Case Studies

Real engagements where we improved the reliability of finance and operational reporting—so leaders could make decisions with confidence.

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A/R and aging visibilityBilling and collections reportingCompliance reportingData centralizationFinance data integrationFP&A reporting automationOperational reportingPlanning and actuals alignmentReporting automationReporting consistencyRevenue consistencySLA compliance

Finance data integration and reporting automation

Integrating finance data and automating FP&A reporting for a health tech company

We helped an FP&A team integrate NetSuite, Adaptive, and Salesforce data into a single foundation, automating reporting while allowing teams to continue working in Excel or Power BI.

Finance data integrationFP&A reporting automationRevenue consistency

Integrated NetSuite, Adaptive, and Salesforce data into a single finance-ready data foundation
Automated recurring FP&A reporting while preserving Excel workflows where required

Health tech software companyJuly 1, 2025

Enterprise reporting reliability and automation

Centralizing operational data and automating SLA-critical reporting for a forensic technology company

We helped a global forensic technology company centralize over ten data sources and automate operational reporting in Excel and Power BI, restoring SLA reliability and reducing manual reporting effort.

Reporting automationSLA complianceData centralization

Centralized over ten operational data sources into a single reporting foundation
Automated recurring reports across Excel and Power BI with consistent data

Global forensic technology companyJune 1, 2024

Revenue cycle reporting reliability

Stabilizing revenue cycle reporting for a gastrointestinal healthcare provider

We helped a gastrointestinal healthcare organization restore trust in revenue cycle reporting by rebuilding and standardizing critical billing, A/R, and compliance reports used by the RCM team.

Billing and collections reportingA/R and aging visibilityCompliance reporting

Re-established reliable billing, A/R, and aging reports used by the RCM team
Standardized revenue cycle definitions across recurring reports

Gastrointestinal healthcare organizationNovember 1, 2023