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Management Consulting examples of Driving Business Value with CRM

 

Tuck Advisors - Management Consulting - Small

New York, USA
Sales data management automation Client collaboration workflow Sales automation Data management

Pipeline CRM helped Tuck Advisors automate sales data management and team collaboration. The firm integrated custom generative AI GPTs and... a Google Chrome extension with Pipeline CRM. This allowed them to manage over 45,000 contacts and 32,000 company records efficiently. Automation features reduced manual data entry and improved client collaboration. Tuck Advisors saved thousands of hours finding and qualifying prospects. The CRM’s customization and support were key to their success.

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Aurik - Management Consulting - Small

Johannesburg, South Africa
Client project tracking and reporting Team workload and SLA management Project management Workforce management

Vtiger CRM helped Aurik, a business accelerator in Johannesburg, manage 350 clients and 7,000 meetings in 6 months. Aurik chose Vtiger... over Salesforce for its easy setup and strong project management. The dashboard lets managers track project tasks, tickets, and team workload in real time. Using Vtiger's cases and SLAs, Aurik eliminated turnaround time violations. Team performance and client scheduling improved quickly after switching to Vtiger.

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Aurik - Management Consulting - Small

Johannesburg, South Africa
Client project tracking and reporting Team workload and SLA management Project management Workforce management

Vtiger CRM helped Aurik, a business accelerator in Johannesburg, manage 350 clients and 7,000 meetings in 6 months. Aurik chose Vtiger... over Salesforce for its easy setup and strong project management. The dashboard lets managers track project tasks, tickets, and team workload in real time. Using Vtiger's cases and SLAs, Aurik eliminated turnaround time violations. Team performance and client scheduling improved quickly after switching to Vtiger.

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KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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Carbone 4 - Management Consulting - Small

Paris, France
Resource planning and scheduling Timesheet and leave management Workforce management Resource planning

Axelor helped Carbone 4 move from Excel and Dropbox to a single, flexible ERP system. Carbone 4 needed better planning... for on-site expert interventions, timesheet automation, and leave management. Axelor’s low-code platform let Carbone 4 customize features for their consultants. The solution was implemented in eight months and now supports 170 daily users. Carbone 4 manages timesheets, vacation requests, invoicing, and schedules in one place.

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KEP Consult - Management Consulting - Small

Austria
Customer database management for consulting Sales forecasting and performance tracking Customer relationship management Sales performance monitoring

KEP Consult switched from Excel to NetHunt CRM to manage its client database. The team needed a better way to... organize customer profiles, share information, and update records quickly. NetHunt CRM offered full integration with Gmail and Google Workspace, making client details easy to access during daily tasks. The CRM helped KEP Consult track sales, link emails and documents to clients, and run targeted email campaigns. The team now uses NetHunt to monitor sales performance and forecast revenue.

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H/Advisors Abernathy - Management Consulting - Small

New York, USA
Contact management for consulting teams Bulk email for client communications Contact management Client communications

eWay-CRM helped H/Advisors Abernathy organize contacts for 60+ employees across 5 offices. The company needed a CRM that integrated with... Outlook and supported GDPR compliance. Implementation took just 4 man-days, with minimal support required. Staff found the interface intuitive and training simple. Now, all contacts are centralized, permissions are controlled, and bulk email features support targeted mailings.

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Jeryll Adler - Management Consulting - Small

USA
Contact and relationship management Client follow-up scheduling Customer engagement Contact management

Act! CRM helped Jeryll Adler organize her consulting work. She used Act! to manage contacts, track conversations, and set reminders.... The software let her build strong client relationships and remember key details. Act! became her digital archive for both business and personal history. Its flexibility supported her work in consulting, nonprofits, and creative projects.

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Executive Strategy Group - Management Consulting - Small

USA
Lead nurturing automation Sales pipeline management Customer engagement Lead management

BenchmarkONE’s integrated CRM and email marketing helped Executive Strategy Group double their efficiency. The company struggled to create a systematic... approach for lead capture and follow-up. Previous solutions, like hiring more sales reps and using Infusionsoft, were either too costly or too complex. With BenchmarkONE, they automated follow-ups and increased their sales pipeline by over 40% year over year. The platform enabled more consistent engagement with new prospects.

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The Franchising Company - Management Consulting - Small

USA
Lead management for franchise consulting Automated candidate qualification Lead management Sales automation

VipeCloud CRM helped The Franchising Company double its franchise consulting revenue. Before VipeCloud, they struggled with disorganized lead management and... lost revenue. The CRM provided advanced features like email marketing, automation, and customizable workflows. Matt and Jennifer now save time, stay organized, and follow up with leads efficiently. Automated emails and custom forms help them qualify candidates and keep business running smoothly, even when away.

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Evans Consulting - Management Consulting - Small

Arlington, USA
ERP and CRM adoption for consulting Pipeline management Forecasting and analytics

Evans Consulting used Unanet ERP and CRM to replace spreadsheets and unify business operations. The company faced challenges with pipeline... visibility, user adoption, and integration of tools. By increasing adoption of Unanet and integrating CRM, Evans Consulting improved forecasting and decision-making. The team regained 4 days per month in analyst time. Real-time analytics and dashboards now give a clear view of the sales pipeline.

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Sales Transformation Group - Management Consulting - Small

USA
Sales pipeline management and automation Customer experience workflow tracking Sales pipeline management Customer experience

Sales Transformation Group used Close to grow monthly recurring revenue by 5x in one year. The team expanded from 3... to 16 members after switching from Pipedrive to Close. They used Close's Power Dialer and Smart Views to improve prospecting and sales workflows. The company automated tasks and tracked KPIs closely in Close. Their sales and customer experience teams both use Close for pipeline management and post-sale growth.

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Gray Matters - Management Consulting - Small

UK
Sales pipeline management for consultancies Sales pipeline management

Gray Matters used Pipedrive to replace Google Sheets for sales management. They needed a better way to track prospects and... manage their sales pipeline. Pipedrive’s customizable fields and reporting helped them spot trends and create new products. Their conversion rate increased from 20% to 30% in 18 months. The team now recommends Pipedrive to their own clients for sales process improvement.

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Dylan McGrath | SD Business Advisors - Management Consulting - Small

USA
Client communication management Prospecting organization Customer engagement

AllClients has helped Dylan McGrath at SD Business Advisors for over 15 years. The platform keeps business operations organized and... streamlines daily tasks. Dylan uses AllClients to manage prospecting and keep all communications in one place. This tool makes it easier to stay on top of client interactions. Organization and efficiency have improved with AllClients.

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Planeja Consultoria - Management Consulting

PipeRun CRM helped Planeja Consultoria improve sales processes and automate tasks. The company needed better support and customization than other... CRMs offered. With PipeRun, Planeja got humanized support and easy automation. The system improved results quickly and made processes in other areas better. Clients of Planeja also benefit from the features and support of PipeRun.

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Funding For Good - Management Consulting

Grant Lifecycle Manager makes it easy for Funding For Good applicants to navigate forms. Mandy Pearce, the owner, says the... process is simple. Foundant helps applicants by providing easy-to-fill forms. This saves time and reduces stress for users. The solution focuses on making work easier for everyone involved.

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The Association Specialists - Management Consulting - Medium

Membes Association Management System helped The Association Specialists modernize membership management for their clients. Manual processes and outdated websites were... replaced with automated renewals and a streamlined website overhaul. Membes enabled faster, higher renewal rates and easier event registration. The system's user-friendly features, flexible access controls, and robust reporting tools improved member engagement and decision-making. Megan Ogier praised Membes for saving time and elevating the member experience.

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Management Consulting examples of Driving Business Value with Project Management

 

KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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Growth Molecules - Management Consulting - Small

USA
Project visibility and reporting Client collaboration and communication Project management Client delivery

Rocketlane helped Growth Molecules save about 5 hours per consultant each week. Before, they used Google Sheets and Slack, which... made tracking projects and budgets hard. With Rocketlane, they got a central platform for project management and real-time visibility. Meetings became shorter, and consultants spent more time on valuable work. Over 80% of clients now buy more services, thanks to better project visibility and collaboration.

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Valorys Signature - Management Consulting - Small

Paris, France
Remote client onboarding automation Client onboarding Compliance management

Clustdoc helped Valorys Signature, a Paris-based wealth management firm, double productivity by streamlining remote client onboarding. Before Clustdoc, the team... struggled with manual document collection and time-consuming verification. With Clustdoc, they now use a secure, GDPR-compliant platform for digital onboarding and centralized client interactions. The solution enabled 100% centralized applications and eliminated friction in the onboarding process. Clients and staff benefit from a simple, user-friendly experience.

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Deloitte - Management Consulting - Very Large

New York, USA
Legacy system modernization for public health Requirements management Public sector technology

Deloitte used Jama Software to modernize a legacy public health software system. The project focused on updating outdated technology for... better performance. Deloitte applied industry-leading practices to improve system reliability and efficiency. The new solution helped streamline public health operations. This case highlights the value of modern requirements management in large-scale public sector projects.

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Maddox Planning - Management Consulting - Small

London, UK
Project timeline management for planning applications Project management Collaboration

TeamGantt helped Maddox Planning cut admin time by 10-20%. The team replaced Excel spreadsheets with a centralized project management tool.... This improved project visibility and reduced errors. Real-time updates made collaboration easier for both staff and clients. Maddox Planning now tracks projects with clear timelines and fewer delays. The switch led to more accurate schedules and less risk in planning applications.

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zeb - Management Consulting - Large

Münster, Germany
Remote work enablement for consulting Agile project management for client delivery Workforce management Project management

MeisterTask helped zeb, a leading management consultancy, secure remote work for its teams and clients. The tool’s strong data security... and GDPR compliance were key for zeb’s financial services clients. Kanban boards and automated workflows simplified project management and reduced repetitive tasks. Teams quickly adopted MeisterTask thanks to its intuitive design. Centralized communication improved transparency and collaboration across projects.

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The Rupert Group - Management Consulting - Small

Raleigh, USA
Time tracking for consulting teams Project management for dispersed staff Time tracking Project management

The Rupert Group needed a better way to track time and manage projects. Their old system was too complex and... hard to use. They chose FunctionFox for its simple, intuitive interface and easy setup. The team quickly adopted the new system, making time tracking effortless. FunctionFox helped bring their global team closer and improved business insight with flexible reporting. The Rupert Group can now show ROI and value to clients more easily.

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Wipfli - Management Consulting - Large

Milwaukee, USA
M&A project management Due diligence workflow automation Deal management Collaboration and workflow

DealRoom helped Wipfli save over 20 hours per deal in their M&A process. Wipfli replaced Excel and ShareFile with DealRoom... for project management and document tracking. The platform improved security, reduced duplicate requests, and increased visibility across teams. Team members saved 3+ hours per week and needed less training. Wipfli now spends more time proactively sourcing deals and less time on manual tasks.

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Globiox - Management Consulting - Small

USA
Project management for consulting firms Billing and invoicing workflow improvement Project management Billing and invoicing

BigTime helped Globiox, a management consulting firm, move to a cloud-based system and scale from 5 to 12-15 contractors. The switch from... Mavenlink to BigTime reduced project setup time from an hour to just 5-10 minutes. Staff onboarding was fast, taking only a day. The QuickBooks Online integration cut invoice errors and improved billing accuracy. BigTime's reporting features let managers balance workloads and spot productivity trends quickly.

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California consulting firm - Management Consulting - Medium

USA
Enterprise search for consulting Knowledge management Collaboration enablement

BA Insight helped a California consulting firm unify data from Salesforce, SharePoint, and other systems into a single search index. Employees struggled to... find information due to rapid growth and scattered data. The new enterprise search solution let staff quickly locate experts, pitch decks, and old documents. Visual refiners and in-app search in Salesforce improved user experience. The firm now explores AI and bots to further boost their competitive edge.

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California consulting firm - Management Consulting - Medium

USA
Enterprise search for consulting Knowledge management Collaboration enablement

BA Insight helped a California consulting firm unify data from Salesforce, SharePoint, and other systems into a single search index. Employees struggled to... find information due to rapid growth and scattered data. The new enterprise search solution let staff quickly locate experts, pitch decks, and old documents. Visual refiners and in-app search in Salesforce improved user experience. The firm now explores AI and bots to further boost their competitive edge.

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Newcomb Anderson McCormick - Management Consulting - Small

San Francisco, USA
Project organization and accountability Project management

Redbooth helped Newcomb Anderson McCormick organize projects and improve accountability. The team used Redbooth to automate reminders and track deadlines.... They found the platform easy to use and liked its control over subtasks. Tagging features made it simple to get co-workers’ attention and search projects. Communication became more streamlined, making work easier for everyone.

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Capgemini - Management Consulting - Very Large

Wrike helped Capgemini's North American Marketing Services team improve project visibility and workload control. The team struggled to see all... active projects and assign tasks efficiently. Wrike's project management workflow enabled a custom request submission process. This solution gave the team better control and reporting. Now, 85 users manage marketing projects with improved productivity.

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Elements - Management Consulting

Aha! Roadmaps helped Elements organize product management. The team needed a better way to capture and share information. Aha! gave... them a standard method to manage data and create roadmaps. Now, everyone can see project status in real time. The integration with Jira keeps user stories aligned. Elements saves time, solves issues faster, and plans with more confidence.

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DGA Group - Management Consulting - Large

Scoro helped DGA Group, a global advisory firm with 380 employees, unify operations and boost project profitability by 33%. The platform replaced... disconnected tools, streamlining time tracking and increasing utilization rates by 20%. Invoicing now takes two days instead of over a week, and monthly reporting is three times faster. Scoro's user-friendly interface improved adoption and provided real-time insights for better decision making.

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Management Consulting examples of Driving Business Value with Content Management Systems

 

Verkís - Management Consulting - Medium

Reykjavik, Iceland
Project information management Quality management Project management Quality management

M-Files helped Verkís, a consulting firm, improve project management. The company made its sales pipeline more efficient. Quality management also... got better. Verkís used M-Files to organize information and manage documents. The firm saw smoother workflows and better control over projects. This led to higher quality and more effective sales processes.

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KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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ERM - Management Consulting - Large

London, UK
Brand asset management for rebranding Document template distribution Brand management Document automation

ERM used Templafy to support a major rebrand, making it easy for 8,000 employees to access new templates and brand assets. Before Templafy, teams... struggled with scattered templates and off-brand documents. With Templafy, ERM created over 390,000 on-brand documents in one year and saved 63,000 working hours. More than 8,500 employees now use approved templates daily. The solution improved brand consistency and made onboarding fast and simple.

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The Response Group - Management Consulting - Small

Houston, USA
Emergency Response Plan automation Compliance management Document automation

ActiveDocs helped The Response Group automate Emergency Response Plan creation. The company used to spend days gathering data from over... 15 systems and editing documents by hand. With ActiveDocs, they now generate complex plans for multiple locations in hours, not days. The solution integrates dynamic maps, images, and ensures compliance with all regulations. Reliance on subject matter experts dropped, and accuracy improved.

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Transform Consulting - Management Consulting - Small

Sydney, Australia
Disclosure process automation for financial services Compliance management Risk management

Objective Keystone helped Transform Consulting improve disclosure processes for financial services clients. Manual product disclosure was slow and risky. With... Objective Keystone, Transform Consulting's clients updated over 200 investment tables instantly. The solution reduced risk and improved governance. Transform Consulting now meets deadlines more easily and saves costs for clients.

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Fiducia Management Consultants - Management Consulting - Small

Hong Kong, Hong Kong
Contract management automation Quotation and proposal workflow automation Contract management Workflow automation

Fiducia Management Consultants used Laserfiche to automate contract management. They integrated Laserfiche with Salesforce and DocuSign to centralize account information... and streamline proposal approvals. The new workflow cut manual data entry and improved collaboration. Staff saved about 150 hours per year. Employees can now approve contracts remotely, improving business continuity and client service.

