Select Engagements
Propel has successfully delivered several strategic initiatives
-
Situation
A U.S.-based global technology firm needed to improve its global B2B sales strategy and IT infrastructure to address cost inefficiencies
Approach & Results
Led a comprehensive global process assessment to identify transformation opportunities and Identified $66M in cost savings and IT infrastructure improvements
-
Situation
A U.S.-based global bank required stronger controls in its financial close process (Record to Report, R2R) to reduce risks and improve compliance
Approach & Results
Developed and executed a digital transformation strategy that automated and standardized workflows for over 1,000 end-user computing solutions, strengthening transparency and control
-
Situation
An investment manager’s global compliance organization needed to modernize its operating model and improve the accuracy of investment restrictions processes
Approach & Results
Spearheaded the development of a new digital product (UnifyIC) and led a global operating model refresh to integrate digital tools and improve compliance workflows at scale
-
Situation
A global bank’s investment banking LoB needed to implement complex IRS tax regulations (FATCA) globally
Approach & Results
Led a four-year, $15M global operations and technology implementation program to design, build, test, and align impacted systems across multiple regions — achieving full regulatory compliance with no missed deadlines
-
Situation
A Fortune 10 global finance organization needed to assess, harmonize, and improve its end-to-end Record to Report (R2R) processes
Approach & Results
Led a global process assessment that identified over 25 transformation opportunities spanning process redesign, data improvements, digital automation, and operating model enhancements