An assessment of software and resource usage to uncover inefficiencies and identify cost-saving opportunities.
We analyzed invoices, contracts, and daily system interactions to assess the current state and identify inefficiencies, such as unused capacity and recurring costs
Through surveys and direct follow-ups, we examined the flow of information to gain a fully understanding of system usage and identify efficiency gaps
By benchmarking system performance against industry standards, Sapling developed recommendations to reduce IT costs by 25% and improve efficiency across the organization
Sell-Side Quality of Earnings- August 26, 2026
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,...
Project Pipeline and 3-Statement Model- August 3, 2026
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...
