Case Study

case study
user Robinson Paintill

Finance Transformation
Finance Transition & Transformation

Background

Our client bought out a business partner due to a lack of a shared vision. The partner, who previously handled the financial and operational aspects of the business, had minimal experience in doing so. Our client enlisted the help of AG to revamp and improve the existing infrastructure, as well as build advanced analytics and reporting dashboards to make informed decisions.

Problems

The company was struggling with plateauing sales, and declining profitability but had no visibility into the drivers of either. Before our engagement, there was no analysis or reporting performed, as the team could not build it. Additionally, the company had no methodology for tracking inventory, and therefore no insight into their margins.

AG’s Approach & results

AG’s tasks included the following:

Testimonials