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Client Story

July 16, 2025
7 min read

Leading Financial Services Company Delivers Enterprise-Grade Transformation with Microsoft

Data protection is a vital cornerstone for a successful enterprise adoption of generative AI, ensuring secure and effective integration of advanced technologies. This global financial services leader, serving millions of customers worldwide, recognised early in its technology modernisation journey that robust data security is essential for seamlessly incorporating AI...
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Florida-Based Bank Optimises Customer Relationship Value Through Innovative Data Approach
March 21, 2023
This Florida-based organisation has grown from a small community back to one of the state’s largest financial institutions. Over time, the bank built its reputation by maintaining the personalised service of a community bank while investing in the talent, technology and financial products customers expect from a large bank – from facilitating inbound investments and empowering small businesses to financing…
Technology transformation and change management help non-profit organisation reach donors and improve fundraising
March 10, 2023
Protiviti helps global energy conglomerate complete a complex integration of an E&P target
February 16, 2023
Rising energy prices and the resulting profitability typically generate a flurry of merger and acquisition activity in the oil and gas sector. The deals frequently target organisations that are independent and entrepreneurial in spirit — companies that have amassed a significant but often underdeveloped asset base and whose processes generally have not kept up with the growth of the company. The integration of these…
Global Health Services Company Modernises Data and Applications with Microsoft
February 8, 2023
A global health services company needed to execute on its corporate promise to deliver affordability and convenience to its patients. However, the company discovered that there was a disconnect between that promise and intended delivery. Further investigating that disconnect revealed that the organisation's procedures for tracking and delivering rebate payments were hampered by complex, time-consuming processes, and…
Global Hospitality Company Achieves Efficiencies with Microsoft and Nintex
February 7, 2023
A global hospitality company needed to transition their highly manual process for RFPs to one that was more automated. The need to update their processes was driven by the changes required to address the Covid-19 pandemic, which created a dynamic business environment and market demands to act nimbly. The company recognized it required a solution that could automate and expedite a traditionally cumbersome process…
Global Multimedia Organisation Transforms Sourcing and Procurement Function and Saves Millions
February 6, 2023
Using spend analytics findings, Protiviti helped the client build and strengthen a procurement department with a custom procurement taxonomy. Working with the client’s first procurement leader, we helped secure an e-sourcing tool.
Cloud-based Healthcare Analytics Company Expands Solutions and Customers
January 6, 2023
d2i is a cloud-based healthcare analytics solutions firm that’s on the move. The company provides an unparalleled data analytics application that aggregates, harmonizes and enriches diverse data sources to some of the largest hospital emergency departments (ED) in the United States. The company currently extracts Electronic Health Record (EHR) data into their environment for over 240 hospitals. d2i knows technology…
National Defense Agency makes quick return to remote work
December 19, 2022
Governmental agencies can be seen as slow to adopt new processes, but when the COVID-19 pandemic hit, this foreign defense agency needed to make a quick shift to remote working for both civilian and non-civilian employees while maintaining a high level of readiness. They urgently rolled out Microsoft 365 to enable remote work and communication for approximately 60,000 of their approximately 150,000 employees.…
Insurance Distribution Firm Positions Itself for Successful IPO and Global Expansion with Finance and Technology Transformation
November 18, 2022
An award-winning, entrepreneurial insurance distribution and risk management firm serving more than 1.2 million clients was facing multiple challenges as it prepared to launch an initial public offering (IPO). The company was experiencing massive growth through the acquisition of as many as 20 companies per year. Its leadership was innovating the industry with a vision to expand internationally, and wanted to go…
U.S. energy leader undertakes a successful divestiture through a strong programme management office
September 26, 2022
A leading Fortune 500 energy company with nine million utility customers sought to divest a long-held subsidiary to another leading energy provider. Solving the complex transition of technology, data and customer service from one provider to another required a comprehensive understanding of both the security environment and the timing of regulatory approvals. Utilising a team of experienced professionals, Protiviti…
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