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KPMG - Management Consulting - Very Large

London, UK
Neuroinclusion support for employees Workplace accessibility Employee experience

KPMG used Read&Write for Work to support neurodivergent staff. The software made it easy for employees to access neuroinclusive tools... without self-disclosure. KPMG enabled all UK-based colleagues to download and use the tool anytime. This reduced barriers and helped create a more inclusive workplace. Staff benefited from features like text-to-speech and writing aids. KPMG saw improved support for neurodivergent employees and increased productivity across teams.

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California consulting firm - Management Consulting - Medium

USA
Enterprise search for consulting Knowledge management Collaboration enablement

BA Insight helped a California consulting firm unify data from Salesforce, SharePoint, and other systems into a single search index. Employees struggled to... find information due to rapid growth and scattered data. The new enterprise search solution let staff quickly locate experts, pitch decks, and old documents. Visual refiners and in-app search in Salesforce improved user experience. The firm now explores AI and bots to further boost their competitive edge.

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California consulting firm - Management Consulting - Medium

USA
Enterprise search for consulting Knowledge management Collaboration enablement

BA Insight helped a California consulting firm unify data from Salesforce, SharePoint, and other systems into a single search index. Employees struggled to... find information due to rapid growth and scattered data. The new enterprise search solution let staff quickly locate experts, pitch decks, and old documents. Visual refiners and in-app search in Salesforce improved user experience. The firm now explores AI and bots to further boost their competitive edge.

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California consulting firm - Management Consulting - Medium

USA
Enterprise search for consulting Knowledge management Collaboration enablement

BA Insight helped a California consulting firm unify data from Salesforce, SharePoint, and other systems into a single search index. Employees struggled to... find information due to rapid growth and scattered data. The new enterprise search solution let staff quickly locate experts, pitch decks, and old documents. Visual refiners and in-app search in Salesforce improved user experience. The firm now explores AI and bots to further boost their competitive edge.

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Projective Group - Management Consulting - Medium

Brussels, Belgium
Net zero commitment verification Sustainability management

Projective Group used BSI's net zero pathway verification to show its commitment to sustainability. The company set ambitious net zero... targets and took clear steps to reach them. Third-party verification by BSI confirmed their progress. This helped Projective Group prove its environmental responsibility to stakeholders. The process supported their journey to net zero emissions.

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SSA & Company - Management Consulting - Medium

New York, USA
Intranet for employee collaboration Employee engagement

SSA & Company used LiveTiles Designer to build a new company intranet. The goal was to make it easy for... employees to find information and share internal stories. The intranet was built at a low cost, without extra developer help. Employee contributions of intellectual property tripled in under a year. Staff praised the design, user experience, and collaboration features.

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Central Consulting Services - Management Consulting - Medium

Knowledge and project tracking portal Knowledge management

Central Consulting Services used Acora CMS to build a knowledge and project tracking portal. The portal helps share project information... and professional development opportunities. It supports teams across Asia-Pacific, US, and Europe. The solution improves access to knowledge and project data for this quantity surveying firm.

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WMM Group - Management Consulting

WMM Group is a Swiss consulting company. They wanted to make their work with documents faster and easier. They used... DocuWare to digitize and manage documents for their asset management, tax, and real estate services. This helped their 80+ employees work better with over 2,500 customers. The new system saved time, made work simpler, and improved service quality. WMM Group now has a better way to grow and help their clients.

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Measuring Revenue Management Success in Management Consulting Deployments

 

Pivot Business Group - Management Consulting - Small

USA
Financial reporting for advisory services Financial reporting Client engagement

Reach Reporting helped Pivot Business Group improve client satisfaction by making financial reports easier to understand. Clients became more engaged... and confident in their financial decisions. The new reports led to increased sales for Pivot Business Group. The team found the platform easy to use and support was responsive. 100% of clients reported greater happiness with the new reports.

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KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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Cumming Group - Management Consulting - Medium

Los Angeles, USA
Financial planning and analysis automation Budgeting and forecasting management Financial planning and analysis Budgeting and forecasting

Vena helped Cumming Group achieve a 255% ROI in just six months. The company grew from $50 million to over... $600 million while using Vena for FP&A. Vena automated complex financial processes and enabled global expansion. The platform supported integrations with minimal IT effort. Cumming Group managed growth without increasing team size significantly.

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EY Global Services - Management Consulting - Very Large

London, UK
Global e-invoicing compliance Manual invoice processing reduction Invoicing automation Compliance management

Billtrust helped EY Global Services send 125 billion electronic invoices worldwide. EY needed to meet local e-billing rules in over... 150 countries. Billtrust’s invoicing automation software unified data and supported many delivery methods. The solution reduced manual work for finance and client teams. EY is now ready for new EU e-billing regulations and improved customer experience.

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Peloton Consulting Group - Management Consulting - Medium

Boston, USA
Contract lifecycle management automation Legal document workflow optimization Contract management Workflow automation

Conga Contracts for Salesforce helped Peloton Consulting Group nearly double its contracting output. The legal team reallocated 50% of its... time from internal check-ins to legal strategy. In seven months, Peloton reviewed 331 contracts and executed 256, matching the previous year's total. Clients now accept Peloton’s MSA 65% of the time, reducing negotiation time. Automated reminders and real-time tracking improved contract visibility and sped up signatures, boosting revenue.

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California consulting firm - Management Consulting - Medium

USA
Enterprise search for consulting Knowledge management Collaboration enablement

BA Insight helped a California consulting firm unify data from Salesforce, SharePoint, and other systems into a single search index. Employees struggled to... find information due to rapid growth and scattered data. The new enterprise search solution let staff quickly locate experts, pitch decks, and old documents. Visual refiners and in-app search in Salesforce improved user experience. The firm now explores AI and bots to further boost their competitive edge.

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California consulting firm - Management Consulting - Medium

USA
Enterprise search for consulting Knowledge management Collaboration enablement

BA Insight helped a California consulting firm unify data from Salesforce, SharePoint, and other systems into a single search index. Employees struggled to... find information due to rapid growth and scattered data. The new enterprise search solution let staff quickly locate experts, pitch decks, and old documents. Visual refiners and in-app search in Salesforce improved user experience. The firm now explores AI and bots to further boost their competitive edge.

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California consulting firm - Management Consulting - Medium

USA
Enterprise search for consulting Knowledge management Collaboration enablement

BA Insight helped a California consulting firm unify data from Salesforce, SharePoint, and other systems into a single search index. Employees struggled to... find information due to rapid growth and scattered data. The new enterprise search solution let staff quickly locate experts, pitch decks, and old documents. Visual refiners and in-app search in Salesforce improved user experience. The firm now explores AI and bots to further boost their competitive edge.

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Taobé Consulting - Management Consulting

Zoho Webinar helped Taobé Consulting improve client communication and boost productivity. The company used interactive Q&A, webinar recordings, and registration... insights to engage more clients. They saw a 30% increase in webinar registrations and a 40% rise in productivity. The platform made it easier to reach more clients and cut costs. Taobé Consulting became more visible and trusted in their industry.

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Slalom - Management Consulting - Very Large

Emburse helped Slalom process 10,000 expense reports per month with ease. The company eliminated 20 hours of manual AP tasks... each week. Employees now use a modern, mobile-friendly expense management system. Approval and reimbursement cycles are much faster. At least 85% of receipts are collected on first submission. Slalom can now focus on business strategy and global expansion.

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Slalom - Management Consulting - Very Large

Emburse helped Slalom process 10,000 expense reports per month with ease. The company eliminated 20 hours of manual AP tasks... each week. Employees now use a modern, mobile-friendly expense management system. Approval and reimbursement cycles are much faster. At least 85% of receipts are collected on first submission. Slalom can now focus on business strategy and global expansion.

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Slalom - Management Consulting - Very Large

Emburse helped Slalom process 10,000 expense reports per month with ease. The company eliminated 20 hours of manual AP tasks... each week. Employees now use a modern, mobile-friendly expense management system. Approval and reimbursement cycles are much faster. At least 85% of receipts are collected on first submission. Slalom can now focus on business strategy and global expansion.

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CALIBRE - Management Consulting

DATABASICS used Microsoft Dynamics SL to help CALIBRE, a management consulting and information technology company, solve complex tracking and business rules needs. The solution created... an all-in-one employee reporting hub. CALIBRE saw easier compliance, faster employee entry, and simple maintenance. Billing became more organized. The system supports future needs and keeps everything in one place.

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Slalom - Management Consulting - Very Large

Emburse helped Slalom process 10,000 expense reports per month with ease. The company eliminated 20 hours of manual AP tasks... each week. Employees now use a modern, mobile-friendly expense management system. Approval and reimbursement cycles are much faster. At least 85% of receipts are collected on first submission. Slalom can now focus on business strategy and global expansion.

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Management Consulting Clients Speak: The Impact of deploying Collaboration and Productivity solutions

 

InspireXT - Management Consulting - Small

London, UK
Oracle Cloud update testing automation Test automation Cloud application management

SmartBear TestComplete helped InspireXT automate Oracle Cloud testing. InspireXT needed to keep up with Oracle Cloud’s quarterly updates. Manual testing... took weeks and required many people. With TestComplete, they reduced testing time to under a week with just one person. The tool enabled faster regression cycles, audit-ready workflows, and easier collaboration across global teams. Testers with little automation experience quickly learned to use it, improving quality and speed.

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ProChain Solutions Inc. - Management Consulting - Small

Woodbridge, USA
Remote project management collaboration Project management Collaboration

Stormboard helped ProChain Solutions Inc. solve remote project management challenges. The team used to spend hours transcribing meeting notes and... entering data by hand. With Stormboard, they captured information in real time and exported it to Microsoft Project. When COVID-19 hit, Stormboard became essential for remote collaboration. ProChain now saves time, avoids travel, and runs better virtual meetings. Teams are excited to keep using Stormboard even after returning to the office.

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Global Advisory Alliance - Management Consulting - Small

Collaboration platform for distributed teams Project and document management Collaboration management Project management

Bitrix24 helped Global Advisory Alliance bring all their projects, discussions, and documents into one platform. The alliance struggled with fragmented... tools and email threads across countries. Bitrix24 created a single digital workspace for their global advisory network. This improved coordination and reduced time spent managing tools. Members now focus more on advisory work and developing new opportunities.

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JPF Czech s.r.o. - Management Consulting - Small

Prague, Czechia
Project management automation Automated billing and invoicing Workflow automation Project management

JPF Czech s. r.o. used Tabidoo to centralize project management and automate billing. Before Tabidoo, they relied on Google Sheets...and manual processes, which caused errors and wasted time. With Tabidoo, they moved all project and timesheet data into one place. Invoices are now generated automatically, and communication improved. The company saved dozens of hours each month on admin work. Tabidoo made it easier to track project profitability and team performance.

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KPMG - Management Consulting - Very Large

London, UK
Neuroinclusion support for employees Workplace accessibility Employee experience

KPMG used Read&Write for Work to support neurodivergent staff. The software made it easy for employees to access neuroinclusive tools... without self-disclosure. KPMG enabled all UK-based colleagues to download and use the tool anytime. This reduced barriers and helped create a more inclusive workplace. Staff benefited from features like text-to-speech and writing aids. KPMG saw improved support for neurodivergent employees and increased productivity across teams.

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GAP Consulting - Management Consulting - Small

Manchester, UK
Client portal for project management Automated billing and receivables Project management Client collaboration

Noloco helped GAP Consulting double their cash flow and increase billable hours by 50%. GAP Consulting used Noloco to build... a client portal for project management and billing. The portal enabled asynchronous client feedback, automated billing, and real-time project tracking. This reduced project cycle times and improved transparency. GAP now wins more clients by showcasing their Noloco-powered solution.

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California consulting firm - Management Consulting - Medium

USA
Enterprise search for consulting Knowledge management Collaboration enablement

BA Insight helped a California consulting firm unify data from Salesforce, SharePoint, and other systems into a single search index. Employees struggled to... find information due to rapid growth and scattered data. The new enterprise search solution let staff quickly locate experts, pitch decks, and old documents. Visual refiners and in-app search in Salesforce improved user experience. The firm now explores AI and bots to further boost their competitive edge.

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California consulting firm - Management Consulting - Medium

USA
Enterprise search for consulting Knowledge management Collaboration enablement

BA Insight helped a California consulting firm unify data from Salesforce, SharePoint, and other systems into a single search index. Employees struggled to... find information due to rapid growth and scattered data. The new enterprise search solution let staff quickly locate experts, pitch decks, and old documents. Visual refiners and in-app search in Salesforce improved user experience. The firm now explores AI and bots to further boost their competitive edge.

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California consulting firm - Management Consulting - Medium

USA
Enterprise search for consulting Knowledge management Collaboration enablement

BA Insight helped a California consulting firm unify data from Salesforce, SharePoint, and other systems into a single search index. Employees struggled to... find information due to rapid growth and scattered data. The new enterprise search solution let staff quickly locate experts, pitch decks, and old documents. Visual refiners and in-app search in Salesforce improved user experience. The firm now explores AI and bots to further boost their competitive edge.

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Great Place To Work Pays-Bas - Management Consulting - Small

Netherlands
Self-organization model adoption Workforce management

Great Place To Work Pays-Bas moved from a traditional hierarchy to a self-organized model using Talkspirit. Each employee gained more... autonomy and responsibility. The company shifted its management style to empower staff. This change improved collaboration and accountability. Talkspirit supported the transition to a more flexible workplace.

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Array Advisors - Management Consulting - Small

USA
Business expansion consulting Practice growth strategy

Array Advisors helped an orthopedic practice expand its operations. The case study highlights the steps taken to support the practice's... growth. It describes the challenges faced during the expansion process. The solution involved strategic planning and consulting services. The results show improved business outcomes for the orthopedic practice.

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ECG Management Consultants - Management Consulting - Medium

San Diego, USA
SharePoint migration and content cleanup Data migration

Vyapin’s XPlica helped ECG Management Consultants migrate from SharePoint 2003 to SharePoint 2010 in just two weeks. The migration reduced... document clutter by about 50% and improved search speed for employees. XPlica’s flat-rate pricing saved ECG over $50,000 compared to other solutions. The tool required no training and made it easy to clean up content and preserve metadata. ECG’s IT team now spends 10% less time on support thanks to platform standardization.

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BankRPA - Management Consulting - Small

Nintex RPA helped BankRPA automate manual banking processes for their clients. BankRPA used Nintex to build low-code workflows that replaced... full-time roles and eliminated overtime. Bots processed debit card requests, CD renewals, and Visa token management around the clock. Clients saved hundreds of hours and cut costs by automating repetitive tasks. BankRPA's clients gained self-sufficiency and confidence using Nintex RPA.

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CALIBRE - Management Consulting

DATABASICS used Microsoft Dynamics SL to help CALIBRE, a management consulting and information technology company, solve complex tracking and business rules needs. The solution created... an all-in-one employee reporting hub. CALIBRE saw easier compliance, faster employee entry, and simple maintenance. Billing became more organized. The system supports future needs and keeps everything in one place.

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Management Consulting Clients Speak: The Impact of deploying Business Intelligence solutions

KPMG - Management Consulting - Very Large

New York, USA
Cloud data management for AI readiness Master data management modernization Data management AI enablement

KPMG used Informatica Intelligent Data Management Cloud to modernize its data infrastructure. The firm moved master data management and data... quality platforms to the cloud, improving data delivery speed by 5x. KPMG created a central data catalog, automating data cleansing and governance. Teams now access trusted, AI-ready data for faster reporting and better decision-making. The solution supports KPMG’s generative AI initiatives and boosts operational efficiency.

