Our client, who owns and manages retail medical facilities, desired to accelerate its cash flow and improve collectability on its accounts receivables. We assisted on several projects in this area, including

  • Helped to develop and pilot down payment strategies to balance between these goals and revenue/case acceptance, monitored and analyzed pilot results, and ultimately made recommendations to management for changes in its down payment strategies.

  • Working to identify areas of improvement in systems and processes in both retail outlets and its centralized billing group to reduce the number of denied claims, improve the accuracy of submitted insurance claims and improve its claims denial management processes. This has resulted in significantly improved cash flows and reduction of unpaid claims.

  • Managing the effort to identify root causes of unfavorable aging trends and develop action plans to remediate. Designed tools and processes to improve data accuracy and visibility into A/R transactions.


Our client desired to gain a better understanding of one of its new lines of business. We participated on a team to analyze profitability of this business line, developed a financial model to provide detailed reporting on office-level profitability, and identified the key system and process improvements that would be required to cost-effectively manage and grow this business segment.

Our client, who is owned by a major private equity firm, is one of the largest dental services organizations in the United States with over 180 offices in four states.  We provided support that resulted in significantly reduced operating spend for both supplies and facilities-related services for the dental offices. This included vendor identification and evaluation, RFP development, evaluation of RFP responses, creation of a vendor scorecard, participation on team that selected vendors, negotiated contracts and managed transition to new vendors. We moved facilities-management services to a 3rd party supplier, which required creation and management of a very detailed transition plan with a cross functional team to implement.

Case Studies

Helping you to build and transform 
your business processes

TRANSFORMATION, EASE & VALUE

Our client is a chemical manufacturer with plants and offices worldwide. They engaged our services to measure their control readiness versus public company requirements and help them develop a control framework suitable for their environment. We also assisted this client with development of key policies.     


Our client is a manufacturer who needed to better manage its sales forecast and align it with its capacity planning. We created a forecast model for both revenue forecasting and demand planning and designed and implemented a monthly Sales & Ops planning process with key stakeholders. Also lead the effort to implement Salesforce.com  across all business segments and geographies.


Our client is a$2B  public networking company experiencing recurring errors in its financial close. We implemented best-in-class close management practices, recommended changes in skill/workload/org structure, created key policies and designed tools to provide timely visibility into close status and issues, resulting in a significantly streamlined and more accurate financial close process.

 Our client is a $2.4B IT outsource provider that engaged us to assess potential revenue leakage in its service billings. We identified significant opportunities for increased revenue, more timely billing to improve cash flow and standardization of service offerings to support automation for scalability and cost savings.​