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Case Study

IT Strategy delivers Millions, 1% Profit, 25% Speed

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A Three-Part Technology Optimization Journey

Strategically consolidating technology systems and harmonizing enterprise data across three major business units delivered dual benefits: millions in annual cost savings while enabling sales teams to secure tens of millions in new business revenue.

The Challenge

Financial Visibility Challenges:

  • During revenue pressure periods, lack of granular visibility prevented effective cost-cutting decisions that wouldn’t harm critical services
  • Financial data disconnected from product performance metrics made prioritization nearly impossible

Data Integration Challenges:

  • Post-acquisition integration stalled as disconnected customer data across platforms hindered cross-selling and regulatory reporting
  • Multiple legacy systems created inconsistent views of the same customers, leading to missed opportunities

Operational Efficiency Challenges:

  • Four duplicative project management systems supporting thousands of employees wasted millions in unnecessary licensing and maintenance costs
  • Cross-functional teams missed delivery deadlines due to fragmented technology landscape, directly impacting client satisfaction and billable hours

The Solution

Financial Management Solution:

  • Conducted comprehensive technology audit across business units, identifying significant infrastructure spending that could be strategically reallocated
  • Implemented data harmonization framework connecting financial data with product performance metrics for true cost-benefit analysis

Data Integration Solution:

  • Built internal master data management (MDM) system—creating a central repository of critical data from five legacy systems into a unified customer view
  • Developed cross-sell planning and reporting capabilities to leverage newly harmonized customer data

Systems Rationalization Solution:

  • Established cross-functional governance teams bringing together IT, finance, and business stakeholders to ensure business-aligned decisions
  • Prioritized vendor selection based on premium transition support capability, minimizing productivity disruption during the consolidation process

The Outcome

Financial Impact:

  • Generated millions in annual cost savings through strategic technology investment reallocation
  • Delivered 1% overall profit margin increase without impacting high-value services

Data-Driven Growth:

  • Empowered sales teams to win tens of millions in new business through the cross-sell planning capabilities
  • Eliminated significant consulting expenses by bringing data management in-house

Operational Excellence:

  • Achieved 25% improvement in billable delivery time as teams collaborated seamlessly on the consolidated project management platform
  • Created sustainable foundation for continuous improvement with harmonized data across business units supporting both compliance and growth initiatives

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