Case Study Archives

Clarke Living Case Study

With a canvas app Sikich created and embedded in Microsoft Dynamics 365 Sales, New England’s leading provider of high-end kitchen appliances makes it easier…

Case Study: Addressing the Need for Student Loan and Debt Guidance with Tailored Education Programs for 401(k) Plan Participants

Case Study: RETIREMENT PLAN SERVICES INTRODUCTION Did you know only 27% of organizations provide formal financial education or guidance to participants on student loans…

Reducing Costs While Building a Better Future

The only constant is change. You’ve heard this saying countless times before, but that doesn’t make it any more comfortable when you’re going through…

Finance Transition & Transformation

CLIENT BACKGROUND For more than 20 years, this company has been the leading provider of residential real estate photography in the U.S. and an…

Finance Function Revamp – Process, Data & Analytics

CLIENT BACKGROUND Our client experienced significant growth over the last few years and was fortunate enough to be able to operate on the balance…

Accounting Transition and Finance Infrastructure Analysis

CLIENT BACKGROUND A sparkling water energy drink focused on providing consumers with a healthier way to obtain energy while removing all the negative sugars…

Financial Process Creation and Implementation

CLIENT BACKGROUND An outsourced recruiting services company specializing in recruiting for information technology, human resources, and marketing positions for companies located in the Chicago-land…

Process Improvement and Modeling

CLIENT BACKGROUND A SaaS start-up (multi-million-dollar revenue) in the architecture industry centered around subscription-based training content for architects studying for the ARE exam. Overview…

Finance Transition in Complex, Hypergrowth Environment

CLIENT BACKGROUND Hypergrowth, nimble and technical leader in the development, ownership & operation of solar, natural gas, wind, and energy storage projects, with a…

Board Reporting, Modeling & Optimization

CLIENT BACKGROUND As a service company specializing in marketing for commercial real estate brokerages and agents nationwide the company recently received an $8 million…

Finance Transformation and Sell Side Diligence for $600MM Transaction

CLIENT BACKGROUND Our client grew from $500K to $125MM+ in just four years. Our team members were brought into the organization who started working…

Finance Transformation for $250MM F500 Innovation Hub

CLIENT BACKGROUND A multinational aerospace corporation launched an innovation arm in response to shifting market and competitive dynamics in the aerospace industry. With a…

How a Hypergrowth CPG Company Reduced Aged Receivables by 80% with a Simplified Accounting Function

CLIENT BACKGROUND Company: Consumer Packaged Goods (CPG) companyIndustry: FoodArea of Operations: US nationwideRevenue: $5 million (2021) Overview As a hypergrowth CPG company started to…

Case Study: Calgary Economic Development

As one of Canada’s largest cities, Calgary spent years searching for the right mix of technologies to better manage contracts, customer relations and more….

City of Austin Grows an Equitable, Competitive Economy for Everybody

With the deployment of Microsoft Dynamics 365 CRM with Sikich Economic Development Accelerator, the City of Austin saw integrations with marketing, events management and…

Enterprise Bank Powers Services to Foster Prosperous Communities with Microsoft Dynamics 365 CRM and Sikich

Enterprise Bank decided it was time to replace an older customer relationship management (CRM) system for financial institutions. Because it needed a more powerful…

Phifer Gains Visibility and Control Over Manufacturing Operations with MES Solutions

JUST MES from Sikich is offering Phifer immediate benefits, as well as opening the door to future possibilities. The new software is enabling users…

Global Equipment Manufacturer, Hamilton Company, Scales with D365 Cloud ERP

Meeting the world’s urgent and increasing needs for laboratory and medical testing products, Hamilton Company expanded its business during the pandemic after deploying Microsoft…

Private Equity Company Powers Industry Transformation by Partnering with Sikich

Private Equity Company Powers Industry Transformation by Partnering with Sikich It’s well known that private equity firms work at an extremely fast pace….

Cash Balance Plan for Succession Planning

How a cash balance plan saved a business over $550,000 Background A local family-owned company was undergoing a business succession plan with our team…

Case Study

Clarke Living Case Study

Case Study: Addressing the Need for Student Loan and Debt Guidance with Tailored Education Programs for 401(k) Plan Participants

Reducing Costs While Building a Better Future

Finance Transition & Transformation

Finance Function Revamp – Process, Data & Analytics

Accounting Transition and Finance Infrastructure Analysis

Financial Process Creation and Implementation

Process Improvement and Modeling

Finance Transition in Complex, Hypergrowth Environment

Board Reporting, Modeling & Optimization

Finance Transformation and Sell Side Diligence for $600MM Transaction

Finance Transformation for $250MM F500 Innovation Hub

How a Hypergrowth CPG Company Reduced Aged Receivables by 80% with a Simplified Accounting Function

Case Study: Calgary Economic Development

City of Austin Grows an Equitable, Competitive Economy for Everybody

Enterprise Bank Powers Services to Foster Prosperous Communities with Microsoft Dynamics 365 CRM and Sikich

Phifer Gains Visibility and Control Over Manufacturing Operations with MES Solutions

Global Equipment Manufacturer, Hamilton Company, Scales with D365 Cloud ERP

Private Equity Company Powers Industry Transformation by Partnering with Sikich

Cash Balance Plan for Succession Planning

Accounting, Audit, Tax & Consulting

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