The company engaged us to assist with analyzing sales performance by distinct filters. The client was in the process of acquiring a company and needed a better understanding of key product segments, growth, and customers
Our first step was to understand the underlying data sources/sets and determine if any clean ups were required. Next, we mapped out the key filters needed to acquire the specific data cuts the client was looking for
A database was setup using MySQL where all data was stored, and queries were run using our schematic. Using MySQL, we were able to query the data sets, create multiple views, and work with the client on an ongoing basis to adjust filters
Our final outputs were then sent to the client where they could use their findings and drill/filter down into sub-level data groups
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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