Client Case Studies
& White Papers
Case Studies + Whitepapers
Strategic Data Migration for Enterprise ERP Transformation
Managing enterprise data migrations—whether stemming from M&A activity or the implementation of a new data lake—requires rigorous strategic planning and the agility to evolve as legacy “data debt” is uncovered. For a global energy leader, 5P was engaged to architect a comprehensive data migration strategy to transition critical business data from old legacy systems to a modernized NetSuite environment.
Transitioning to Enterprise PMO: Adding Strategic Value and Predictable Outcomes
In a landscape of massive capital investments and increasing operational complexity, the role of project management has evolved beyond simple coordination. This transition from a traditional Project Management Office (PMO) to an Enterprise Program Management Office (ePMO) leverages the Human-AI Decision Matrix to shift the focus from “tracking tasks” to “driving strategic value,” ensuring reliable delivery and predictable ROI.
Leveraging Salesforce Loyalty Management to Automate Coupon & Voucher Inventory
Our client, a leading real estate educator, struggled with a manual B2B voucher system. Corporate partners tracked bulk purchases via spreadsheets, a cumbersome process that led to poor tracking and low employee adoption.
5P Consulting’s Proven Method for Business Systems Adoption
Buying a new business system is easy; getting your team to actually use it is where the real work begins. Far too often, expensive platforms become “shelfware” because the rollout focused on technical features rather than human behavior. This case study provides a strategic roadmap for your organization to ensure you are positioned for 100% adoption and maximum ROI from the moment you choose to invest or upgrade a new business system.
Optimizing a Skin Care Company
In today’s highly competitive skincare market, companies must leverage innovative technology to optimize their operations and achieve sustainable growth. This whitepaper highlights the journey of Senté Labs in collaboration with 5P Consulting, a leading provider of technology solutions, to optimize business processes, improve customer experiences, and drive revenue growth.
Law Firm's Digital Transformation
Our client had an existing Salesforce platform, purchased Service Cloud Voice, and needed a Salesforce partner to integrate the solution. They brought us in because of our business process expertise to implement a comprehensive contact center solution using Service Cloud Voice integrated with Amazon Connect.
Risk Management System Implementation
“I’d like to express my gratitude for your exceptional service as project manager for our organization. Your team’s dedication, attention to detail, and tenacity have truly been impressive. Your expertise and leadership have been instrumental in ensuring that the project was completed on time and within budget.”
5P Loyalty Accelerator
Amaze your customers with a personalized and flexible rewards program that creates an experience for customers which improves retention and increases customer lifetime value (CLV). Current loyalty programs need to evolve from transactional to experiential and personalized experiences. Salesforce Loyalty and 5P have joined together to create the next generation for loyalty.
Digital Transformation of a Tax Company
“This has been a really complicated project, both with the changes and size of it all . . . We just keep getting closer to this really amazing system and are so excited about it!”
Digital Pivoting in the Age of COVID
“5P worked with us to drive our digital transformation and re-engineered our system architecture and cloud solutions, which allowed our company to get back on track with our business now and moving forward.”
M&A: Regulatory Complaints System
As a global medical device manufacturer required to support FDA and HIPAA regulations. Following an acquisition, our client grew significantly in both product lines as well as its customer base. 5P architected and delivered an industry solution to streamline and automate the unique FDA regulatory requirements process for medical device manufacturers.
M&A: Divestiture & Carve Out Story
As part of an acquisition and $300 million divestiture, 5P Consulting was selected as the service integration partner to lead the delivery and exit of the Transition Service Agreement (TSA) for the new organization.
M&A: An Integration Story
Two mature international product companies were purchased by a private equity company and merged. 12 months post-merger, this client needed an organization to come in and assess the challenges, put a roadmap in place to fix things, and turn it back over to the client to sustain and grow their processes with their current team.
Check out some of the clients we’ve had the ability to serve:
