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  • 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

    March 15, 2021
    National Vision Sees Financial Reporting Clearly with SAP Business Planning and Consolidation and SAP Analytics Cloud
    National Vision, a leader in the U.S. optical industry, is a retailer that has seen tremendous growth since it was founded in 1990. National Vision turned to Protiviti, its long-standing partner, to extend the capabilities of SAP Business Planning and Consolidation, its full financial reporting, budgeting and forecasting tool, with SAP Analytics Cloud for planning. National Vision is one of the…

  • Client Story

    May 12, 2022
    A National Retailer Takes on Inventory Shrink to Improve Margins
    Protiviti created a transparent end-to-end process flow by identifying gaps and providing recommendations for improvement and savings. A data deep dive reviewed elements of sales, markdowns and shrink data and a statistical analyses of shrink, damages and manual markdowns provided a total loss calculation.

  • 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,…

  • Podcast

    June 3, 2020
    Podcast: Finding Equilibrium in Uncertain Times
    Most discussions concerning the COVID-19 global pandemic aspire to a path leading to some form of normalcy, a new normal. That pathway is often framed in terms of phases, with each phase leading to an equilibrium of sorts. In other words, the state of equilibrium will be defined differently with each phase. This is Kevin Donahue, senior director with Protiviti, welcoming you to a new edition of…

  • Whitepaper

    July 14, 2025
    Navigating the Financial Services Industry’s Compliance Priorities in 2025: Mid-Year Checkpoint
    When we published our 2025 compliance priorities for financial services companies last December, we acknowledged that for a variety of reasons, understanding and managing compliance risks this year would be a true test of the industry’s commitment and acumen. Among factors adding to the challenge this year, we noted the rapid pace of technological advancement, geopolitical tensions, and diverging…

  • Blogs

    July 16, 2025
    Looking beyond compliance: The long game of sustainability management and reporting
    As regulators in Europe and the United States pump the brakes on mandatory sustainability reporting regulations, sustainability management emerges as a driver of business value on its own. Recent data shows executives are unwilling to drop sustainability from their agenda, regardless of the political winds and regulatory pull-back.

  • Blogs

    August 22, 2025
    Build Greater Resiliency Through Integrated Business Planning
    IBP programs often originate with financial planning and analysis (FP&A) leaders, who are called on to inform leadership with forecasts and business insights. In Protiviti’s most recent CFO survey, FP&A, profitability, reporting and analysis, strategic planning, enhanced data analytics and process improvement were identified as top areas where CFOs are seeking to improve capabilities. All…

  • Client Story

    May 23, 2024
    Trusted Partnerships and Collaborative Efforts Drive Success in Data Privacy Initiatives
    We partnered with the client in building and maturing a data privacy program, including enhancing the company’s privacy rights process into a universal, globally scalable webform intake, 10+ custom workflows and an encrypted portal. Leveraged OneTrust autoblocking to establish baseline cookie compliance.

  • Blogs

    June 18, 2024
    Design Thinking for Technology Modernisation: Driving Value, Reducing Technology Debt
    In the consumer products and retail sectors, the burdens of legacy systems and manual processes pose significant challenges for organisations across the value chain from store or online purchases to overall operations. Disconnected applications, error-prone tasks, technical debt and a lack of insight and intelligence can hinder efficiency and innovation. To address these pressing issues, a…
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