Sapling was approached by the Founder/CEO of a boutique consulting firm looking to scale up its operations. To help with their growth plans, Sapling built a model to provide insight on staffing needs for each level or the organization and services needed to reach their revenue targets
We constructed a detailed financial model which allowed revenues to be aggregated by billable hours broken down by service offering and staffing type
The model allowed staff types to have separate target utilization rates to account for certain staff types having lower billing requirements than others
Through the process, the client gained insight into which staff types and how much of each would be critical to allow the organization to scale
An investment firm focused on providing growth capital has engaged us to perform a detailed review of their investment reporting software, including recommendations for enhancement of the current investment reporting process.
The company was looking for a centralized database to replace outdated software, with the ability to quickly create reports in company specific formats for compliance reporting, and to generate management insights on net asset value trends by class and over time.