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KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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Turner & Townsend - Management Consulting - Large

London, UK
Cost management for construction projects Automated quantity takeoff from 3D models Construction project management Cost estimation

RIB CostX helped Turner & Townsend manage costs for the Brisbane Airport redevelopment. The software enabled fast, accurate quantity takeoffs... using 3D models. CostX reduced manual measurement time and eliminated human errors. The team captured scope changes quickly with the revisioning tool. Turner & Townsend met tight tender deadlines and improved project accuracy.

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Manninvest - Management Consulting - Small

Douglas, Isle of Man
Business plan creation for consulting clients Financial forecasting and pitch deck development Business planning Client management

Upmetrics helped Manninvest, a business consulting firm, solve complex business planning and client management challenges. The platform's collaborative workspaces and... AI-powered tools reduced project turnaround times. Manninvest consultants used Upmetrics to create business plans, financial forecasts, and investor pitch decks for clients. The result was higher customer satisfaction and improved operational efficiency. Clients praised the user-friendly interface and accurate financial projections.

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DRIVE® - Management Consulting - Small

Glendale, USA
Automated marketing performance reporting Client communication improvement Marketing analytics Customer engagement

Cyfe dashboards helped DRIVE® improve client reporting for auto repair shops. Before Cyfe, clients struggled to understand marketing results, leading... to confusion and more service calls. With Cyfe, DRIVE® automated reporting, connected multiple data sources, and gave clients real-time access to key metrics. This led to a 50% reduction in customer service calls and a 1.78x increase in average customer spend. Client satisfaction and retention also improved.

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HR&A Advisors - Management Consulting - Medium

New York, USA
Broadband infrastructure gap analysis Geospatial analysis Data-driven decision making

HR&A Advisors used CARTO and AWS to map broadband gaps in underserved communities. They deployed surveys in 22 languages and... collected over 5,700 responses in Colorado with an 89% completion rate. CARTO enabled real-time spatial analysis and daily data updates. These insights helped partners target efforts to improve digital equity. The solution streamlined workflows and delivered actionable broadband access data.

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Kearney - Management Consulting - Large

Chicago, USA
Supply chain cost analysis SKU rationalization for retail Supply chain optimization Retail analytics

Kearney used Alteryx to help a leading US retailer save $50 million in working capital. The team identified 13,000 unproductive... SKUs by building a cost-to-serve model. Alteryx reduced Kearney’s data processing time by over 70%. The retailer eliminated 1,500+ SKUs in two months and improved supply chain profitability. Kearney now updates the model monthly, sharing insights with supply chain and commercial teams.

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Deloitte - Management Consulting - Very Large

London, UK
Compensation survey reporting automation Salary equity analysis for HR HR analytics Compensation management

Toucan helped Deloitte turn 90-page static compensation reports into interactive dashboards. Deloitte used Toucan to aggregate 1 million salaries and... deliver results in just one day. The solution enabled precise filtering and secure data handling for salary equity analysis. Deloitte achieved a 19% cost reduction and improved ROI for their compensation studies. Clients gained actionable insights into the fairness and competitiveness of their pay policies.

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Brand Integrity - Management Consulting - Large

Rochester, USA
Employee engagement analytics Workforce management

Brand Integrity used GoodData to improve analytics for employee engagement programs. Before GoodData, they struggled to provide clients with advanced... reporting and data visualization. GoodData enabled them to embed customizable BI tools into their platform. This helped Brand Integrity deliver faster implementations and increased visibility into brand engagement. As a result, they could serve larger enterprise clients and support C-suite decision-making.

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Management Consulting Success stories in Driving ROI and Results using Marketing Data Intelligence solutions

 

A global management consulting firm - Management Consulting - Very Large

Thought leadership benchmarking Competitor positioning analysis Market intelligence Competitive analysis

Contify’s Market & Competitive Intelligence platform helped a global management consulting firm save analysts nearly 8 hours per week by automating data collection and analysis. The firm used... Contify to monitor key executives, track digital channels, and benchmark competitor positioning. Custom dashboards and taxonomy enabled the firm to spot market shifts and gaps in competitor strategies. With Contify, the firm built a data-driven positioning strategy and improved its thought leadership. The platform’s managed services and feedback tools ensured ongoing optimization and stakeholder alignment.

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KPMG - Management Consulting - Very Large

New York, USA
Cloud data management for AI readiness Master data management modernization Data management AI enablement

KPMG used Informatica Intelligent Data Management Cloud to modernize its data infrastructure. The firm moved master data management and data... quality platforms to the cloud, improving data delivery speed by 5x. KPMG created a central data catalog, automating data cleansing and governance. Teams now access trusted, AI-ready data for faster reporting and better decision-making. The solution supports KPMG’s generative AI initiatives and boosts operational efficiency.

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KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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Winning by Design - Management Consulting - Medium

Palo Alto, USA
Customer review collection for sales enablement Customer engagement Sales enablement

G2 helped Winning by Design collect over 340 five-star reviews from real users. This increased their credibility and helped them... close more deals. Winning by Design used G2 Review Automation to reach out to loyal customers for feedback. The reviews on G2 let new clients research and confirm their decisions. Winning by Design saw their ROI grow by over 1,500% using G2's platform.

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Solici - Management Consulting - Medium

Cambridge, UK
Competitive intelligence workflow automation Competitive intelligence Research workflow automation

AlphaSense helped Solici remove research bottlenecks and speed up insight delivery. Before, only a few analysts had access, causing delays... and manual work. Now, most of Solici’s 100+ analysts use AlphaSense, making research faster and easier. Real-time transcription and a single data hub let teams focus on strategic analysis, not manual tasks. Solici’s clients get timely, credible insights, boosting trust and retention.

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Valor Partners - Management Consulting - Small

Crunchbase Pro helped Valor Partners improve its client win rate. The executive search firm used Crunchbase Pro to find new... clients and source top candidates for technology companies. Focused searches by sector, funding, and location made prospecting easier. Valor Partners grew its client base and increased customer satisfaction. The tool delivered more specialized candidates and a stronger customer pipeline.

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DDI - Management Consulting

Forrester Decisions helped DDI improve its product management. DDI wanted to better understand its buyers and market. Forrester worked with... DDI to compare its product management to peers. The Forrester team gave advice and held the DDI team accountable. DDI's product management team became more effective and improved its product.

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Line of Sight Group - Management Consulting

Intelligence2day® helped Line of Sight Group improve reliability and speed in their market and competitive intelligence work. The platform made... it easier for them to onboard clients and customize reports. Line of Sight used features like heat maps, cross-tabs, and trend clusters to deliver better insights. The solution increased team efficiency and let them focus on research instead of software issues. The user-friendly interface and analytics features added value for their clients.

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Full Circle Management Solutions - Management Consulting - Medium

Beauhurst helped Full Circle Management Solutions cut prospect list building from one day to 10 minutes. The platform enabled a... 30% reduction in time to recruit new businesses for support programmes. Full Circle achieved a 10% conversion rate in a targeted campaign, up from a previous 1–2%. Advanced Search and exclusion features let the team find eligible companies faster. Full Circle now spends more time on outreach and less on admin, improving support for Northern Ireland SMEs.

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Measuring Knowledge Management Success in Management Consulting Deployments

 

Neerventure - Management Consulting - Small

Netherlands
Knowledge base management for consulting Knowledge management Consulting enablement

Nuclino helped Neerventure organize and manage knowledge for its consulting projects. The CTO, Marc van Neerven, needed a professional knowledge... base to track project details and support his clients. He found Nuclino simple, fast, and intuitive, with live content editing and easy cross-linking. After adopting Nuclino, Marc recommended it to many of his clients to replace chaotic, multi-source knowledge sharing. This improved knowledge accessibility and organization for Neerventure and its clients.

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Topline Strategy Group - Management Consulting - Small

Boston, USA
Knowledge sharing for consulting teams Knowledge management Collaboration

Bloomfire helped Topline Strategy Group save an average of 10 minutes per user per search. The consulting firm replaced SharePoint... with Bloomfire to make knowledge sharing easier and faster. Employees now spend less time searching for information and more time on client projects. The team saw a 14:1 ROI from time savings alone. Centralized tutorial videos and searchable content improved collaboration and efficiency.

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A leading management consultancy firm (Germany) - Management Consulting - Medium

Germany
Team collaboration platform deployment Unified communication and file sharing Collaboration platforms Remote work enablement

Microsoft Teams unified collaboration for a German consultancy with 2,500 employees. Staff switched from multiple tools to one platform for... chat, file sharing, and calls. Beyondintranet added a custom employee directory, set up governance, and trained users. Teams' mobile app enabled remote work and secure vendor access. The firm saved money by dropping extra licenses and sped up project delivery.

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California consulting firm - Management Consulting - Medium

USA
Enterprise search for consulting Knowledge management Collaboration enablement

BA Insight helped a California consulting firm unify data from Salesforce, SharePoint, and other systems into a single search index. Employees struggled to... find information due to rapid growth and scattered data. The new enterprise search solution let staff quickly locate experts, pitch decks, and old documents. Visual refiners and in-app search in Salesforce improved user experience. The firm now explores AI and bots to further boost their competitive edge.

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California consulting firm - Management Consulting - Medium

USA
Enterprise search for consulting Knowledge management Collaboration enablement

BA Insight helped a California consulting firm unify data from Salesforce, SharePoint, and other systems into a single search index. Employees struggled to... find information due to rapid growth and scattered data. The new enterprise search solution let staff quickly locate experts, pitch decks, and old documents. Visual refiners and in-app search in Salesforce improved user experience. The firm now explores AI and bots to further boost their competitive edge.

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BearingPoint - Management Consulting - Large

Amsterdam, Netherlands
SharePoint adoption and document management Enterprise content management

BearingPoint used harmon. ie to simplify SharePoint adoption after migrating 1TB of data. Before, users struggled with a complex upload...process and avoided SharePoint. harmon.ie let staff upload files directly from Outlook, making it easy to store and share documents. After rollout, 4 out of 5 users preferred harmon.ie over direct SharePoint access. The company saw better collaboration, fewer lost documents, and improved compliance with filing rules.

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Premium Plus - Management Consulting

Slite helped Premium Plus organize their company knowledge. Before Slite, Premium Plus struggled with scattered documents and slow information access.... They chose Slite over Notion for its easy-to-use design and strong integrations. 93% of the company now uses Slite. The team finds information faster and keeps their knowledge base up to date. Slite's AI search and integrations made work smoother and more efficient.

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Applicando Srl - Management Consulting

Dr. Explain helped Applicando Srl create a user-friendly management system for GDPR compliance. Applicando needed clear documentation to help users...understand and use their system. They found other solutions too static and not effective. Dr.Explain made their documentation simple and effective. Their customers are now satisfied and find the system easy to use.

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Strategic solutions firm - Management Consulting

Zavanta helped a strategic solutions firm centralize its knowledge base for better client service and internal communication. The firm needed... easy-to-use policy and procedure management software with compliance and employee attestation features. Zavanta delivered consistent content layouts, simplified search, and branded portals. The Read Verify campaign improved employee engagement with security training. Quick content updates and real-time tracking boosted accountability and productivity across the company.

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Measuring Customer Feedback Management Success in Management Consulting Deployments

 

Aptive - Management Consulting - Medium

Alexandria, USA
Veteran feedback collection for government consulting Voice of the customer Community engagement

Aptive uses SurveyMonkey to collect feedback from Veterans for its government clients. The company created the Veterans Experience Council to... gather insights on mental health, benefits, and VA experiences. SurveyMonkey helps Aptive quickly analyze responses and identify trends. The tool's survey logic and visualization features improve research quality. Aptive's findings help government agencies make better decisions for Veterans.

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Aptive - Management Consulting - Medium

Alexandria, USA
Veteran feedback collection for government consulting Voice of the customer Community engagement

Aptive uses SurveyMonkey to collect feedback from Veterans for its government clients. The company created the Veterans Experience Council to... gather insights on mental health, benefits, and VA experiences. SurveyMonkey helps Aptive quickly analyze responses and identify trends. The tool's survey logic and visualization features improve research quality. Aptive's findings help government agencies make better decisions for Veterans.

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Aptive - Management Consulting - Medium

Alexandria, USA
Veteran feedback collection for government consulting Voice of the customer Community engagement

Aptive uses SurveyMonkey to collect feedback from Veterans for its government clients. The company created the Veterans Experience Council to... gather insights on mental health, benefits, and VA experiences. SurveyMonkey helps Aptive quickly analyze responses and identify trends. The tool's survey logic and visualization features improve research quality. Aptive's findings help government agencies make better decisions for Veterans.

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California consulting firm - Management Consulting - Medium

USA
Enterprise search for consulting Knowledge management Collaboration enablement

BA Insight helped a California consulting firm unify data from Salesforce, SharePoint, and other systems into a single search index. Employees struggled to... find information due to rapid growth and scattered data. The new enterprise search solution let staff quickly locate experts, pitch decks, and old documents. Visual refiners and in-app search in Salesforce improved user experience. The firm now explores AI and bots to further boost their competitive edge.

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Winning Moves Ltd - Management Consulting

IdSurvey helped Winning Moves Ltd solve issues with their old survey software. The previous tool was hard to use, did... not integrate CATI and CAWI, and was not Mac compatible. IdSurvey provided an intuitive, cloud-based survey platform that supports multiple methodologies. Scripting is now faster, easier, and has fewer errors. The team finds fieldwork more efficient and enjoys responsive support from IdSurvey.

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Make Consulting - Management Consulting

PocketSurvey's Schools Asset Collection app helped Make Consulting survey educational buildings using tablets and smartphones. The challenge was to collect... building asset data efficiently for schools. The solution was a flexible, customizable mobile app that replaced outdated systems and spreadsheets. Make Consulting praised the support and intuitive design. The app enabled faster, more accurate surveys and improved reporting for educational facilities.

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BEING At Full Potential - Management Consulting

SurveyGold helps BEING At Full Potential deliver a human potential assessment tool. The company needed a way to measure performance... and gather data for business leaders. SurveyGold made it easy to distribute surveys and analyze results. The tool is user-friendly, flexible, and cost effective. BEING At Full Potential is very satisfied with the solution and its customer support.

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Flint Global - Management Consulting

SurveyGoo helped Flint Global survey senior managers in large export businesses in the Netherlands. The goal was to understand risk... perceptions about global events like the Ukraine and Israel-Hamas wars. SurveyGoo delivered 257 survey responses from a hard-to-reach audience under tight deadlines. Flint Global used the insights at a major business conference. The project included data tables, summary charts, and a PowerPoint presentation.

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Frost & Sullivan - Management Consulting

Frost & Sullivan needed to manage high-volume survey projects efficiently. They evaluated online survey platforms and chose Voxco Online for... its cost-effectiveness and technical features. After transitioning, they experienced significant productivity gains, completing tasks in minutes instead of hours. Voxco Online offered 90-95% of the features of other software at one-third the price, leading to long-term satisfaction.

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Measuring Sales Enablement Success in Management Consulting Deployments

ScaleWise - Management Consulting - Small

London, UK
Proposal creation and management Contract workflow automation Deal management Sales content management

GetAccept helped ScaleWise cut proposal creation time by 55 minutes per proposal. The team now saves 16 hours each month... on proposals. ScaleWise saw a 51% increase in proposal-to-close rates. The digital sales room lets clients view all documents in one place. Real-time analytics improved follow-up and deal velocity. Clients chose ScaleWise for the professional, seamless experience.

