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Client Story

September 1, 2026
4 min read

Architecture Firm Connects Salesforce to Revenue Growth

An education-focused architecture firm set out to modernize Salesforce but quickly recognized the need for a broader revenue transformation. Protiviti helped the organization connect strategy, governance, revenue processes, data and technology into a more integrated revenue system. The result was stronger visibility across the opportunity-to-revenue lifecycle,...
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Global Life Sciences Giant’s Digital SAP Transformation Provides Operational Improvements
Over the course of a multi-year digital transformation, this global healthcare leader embarked on an ambitious migration of its complex global businesses to SAP S/4HANA and a suite of supporting enterprise finance, data, and integration capabilities. This strategic initiative aimed to unify disparate systems, streamline business processes, and strengthen compliance across the organization’s global footprint.…
Universal Parks & Resorts Transforms Its Supply Chain Team’s People Readiness
Universal Parks & Resorts (UPR) welcomes guests around the world to experience epic stories and exhilarating adventures in astonishing and immersive new ways. UPR had undergone significant change and restructuring in the five years prior to Protiviti’s involvement and as a result, supply chain team members were unclear about their roles and responsibilities. In addition, UPR was looking to modernize its supply…
Healthcare Innovator Builds a Reputation for Sustainability
Explore how this U.S. healthcare innovator drives sustainability in healthcare through comprehensive GHG management and strategic ESG initiatives.
Global Media Giant Transforms ESG Compliance Processes with Protiviti
A leading global enterprise in the media sector partnered with Protiviti to navigate the complexities of evolving EU taxonomy regulations. Facing significant challenges in regulatory compliance and sustainability reporting, the company needed a strategic collaborator to ensure alignment with new requirements and to reinforce its commitment to responsible business practices.
One A&D Leader’s Strategic Risk Approach to S/4HANA SoD Remediation
A leading aerospace and defense organization faced a critical challenge during its SAP S/4HANA implementation: excessive user access and unresolved segregation of duties (SoD) conflicts. These issues emerged due to compressed project timelines and competing priorities during the system’s go-live. Despite initial plans to deploy a robust user access management process and remediate security roles before launching,…
Global Oilfield Leader Boosts Access Controls with SAP Cloud IAG
Our client, a leading oilfield services provider, faced mounting concerns over automation and the ability to implement financial controls to manage sensitive SAP access and segregation of duties (SOD). Recognizing the urgency to strengthen its access management capabilities and prevent recurring compliance deficiencies, the company chose SAP’s Cloud Identity Access Governance (IAG) solution to modernize and automate…
University’s Budget Process Optimization Drives Agility and Effective Decision Making
Discover how a university enhanced Budget Process Optimization, reducing timelines and improving accuracy for strategic decision-making and fiscal accountability.
Leading Bank Taps Protiviti and Optro to Transform Internal Audit
Leading bank achieves impactful internal audit transformation with Protiviti and Optro, realizing efficiency, cost savings, and enhanced compliance within six months.
Innovative Data Visualization Tool Transforms Microsoft Tax Department’s Complex Internal Processes
Microsoft’s tax department, which serves the many legal entities across this large global organization, was at a pivotal moment. While it was effectively meeting the needs of those internal entities, the group recognized their processes were largely manual and particularly inefficient. The team wanted to transform itself to drive efficiencies, both within the department and across the larger organization. Protiviti,…
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, recognized early in its technology modernization journey that robust data security is essential for seamlessly incorporating AI into its core processes, enabling trustworthy and…
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