Case Study
Software Startup

Refocusing resources for growth

A software startup found early success in selling mobile application tools to corporate IT departments across many industries. Unfortunately, after a few years it became clear this was a tough business to scale.

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Case Study
Global Investment Management Firm

Managing Growth and Aligning a Partnership

This 1000-person firm has been a leader in a several investment management niches over 25 years. For many years they’ve had strong growth. When that growth slowed, fractures in the partnership resulted.

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Case Study
Leading U.S. University

Transforming Endowment Operations

The endowment of a leading U.S. University was growing in size and complexity. The operations group, which had historically been a finance and accounting function, needed to step up its game…

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Case Study
Global Insurance Company

Launching a new call center on the right foot

A global insurance company, well known for its customer service, was consolidating its operations into one regional call center. The shift to a centralized model would create important economies of scale.

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Case Study
Global Investment Bank

Strengthening leadership during an organizational transformation

Due to a rapidly changing market, the demands placed on the IT leadership team of a large bank had far surpassed the processes and practices it had in place to manage them.

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