Commercial Review for a bank-owned trust company
We built an integrated commercial data repository for a bank-owned trust company and conducted a deep review of recoveries, utilisation, and pricing, combined with and operational practice review across time recording and billing.
We combined the optimisation of recoveries, billing and pricing, system configuration changes, our RM behaviour training which resulted in a 15% revenue uplift in 18 months, and a much greater increase to EBITDA margin.
Commercial model optimisation for a medium-sized trust company
Using the trust company’s data and a cross jurisdictional programme, we addressed suboptimal pricing, income leakage and operational issues across the business.
This led to a £2m+ benefit in revenues when combined with a programme to optimise NavOne configuration.
Matters resolved include fixing a skipped WIP issue in the finance team of £700k and an entire redesign of time recording codes and related processes.
Accelerators applied to a mid-sized trust company
BDO completed a commercial health check for a mid-sized trust company using the NavOne data dashboards accelerators proposed in this document.
The client had limited profitability reporting at the client level and weaknesses in the control environment resulting in significant write-offs of time.
The opportunity identified was a revenue uplift >£1m per annum.
We are the Channel Island’s leading Microsoft technology provider holding 4 out of the 6 new Microsoft Solutions Partner designations. This makes C5 Alliance the only technology provider in the Channel Islands to have achieved this many designations, that replace the old Microsoft Gold and Silver Competencies.
C5 are also the only vetted Microsoft Consultancy Services partner in the Channel Islands.
We are proud to be the only Direct Microsoft Cloud Solution Provider in the Channel Islands and we are experts in licensing and the optimisation of your Microsoft estate. This demonstrates the significant investment we make in training our technical consultants to ensure they are competent and experienced in the technology sets required.
BDO Globally is a strategic partner of Microsoft. We receive previews of upcoming technology and will ensure you remain abreast of industry developments.