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Finext - Management Consulting - Medium

The Hague, Netherlands
Outbound sales pipeline development Lead generation for market expansion Lead generation Sales pipeline management

Finext used Sopro to expand into the DACH region and boost brand awareness. Sopro built a targeted outbound sales pipeline... for Finext, focusing on finance professionals. The campaign delivered a 125% ROI in six months and closed a £35k deal. Finext expanded their partnership with Sopro to the Nordics and UK after seeing strong results. Sopro's multichannel approach helped Finext reach new markets and lower sales costs.

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Afiniti - Management Consulting - Small

London, UK
Account development structure Relationship mapping for client growth Account management Sales process optimization

Afiniti used SalesMethods' Plan2Prosper and OrgChartPlus to improve account development. The tools gave their team a clear structure for managing... opportunities and growing client relationships. Afiniti built collaborative org charts and living account plans, helping consultants track actions and build trust. The solution enabled Afiniti to expand one client from a single project to over 10 live projects. Team visibility and measurable outcomes were key benefits.

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TGaS Advisors - Management Consulting - Medium

Pennsylvania, USA
Automated CRM email capture Centralized user management for CRM CRM integration Sales productivity

TGaS Advisors used LinkPoint Connect Cloud Edition to automate email and meeting capture in Salesforce. Before, employees spent time manually... recording communications. With Cloud Edition, all emails and meetings sync automatically to the CRM. Managers gained better reporting and compliance. Employees saved time and focused on client work. Admins managed users and settings easily from a web portal.

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Prima Ressource - Management Consulting - Small

Montreal, Canada
Sales process management for consulting Client performance tracking and reporting Sales process management Client performance tracking

Prima Ressource used Membrain to help its consulting clients improve sales. Before Membrain, clients had many CRM systems but could... not track sales process or results. Membrain let Prima Ressource design and integrate custom sales processes for each client. Clients saw sales increases of 15% to 30% and valued the consulting more. Prima Ressource kept clients longer and created new revenue-generating services.

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Viseo - Management Consulting - Medium

Paris, France
Accounts receivable management Dispute resolution and collaboration Receivables management Collaboration enablement

Sidetrade Augmented Cash helped Viseo cut their DSO by 5 days in under five months. Receivables owing by over 90... days dropped in record time. Teams now share information easily and settle disputes faster. About 30 staff use Sidetrade, with plans to expand. Viseo saw quick results, strong ROI, and improved collaboration across departments.

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California consulting firm - Management Consulting - Medium

USA
Enterprise search for consulting Knowledge management Collaboration enablement

BA Insight helped a California consulting firm unify data from Salesforce, SharePoint, and other systems into a single search index. Employees struggled to... find information due to rapid growth and scattered data. The new enterprise search solution let staff quickly locate experts, pitch decks, and old documents. Visual refiners and in-app search in Salesforce improved user experience. The firm now explores AI and bots to further boost their competitive edge.

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The Detail Group - Management Consulting - Small

London, UK
Deal management collaboration Deal management

The Detail Group used Ansarada's platform to manage deal materials and data. The platform helped everyone access the same information... easily. It reduced the need for traditional questions and answers. The Detail Group found Ansarada's gamification features set it apart from regular file sharing tools. This improved collaboration and decision-making during deals.

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Mende Consulting GmbH (verkauf.com) - Management Consulting - Small

bao helped Mende Consulting GmbH (verkauf. com) improve sales process efficiency by 25%. The platform reduced onboarding time by 30%...and increased show rate by 15%. Mende used bao to standardize workflows and qualify leads faster. Real-time analytics enabled ongoing sales process optimization and better onboarding for new staff.

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Measuring Marketing Automation Success in Management Consulting Deployments

KPMG - Management Consulting - Very Large

New York, USA
Cloud data management for AI readiness Master data management modernization Data management AI enablement

KPMG used Informatica Intelligent Data Management Cloud to modernize its data infrastructure. The firm moved master data management and data... quality platforms to the cloud, improving data delivery speed by 5x. KPMG created a central data catalog, automating data cleansing and governance. Teams now access trusted, AI-ready data for faster reporting and better decision-making. The solution supports KPMG’s generative AI initiatives and boosts operational efficiency.

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KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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Axys Consultants - Management Consulting - Medium

Levallois-Perret, France
Candidate segmentation and scoring automation Recruitment campaign management Talent acquisition HR process automation

Webmecanik Automation, based on Mautic, helped Axys Consultants automate candidate segmentation and scoring. This reduced recruitment times by 10%. Internal... team productivity increased by 20%. The company tripled its conversion rate in targeted recruitment campaigns. Automated notifications improved transparency and candidate satisfaction. GDPR compliance was managed with regular opt-in campaigns.

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Bićanić Consulting - Management Consulting - Small

Training project management Sales pipeline organization Workforce management Project management

Flowlu helped Bićanić Consulting cut admin time by up to 30%. The team replaced spreadsheets with Flowlu to manage training... projects for over 10,000 salespeople. Project delivery became 15% faster and internal follow-ups dropped by 25%. All tasks, deadlines, and sales information are now in one place. The team spends less time on manual work and more on delivering training.

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California consulting firm - Management Consulting - Medium

USA
Enterprise search for consulting Knowledge management Collaboration enablement

BA Insight helped a California consulting firm unify data from Salesforce, SharePoint, and other systems into a single search index. Employees struggled to... find information due to rapid growth and scattered data. The new enterprise search solution let staff quickly locate experts, pitch decks, and old documents. Visual refiners and in-app search in Salesforce improved user experience. The firm now explores AI and bots to further boost their competitive edge.

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Envoy Partnership - Management Consulting - Small

London, UK
Excel-based model migration to SaaS SaaS platform development

Envoy Partnership used Caspio to move its social impact models from Excel to a SaaS platform. The team wanted to... scale their services and make their tools easier to use. Caspio helped them build a web-based solution without heavy coding. Now, Envoy Partnership can serve more clients and manage data better. Their SaaS platform is more reliable and easier to update than Excel.

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CHQ Group (Chiquinho Sorvetes) - Investment Management

Pipefy helped CHQ Group manage franchisee requests and automate workflows across 12 departments. Before Pipefy, they had slow systems and... no way to track SLAs. With Pipefy, all requests go to one place, forms collect leads, and communication is easier. They automated over 9,000 tasks per month in 2021. The company saw a 103% ROI and saved 1,066 hours per month. They also got about 1,000 new franchise leads in 4 months.

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Management Consulting Clients Speak: The Impact of deploying Learning Management System solutions

Nous Group - Management Consulting - Large

Melbourne, Australia
Onboarding and induction program delivery Compliance training automation Employee onboarding Learning management

Learn Amp helped Nous Group save over 36 hours for their learning and development admin team. The platform enabled faster... onboarding and doubled knowledge retention for new hires. Nous Group used Learn Amp to deliver blended learning, automate compliance, and support global expansion. The system integrated with their HR tech stack and allowed branded client accounts. Employees and admins praised the platform for its ease of use and engaging content.

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Chapter Three Consulting - Management Consulting - Small

Worthing, UK
Compliance training management Automated client onboarding for training Compliance management Workforce management

Easy LMS helps Chapter Three Consulting save time on client training. The platform lets them reuse and adapt course content... for each client. They manage training for client staff and track completion with transparent reporting. Automated user imports and invitations make onboarding fast. Chapter Three Consulting finds Easy LMS cost-effective and reliable for compliance training.

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A globally renowned consulting firm headquartered in Chicago - Management Consulting - Very Large

Chicago, USA
Change management training for hospitals Microlearning for healthcare staff onboarding Change management Employee training

ELB Learning helped a global consulting firm implement the HRO framework for hospitals. The firm needed a change management process... and effective training for hospital staff. ELB Learning delivered a microlearning solution with pre-workshop, workshop, and post-workshop resources. The new training plan saved costs and enabled onboarding of more hospitals. Hospitals saw better knowledge recall and higher course completion rates.

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Deloitte UK - Management Consulting

Totara helped Deloitte UK launch a digital onboarding journey for their Major Programmes practitioners. Deloitte needed a scalable, engaging learning... solution to train staff from many backgrounds. Totara enabled flexible content, automated learner interaction, and analytics for performance tracking. The onboarding included five online modules and a full-day workshop. Managers completed extra training to certify them for sales. Deloitte focused on snackable content like podcasts and videos to boost engagement.

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Paragon Compliance - Management Consulting - Small

Academy of Mine helped Paragon Compliance deliver online HR compliance training after New York mandated sexual harassment prevention training. Paragon moved from... in-person to online courses, meeting state requirements and attracting new clients. The LMS offered customization, easy reporting, and user-friendly features for both admins and learners. Paragon grew its client base and built trust with streamlined, branded compliance solutions.

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MMM Consulting - Management Consulting - Small

Knolyx helped MMM Consulting deliver hybrid training programs across Europe. MMM Consulting used Knolyx to upload materials, track trainee progress,... and foster collaboration through communities of practice. The platform enabled easy integration of trainee contributions and provided strong tracking features. After three years, MMM Consulting uses Knolyx for both client training and as a reseller. The platform is praised for its collaborative environment and ease of use.

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Core Business Solutions Inc. - Management Consulting

SmarterU LMS helped Core Business Solutions Inc. improve their ISO 9001 certification training. Their old LMS made it hard to... update courses and disrupted customer training. With SmarterU, they quickly update SCORM courses and learning plans. Changes deploy fast and customers get a smooth experience. This makes it easier for small businesses to get and keep ISO certifications.

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Management Consulting Clients Speak: The Impact of deploying Help Desk solutions

 

Aurik - Management Consulting - Small

Johannesburg, South Africa
Client project tracking and reporting Team workload and SLA management Project management Workforce management

Vtiger CRM helped Aurik, a business accelerator in Johannesburg, manage 350 clients and 7,000 meetings in 6 months. Aurik chose Vtiger... over Salesforce for its easy setup and strong project management. The dashboard lets managers track project tasks, tickets, and team workload in real time. Using Vtiger's cases and SLAs, Aurik eliminated turnaround time violations. Team performance and client scheduling improved quickly after switching to Vtiger.

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SummitPoint, LLC - Management Consulting - Small

Austin, USA
Inbound call management automation Lead screening and intake Customer engagement Workflow automation

Smith. ai helped SummitPoint, LLC organize inbound call management with an AI receptionist. Before, the team spent over four hours...daily handling calls, leading to missed messages and slow responses. With 24/7 call answering and instant call summaries, every call is now captured and routed efficiently. SummitPoint increased sales profit by 60% and reduced phone time. The team now focuses on high-value conversations and scales operations smoothly.

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Accenture - Management Consulting - Very Large

Dublin, Ireland
IT incident management Incident management IT operations

Accenture uses xMatters to resolve incidents much faster than with other tools. The company integrated xMatters into its IT operations... to improve incident management. By standardizing on fewer tools, Accenture controls processes better and achieves quicker outcomes. This helps Accenture stay competitive and maintain uptime. Accenture recommends xMatters for enterprise-grade incident management.

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Wortsteam - Management Consulting - Small

Serbia
Sales meeting preparation management Onboarding process improvement Sales enablement Knowledge management

Helpjuice helped Wortsteam cut sales call prep time by 50%. The team used to struggle with scattered notes and lost... meeting details. With Helpjuice, they now track all customer interactions in one place. Customer satisfaction scores rose by 30% after six months. Onboarding new sales staff is now 40% faster. The sales team feels more confident and better prepared for every meeting.

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Russell Reynolds Associates - Management Consulting - Large

New York, USA
IT help desk management IT service management

Giva Service Management Suite replaced Ivanti ITSM Help Desk at Russell Reynolds Associates. The firm rolled out Giva's web-native help... desk software in offices worldwide, including New York, Chicago, Tokyo, and Sydney. Giva enabled a global implementation in just six days. The solution delivered 100% uptime and rapid Level 1 problem resolution. Giva's reporting tools helped improve service and support across all locations.

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Beyond the Chaos - Management Consulting - Small

Teamwork. com helped Beyond the Chaos scale its team by 6x and grow revenue 4x. The company needed a project...management tool to manage budgets, track workloads, and build templates. Teamwork.com provided dashboards, reporting, and easy template creation. Beyond the Chaos achieved over 1000% ROI and now serves more than 200 clients. The platform made it easy to add team members and support business growth.

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EMA Consulting - Management Consulting

GoTo Connect helped EMA Consulting switch to remote work during COVID-19. Their old VoIP provider could not meet their needs.... GoTo Connect gave the team flexibility to work from anywhere. Call quality and connectivity problems dropped sharply. The move to remote work became a very positive experience for EMA Consulting.

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Management Consulting Success stories in Driving ROI and Results using Sales Intelligence solutions

Suxeed - Management Consulting - Small

Paris, France
Lead generation for B2B sales agencies Rapid onboarding of new sales reps Lead generation Sales team onboarding

Lusha helped Suxeed, a Paris-based sales-as-a-service agency, deliver leads to clients within days. After switching from other tools, Suxeed saw... one BDR hit 142% of quota, booking 19 demos instead of 8. Lusha provided 80% email accuracy and accurate phone numbers, speeding up lead generation. Bulk enrichment and easy onboarding let new BDRs start prospecting right away. Suxeed used Lusha for 1.5 years, supporting fast client onboarding and consistent results.

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KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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YourEncore - Management Consulting - Large

Indianapolis, USA
Account planning and management Customer engagement tracking Account management Sales enablement

Strategy Mapper helped YourEncore fix account planning problems. Teams now use clear milestones and templates for consistent plans. The Org... Map feature gives better visibility into customer organizations. Salesforce usage increased, leading to more customer engagement. Account teams spend less time on admin and more time with customers, boosting satisfaction and revenue.

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Top executive search firm - Management Consulting - Large

USA
Board candidate relationship mapping Executive search Board intelligence

Altrata’s BoardEx helped a top executive search firm find hidden board connections. The firm used BoardEx to discover a key... relationship not visible on LinkedIn or company websites. This allowed them to make a warm introduction for a board search at a global investment firm. The process was faster and more effective, leading to a successful board placement. The firm credits BoardEx for giving them access to relationships they could not find elsewhere.

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Maestro Group - Management Consulting - Small

USA
Sales pipeline generation for enterprise sales Automated CRM data enrichment Lead generation Sales process automation

SalesIntel helped Maestro Group overhaul their sales process for a client in the HR tech sector. The client struggled with... bad data, costly contracts, and manual list-building. Maestro Group replaced ZoomInfo with SalesIntel’s human-verified contact data and integrated it with HubSpot CRM. This change enabled 500 calls per day and automated prospect loading. In six months, the client closed a $500K deal and created 75 qualified opportunities. The cost per attended meeting dropped to $80, and the team built a scalable sales engine.

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SEI Services - Management Consulting

Demandbase Professional Services helped SEI Services, a business consulting firm, unify its sales strategy across many independent locations. SEI Services faced... challenges with a decentralized sales structure and needed a clear ABM plan. Demandbase delivered a tailored maturity assessment, strategic roadmap, and collaborative workshops. SEI Services gained a clear sales pilot framework and actionable insights to standardize ABM. The partnership enabled SEI Services to scale ABM success and drive growth across all locations.

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Power Market Consulting - Management Consulting

Quantrix Modeler helps Power Market Consulting build OASISLive, a tool for modeling congestion revenue rights in California’s power market. The company uses... Quantrix’s multidimensional data modeling to support financial instruments traded by banks and trading firms. Henry Shin, principal, says Quantrix offers a unique way to solve client problems. The solution helps improve how clients manage power market transactions.

