Select Engagements
Propel has successfully delivered several strategic initiatives
Operating Model and Leadership Systems
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Client Type
Challenge
Outcome
How we Achieved it
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
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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
Financial Clarity, Cost Discipline, and Cash Strategy
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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
Tech-Enabled Operations and Execution Leadership
Customer Experience and Brand Systems
Digital Experience and Product Development
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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
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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
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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
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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
Post M&A Intergtation and Interim Leadership
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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