Business Process Reengineering for a Consulting Firm
Scaling operations and restoring margin discipline to support U.S. expansion
Category
Business Process Reengineering
Industry
Consulting
Get In Touch
Contact us to explore how Optera Advisors can help turn your strategy into results.
Context
The client is a consulting firm providing financial and legal due diligence services to investors. As part of its growth ambitions—particularly expansion into the U.S. market—the firm sought to professionalize its operating model, improve scalability, and restore margin discipline.
Approach
During this eight-month engagement, we worked in close partnership with the firm’s executive team to review and optimize key business processes, including:
Human Resources: employee hiring and onboarding
Project Management: project staffing, budget allocation, and financial tracking
Finance: budgeting and forecasting processes
IT: security and data protection
The Results
The transformation delivered tangible operational and financial improvements:
Consultant billability rate: ↑ 30%
Time to onboard new hires: ↓ 40%
Project margin visibility: From ad-hoc to systematic, real-time tracking
Forecast accuracy: Improved from qualitative estimates to structured, data-driven forecasts
Executive time spent on operations: ↓ materially, enabling greater focus on growth and client development
U.S. expansion readiness: Enterprise-grade processes in place across HR, finance, and IT
Step into a more focused, aligned, and scalable future
We help you uncover opportunities, strengthen operations, and turn strategic ambition into measurable progress.
Step into a more focused, aligned, and scalable future
We help you uncover opportunities, strengthen operations, and turn strategic ambition into measurable progress.
Category
Business Process Reengineering
Industry
Consulting
Get In Touch
Contact us to explore how Optera Advisors can help turn your strategy into results.
Context
The client is a consulting firm providing financial and legal due diligence services to investors. As part of its growth ambitions—particularly expansion into the U.S. market—the firm sought to professionalize its operating model, improve scalability, and restore margin discipline.
Approach
During this eight-month engagement, we worked in close partnership with the firm’s executive team to review and optimize key business processes, including:
Human Resources: employee hiring and onboarding
Project Management: project staffing, budget allocation, and financial tracking
Finance: budgeting and forecasting processes
IT: security and data protection
The Results
The transformation delivered tangible operational and financial improvements:
Consultant billability rate: ↑ 30%
Time to onboard new hires: ↓ 40%
Project margin visibility: From ad-hoc to systematic, real-time tracking
Forecast accuracy: Improved from qualitative estimates to structured, data-driven forecasts
Executive time spent on operations: ↓ materially, enabling greater focus on growth and client development
U.S. expansion readiness: Enterprise-grade processes in place across HR, finance, and IT