Advise & Design Services

Enhancing Back-Office Operations
through Innovation and Experience

Ever feel like your back-office operations is weighing down your organization and has too many missing pieces? Either the process isn’t efficient, it isn’t effective, or maybe the technology being used just isn’t powerful enough to be helpful. Our comprehensive Advise and Design services enables you with solutions and best practices for a streamlined and cost effective back-office that enables the growth of your business. We have helped Fortune 2000 organization improve their service levels and reduce costs in their back-office operations and can give you More to Go On, too, so you can make agile business decisions that drive performance improvement.


Our expertise in back-office systems and processes allow us to effectively assess and benchmark as-is environments then identify opportunities for service improvement, automation, and cost reduction that translate to a streamlined back-office poised to support the growth of your organization.

  • Deliver back-office function (IT, finance, accounting, HR) efficiency and effectiveness assessments

  • Identify and prioritize system, process, and organizational improvement opportunities

  • Benchmark staffing, service levels, and level of automation

  • Identify functional improvement targets and impediments to improve competitive positioning in your industry

(Buy and Sell Side)

Engage our carveout team early in your process and leverage our skills and expertise to bring value to the transaction at deal speed. We engage across the entire carveout lifecycle from deal prep all the way through TSA exit. Our methodology and solutions were designed to help carveouts rapidly build cost-effective back-office infrastructure while management focuses on strategic growth initiatives.

  • Rapidly establish stand-alone (buy side or sell side) back-office systems and processes

  • Provide TSA support and interim resources during periods of entanglement with the sell side parent

Shared Services Feasibility/Design

Our experts offer assessments and actionable plans for implementing a shared services environment efficiently. They specialize in developing customized operations back-office models tailored to each client’s unique needs.

  • Complete shared services feasibility assessments and rapid execution action plans

  • Create client specific shared services operations (including Build-Operate-Transfer models) for IT, finance, accounting, and HR

Back-Office Transformation

Corporate support functions are critical to an organization’s success – an inefficient back-office can keep an organization from meeting its goals. We help organizations improve service levels and reduce operating costs within their back-office to ensure the right structure is in place to match their growth goals.

  • Drive G&A costs down through a combination of process, systems, and automation improvements

  • Track profit enhancement and ensure ROI results

Interim Management

Whether your organization is in growth mode and not yet at the point of needing a full time CFO, Controller or CIO, or if you have a current vacancy in any of those roles, our team is here to provide the support you need to get you through.

  • Provide interim (fractional or dedicated) F&A and/or IT leadership

  • Document duties to ensure rapid knowledge transfer to incoming full-time staff

Get more to go on

How Our Clients Get More To Go On, While Focusing On Lean Operations:

See Further
  • Enable faster decision making in real-time, with digitally enhanced, compliance ready and accurate reporting delivered within 10 business days
  • Gain an end-to-end holistic view through analytical dashboards, reports and benchmarks
Scale Smarter
  • Enhance technical and technological capabilities without inflated overheads
  • Grow your business without added pressure on your resources or overhead
  • Focus on “big-picture” strategies and not back-office operations
  • Boost bottom-lines with up to 40-60% reduction in costs
Stand Stronger
  • Garner actionable insights from a team of industry experts
  • Leverage vertical-specific best practices, while being fully compliant with regulations and tax legislation
Latest Insights

Latest Trends and Strategies

Now you have a way to get more to go on. Reach out to us.

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