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Management Consulting examples of Driving Business Value with Data Management Platform

 

KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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Eurogrant - Management Consulting - Small

Germany
Secure cloud storage for client data Collaborative document management Data security Collaboration

Tresorit helped Eurogrant, a German consulting firm, secure confidential research data for clients in nanotech, biotech, and engineering. Eurogrant needed a... cloud storage solution that was both secure and easy to use. They chose Tresorit for its end-to-end encryption and fast sync features. The switch allowed Eurogrant to avoid costly in-house IT and meet strict client security demands. All internal data management moved to Tresorit within days, improving collaboration and data safety.

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California consulting firm - Management Consulting - Medium

USA
Enterprise search for consulting Knowledge management Collaboration enablement

BA Insight helped a California consulting firm unify data from Salesforce, SharePoint, and other systems into a single search index. Employees struggled to... find information due to rapid growth and scattered data. The new enterprise search solution let staff quickly locate experts, pitch decks, and old documents. Visual refiners and in-app search in Salesforce improved user experience. The firm now explores AI and bots to further boost their competitive edge.

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Mubesko Africa - Management Consulting - Small

South Africa
Fixed-asset management automation Field data collection Asset management

Fulcrum’s mobile app helped Mubesko Africa improve fixed-asset management. The app let field teams collect data in real time, even... offline. Technicians used smartphones to capture photos and verify asset locations. This change saved time and cut costs by removing manual data entry. Team leaders could review data instantly and adjust workflows on the spot.

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Frost & Sullivan - Management Consulting

Grammarly helped Frost & Sullivan cut editing time by 66%. The team used Grammarly to improve quality control and save... time on content creation. They saved about two hours for every client story. The team completed over 500 new projects in a year and analyzed more than 17 million words. The writing quality improved, and output increased. Grammarly made editing faster and more consistent.

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EEC Global Consulting - Management Consulting - Large

infoRouter helped EEC Global Consulting manage thousands of consultant resumes. The firm used infoRouter’s Forms Management module to capture and... standardize resume data. Automated routing and formatting sped up hiring and reduced errors. Resume processing that took hundreds of hours now takes minutes. EEC Global Consulting can now handle more international projects with less effort.

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How Mobile Marketing is Delivering ROI for Management Consulting Leaders

 

InspireXT - Management Consulting - Small

London, UK
Oracle Cloud update testing automation Test automation Cloud application management

SmartBear TestComplete helped InspireXT automate Oracle Cloud testing. InspireXT needed to keep up with Oracle Cloud’s quarterly updates. Manual testing... took weeks and required many people. With TestComplete, they reduced testing time to under a week with just one person. The tool enabled faster regression cycles, audit-ready workflows, and easier collaboration across global teams. Testers with little automation experience quickly learned to use it, improving quality and speed.

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InspireXT - Management Consulting - Small

London, UK
Oracle Cloud update testing automation Test automation Cloud application management

SmartBear TestComplete helped InspireXT automate Oracle Cloud testing. InspireXT needed to keep up with Oracle Cloud’s quarterly updates. Manual testing... took weeks and required many people. With TestComplete, they reduced testing time to under a week with just one person. The tool enabled faster regression cycles, audit-ready workflows, and easier collaboration across global teams. Testers with little automation experience quickly learned to use it, improving quality and speed.

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InspireXT - Management Consulting - Small

London, UK
Oracle Cloud update testing automation Test automation Cloud application management

SmartBear TestComplete helped InspireXT automate Oracle Cloud testing. InspireXT needed to keep up with Oracle Cloud’s quarterly updates. Manual testing... took weeks and required many people. With TestComplete, they reduced testing time to under a week with just one person. The tool enabled faster regression cycles, audit-ready workflows, and easier collaboration across global teams. Testers with little automation experience quickly learned to use it, improving quality and speed.

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InspireXT - Management Consulting - Small

London, UK
Oracle Cloud update testing automation Test automation Cloud application management

SmartBear TestComplete helped InspireXT automate Oracle Cloud testing. InspireXT needed to keep up with Oracle Cloud’s quarterly updates. Manual testing... took weeks and required many people. With TestComplete, they reduced testing time to under a week with just one person. The tool enabled faster regression cycles, audit-ready workflows, and easier collaboration across global teams. Testers with little automation experience quickly learned to use it, improving quality and speed.

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Teyler Consultancy - Management Consulting - Small

Netherlands
Excel replacement for project management Automated reporting for consulting services Data centralization Reporting automation

Teyler Consultancy used Betty Blocks to replace Excel-based workflows. They built a custom low-code app to centralize project data and... automate reporting. This eliminated fragmented spreadsheets and manual reporting. Consultants and clients now work together in one secure platform. Teyler improved data accuracy, control, and collaboration. The new system enabled new data-driven services for clients.

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California consulting firm - Management Consulting - Medium

USA
Enterprise search for consulting Knowledge management Collaboration enablement

BA Insight helped a California consulting firm unify data from Salesforce, SharePoint, and other systems into a single search index. Employees struggled to... find information due to rapid growth and scattered data. The new enterprise search solution let staff quickly locate experts, pitch decks, and old documents. Visual refiners and in-app search in Salesforce improved user experience. The firm now explores AI and bots to further boost their competitive edge.

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California consulting firm - Management Consulting - Medium

USA
Enterprise search for consulting Knowledge management Collaboration enablement

BA Insight helped a California consulting firm unify data from Salesforce, SharePoint, and other systems into a single search index. Employees struggled to... find information due to rapid growth and scattered data. The new enterprise search solution let staff quickly locate experts, pitch decks, and old documents. Visual refiners and in-app search in Salesforce improved user experience. The firm now explores AI and bots to further boost their competitive edge.

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Measuring Social Media Marketing Success in Management Consulting Deployments

 

Poligov - Management Consulting - Small

Indonesia
Media effectiveness analysis for elections Audience reach tracking for political campaigns Media analytics Brand reputation management

Poligov used Determ to analyze media effectiveness during election cycles. The team tracked which audiences saw news and measured the... impact of media on politicians’ branding. Determ made it easy to export data and run text analysis in Microsoft Office formats. The tool helped Poligov compare politicians and advise clients on media strategy. Poligov saved time and improved client results with Determ’s user-friendly reports and analytics.

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QSN Risicomanagement - Management Consulting - Small

Netherlands
Employee advocacy for content sharing Content marketing Employee advocacy

QSN Risicomanagement used PostSpeaker to help consultants share content on LinkedIn. The team wanted to boost visibility and branding with... content marketing, not sales posts. They started with a pilot group and expanded as more employees joined. PostSpeaker made it easy for consultants to share valuable articles. In the first three months, website traffic from social doubled.

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Transworld Business Advisors of Eastern N.C. - Management Consulting - Small

Greenville, USA
Industry research for client meetings Creating data-driven listing packages Deal management Client engagement

Vertical IQ helped Transworld Business Advisors of Eastern N. C. save hours on industry research. Tony Khoury and his team...use Vertical IQ to prepare for meetings and create data-rich listing packages. The platform lets them quickly access industry insights, boosting their credibility with clients. Vertical IQ also streamlines prep work, helping the team generate more listings and close deals faster. The customer success team at Vertical IQ provides ongoing support and values feedback.

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Jackson Calame / First Class Business - Management Consulting - Small

USA
Podcast content distribution automation Evergreen social media scheduling Content marketing Customer engagement

RecurPost helped Jackson Calame, founder of First Class Business, boost real engagement on social media. He used RecurPost’s RSS feed... integration and content library to automate podcast content sharing. This made it easy to keep his audience engaged with fresh, evergreen posts. Jackson saw stronger connections with followers and improved social media efficiency. RecurPost’s support helped him overcome setup challenges and align content with his brand goals.

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BearingPoint - Management Consulting - Large

Frankfurt, Germany
Employee engagement campaign Digital display for internal communications Employee engagement Internal communications

BearingPoint used Walls. io to power a social responsibility campaign. They created a hashtag campaign to engage employees and display...content on digital screens. The campaign was embedded on their website and used for internal engagement. This helped boost employee participation and visibility for their initiative.

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Center Mast Consulting - Management Consulting - Small

USA
Competitive intelligence data collection Competitive intelligence Media monitoring

Center Mast Consulting uses Brand24 for media monitoring and competitive intelligence. The consultancy gathers online data to deliver insights to... clients, helping them make informed decisions. Brand24's email reports and notifications let Center Mast spot valuable online mentions and act quickly. The tool's customizable reports help present data to different stakeholders. Center Mast values Brand24's wide coverage and user-friendly interface for business growth.

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Booz Allen Hamilton - Management Consulting

Meltwater Social helped Booz Allen Hamilton manage social media for Recreation. gov. Booz Allen used Meltwater for social listening, publishing,...and analytics. The platform let them track sentiment and engagement across channels. They used reports to find insights and improve marketing. Booz Allen could see what content worked best and understand user feedback. This helped them improve the digital experience for millions of outdoor enthusiasts.

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How Sales Engagement is Delivering ROI for Management Consulting Leaders

 

SalesLink 360 - Management Consulting - Small

USA
Cold email outreach automation Multi-account email management Lead generation Sales automation

Saleshandy helped SalesLink 360 automate cold email outreach. The company faced high outreach costs, low deliverability, and messy email management.... With Saleshandy, they used cold email automation and a unified inbox. SalesLink 360 achieved a 70%+ open rate and closed 2-3 high-ticket clients weekly. Automation reduced costs and improved team productivity.

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Viseo - Management Consulting - Medium

Paris, France
Accounts receivable management Dispute resolution and collaboration Receivables management Collaboration enablement

Sidetrade Augmented Cash helped Viseo cut their DSO by 5 days in under five months. Receivables owing by over 90... days dropped in record time. Teams now share information easily and settle disputes faster. About 30 staff use Sidetrade, with plans to expand. Viseo saw quick results, strong ROI, and improved collaboration across departments.

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OpFocus - Management Consulting - Small

Burlington, USA
Sales prospecting process standardization Sales productivity

OpFocus used Yesware to solve a sales productivity problem. They needed a way to standardize their sales process. After implementing... Yesware, OpFocus increased their sales prospecting activities by 462%. This helped them grow their business and achieve more predictable results. The team now follows a repeatable process for sales outreach.

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Slalom - Management Consulting

Revenue Grid helped Slalom stop revenue leaks and rebuild its sales model. The platform automated sales data capture and improved... sales process visibility. Slalom used features like calendar sync, inbox sidebar, and sales engagement tools. The team grew its business by using Revenue Grid to manage sales activities and pipeline. This case shows how Revenue Grid supports sales teams in management consulting.

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Growth Genie - Management Consulting

Koncert's AI parallel dialers helped Growth Genie, a B2B sales consultancy, solve declining outbound call pick up rates. Growth Genie used... Koncert to boost their outbound calling from 300 dials per week to over 300 dials in a single day. Local caller ID management and spam filters improved connect rates. Call recordings and reporting dashboards supported sales coaching and tracked conversion metrics. The result was more sales conversations, more pipeline, and increased revenue from enterprise deals.

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How Talent Management is Delivering ROI for Management Consulting Leaders

hy Axel Springer - Management Consulting - Small

Berlin, Germany
Employee engagement measurement Employee development tracking Employee engagement Performance management

Leapsome helped hy Axel Springer improve employee engagement. The platform made it easy to collect and analyze feedback. The survey... heatmap showed problem areas in the organization. This led to new initiatives for a better work environment. The system was easy to use and fit existing processes. hy Axel Springer saw measurable improvements in employee development and performance.

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Booz Allen Hamilton - Management Consulting - Very Large

McLean, USA
Workforce communication for dispersed teams Employee engagement Internal communications

Firstup helped Booz Allen Hamilton connect 29,000 employees worldwide. Most staff worked outside company offices and felt disconnected. The Firstup... platform delivered key company news to mobile devices. It integrated with Workday to target messages by team and role. Within 18 months, 41% of employees registered. Booz Allen aims to reach 50% enrollment next year.

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FTI Consulting - Management Consulting - Very Large

Washington, USA
Resource scheduling for consulting teams Resource management Project scheduling

SAVIOM helped FTI Consulting improve resource scheduling for about 200 UK employees. Their old tool was slow and hard to... change. SAVIOM gave managers a full view of staff and projects. The drag-and-drop feature made updates fast and easy. FTI Consulting now matches skills to tasks better and avoids confusion about deadlines.

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Eine mittelständische Beratungsfirma spezialisiert auf Banken und Unternehmen - Management Consulting - Small

Recruiting support for consulting roles Talent acquisition

Talentwunder Sourcing-als-Service half einer mittelständischen Beratungsfirma mit 100 Mitarbeitenden, die Position eines Change Managers zu besetzen. Die kleine HR-Abteilung hatte... keine Zeit für Active Sourcing und fand über klassische Stellenanzeigen keine passenden Bewerber. Talentwunder übernahm die Kandidatensuche mit KI-gestützter Software. Innerhalb von 8 Wochen wurden 160 Kandidaten angesprochen und 8 zum Gespräch eingeladen. Die offene Stelle wurde erfolgreich besetzt.

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Management Consulting examples of Driving Business Value with Lead Generation

 

West Monroe - Management Consulting - Large

Chicago, USA
Automated email outreach for marketing Lead nurturing and follow-up Email marketing automation Customer engagement

West Monroe used 6sense Conversational Email to improve cold outreach and lead nurturing. The marketing team overcame resistance to new... technology by automating thousands of emails. They achieved an open rate of nearly 50 percent. The AI-powered tool saved hundreds of hours by streamlining email creation and responses. Easy integration enabled dynamic marketing campaigns. This helped West Monroe boost engagement and efficiency in their marketing efforts.

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Alleyoop - Management Consulting - Small

USA
Outbound sales prospecting automation Lead generation Sales development

RightBound automates prospecting and outreach for Alleyoop, a business consultancy. Alleyoop uses RightBound’s AI-driven engine to find and engage the... right leads for its clients. Leads are pushed into Salesforce and Frontspin, letting SDRs focus on high-conversion prospects. Alleyoop increased its clients’ TAM coverage and improved outbound sales results. Conversations are now higher quality and more relevant, leading to better conversion rates.

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Direct Business Lending - Management Consulting - Small

USA
Lead response time reduction Automated lead management for sales teams Lead management Sales automation

ClickPoint Software helped Direct Business Lending cut lead response time by 95%. The company switched from push to pull lead... management using SalesExec. Before, only 10% of leads were contacted in under 15 minutes. After, 70% were reached in that time, and nearly 50% in under 5 minutes. This change led to a 35% increase in sales revenue. Direct Business Lending found the system easy to deploy and use.

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Cap Expand Partners - Management Consulting - Small

Amsterdam, Netherlands
Lead qualification and segmentation Customer journey tracking Lead management Customer analytics

Cap Expand Partners uses Salespanel to improve customer acquisition. The company tracks the full customer journey and uses real-time lead... qualification. Salespanel helps them segment and score leads for better sales targeting. The platform provides B2B visitor analytics and campaign attribution. Cap Expand Partners now sells more efficiently with data-driven marketing.

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Measuring Sales Performance Management Success in Management Consulting Deployments

 

KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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Nous Group - Management Consulting - Medium

Melbourne, Australia
Employee feedback management Onboarding process automation Employee engagement Performance management

Lattice helped Nous Group, a management consultancy, centralize employee feedback and automate onboarding check-ins. The company moved from fragmented, text-based... feedback to a unified, real-time system. Employee ratings for feedback technology rose 22% after Lattice’s rollout. Perceptions of bias, fairness, and transparency improved by up to 24%. High adoption rates and flexible features supported Nous Group’s flat structure and rapid growth.

