Global Consultancy and Tax Advisory Services Provider

A Service Provider with a network of independent accounting and consulting member firms and provides assurance, tax and advisory services to privately held businesses, public interest entities, and public sector entities. This not-for-profit, non-practicing, international umbrella membership entity organized chose EPIC to rewrite and optimize financial analysis tools used by thousands of consultants globally. There are over 2,500 member firm partners and total member firm personnel of over 40,000 that have access to the tools.

 

The Client:

A global consultancy who happens to be the world’s fifth largest professional services network of independent accounting and consulting member firms which provide assurance, tax and advisory services to privately held businesses, public interest entities, and public sector entities. The consultancy is a not-for-profit, non-practicing, international umbrella membership entity organized as a private company limited by guarantee. Member firms within the global organization operate in over 130 countries. There are over 2,500 member firm partners and total member firm personnel of over 40,000. The global consultancy has revenues in excess of $1.3 billion and operates 56 offices across the United States with more than 500 partners and 6,000 employees.

Financial Consultancy

 

Industry:

Creating Growth: the challenge of buying well in today’s private equity market. Optimism is slowly returning to the global economy, but the financial services industry needs to regain the trust of public and private bodies. To succeed, forward-thinking organizations must examine every part of their business. The global consultancy works closely with their clients to address these challenges, and turn them into opportunities.

Challenge:

The global consultancy partnered with EPIC to assess, optimize, document and maintain their powerful algorithms that provide information intended to uncover the value drivers behind successful financial transactions.Whether acquiring, divesting or merging, the global consultancy’s product expedites the analysis necessary to effectively advise clients.

Resources & Methodology

  • 1- Business Analyst
  • 1- Developer/QA Engineer
  • 1- Customer Subject Matter Expert

Solution:

EPIC team members collaborated with the global consultancy to assure that the product was optimized for response times and free of errors. EPIC analyzed the code and requirements and made modifications to improve performance and accuracy. Additionally EPIC structured the code and created both technical and user documentation to create a solid foundation for future modifications.

Financial Consulting
Photo Credit: robroxton

Platform / Technologies:

Microsoft Windows Microsoft Excel Visual Basic

Results:

EPIC was able to optimize the tool and increase speed in some functions by up to 100%.  Errors were isolated and removed to assure accurate results. The tool was modified to work in the global consultancy technical environment. The project was completed on time and on budget. The global consultancy has contracted with EPIC to maintain the tool and upgrade with additional functionality.