• Presentation in office or ornament meeting room with analyst team
    Insurance Provider Policy Tracking
    • May 15, 2024

    An insurance company approached Sapling to develop Power BI dashboards to help keep track of the policies they sell and customer retention

  • business intelligence tools
    Business Intelligence Tools
    • May 15, 2024

    A healthcare firm hired Sapling to design and develop a user-friendly visualization tool which helps in tracking the firm’s overall performance

  • man reading charts
    Reusable LBO Model
    • November 2, 2022

    A private equity firm based in the US contacted Sapling to generate a custom LBO model template, which could be reused over the course of a few years. Given the small size of the firm, the company wanted the model so they did not have...

  • Finger Pointing
    5-Year Forecast Model with Synergies + QoE
    • September 13, 2022

    Sapling was engaged to build a five-year model with the forecasted growth and other variable factors, including synergy initiatives planned for the group companies for internal restructuring. The model involved multiple revenue lines, cost factors, their seasonality and synergy benefits for various planned initiatives, including...