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Radiant - Management Consulting - Small

Copenhagen, Denmark
Sales performance tracking and reporting Sales team motivation and engagement Sales performance management Employee engagement

Radiant, a leading Danish B2B consultancy, used Plecto to replace manual data entry and unify sales tracking. With Plecto’s real-time... HubSpot dashboards, Radiant managed 20 clients and tracked 5,000 meetings. The platform’s instant notifications and automated reporting saved time and improved transparency. Gamification features boosted team motivation and helped visualize KPIs. Since adopting Plecto, Radiant achieved €6.7 million in ARR and built a strong performance culture.

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Peloton Consulting Group - Management Consulting - Medium

Boston, USA
Contract lifecycle management automation Legal document workflow optimization Contract management Workflow automation

Conga Contracts for Salesforce helped Peloton Consulting Group nearly double its contracting output. The legal team reallocated 50% of its... time from internal check-ins to legal strategy. In seven months, Peloton reviewed 331 contracts and executed 256, matching the previous year's total. Clients now accept Peloton’s MSA 65% of the time, reducing negotiation time. Automated reminders and real-time tracking improved contract visibility and sped up signatures, boosting revenue.

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Management Consulting Clients Speak: The Impact of deploying Authoring and Publishing solutions

 

Board of Innovation - Management Consulting - Medium

Antwerp, Belgium
Digital sales content transformation Content marketing Sales enablement

Board of Innovation used RELAYTO to turn a static PDF into an interactive digital sales microsite. The new platform helps... share digital sales strategies and business development services. It uses multimedia to make the experience more engaging. The microsite highlights the innovative solutions Board of Innovation offers. This approach makes their content more dynamic and useful for clients.

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a global consulting firm - Management Consulting - Very Large

Multilingual content management Content localization Compliance management

Localize helped a global consulting firm manage multilingual video courses and articles. The firm needed to meet legal and regulatory... requirements in regions like Canada. Traditional file-based translation created too much work and duplicated content. Localize provided an on-page solution so learners could switch languages easily. This reduced engineering effort and kept content updates simple.

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A globally renowned consulting firm headquartered in Chicago - Management Consulting - Very Large

Chicago, USA
Change management training for hospitals Microlearning for healthcare staff onboarding Change management Employee training

ELB Learning helped a global consulting firm implement the HRO framework for hospitals. The firm needed a change management process... and effective training for hospital staff. ELB Learning delivered a microlearning solution with pre-workshop, workshop, and post-workshop resources. The new training plan saved costs and enabled onboarding of more hospitals. Hospitals saw better knowledge recall and higher course completion rates.

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GP Strategies - Management Consulting

Articulate 360 helped GP Strategies convert thousands of hours of training from Flash to HTML5. The team used Storyline to... create interactive e-learning for over 6,000 organizations. New developers learned Storyline in just one day. GP Strategies saw high learner ratings, with scores of 4.3 out of 5 stars. The platform made it easy to build, translate, and deliver custom training content.

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Management Consulting Clients Speak: The Impact of deploying Team Collaboration solutions

 

Media Scope Group - Management Consulting - Small

Tallinn, Estonia
Secure internal and external team communication Collaboration and communication Compliance management

Wire replaced Signal and email at Media Scope Group, making all team communication secure and easy. The company needed a... tool that met strict EU data privacy rules and supported business workflows. Wire offered full admin control, GDPR compliance, and fast onboarding. Media Scope Group eliminated 100% of internal email and improved collaboration with partners. Teams now use Wire for projects, HR, and strategy, with no formal training needed.

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Capco - Management Consulting - Large

London, UK
Digital workshop facilitation for distributed teams Collaboration management

Capco used Mural to run global design thinking workshops for a tier 1 banking client. The team replaced in-person sessions... with digital collaboration, connecting over 40 stakeholders across multiple countries. Mural enabled real-time brainstorming, visual synthesis, and seamless project tracking. This reduced travel costs, improved stakeholder alignment, and kept projects on schedule. Capco now uses Mural as its main digital hub for distributed creative teamwork.

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Elevate LLC - Management Consulting

Jostle helped Elevate LLC improve internal communication as they grew from 2 to 50 employees. The leadership team used Jostle... to share real-time updates, policies, and company news. Weekly CEO Updates and interactive features kept staff informed and engaged. Private Discussion groups and Polls made information sharing easy and fun. As a result, Elevate achieved high employee participation and stronger connections between staff and leadership.

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Actineo Consulting LLP - Management Consulting

Sococo helped Actineo Consulting LLP move their events and training online during Covid-19. Actineo needed to keep strong community and... human connection for their clients and team. Sococo created a custom virtual conference space that let people network, attend sessions, and socialize just like in person. Sponsors and attendees gave rave reviews about the quality of engagement. Actineo now delivers better customer care and supports a more global, inclusive community with Sococo.

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Measuring Content Marketing Success in Management Consulting Deployments

 

A global consulting firm - Management Consulting - Very Large

Sales proposal and communication digitization Account management content delivery Sales enablement Client engagement

Zoomforth helped a global consulting firm modernize sales communications. The firm replaced slow, design-heavy PDFs with digital microsites. Zoomforth's platform... made it easy to build, track, and secure client proposals. Sales teams quickly learned to use the tool and received positive client feedback. Fast support and analytics features helped the firm stand out and win more deals.

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KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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Aptive - Management Consulting - Medium

Alexandria, USA
Veteran feedback collection for government consulting Voice of the customer Community engagement

Aptive uses SurveyMonkey to collect feedback from Veterans for its government clients. The company created the Veterans Experience Council to... gather insights on mental health, benefits, and VA experiences. SurveyMonkey helps Aptive quickly analyze responses and identify trends. The tool's survey logic and visualization features improve research quality. Aptive's findings help government agencies make better decisions for Veterans.

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California consulting firm - Management Consulting - Medium

USA
Enterprise search for consulting Knowledge management Collaboration enablement

BA Insight helped a California consulting firm unify data from Salesforce, SharePoint, and other systems into a single search index. Employees struggled to... find information due to rapid growth and scattered data. The new enterprise search solution let staff quickly locate experts, pitch decks, and old documents. Visual refiners and in-app search in Salesforce improved user experience. The firm now explores AI and bots to further boost their competitive edge.

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Management Consulting Success stories in Driving ROI and Results using Contract Management solutions

 

Facilitaire Coöperatie - Management Consulting - Small

Netherlands
Facility contract cost analysis Contract management Cost optimization

Mochadocs helps Facilitaire Coöperatie deliver an average 38% cost savings for mid-sized organizations. Their contract scan finds savings on office... supplies, catering, energy, cleaning, and more. Many companies lack oversight of facility costs, making them vulnerable to supplier overcharges. With Mochadocs, these savings become ongoing and structured. One client saved €6,000 per year by spotting unnecessary cleaning charges.

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Peloton Consulting Group - Management Consulting - Medium

Boston, USA
Contract lifecycle management automation Legal document workflow optimization Contract management Workflow automation

Conga Contracts for Salesforce helped Peloton Consulting Group nearly double its contracting output. The legal team reallocated 50% of its... time from internal check-ins to legal strategy. In seven months, Peloton reviewed 331 contracts and executed 256, matching the previous year's total. Clients now accept Peloton’s MSA 65% of the time, reducing negotiation time. Automated reminders and real-time tracking improved contract visibility and sped up signatures, boosting revenue.

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Peloton Consulting Group - Management Consulting - Medium

Boston, USA
Contract lifecycle management automation Legal document workflow optimization Contract management Workflow automation

Conga Contracts for Salesforce helped Peloton Consulting Group nearly double its contracting output. The legal team reallocated 50% of its... time from internal check-ins to legal strategy. In seven months, Peloton reviewed 331 contracts and executed 256, matching the previous year's total. Clients now accept Peloton’s MSA 65% of the time, reducing negotiation time. Automated reminders and real-time tracking improved contract visibility and sped up signatures, boosting revenue.

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Teneo - Management Consulting - Large

New York, USA
AI-powered document review for investigations E-discovery and document review

Teneo used Relativity aiR for Review to analyze one million documents. They cut project costs by 70% and finished the... review in just 18 days. The team used AI-powered analysis to find key documents and speed up investigations. With only one reviewer, they improved consistency and avoided errors. Teneo gained faster insights and saved their clients time and money.

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Management Consulting examples of Driving Business Value with Email Marketing

 

AMPED Association Management - Management Consulting - Small

Madison, USA
Personalized newsletter content delivery Automated client communications management Email marketing Membership engagement

AMPED Association Management used rasa. io’s AI-powered newsletter platform to send personalized content to association members. The AI curates newsletters...based on each member’s interests, replacing generic emails. AMPED saw higher open rates, more clicks, and increased website traffic. Automation saved the team significant time managing multiple clients. Members received more relevant news, boosting engagement and satisfaction.

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Terry Rice - Management Consulting - Small

New York, USA
Email newsletter growth and automation Passive revenue stream management Email marketing Creator monetization

Kit helped Terry Rice, a business consultant, grow his consulting business to over six figures in annual revenue and 9,000 email subscribers. He switched from... multiple complex tools to Kit for its ease of use and creator-focused features. Terry used Kit’s Creator Network and automated sales sequences to boost his newsletter and passive income. He now spends more time with his family and secures major brand deals thanks to his strong email list. Kit made his business simpler and less overwhelming.

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Camelot Management Consultants - Management Consulting

Inxmail helped Camelot Management Consultants connect their SAP Sales Cloud with advanced email marketing tools. Before, teams had to do... manual work and switch between systems. With Inxmail, they automated data sync, managed opt-ins, and used a powerful email editor. The integration made it easy to design mailings and keep all contact data up to date. Marketing and sales teams now work better together, making campaigns more effective and saving time.

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Taobé Consulting - Management Consulting

Zoho Webinar helped Taobé Consulting improve client communication and boost productivity. The company used interactive Q&A, webinar recordings, and registration... insights to engage more clients. They saw a 30% increase in webinar registrations and a 40% rise in productivity. The platform made it easier to reach more clients and cut costs. Taobé Consulting became more visible and trusted in their industry.

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Management Consulting Success stories in Driving ROI and Results using Advocacy Marketing solutions

WGroup - Management Consulting - Small

Philadelphia, USA
Employee advocacy for lead generation Thought leadership promotion Employee advocacy Social media marketing

WGroup used GaggleAMP to boost employee advocacy and social media presence. The firm wanted its consultants to be seen as... thought leaders. Before GaggleAMP, sharing content was hard and time-consuming. With GaggleAMP, employees could easily share posts and promote their expertise. Over 3.5 years, WGroup gained 7.8 million impressions, 7,300+ clicks, and built a $2 million sales pipeline. The program made WGroup's consultants more visible and helped drive new business.

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Funding For Good - Management Consulting

Grant Lifecycle Manager makes it easy for Funding For Good applicants to navigate forms. Mandy Pearce, the owner, says the... process is simple. Foundant helps applicants by providing easy-to-fill forms. This saves time and reduces stress for users. The solution focuses on making work easier for everyone involved.

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Funding For Good - Management Consulting

Grant Lifecycle Manager makes it easy for Funding For Good applicants to navigate forms. Mandy Pearce, the owner, says the... process is simple. Foundant helps applicants by providing easy-to-fill forms. This saves time and reduces stress for users. The solution focuses on making work easier for everyone involved.

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Measuring CPQ Success in Management Consulting Deployments

 

KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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Peloton Consulting Group - Management Consulting - Medium

Boston, USA
Contract lifecycle management automation Legal document workflow optimization Contract management Workflow automation

Conga Contracts for Salesforce helped Peloton Consulting Group nearly double its contracting output. The legal team reallocated 50% of its... time from internal check-ins to legal strategy. In seven months, Peloton reviewed 331 contracts and executed 256, matching the previous year's total. Clients now accept Peloton’s MSA 65% of the time, reducing negotiation time. Automated reminders and real-time tracking improved contract visibility and sped up signatures, boosting revenue.

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Peloton Consulting Group - Management Consulting - Medium

Boston, USA
Contract lifecycle management automation Legal document workflow optimization Contract management Workflow automation

Conga Contracts for Salesforce helped Peloton Consulting Group nearly double its contracting output. The legal team reallocated 50% of its... time from internal check-ins to legal strategy. In seven months, Peloton reviewed 331 contracts and executed 256, matching the previous year's total. Clients now accept Peloton’s MSA 65% of the time, reducing negotiation time. Automated reminders and real-time tracking improved contract visibility and sped up signatures, boosting revenue.

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How Field Service Management is Delivering ROI for Management Consulting Leaders

 

KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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Top Stories in Management Consulting about adoption of Email Security software

 

akaCRM - Management Consulting - Small

Colorado Springs, USA
Email security for client data protection Email security Customer data protection

EasyDMARC helped akaCRM protect sensitive customer data from phishing attacks. akaCRM, a consultancy firm, needed stronger email security than SPF... and DKIM alone. EasyDMARC provided expert support and professional consultancy. The team guided akaCRM through the process, boosting their confidence in domain and email security. Now, akaCRM feels their client data is safer and phishing is no longer a major threat.

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Kings Point Enterprises Inc - Management Consulting - Small

USA
Secure file sharing for government clients Data security and compliance

DropSecure helps Kings Point Enterprises Inc protect sensitive government client data. Security and customer service are the main reasons for... choosing DropSecure. The platform offers end-to-end encryption and zero-knowledge file transfer. Kings Point Enterprises uses DropSecure to meet compliance needs for government customers. The product's security features give clients peace of mind.

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Qcons GmbH - Management Consulting

EGroupware gives Qcons GmbH worldwide data access and high flexibility. The company uses group calendar, email, file manager, infolog, wiki,... address book, and ticket system. EGroupware makes onboarding new staff easy and keeps all data in one place. Mobile access works from anywhere. German server location was key for their choice. EGroupware support and hosting are professional and reliable.

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Top Stories in Management Consulting about adoption of Other Demand Generation software

 

Kyle Moyer and Company - Management Consulting - Small

Scottsdale, USA
Voter outreach automation for campaigns Campaign management Customer engagement

CallFire's Voice Broadcast helps Kyle Moyer and Company reach voters fast. The firm sends over 30,000 calls per campaign at... 250 calls per minute. Data feedback shows which calls connect, helping them target efforts and budgets. Cloud storage lets the team manage outreach from anywhere. The simple, affordable tool supports political campaigns and keeps costs low.

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Carabiner Group - Management Consulting - Small

Formstack helped Carabiner Group deliver digital transformation for clients in many industries. The platform removed roadblocks to adopting new technology... and improved ROI. Carabiner Group used Formstack for its flexibility, Salesforce integration, and ability to reduce time spent on processes. Results included better customer service for small financial services firms, easier attribution for tech companies, and improved operations for collegiate athletics organizations. Formstack built trust between Carabiner Group consultants and their clients.

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Andriy Krupkin’s Sales Bureau - Management Consulting

Ringostat Supervisor AI helps Andriy Krupkin’s Sales Bureau analyze sales conversations. The company used to spend over 8 hours a... week reviewing calls. With Supervisor AI, they now analyze 100% of conversations in seconds. The AI checks over 90 criteria across three sales scenarios. This saves time and improves sales management efficiency.

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Management Consulting examples of Driving Business Value with SEO

 

Chief Outsiders - Management Consulting - Medium

Houston, USA
SEO audit process automation Stakeholder-specific reporting for marketing SEO audit automation Marketing analytics

Sitebulb helped Chief Outsiders cut their SEO audit process from up to 2 days to just half a day. Angela Hill, a... fractional CMO, used Sitebulb to create detailed 90-page audit reports in 15-20 minutes. She combined Sitebulb with AI and other tools to deliver tailored reports for different stakeholders. This new workflow led to a 50% time savings and won an AI innovation award. The process improved clarity and accountability for clients and internal teams.

