Select Engagements
Propel has successfully delivered several strategic initiatives, a few of which are listed below
01.
Unlocking cost savings and operational efficiency
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
02.
Automating the financial close to improve workflow and controls
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
03.
Digital solution development and operating model refresh
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
04.
Updating technology applications to meet complex, global, regulatory demands
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
05.
Identifying global transformation opportunities across R2R finance
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