Insight Search Search Submit Sort by: Relevance Date Search Sort by RelevanceDate Order AscDesc 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,… Survey December 5, 2022 From Cloud Migration to Managed Services, TMT Finance Leaders Tackle Challenges With Multifaceted Strategies Supply chain problems are still lingering. Technology integration, still lagging. And companies still are lacking skilled workers to fill key roles as they contend with high interest rates and a possible recession. Surveying the technology, media and telecommunication (TMT) industry landscape, the results of Protiviti’s 2022 Global Finance Trends Survey are not necessarily surprising. Some… Client Story February 6, 2023 Global Multimedia Organization 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. Client Story February 16, 2023 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 organizations 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… Client Story February 24, 2025 Growing Manufacturer Invests in Dynamic New Procurement Function Discover how investing in procurement in manufacturing saved a growing outdoor vehicle maker $13M annually and boosted efficiency. Client Story May 5, 2025 EvergreenHealth’s Journey to a Comprehensive Employment Brand and Talent Marketing Strategy EvergreenHealth's comprehensive employment brand and talent marketing strategy by Protiviti increased application rates, reduced turnover by 3.5%, and decreased recruitment expenses. Client Story January 10, 2024 Achieving New Heights with Transformative Inventory Management Solutions The client wanted to improve inventory management practices at a facility in its commercial HVAC division, which was seeing significant production disruptions and inventory losses. Inventory was handled by several third-party logistics companies, leading to missing material and inventory inaccuracies. Client Story December 14, 2023 Solving Legacy Accounting Challenges With Automation and Process Improvements Protiviti partnered with clients to implement best-of-breed digital solutions to automate financial close processes, along with process improvements and data governance and controls solutions to resolve the issues. Change management to support accounting teams in adopting the new processes was also a key deliverable. Client Story April 5, 2024 Seamless NetSuite Migration Optimizes Operations A leading fundraising and branding organization offering agency, data processing, and digital and media services was seeking a partner to facilitate the transition to NetSuite as the system of record for its operation. Survey December 17, 2024 2024 Consumer Goods and Retail Finance Priorities Survey: CPG and Retail Finance Leaders Focused on Foundational ChallengesProtiviti’s latest survey of finance executives at retail and consumer goods (CPG) companies shows a clear focus on technology-enabled financial planning and analysis (FP&A), and a growing need to address foundational challenges, including data standardization and FP&A processes, before embarking on advanced… Load More
