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February 8, 2023

Global Health Services Company Modernises Data and Applications with Microsoft

A global health services company needed to execute on its corporate promise to deliver affordability and convenience to its patients. However, the company discovered that there was a disconnect between that promise and intended delivery. Further investigating that disconnect revealed that the organisation's procedures for tracking and delivering rebate payments were hampered by complex, time-…
Client Story

March 10, 2023

Technology transformation and change management help non-profit organisation reach donors and improve fundraising
Client Story

November 18, 2022

Insurance Distribution Firm Positions Itself for Successful IPO and Global Expansion with Finance and Technology Transformation

An award-winning, entrepreneurial insurance distribution and risk management firm serving more than 1.2 million clients was facing multiple challenges as it prepared to launch an initial public offering (IPO). The company was experiencing massive growth through the acquisition of as many as 20 companies per year. Its leadership was innovating the industry with a vision to expand internationally,…
Whitepaper

February 18, 2026

The next phase: AI and human collaboration powering internal audit transformation

AI is reshaping internal audit function. Protiviti's whitepaper 2025 offers insights on agile auditing, AI-human collaboration, and risk management. Read now.
Client Story

June 30, 2023

Change management, automation and new digital tools transform finance operations for educational services company

A $1 billion educational services holding company that operates in the U.S., Australia and New Zealand needed to transform its finance operations. The organisation, which operates numerous higher-education institutions and provides a workplace educational benefits administration solution, enrolled more than 100,000 students in its universities and served 50,000 workplace learners in 2021, growing…
Whitepaper

March 24, 2023

Collaboration: The key to better management of cybercrime and financial crime

By Carol Beaumier and Bernadine ReeseSharing information and lessons learned has become increasingly critical for the effective management of cybercrime and related financial crime. This need requires financial institutions to rethink how they have historically managed these risks.
Client Story

April 10, 2024

Driving to Order-to-Cash Optimisation and Accounts Receivable Transformation

This U.S.-based client, a subsidiary of a global water treatment company, offers water-as-a-service solutions to over half of the Fortune 500 companies across North America.
Client Story

July 16, 2025

Leading Financial Services Company Delivers Enterprise-Grade Transformation with Microsoft

Data protection is a vital cornerstone for a successful enterprise adoption of generative AI, ensuring secure and effective integration of advanced technologies. This global financial services leader, serving millions of customers worldwide, recognised early in its technology modernisation journey that robust data security is essential for seamlessly incorporating AI into its core processes,…
Whitepaper

October 16, 2025

Executive Committee Lifecycle Management: From Formation to Sunset

In today’s dynamic business environment, organizations are under pressure to optimize operations, drive innovation, and manage risk more effectively than ever. Lifecycle management plays a pivotal role in enabling this transformation — from strategy and implementation to governance and value realization. By integrating structure, agility, and visibility across the entire lifecycle, it empowers…
Client Story

September 13, 2023

Agility in Action: IT Transformation Fosters Business Alignment

This project focused on the company’s efforts to modernize its IT organization and achieve greater alignment with its business partners as their business model evolved. The project included three key phases of support, starting with an initial IT strategy and target operating model definition, transitioning to enabling value stream-focused Lean portfolio management and then a deeper dive…

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