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BCG - Management Consulting - Very Large

Boston, USA
Website content optimization Keyword targeting for SEO Content marketing SEO management

BCG uses the BrightEdge platform to improve its website content. The team targets a large and diverse set of keywords.... Philip Chevalier, a marketing project leader, shares how BrightEdge helps BCG reach vital keyword goals. The platform supports BCG in optimizing content for better search visibility. This helps BCG connect with more users online.

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Connamix - Management Consulting - Small

Germany
Lead generation through SEO On-page SEO issue resolution Lead generation SEO management

Morningscore helped Connamix boost their website traffic by 463% in just 9 months. Lali Walter, a beginner in SEO, used... the tool to fix 2,079 on-page issues and gain 164 new backlinks. The company increased their monthly high-quality leads from one to five. Morningscore's step-by-step guides and support made SEO easy for a non-expert. Connamix now reaches the right audience and ranks for more keywords.

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Management Consulting Clients Speak: The Impact of deploying SMS Marketing solutions

 

Strategic Advisors Group - Management Consulting - Small

USA
Business consulting automation Client management analytics Consulting automation Client management

SMS-iT's Agentic AI helped Strategic Advisors Group double their client capacity. The consulting firm saw an 85% gain in efficiency... after automating research and data analysis. Client satisfaction rose to 93% with faster delivery and deeper insights. Project delivery time dropped by 70%. Revenue grew by 180% due to increased capacity and premium services. The AI platform enabled consultants to focus on strategy and client relationships.

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Blue Rock - Management Consulting - Medium

Melbourne, Australia
SMS marketing for client engagement Customer engagement

Blue Rock used Sinch MessageMedia to improve SMS marketing for its clients. The team needed a solution with deep integration... and easy use. MessageMedia stood out for its powerful features and seamless integration with marketing systems. Blue Rock’s clients now see better engagement and real-time customer connection. Early results show high client satisfaction and strong operational benefits.

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Blue Rock - Management Consulting - Medium

Melbourne, Australia
SMS marketing for client engagement Customer engagement

Blue Rock used Sinch MessageMedia to improve SMS marketing for its clients. The team needed a solution with deep integration... and easy use. MessageMedia stood out for its powerful features and seamless integration with marketing systems. Blue Rock’s clients now see better engagement and real-time customer connection. Early results show high client satisfaction and strong operational benefits.

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Management Consulting Success stories in Driving ROI and Results using Video Platform solutions

 

Accenture - Management Consulting - Very Large

Dublin, Ireland
Augmented reality event production Remote livestream management for media events Media production Event services

Accenture used Socialive to produce an augmented reality press event for Amadeus. The team needed a stable livestream for a... global audience and used Socialive to simplify production. Video production time was cut in half. Employee and press engagement increased. The event showcased innovation and hit all KPIs for media coverage and interaction.

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West Monroe - Management Consulting - Large

Chicago, USA
Social media video production Internal communications video creation Content marketing Employee communications

PlayPlay helped West Monroe boost video production for social media by 4x. The marketing and communications teams used PlayPlay to... quickly create dynamic videos for both internal and external use. Video editing time dropped from days to minutes. PlayPlay's branding tools made it easy to keep videos on brand during a global rebranding. The platform's drag-and-drop interface let the team start making videos in just one day.

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Deloitte New Zealand - Management Consulting

Rapt Media helped Deloitte New Zealand create an interactive recruitment video called 'Will You Fit Into Deloitte. ' The video...used gamification to show company culture and service lines. It worked on all devices, including iPhones. The project had an average viewing time of over 4 minutes. It generated significant social buzz and outperformed similar YouTube videos.

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Top Stories in Management Consulting about adoption of Webinar and Conferencing software

 

KPMG Brazil - Management Consulting - Very Large

São Paulo, Brazil
Webinar and virtual event delivery Audience engagement and analytics Virtual events and webinars Audience engagement

KPMG Brazil used BigMarker to deliver expert-led webinars and virtual events to large, dispersed audiences. They needed to engage participants,... support two-way dialogue, and measure impact with analytics. BigMarker enabled them to host dozens of events, reaching over 26,000 registrants and 7,000 live attendees. Annual webinar production nearly doubled from 10 to 19 events in two years. KPMG Brazil now delivers timely, authoritative content and maintains strong engagement across compliance and ESG topics.

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EMA Consulting - Management Consulting

GoTo Connect helped EMA Consulting switch to remote work during COVID-19. Their old VoIP provider could not meet their needs.... GoTo Connect gave the team flexibility to work from anywhere. Call quality and connectivity problems dropped sharply. The move to remote work became a very positive experience for EMA Consulting.

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IB Consultancy - Management Consulting

6Connex helped IB Consultancy move their global defense and security events online. The pandemic stopped their in-person events, so they... needed a secure virtual event platform. 6Connex provided a digital solution for CBRNE professionals to connect and share knowledge. This kept the community engaged and informed during challenging times. The platform supported safe, interactive online events for the security industry.

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Management Consulting examples of Driving Business Value with E-Commerce Platform

 

KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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Taobé Consulting - Management Consulting

Zoho Webinar helped Taobé Consulting improve client communication and boost productivity. The company used interactive Q&A, webinar recordings, and registration... insights to engage more clients. They saw a 30% increase in webinar registrations and a 40% rise in productivity. The platform made it easier to reach more clients and cut costs. Taobé Consulting became more visible and trusted in their industry.

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Measuring Digital Signature Success in Management Consulting Deployments

 

Jeff Skipper Consulting - Management Consulting - Medium

Canada
Contract turnaround for consulting projects Internal billing document management Contract management Workflow automation

Signeasy helped Jeff Skipper Consulting speed up contract turnaround. The company switched from paper to e-signatures for client agreements and... billing documents. This made deals faster and improved cash flow. Clients noticed the quick, tech-driven process. Signeasy also reduced paper use and made workflows more efficient.

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Peloton Consulting Group - Management Consulting - Medium

Boston, USA
Contract lifecycle management automation Legal document workflow optimization Contract management Workflow automation

Conga Contracts for Salesforce helped Peloton Consulting Group nearly double its contracting output. The legal team reallocated 50% of its... time from internal check-ins to legal strategy. In seven months, Peloton reviewed 331 contracts and executed 256, matching the previous year's total. Clients now accept Peloton’s MSA 65% of the time, reducing negotiation time. Automated reminders and real-time tracking improved contract visibility and sped up signatures, boosting revenue.

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Management Consulting examples of Driving Business Value with Contact Center Software

 

California consulting firm - Management Consulting - Medium

USA
Enterprise search for consulting Knowledge management Collaboration enablement

BA Insight helped a California consulting firm unify data from Salesforce, SharePoint, and other systems into a single search index. Employees struggled to... find information due to rapid growth and scattered data. The new enterprise search solution let staff quickly locate experts, pitch decks, and old documents. Visual refiners and in-app search in Salesforce improved user experience. The firm now explores AI and bots to further boost their competitive edge.

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ComOps - Management Consulting - Small

Eckoh helped ComOps reduce PCI DSS risk by embedding secure payment technology into contact center services. ComOps, a consulting firm... for hotels and casinos, needed to improve customer engagement and data security. Eckoh enabled flexible integrations with legacy systems and enhanced guest and employee experiences. The partnership focused on seamless security and operational efficiency for hospitality clients.

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How Event Management is Delivering ROI for Management Consulting Leaders

Netmind - Management Consulting - Medium

Barcelona, Spain
Hybrid event management for conferences Bilingual event website and streaming Event management Audience engagement

Netmind used Eventtia to run hybrid international conferences. They needed a seamless experience for both virtual and in-person attendees, with... support for Spanish and English. Eventtia provided a multi-language website, virtual stage, and live translation. Netmind streamed events, offered on-demand videos, and gathered feedback with surveys. The platform helped Netmind reach a global audience and reduce event costs.

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Mario Côté - Management Consulting - Small

Québec, Canada
Virtual training engagement Live feedback collection Corporate learning and development Employee engagement

Poll Everywhere helps Mario Côté run interactive virtual trainings. He uses live polls and quizzes to boost engagement and gather... feedback. The tool lets him quickly collect and report data from over twenty groups in two months. Mario customizes activities for each audience, making sessions more dynamic. Participants say the interactive format makes events more enjoyable and memorable.

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Top Stories in Management Consulting about adoption of Proposal Management software

 

Peloton Consulting Group - Management Consulting - Medium

Boston, USA
Contract lifecycle management automation Legal document workflow optimization Contract management Workflow automation

Conga Contracts for Salesforce helped Peloton Consulting Group nearly double its contracting output. The legal team reallocated 50% of its... time from internal check-ins to legal strategy. In seven months, Peloton reviewed 331 contracts and executed 256, matching the previous year's total. Clients now accept Peloton’s MSA 65% of the time, reducing negotiation time. Automated reminders and real-time tracking improved contract visibility and sped up signatures, boosting revenue.

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California consulting firm - Management Consulting - Medium

USA
Enterprise search for consulting Knowledge management Collaboration enablement

BA Insight helped a California consulting firm unify data from Salesforce, SharePoint, and other systems into a single search index. Employees struggled to... find information due to rapid growth and scattered data. The new enterprise search solution let staff quickly locate experts, pitch decks, and old documents. Visual refiners and in-app search in Salesforce improved user experience. The firm now explores AI and bots to further boost their competitive edge.

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How E-Commerce Software is Delivering ROI for Management Consulting Leaders

 

EY Global Services - Management Consulting - Very Large

London, UK
Global e-invoicing compliance Manual invoice processing reduction Invoicing automation Compliance management

Billtrust helped EY Global Services send 125 billion electronic invoices worldwide. EY needed to meet local e-billing rules in over... 150 countries. Billtrust’s invoicing automation software unified data and supported many delivery methods. The solution reduced manual work for finance and client teams. EY is now ready for new EU e-billing regulations and improved customer experience.

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Peloton Consulting Group - Management Consulting - Medium

Boston, USA
Contract lifecycle management automation Legal document workflow optimization Contract management Workflow automation

Conga Contracts for Salesforce helped Peloton Consulting Group nearly double its contracting output. The legal team reallocated 50% of its... time from internal check-ins to legal strategy. In seven months, Peloton reviewed 331 contracts and executed 256, matching the previous year's total. Clients now accept Peloton’s MSA 65% of the time, reducing negotiation time. Automated reminders and real-time tracking improved contract visibility and sped up signatures, boosting revenue.

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Measuring Conversion Rate Optimization Success in Management Consulting Deployments

 

KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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Top management consulting company - Management Consulting - Very Large

Boston, USA
Product analytics for internal tools Website and content user behavior analysis Product analytics Customer insights

Heap helped a top management consulting company with nearly 25,000 employees modernize their product analytics. Before Heap, teams struggled with... slow, manual data collection and missed key metrics. Heap's autocapture and retroactive data features let teams quickly access and analyze user behavior. Product, IT, and marketing teams now make faster, data-driven decisions. The company reduced reporting bottlenecks and improved project delivery speed across the business.

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Management Consulting examples of Driving Business Value with Presentation Software

 

T. White Parker Associates - Management Consulting - Small

Virginia, USA
Client proposal visual enhancement Presentation design for consulting Client communications Content marketing

T. White Parker Associates, a management consulting and IT solutions firm, uses Piktochart to create professional visuals for client proposals... and presentations. Before Piktochart, they paid thousands for custom graphics and spent much time learning complex tools. Now, they quickly produce high-quality infographics and presentations in-house. This helps them win clients and compete with larger firms. Piktochart has become a key part of their marketing and client communication process.

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Change Management Group (CMG) - Management Consulting

Powtoon helped Change Management Group (CMG) create short, engaging videos for client training on change initiatives. CMG used Powtoon to... produce professional video assets in just one day, instead of 21 days with agencies. Over 600 US employees were trained using Powtoon content. CMG launched two programs with these bite-sized videos. The videos improved adoption rates and made training more engaging than traditional tools like PowerPoint.

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Management Consulting Success stories in Driving ROI and Results using Social CRM solutions

GoTeam - Management Consulting

Crystal helps GoTeam improve hiring, sales, and teamwork. GoTeam uses Crystal’s DISC personality framework to match candidates and remove bias... in hiring. Sales reps use Crystal to tailor pitches and build trust faster with prospects. Team members use Crystal daily to boost collaboration and productivity. GoTeam reports better communication, stronger client relationships, and more effective scaling with Crystal.

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Nave Strategies - Management Consulting - Small

Nimble CRM helped Nave Strategies solve missed follow-ups and disorganization. J.L. Nave used Nimble's custom fields, activities, and workflows to... track client conversations and manage tasks. The Microsoft 365 integration made scheduling easier. Segment searching and personalized outreach improved client engagement. Nimble freed up time and helped Nave focus on business growth in arts and cultural consulting.

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Top Stories in Management Consulting about adoption of Digital Experience Platform software

 

Top management consulting company (Boston HQ) - Management Consulting - Very Large

Boston, USA
Product analytics for internal tools Website and content user behavior analysis Product analytics Customer insights

Heap by Contentsquare helped a leading Boston-based management consulting firm modernize its analytics. The company, with nearly 25,000 employees, used... Heap to give product, IT, and marketing teams instant access to behavioral data. Before Heap, teams struggled with slow, manual data collection and missed deadlines. Heap’s autocapture and retroactive data features let teams move faster and make decisions based on real user insights. The switch reduced reporting bottlenecks and enabled more agile, data-driven product and marketing strategies.

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Sterr-Kölln & Partner - Management Consulting - Small

Freiburg, Germany
M&A due diligence data management Q&A workflow for transaction support Deal management Document management

Drooms enabled Sterr-Kölln & Partner to complete the sale of OSTWIND Group’s operating companies in just 51 days. The Drooms data... room managed over one million pages and supported more than 400 external users during due diligence. Its Q&A tool streamlined communication, handling over 2,600 questions. The Customer Success team provided fast onboarding and full support, allowing Sterr-Kölln & Partner to focus on critical transaction tasks. Drooms’ secure, user-friendly platform was key to the deal’s rapid and smooth execution.

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Measuring Customer Loyalty Management Success in Management Consulting Deployments

 

KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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Aon - Management Consulting - Very Large

Loylogic’s reward store helped Aon boost employee wellness. Aon used the Well One platform to improve workforce health. The challenge... was to motivate healthy behaviors. Loylogic and Dacadoo built a points-based incentive and in-app reward store. Employees earned points for healthy actions and redeemed them for products. This solution increased engagement with health-focused rewards.

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Top Stories in Management Consulting about adoption of Field Sales software

The Kafafian Group, Inc. - Management Consulting - Small

Parsippany, USA
Branch analysis and mapping Customer analytics for strategic planning Location intelligence Customer analytics

The Kafafian Group, Inc. used eSpatial to improve how they present data to clients. Their old mapping tool was not... flexible and looked outdated. With eSpatial, they created over 400 custom maps for bank clients in two years. The team now uses heat maps and color-coded pins to show branch analysis and customer data. Clients can see new insights and make better decisions. Staff found eSpatial easy to learn and use for strategic planning.

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Public Safety Strategies Group LLC (PSSG) - Management Consulting - Medium

Maptitude mapping software helped Public Safety Strategies Group LLC (PSSG) redraw police district boundaries for the San Francisco Police Department. PSSG used Maptitude... to analyze data like calls for service, incidents, and response times. The software made it easy to create and compare new district maps. This improved district management and helped balance police workloads. Maptitude maps were shared with decision makers in a clear format.

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Management Consulting Success stories in Driving ROI and Results using CRM All-in-One solutions

 

ChangeGroup - Management Consulting - Medium

Copenhagen, Denmark
CRM data management and automation Consultant KPI tracking and reporting CRM implementation Business analytics

ChangeGroup, a Danish consultancy, has used webCRM for 10 years to manage data and internal processes. The CRM system helps... them track KPIs, oversee consultants, and keep customer data current. Customization and API integration with Power BI allow ChangeGroup to automate tasks and gain business insights. The platform consolidates information, simplifies workflows, and saves time and money. Flexibility and strong support from webCRM have been key to their long-term partnership.

