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Case Studies
Epic Foundations Implementation at Regional Provider System
Client Overview Integrated multi-facility provider system with ~$2B annual revenue and a focus on providing value-based, comprehensive...
Sep 1, 20251 min read
Organization Design for a Financial Services Firm
Client Overview Client is a Fortune 500 member that is a leader in the retail financial advice market and the nation’s largest...
Sep 1, 20251 min read
Location strategy for a Financial Services Firm
Client Overview Client is a Fortune 500 member that is a leader in the retail financial advice market and the nation’s largest...
Sep 1, 20251 min read
CIO Dashboard for a Financial Services Firm
Client Overview Client is a Fortune 500 member that is a leader in the retail financial advice market and the nation’s largest...
Sep 1, 20251 min read
Travel and Expense Management Software Implementation
Client Overview The client is a PE owned $3.5B medical device company with presence in APAC, Europe, and the US. The...
Sep 1, 20251 min read
ERP Assessment for Transportation Client
Client Overview Client is one of North America’s premier freight-hauling railroad, covering 23 states in the western two-thirds of the...
Sep 1, 20251 min read
Persona definition, customer journey mapping, and sales funnel analysis for $4B digital marketing and media business
Client Overview Client is a global B2B digital marketing and media business with $4B revenue and 12,000 employees in 30 countries. ...
Sep 1, 20251 min read
IT Due Diligence for an Equipment Rental Provider
Client Overview The investment office of a prominent PE fund was considering making a large capital investment in a domestic equipment...
Sep 1, 20251 min read
IT Due Diligence for Clinical Practice Management Group
Client Overview Client is a private family investment office interested in acquiring a clinical practice management group that oversees...
Sep 1, 20251 min read
Agile Transformation at a Financial Services Firm
Client Overview This Fortune 500 client is one of the largest broker dealers in the United States and a leading provider of investment...
Sep 1, 20251 min read
IT Due Diligence for National Broadband Materials Distributor
Client Overview Client is a private Midwest based family investment office, interested in acquiring a national distributor of broadband...
Sep 1, 20251 min read
Tech Strategy / Product Operating Model for F500 Retail Client
Client Overview Client is one of the nation's largest retailers of apparel, home, jewelry, and beauty merchandise. The organization...
Sep 1, 20251 min read
Establishing an IT Operating Model for a Hospital System
Client Overview Client is a regional healthcare provider with a network of hospitals, clinics, outpatient centers, and physician...
Sep 1, 20251 min read
Establishing a Healthcare Transformation Office
Client Overview Client is a regional healthcare provider with a network of hospitals, clinics, outpatient centers, and radiology...
Sep 1, 20251 min read
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