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Some example Projects where we helped businesses make critical decisions.




Financial Projection Model


Organisation Type: Insurance

Project Title: Financial Transformation Programme Model


Challenge
This Insurance organisation needed to produce justification for their board to agree a £100m investment into new technologies and how this would both increase sales and reduce costs.

Solution
Our solution was the full design and development of a 5 year £300m P&L Projection Model. This required detailed analysis of both the 'existing' P&L so that a 'transformed' P&L could be created that demonstrated, post investment, exactly which areas would increase, which would would decrease and which would remain unchanged.

Result
This highly detailed Financial Project Model convinced the board of the potential sales increases through new channels and improved services whilst also successfully demonstrated the cost savings that would be achieved. The Transformation Programme went ahead with the £100m budget.







Start Up Model


Organisation type: Technology Start Up

Project Title: £1m Investment Funding Model for Technology Start Up

Challenge
This Technology Start Up needed a new Financial Model that they could present to investors to raise £1m in funding.

Solution
After going through the business in detail with the founders, we designed and developed of a simple 5 Year Financial Model designed to help the founders fully understand their finances and give them the confidence to present the investment opportunity to potential investors.

Result
The combination of developing a Model that helped the founders become really confident with their numbers and a Model that we knew that could be easily interpreted by investors resulted in this Start-Up succesfully raising £1m.







Investment Model


Organisation type:Global Wealth

Project Title: Investment Performance Model

Challenge
This Global Wealth organisation needed a new Model that could analyse and compare the performance of a range of investments using external data.

Solution
We designed and developed the Investment Performance Model enabling the users to more easily analyse and compare the performance of Portfolios and Funds over a given time period using scenarios of cash invested or disinvested at different intervals. We developed automated Reports to clearly show how Portfolios compared to their individual Funds and how different Portfolios performed compared to each other.

Result
The combination of developing a Model that helped the founders become really confident with their numbers and a Model that we knew that could be easily interpreted by investors resulted in this Start-Up succesfully raising £1m.







Funding Model


Organisation Type: Global Recruiter

Project Title: £100m VC Funding Model


Challenge
This international Recruitment Organisation was looking for £100m of VC investment to fund their future growth plans and needed a Financial Model that was of the highest quality and could be both audited by a third party consultancy and then presented to potential investors.

Solution
Working closely with the Finance Director, we developed a highly detailed multi-currency, multi-million pound Financial Model that created 5 year projections of the Profit & Loss, Balance Sheet and Cash Flow Statement.

Result
This Model successfully passed external audit stress tests and provided the level of detailed required by the VC firms and lead to the successful raising of £100m.







Data Models


Organisation Type: Global Bank

Project Title: £1 Billion Pound Cost Forecasting Model


Challenge
This Global Bank required a large scale £1bn Cost Forecasting Model that needed to utilise up to date information from disparate data sources.

Solution
Meeting highly complex business requirements, we designed and developed the £1bn Cost Forecasting Model where we automated the import and export of large datasets from the Banks Finance systems and DataWarehouses.

Result
The combined functionality of automated data feeds with the ability for the Finance Teams to design flexible scenarios meant that the global costing could be produced and a +£1bn budget could be justified by the Finance Director to the board.







Contract Bid Model


Organisation Type: Government Tender

Project Title: Multi-Million Pound Government Bid Model


Challenge
This US organisation was looking to submit a bid for a Government Tender and required a Model that could help their Bid Team submit a winning bid for a multi-million pound contract.

Solution
Our solution involved detailed analysis of the current Operational Cost Base which allowed us to identify both significant savings and the costs involved in achieving those savings over a 5 year period.

Result
Our Model allowed the bid team to really understand the existing Operational Cost base and therefore submit a highly competitive bid which was successful.







Pricing Model


Organisation Type: Construction

Project Title: Multi-million pound construction Pricing Model


Challenge
This multi-million pound construction organisation needed more accuracy in Cost Estimation so they could price contracts more effectively.

Solution
We developed a new Pricing Model to solve the inherent complexity of Cost Estimation and Pricing for their multi-million pound construction projects. This required detailed analysis of historical costs to develop a Standard Costing System within a new Financial Model allowing the users to drive the wide-array and complex costs involved in the logistics, build and operation of heavy machinery within multi-million pound construction projects.

Result
Our Pricing Model helped their Sales Teams produce Cost Estimations more quickly and easily and allowed them to ensure that their contract pricing had healthy margins and did not incur losses.







Financial Reporting Model


Organisation Type: UK Bank

Project Title: BoE Regulatory Reporting Model


Challenge
We were brought in at very short notice due to the failure of a large consultancy firm who were tasked with producing Reporting Models that would allow them to submit key information to the Bank of England. There was now not much time until the regulatory deadline.

Solution
Overcoming several challenges, we successfully designed, developed and automated a range of new Regulatory Reporting Models to facilitate the submission of Regulatory Reporting Data to The Bank of England covering Balance Sheet; P&L; Capital; Treasury; Assets & Liabilities, Write-Offs; Provisions; Investments;

Result
Despite the tight timescales, we successfully developed the Models that allowed this bank to successfully meet the critical regulatory deadline.







Excel Automation


Organisation Type: Global Investment Organisation

Project Title: Credit Risk Model


Challenge
This Global Investment organisation needed an automated solution for their Credit Risk team that was capable of importing external data and allowed the team to produce reporting based on variable parameter values.

Solution
We designed and developed an Excel VBA solution that imported portfolio, loans and ratings data and allowing the users to specify changes in geographical house prices including calculations of Collateral Value, Recovery Rate, Loss Given Default (LGD), Probability of Default (PD), Exposure at Default (EAD) and Expected Loss (EL).

Result
The successful automated Credit Risk Model saved the team a significant amount of time and effort whilst improving both the speed and accuracy of the required reporting.