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Client Story

October 15, 2026
5 min read

Turning Market Opportunity Into a Repeatable Growth Strategy

A growing SaaS business faced uncertainty about its long-term growth potential, market opportunity, and strategic fit within its parent organization. Protiviti helped leadership quantify the realistic market opportunity, assess commercial viability, and evaluate multiple growth scenarios through a data-driven lens. The result was a clear framework for making...
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Specialty insurer standardises policy platforms to deliver operational efficiencies ahead of IPO
A global specialty insurance organisation had been growing rapidly through a roll-up strategy to position itself for an initial public offering (IPO). The acquisitions created multiple underwriting and policy management processes and systems that were hindering operational efficiency. Executive leadership understood that to achieve the highest equity valuation possible it would need to demonstrate to the market that…
Quantum computing helps financial services organisation improve portfolio optimisation
A joint team of quantum computing engineers and financial analysts at this industry leader in digital financial services, led by a forward-thinking CIO, knew they wanted to take advantage of quantum computing to solve unique challenges that could not be handled with classical computing alone.   This company sees value in preparing to be “at the ready” when quantum computing machines become more powerful. So,…
Regional bank achieves national growth by diligently championing change
A regional bank envisioned growing into a national financial institution – and put customer satisfaction at the heart of their growth strategy. Their customer-centric philosophy would demand deep transformation in all aspects of operations. Optimising processes and investing in new technology would enable scalable, high-touch services and result in increased operational efficiency and winning customer experiences.…
Florida-Based Bank Optimises Customer Relationship Value Through Innovative Data Approach
This Florida-based organisation has grown from a small community bank to one of the state’s largest financial institutions. Over time, the bank built its reputation by maintaining the personalised service of a community bank while investing in the talent, technology and financial products customers expect from a large bank – from facilitating inbound investments and empowering small businesses to financing…
Technology transformation and change management help non-profit organisation reach donors and improve fundraising
Protiviti helps global energy conglomerate complete a complex integration of an E&P target
Rising energy prices and the resulting profitability typically generate a flurry of merger and acquisition activity in the oil and gas sector. The deals frequently target organisations that are independent and entrepreneurial in spirit — companies that have amassed a significant but often underdeveloped asset base and whose processes generally have not kept up with the growth of the company. The integration of these…
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-consuming processes, and…
Global Hospitality Company Achieves Efficiencies with Microsoft and Nintex
A global hospitality company needed to transition their highly manual process for RFPs to one that was more automated. The need to update their processes was driven by the changes required to address the Covid-19 pandemic, which created a dynamic business environment and market demands to act nimbly. The company recognized it required a solution that could automate and expedite a traditionally cumbersome process.…
Global Multimedia Organisation Transforms Sourcing and Procurement Function and Saves Millions
Using spend analytics findings, Protiviti helped the client build and strengthen a procurement department with a custom procurement taxonomy. Working with the client’s first procurement leader, we helped secure an e-sourcing tool.
Cloud-based Healthcare Analytics Company Expands Solutions and Customers
d2i is a cloud-based healthcare analytics solutions firm that’s on the move. The company provides an unparalleled data analytics application that aggregates, harmonizes and enriches diverse data sources to some of the largest hospital emergency departments (ED) in the United States. The company currently extracts Electronic Health Record (EHR) data into their environment for over 240 hospitals. d2i knows technology,…
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