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December 14, 2023

Solving Legacy Accounting Challenges With Automation and Process Improvements

Protiviti partnered with clients to implement best-of-breed digital solutions to automate financial close processes, along with process improvements and data governance and controls solutions to resolve the issues. Change management to support accounting teams in adopting the new processes was also a key deliverable.
Client Story

March 30, 2022

Journey to the Microsoft Cloud: Global financial services institution modernizes and protects data assets with Microsoft 365

Faced with the technical, compliance and data security challenges of launching Microsoft 365 across their global enterprise, a large financial services and investment institution needed to successfully deploy Microsoft 365 to its 30,000 employees while ensuring governance, compliance and data security. Because of the size and complexity of their firm, the financial institution had concerns with…
Client Story

April 19, 2024

Rural Lifestyle Retailer Builds Customer Loyalty With Enhanced CIAM Strategy

Protiviti partnered with a rural lifestyle retailer client to assess its Customer Identity and Access Management (CIAM) program and architecture.
Client Story

April 10, 2024

Driving to Order-to-Cash Optimisation and Accounts Receivable Transformation

This U.S.-based client, a subsidiary of a global water treatment company, offers water-as-a-service solutions to over half of the Fortune 500 companies across North America.
Client Story

June 7, 2023

Resource backfill, technology and process change drive state procurement improvements

Many institutions in the public sector are faced with improving the efficiency and responsiveness of their services and operations to better serve stakeholders and the public. High turnover and lengthy recruiting cycles are creating both a loss of tribal knowledge and an influx of inexperienced resources, leading to significant delays in day-to-day operations.Our client, a state procurement group…
Survey

April 6, 2023

Energy and Utilities Finance Trends Survey Infographic

From automation and cloud to ESG and talent management, CFOs are reimagining their long-term roles. These are among the key takeaways from the results of Protiviti’s latest Global Finance Trends Survey. Download Infographic
Newsletter

December 15, 2022

Sustainability and the Board’s Governance Role

Global research indicates that companies in North America are less committed to environmental, social and governance (ESG) engagement than those in Europe and Asia-Pacific. What steps should boards seeking to improve their ESG engagement take?
Whitepaper

December 21, 2022

Software Company CFOs Discuss Risks, Budgeting and Talent Issues

Chief financial officers (CFOs) of high-growth software organisations met virtually to discuss topics of mutual interest, including top risks, leading industry practices and trends. The agenda for this small-group meeting, conducted under Chatham House Rule, was created through a series of pre-interviews. Protiviti managing directors Scot Glover and Noah Kessler, hosted the exchange. Comments…
Whitepaper

September 30, 2024

Leveraging Active Learning for Efficient Training of Machine Learning Models with Limited Labeled Data

Learn how Active Learning reduces labeling efforts, boosts model accuracy, and enhances business outcomes with minimal manual input. Discover real-world applications and ROI.
Client Story

June 30, 2023

Change management, automation and new digital tools transform finance operations for educational services company

A $1 billion educational services holding company that operates in the U.S., Australia and New Zealand needed to transform its finance operations. The organisation, which operates numerous higher-education institutions and provides a workplace educational benefits administration solution, enrolled more than 100,000 students in its universities and served 50,000 workplace learners in 2021, growing…

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