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.
We conducted an audit of their current software systems: - The two contract management systems used for public and respectively public bids - Internal spreadsheets used to track bids and project status - Accounting system used for invoicing based on project completion
We conducted interviews with relevant stakeholders from the finance, sales, and operations departments aimed at understanding the company’s processes on sales prospecting, bid completion, sales close, project completion, project billings, and contract renewals.
Based on the process and system analysis we designed a roadmap designed at eliminating the redundancy of using several systems that carried our similar tasks, automate data extraction and integration in a joined data warehouse, and generate automated reporting and KPI analysis.
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...
We truly value the trust you’re placing in us by making this introduction. We’ll make sure to take great care of them and will reach out shortly to get the conversation started. We really appreciate the support.
