A healthcare firm hired Sapling to design and develop a user-friendly visualization tool which helps in tracking the firm’s overall performance
We Integrated data from the firm’s operational , payroll and accounting systems and setup a scalable technical architecture which updates the integrated data on a daily basis
We used the integrated data to design and develop Power BI dashboards with impactful key performance indicators and their drilldowns
The tool in now being used to track operations like patient intake and cancellations, employee performance, employee payments and other accounting details
A B2B distributor selling to major retailers in the U.S. engaged Sapling to perform a sell-side Quality of Earnings review to support the planned sale of the business. The engagement focused on reconstructing and validating historical financial performance using transaction-level data, bank activity, inventory records,...
A heavy civil construction contractor running operations across several entities asked Sapling to build a management model that delivers private equity-level, best-in-class budgeting and scenario planning. The goal was a 3-statement model and dashboard that builds up from the project pipeline, so the team could...
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