Insight Search Search Submit Sort by: Relevance Date Search Sort by Relevance Date Order Asc Desc Client Story March 17, 2021 Financial lender and co-op owner get a fresh start with an integrated CRM solution The impending retirements of two key executives would constitute a significant disruption for any enterprise. It’s even more disruptive when the business’s legacy customer relationship management (CRM) system was home-built by the departing CIO, and other legacy systems split customer data into separate collections. Under such circumstances, a few agile interventions might be called for. As with… Client Story April 22, 2026 How One Water Agency Flushed Legacy Systems With Oracle ERP Learn how a water agency modernised operations with Oracle Cloud ERP, achieving significant efficiency gains and enhanced compliance. Client Story August 7, 2025 A client’s FP&A transformation: The shift from BPC to SAP analytics cloud planning At this year’s 2025 SAPinsider conference, we talked with organisations who are leveraging SAP Analytics Cloud Planning (SACP) to transform their financial planning and analysis (FP&A) processes. We were honored to present one client story that details the success companies are realising using SACP to migrate from legacy platforms like SAP’s Business Planning and Consolidation (BPC). Client Story May 11, 2021 Healthcare organisation pursues RPA operational excellence to heal inefficiencies across revenue cycle, supply chain and more Businesses the world over are adopting Robotic Process Automation (RPA) to lower costs, increase efficiency and improve operational quality. Some businesses have begun by implementing readily available off-the-shelf RPA technology, only to find coding a few bots is not sufficient to build a sustainable RPA programme. Succeeding with RPA — that is, deriving the greatest value from the… Whitepaper August 12, 2021 Building a Comprehensive Data Privacy Programme: Four Actionable Steps for Technology Companies Introduction Most technology companies today understand that ensuring data privacy and protection is an imperative for their business; however, few manage this process well or even invest enough resources in that effort. As governments and consumers around the world continue to raise their expectations of how technology businesses should handle and process private and sensitive data,… Blogs April 14, 2025 CFOs Must Be the Voice of Reason Amid Tariff Turmoil The CFO’s thoughtful, fact-rooted reaction and action to tariffs can stand out in contrast to what may appear to be drama day-trading by many (or even most) others who track tariff activity as a process story. Blogs March 27, 2026 Deploy Agile Budgeting and Forecasting to Accelerate Value Creation What’s new:Budgeting and forecasting processes are no longer routine financial compliance exercises. Today, leading organisations are leveraging these processes as a strategic discipline to set targets, allocate resources and establish goals that drive both financial discipline and strategic business decisions. Blogs August 7, 2025 Back to basics: Why sustainability initiatives persist despite challenges Companies are moving forward with sustainability initiatives as planned or they are adjusting strategy — not stopping sustainability efforts altogether. A Protiviti webinar provides insight into why sustainability is seen as more than a compliance mandate. Blogs May 3, 2024 Seven ways to strengthen leadership succession and development Replacing a C-suite executive or high-potential employee can be costly. Yet many organisations’ leadership development and succession programs are hamstrung by inadequacies that can lead to damaging talent loss. Newsletter June 12, 2024 21st-Century Board Oversight of Talent Acute talent shortages across numerous industries underscore the risks emanating from outdated, reactionary approaches to managing people, succession and culture. The question arises, what is the board’s role in forging a 21st-century approach to managing talent?Changing times have led to fleeting employee loyalty, as talented individuals have more options than ever before with greater… Load More