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Wolff Consultoria - Management Consulting - Small

EngageBay helped Wolff Consultoria replace ActiveCampaign due to high costs. The platform provided strong email automation, landing pages, and forms.... Leonardo W., the founder, found EngageBay to be a perfect substitute for previous tools. The automation features made marketing easier and more efficient. Wolff Consultoria now manages campaigns with less expense and more control.

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Management Consulting Clients Speak: The Impact of deploying Influencer Marketing solutions

Booz Allen Hamilton - Management Consulting

Meltwater Social helped Booz Allen Hamilton manage social media for Recreation. gov. Booz Allen used Meltwater for social listening, publishing,...and analytics. The platform let them track sentiment and engagement across channels. They used reports to find insights and improve marketing. Booz Allen could see what content worked best and understand user feedback. This helped them improve the digital experience for millions of outdoor enthusiasts.

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Global Management Consulting Firm - Management Consulting

Later Influence helped a global management consulting firm run a fast research project. The firm needed to collect data for... a social media business venture. Later enabled them to survey 300 influencers and conduct 15 Zoom interviews in just two weeks. The platform managed sourcing, scheduling, and payments. The firm met its research goals quickly and provided insights to its client.

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Management Consulting Clients Speak: The Impact of deploying Customer Experience Management solutions

 

KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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Management Consulting Clients Speak: The Impact of deploying Calendar solutions

 

Credera - Management Consulting - Large

Dallas, USA
Interview scheduling automation Candidate communication management Recruiting automation Candidate experience

Calendly helped Credera cut their time-to-hire by 4 days. The recruiting team saved $47,000 in labor costs over two years.... They automated interview scheduling and reminders, saving over 446 hours. Recruiters used Calendly to organize thousands of interviews at 10 universities. The team improved candidate experience and reduced manual errors. Consultants also used Calendly for mentorship and internal meetings.

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Thornton & Lowe - Management Consulting - Small

Bolton, UK
Time tracking for project management Automated client invoicing Workforce management Project management

Clockify helped Thornton & Lowe, a leading UK bid management firm, improve team productivity and accountability. The company used Clockify... to track time, monitor overtime, and ensure work-life balance for employees. Real-time reporting features enabled better project estimates and more accurate forecasts. Clockify also streamlined client invoicing, allowing the firm to pass savings to clients and build stronger relationships. The solution made it easy to spot overbudget projects and adjust future plans.

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Management Consulting Success stories in Driving ROI and Results using Sales Training and Onboarding solutions

 

SaaScend - Management Consulting - Small

California, USA
Sales content management and distribution Buyer engagement tracking Sales enablement Content management

Mindtickle helped SaaScend centralize all sales content into one platform. Sales and marketing teams saved over 20 hours a month... by managing and sharing content more efficiently. Mindtickle’s Digital Sales Rooms gave SaaScend real-time insights into buyer and seller engagement. The platform was implemented and users trained in just two weeks. Teams now deliver more personalized experiences and align better on messaging.

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A globally renowned consulting firm headquartered in Chicago - Management Consulting - Very Large

Chicago, USA
Change management training for hospitals Microlearning for healthcare staff onboarding Change management Employee training

ELB Learning helped a global consulting firm implement the HRO framework for hospitals. The firm needed a change management process... and effective training for hospital staff. ELB Learning delivered a microlearning solution with pre-workshop, workshop, and post-workshop resources. The new training plan saved costs and enabled onboarding of more hospitals. Hospitals saw better knowledge recall and higher course completion rates.

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Top Stories in Management Consulting about adoption of Demand Generation software

 

Deloitte - Management Consulting - Very Large

New York, USA
Courier shipment management automation Logistics policy enforcement Shipping and logistics management Spend management

2Ship gave Deloitte one system for all courier shipments. Shippers no longer use multiple carrier tools or manual waybills. Admin... assistants now assign cost centres before shipping. Real-time tracking cut down calls and emails. Facility managers enforced logistics policies and saved $20,000 in the first year. Deloitte gained better control and buying power with carriers.

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California consulting firm - Management Consulting - Medium

USA
Enterprise search for consulting Knowledge management Collaboration enablement

BA Insight helped a California consulting firm unify data from Salesforce, SharePoint, and other systems into a single search index. Employees struggled to... find information due to rapid growth and scattered data. The new enterprise search solution let staff quickly locate experts, pitch decks, and old documents. Visual refiners and in-app search in Salesforce improved user experience. The firm now explores AI and bots to further boost their competitive edge.

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Management Consulting Success stories in Driving ROI and Results using Employee Monitoring solutions

 

Inspired-Talent - Management Consulting - Small

Netherlands
Remote team status reporting Weekly planning for distributed teams Workforce management Employee engagement

Inspired-Talent uses Weekdone to manage remote employees. The company runs a 3-year traineeship program for supply chain professionals. Weekdone helps... them track weekly activities and keep remote teams connected. The tool replaces weekly stand-up meetings with online check-ins. Team members share updates and support each other. Inspired-Talent has used Weekdone for over 6 years to improve team cohesion.

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Top Stories in Management Consulting about adoption of Security software

 

GP Strategies - Management Consulting - Large

Columbia, USA
Segregation of duties risk management SOX compliance automation Compliance management Access control

GP Strategies used Fastpath, now part of Delinea, to improve access controls and meet SOX compliance. They faced challenges with... Oracle Fusion Cloud's seeded job roles, which created segregation of duties conflicts and compliance risks. Fastpath provided a cost-effective solution for SoD visibility, sensitive access analysis, and audit reporting. With Fastpath, GP Strategies reviewed and customized 65+ job roles, prioritized over 150 SoD rules, and now runs high-risk rule checks monthly. The company gained confidence in internal controls and streamlined compliance processes.

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Top Stories in Management Consulting about adoption of Bot Platform software

 

Guidehouse - Management Consulting - Large

Washington, USA
Revenue cycle management automation Insurance eligibility verification automation Revenue cycle management Healthcare process automation

Guidehouse used Automation Anywhere's Process Discovery and Intelligent Automation to help a health system client reduce payer denials and improve employee efficiency. Over two weeks,... Guidehouse captured more than one million activities and identified key process failures. Their solution eliminated over 2,000 hours of rework and addressed $44 million in annual denied accounts. The team automated tasks like eligibility status updates and claim corrections. Guidehouse plans to expand automation to more business functions for ongoing process improvement.

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Management Consulting Success stories in Driving ROI and Results using Community Management solutions

The Talent Strategy Group - Management Consulting - Medium

QuestionPro's Workforce platform helped The Talent Strategy Group move their OPTM360 feedback tool from Qualtrics. TSG needed a customizable, scalable,... and reliable solution for their global clients. QuestionPro enabled seamless migration, custom survey creation, SSO, and GDPR compliance. TSG now delivers tailored 360 feedback and improved employee experience for their clients.

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Management Consulting Clients Speak: The Impact of deploying Customer Data Platform solutions

 

A UK consultancy firm - Management Consulting - Medium

London, UK
File review automation for wealth advice Trend analysis for training interventions Workflow automation Business intelligence

Recordsure's ReviewAI helped a UK consultancy firm improve file review efficiency by over 50%. The firm wanted to scale wealth... advice reviews without raising costs or lowering quality. ReviewAI automated workflows and used AI to handle low-skill tasks, freeing up skilled staff. The solution also provided trend analysis and BI/MI tools for deeper insights. The consultancy now completes 1,500–2,000 file reviews per year with higher consistency and job satisfaction.

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Management Consulting Success stories in Driving ROI and Results using Account Based Marketing solutions

 

West Monroe - Management Consulting - Large

Chicago, USA
Automated email outreach for marketing Lead nurturing and follow-up Email marketing automation Customer engagement

West Monroe used 6sense Conversational Email to improve cold outreach and lead nurturing. The marketing team overcame resistance to new... technology by automating thousands of emails. They achieved an open rate of nearly 50 percent. The AI-powered tool saved hundreds of hours by streamlining email creation and responses. Easy integration enabled dynamic marketing campaigns. This helped West Monroe boost engagement and efficiency in their marketing efforts.

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Management Consulting examples of Driving Business Value with Conversational Marketing

Korn Ferry - Management Consulting - Large

Los Angeles, USA
Website lead capture automation Sales pipeline acceleration Lead generation Sales enablement

Qualified helped Korn Ferry increase web conversions by 60%. Korn Ferry used Qualified chatbots to greet website visitors and capture... qualified leads. The solution generated $5.5M in pipeline and $3.7M in closed revenue. Korn Ferry achieved a 99x ROI and improved sales efficiency. The team now segments traffic and focuses on high-value prospects.

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Top Stories in Management Consulting about adoption of Payment Gateways software

 

VSC Conseils - Management Consulting - Small

France
Card payment collection for consulting Payment processing

PayFacile helped VSC Conseils accept payments quickly and securely. The team needed a simple and flexible payment system. PayFacile made... it easy to get paid by card after each meeting. The platform is secure and reliable. VSC Conseils credits PayFacile for helping them stay profitable.

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Management Consulting Clients Speak: The Impact of deploying Digital Analytics solutions

 

KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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Management Consulting examples of Driving Business Value with Meeting Management

 

YourEncore - Management Consulting - Large

Indianapolis, USA
Account planning and management Customer engagement tracking Account management Sales enablement

Strategy Mapper helped YourEncore fix account planning problems. Teams now use clear milestones and templates for consistent plans. The Org... Map feature gives better visibility into customer organizations. Salesforce usage increased, leading to more customer engagement. Account teams spend less time on admin and more time with customers, boosting satisfaction and revenue.

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How Marketing Attribution is Delivering ROI for Management Consulting Leaders

 

Guidehouse - Management Consulting - Very Large

Washington, USA
Provider performance benchmarking Healthcare network development support Healthcare analytics Provider network management

Guidehouse used CareJourney provider and cohort analytics to improve insights for healthcare clients. They needed national provider cost and quality... metrics to support network development and performance improvement. CareJourney delivered a national dataset with provider network, cohort utilization, and performance data. Guidehouse integrated this data into their warehouse, enabling better dashboards and visualizations. This helped Guidehouse expand their client base and deliver more value to healthcare organizations.

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Management Consulting examples of Driving Business Value with Publisher Ad Management

 

California consulting firm - Management Consulting - Medium

USA
Enterprise search for consulting Knowledge management Collaboration enablement

BA Insight helped a California consulting firm unify data from Salesforce, SharePoint, and other systems into a single search index. Employees struggled to... find information due to rapid growth and scattered data. The new enterprise search solution let staff quickly locate experts, pitch decks, and old documents. Visual refiners and in-app search in Salesforce improved user experience. The firm now explores AI and bots to further boost their competitive edge.

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Management Consulting examples of Driving Business Value with Conversation Intelligence

BDO Canada - Management Consulting - Large

ZoomInfo's GTM Intelligence Platform helped BDO Canada cut dashboard update time by 87%. The team used ZoomInfo Sales and API... to automate manual data tasks. Real-time insights and predictive intent signals improved client management. Self-service dashboards made intelligence easy for all teams. BDO Canada moved from reactive to proactive with scalable, data-driven processes.

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Top Stories in Management Consulting about adoption of Inside Sales software

 

KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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Measuring Tag Management Success in Management Consulting Deployments

 

CivicMakers - Management Consulting - Small

San Francisco, USA
CRM and email marketing integration Marketing automation CRM integration

SyncApps by Cazoomi helped CivicMakers automate data sync between Zoho CRM and Mailchimp. CivicMakers struggled with manual import and export... of records, which slowed their work. SyncApps automated this process, saving time and resources. Now, CivicMakers can focus more on community building and less on admin tasks. Integration improved campaign tracking and geolocation segmentation for email marketing.

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How Sales Analytics is Delivering ROI for Management Consulting Leaders

 

Peloton Consulting Group - Management Consulting - Medium

Boston, USA
Contract lifecycle management automation Legal document workflow optimization Contract management Workflow automation

Conga Contracts for Salesforce helped Peloton Consulting Group nearly double its contracting output. The legal team reallocated 50% of its... time from internal check-ins to legal strategy. In seven months, Peloton reviewed 331 contracts and executed 256, matching the previous year's total. Clients now accept Peloton’s MSA 65% of the time, reducing negotiation time. Automated reminders and real-time tracking improved contract visibility and sped up signatures, boosting revenue.

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Management Consulting examples of Driving Business Value with Website Builder

 

The Rainbow Disruption - Management Consulting - Small

USA
Website launch for consulting firm Website development Client acquisition

B12 helped The Rainbow Disruption launch a new website in just 2. 5 weeks. Jarvis Sam needed a site that...matched his energetic approach to DEI consulting and could attract clients quickly. B12 delivered a custom site with clear service offerings and engaging content. The website generated 15 new clients in its first month. Jarvis credits B12 for simplifying growth and reducing time spent on sales pitches.

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Management Consulting examples of Driving Business Value with Channel Partner Management

 

KPMG - Management Consulting - Very Large

New York, USA
Financial planning and forecasting automation Workforce scenario modeling Financial planning and analysis Workforce management

Oracle Cloud EPM helped KPMG cut forecast cycles by 33%. The firm increased self-service reporting by 40%. KPMG replaced manual... spreadsheets with a unified planning tool. The new system reduced time to create management presentations by 35%. KPMG now runs monthly forecasts and scenario modeling. The solution improved workforce tracking and planning.

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Measuring Reviews and Reputation Success in Management Consulting Deployments

 

Winning by Design - Management Consulting - Medium

Palo Alto, USA
Customer review collection for sales enablement Customer engagement Sales enablement

G2 helped Winning by Design collect over 340 five-star reviews from real users. This increased their credibility and helped them... close more deals. Winning by Design used G2 Review Automation to reach out to loyal customers for feedback. The reviews on G2 let new clients research and confirm their decisions. Winning by Design saw their ROI grow by over 1,500% using G2's platform.

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How Sales Forecasting is Delivering ROI for Management Consulting Leaders

USC Consulting Group (USCCG) - Management Consulting - Medium

Minitab Statistical Software helped USC Consulting Group cut candy overfill by more than 50%. USCCG used statistical analysis and Xbar/R... control charts to optimize fill weights for a major candy manufacturer. This reduced material costs by over $1.2 million per year. The solution ensured compliance with packaging regulations and minimized process variation. USCCG improved process control and trained operators for lasting results.

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Measuring Employee Experience Management Success in Management Consulting Deployments

Accenture - Management Consulting

Reward Gateway Perks at Work helped Accenture offer a wide range of employee discounts. Accenture wanted to improve its employee... value proposition and meet changing employee expectations. They launched Perks at Work to give staff access to discounts at over 380 retailers. Over 80% of employees use the program, saving more than $455,000 in one year. The solution supports Accenture’s focus on financial wellbeing and a positive employee experience.

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How Data Security is Delivering ROI for Management Consulting Leaders

 

Deloitte Luxembourg - Management Consulting - Large

Luxembourg, Luxembourg
Enterprise document management consolidation Compliance management for regulated data Document management Compliance management

Deloitte Luxembourg used iManage Cloud to unify document management for over 2,500 users across four business lines. The firm replaced... custom systems and local servers, reducing complexity and improving security and compliance. Integration with Microsoft 365 and ERP streamlined workflows and boosted collaboration. Monthly utilization reached 88%, with 100% adoption in the tax business line. The platform enabled faster information access, consistent document handling, and easier compliance with EU regulations.

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