Transformation Successes

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A rapidly growing global software company offering a broad suite of learning management solutions for higher education, K–12, corporate, and public sector clients faced significant operational challenges within its professional services function. With frequent acquisitions, outdated systems, and a globally distributed team, the company struggled to maintain consistent delivery performance, forecast accurately, and scale efficiently.

- Inability to manage a high volume of global projects effectively

- Subpar professional services margins compared to industry benchmarks

- Ongoing integration of acquired company's service organizations with inconsistent results

- Outdated systems and fragmented reporting tools

- Limited visibility into capacity and revenue forecasting for Finance

- Difficulty managing and aligning a virtual global team processes.

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A leading FinTech software company specializing in integrated payment, campus security, and commerce solutions for education institutions was spun out from a larger EdTech provider following a private equity acquisition. As a newly independent company, it faced an urgent need to establish foundational business systems, build leadership capacity, and scale its professional services organization—without disrupting active implementations or slowing new sales.

- Required rapid separation from parent company systems and processes

- Needed to build a standalone professional services organization

- Lacked delivery capacity for growing sales pipeline

- No formal forecasting or budgeting processes

- No standardized delivery governance or project management

- Needed to maintain continuity in client delivery during transition

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A SaaS company delivering a complex Salesforce Managed Package to enterprise clients was facing significant operational and financial challenges within its professional services organization. Persistent project delays, unprofitable engagements, and inconsistent client experiences were not only draining cash but also impeding new sales. The absence of standardized systems and delivery processes further compounded performance issues and organizational misalignment.

- Chronic project delays and budget overruns

- Negative project margins contributing to a significant cash drain

- Client dissatisfaction negatively impacting sales and references

- Lack of standardized delivery processes, KPIs, and management systems

- No operational cadence or alignment across services, sales, and support

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