Rachel Fung

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The company was looking for a centralized database to replace outdated software, with the ability to quickly create reports in company specific formats for compliance reporting, and to generate management insights on net asset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.

Sapling was approached by a supplement distributor to automate the processes between their online order system and accounting system and eliminate the manual aspects of the workflow.

A growing storm and wastewater infrastructure business was looking at enhancing their business intelligence capabilities and engaged us to  assess their current systems and processes for contract and revenue management and design a roadmap for a new Business Intelligence System to better integrate their processes.