Interim Help - Case Studies

Enterprise Risk Management  and
 
Sarbanes-Oxley
 
 
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ERM Solution
E-Commerce Service
Textile Manufacturer
Apparel Manufacturer
Chinese Giftware
Law-Sole Practioner
Larger Law Firm
Digital Gold Currency
Computer Manufacturer
Top 50 CPA Firm
Retail POS Software
Specialized Software
Seafarers

 

 

 

 

 

 

 

PROBLEM:

This CPA/Consulting firm has 20 partners and 120 professionals in five offices in New York State.  They attained distribution rights in the Americas for two unique software product geared towards public companies—Enterprise Risk Management (ERM) and Audit Management.  In three years, they had sold two companies, even though the Sarbanes Oxley Act of 2002 became law during this period.

 

SOLUTION:
We took on the role of Managing Director of Consulting and developed a strategic plan which focused the staff as being part of a large global network (which they were), rather than a local firm (which they also were). Our strategy included a targeted marketing plan with trade shows, seminars, press releases, magazine ads and direct mail. We redid their web site to a new, professional look, which told their story and drove business to the firm. We also created a targeted Power Point presentation for demonstrating the product/service, new marketing material, new proposal formats, new trade booth and other such marketing programs.

 

RESULTS:
They were able to capture four Fortune 100 clients within the first nine months. We also positioned them as experts in the industry with featured articles in two major international trade journals (Internal Auditor and Internal Auditing - both PDF files) and two international trade organizations (IIA and NALGA).

 

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