned from being a UK-based, B2C retailer to becoming an International B2B technology provider.

Approach

Working with Deputy CFO, Finance and the wider Transformation the Founding Partner defined and mobilised all aspects of the programme.

Result

Defined all aspects of the programme including scope, budget, programme team, requirements and governance. Led the ERP and SI selection processes including commercial negotiations to a successful conclusion. Achieved Board sign-off on the programme. Successfully completed the design phase of an Oracle Fusion implementation

Workday programme recovery at a PE-backed carve-out

Context

Brought in by the Private Equity owners, Advent, to recover a Workday Technology Programme of a carve-out of one of their businesses into two separate entities

Approach

Partnering with the CTO and C-suite the Founding partner re-defined the programme team, resourcing and approach to bring the programme back on track

Result

Successfully brought the programme back on track re-defining the team, governance and re-negotiated the contract with the implementation partner. The Founding Partenr received commendations by the Group CEO and CTO

Post-acquisition integration at a US-listed leading Luxury Retailer

Context

A £600m Luxury Brand was bought by a large Luxury Retail conglomerate. The Founding Partner was brought in to complete the post-acquisition integration for back-office areas

Approach

Leading a 50+ team, reporting into the Group CFO, this programme was global in scope and was rolled out to 15 countries.

Result

Defined, and led transition to, a new operating model for Finance reducing cost of Finance by 20%. Transitioned F&A activity to a new SSC/BPO provider, reducing finance close by two days. Led a successful SAP implementation to go-live. Successfully achieved first-time SOX compliance by standardising Finance processes with improved controls. Rolled out of a new Lease Management system to comply with the IFRS16 accounting standard

“Cost-out” and Workday programme remediation at a PE-owned Tech business

Context

The Founding Partner was placed by the Investors, a large-cap PE firm, to recover a failing Workday programme and to bolster an existing “cost-out” programme

Approach

Working with the CFO, Transformation Committee and the in-house Transformation team the Founding Partner assessed the existing programmes of work and helped the client work through remediating activity

Result

Re-started the ERP implementation with a different ERP solution and SI partner which better met requirements. Identified additional €2.5m p.a additional cost savings through defining a new operating model for Finance, identifying new outsourcing opportunities and revised governance, defining new accountabilities for delivering savings, achieving an accelerated run-rate for delivering those savings