1. Healthcare Client

ERP Migration and Location-Based Revenue Tracking
1. Problem Statement:

A PAN India chain specializing in occupational healthcare services was facing challenges with their existing accounting system, which lacked real-time visibility and control. The organization had multiple client locations across the country, and they needed a more streamlined solution to monitor revenues, costs, and doctor attendance across these locations. The manual processes were inefficient and caused operational bottlenecks, impacting decision-making. The company also struggled to gain a unified view of their performance at different locations, affecting their ability to improve operational efficiency.

2. Approach We Adopted:

To resolve these challenges, we worked closely with the client to migrate from their existing accounting system to a comprehensive ERP system that could provide centralized control and greater insights. The new ERP system enabled the company to:

  • Track revenues and costs in a structured manner, location-wise, revenue centre-wise, and cost centre-wise.
  • Implement geo-tagging functionality to monitor doctors' presence and work timings at different client locations.
  • Develop an intuitive dashboard that provides real-time data on operational efficiency and highlights potential red flags.

We also helped structure the ERP to give management the ability to make data-driven decisions at all levels by breaking down information by client and location, enabling greater transparency and control.

3. Solution & Way Forward:

The ERP system empowered the client with improved financial visibility and operational control. The geo-tagging and location-based reporting functionalities allowed the management to monitor doctors’ activities efficiently, ensuring compliance with schedules and client expectations. The real-time dashboard provided the leadership team with insights into operational challenges and helped pinpoint areas for improvement.

With the ERP system in place, the client is now better equipped to scale operations across India, with more accurate data for planning and decision-making. Moving forward, we plan to further fine-tune the ERP system to include predictive analytics, offering insights into future trends and opportunities for enhanced efficiency and revenue growth.

2. Fintech Client

Navigating India's Regulatory Landscape
1. Problem Statement

A UK-based fintech company offering products such as wallets, payment gateways, FFMC, and international inward remittance services, wanted to enter the Indian market. However, they faced numerous regulatory and compliance challenges, including adherence to FEMA (Foreign Exchange Management Act) regulations and international taxation requirements. The company required expert advice on obtaining the necessary licenses from Indian regulators and ensuring smooth operations in a complex regulatory environment.
2. Approach We Adopted:

Our team assisted the client in formulating a detailed India entry strategy, which included regulatory compliance and market navigation. We provided comprehensive advisory services, covering:

  • FEMA compliance and guidelines for foreign entities setting up operations in India.
  • International taxation advisory to ensure smooth cross-border operations.
  • Assistance with the application processes for licenses and approvals from Indian regulators.

We also guided the company in preparing the necessary documentation and liaising with the relevant authorities to ensure timely approvals

3. Solution & Way Forward:

With our support, the client successfully navigated the regulatory landscape and secured the necessary licenses to launch their fintech products in India. They are now positioned to expand their product offerings, catering to the growing demand for digital financial services in the region. Moving forward, we continue to support them by ensuring compliance with evolving regulations and assisting in their expansion strategies across other emerging markets.

3. Construction Client

Transformation from Family Business to Enterprise
1. Problem Statement

An Indian construction company was looking to transition from a family-operated business model to a more structured, enterprise-level organization. To achieve this, they needed to overhaul their financial processes, create standard operating procedures (SOPs), and strengthen their internal operations to attract investments from AIFs (Alternative Investment Funds) and private equity (PE) funds. Additionally, they sought to implement an ERP system to streamline operations and ensure better financial and operational oversight.

2. Approach We Adopted:

We provided comprehensive support to the client in their journey towards becoming an enterprise-ready business:

  • Clean-up of financial books to ensure accurate and transparent reporting.
  • Creation of robust SOPs to standardize processes and improve operational efficiency.
  • Preparation of a detailed financial model and investment memorandum to attract potential investors.
  • Development of a clear reporting structure and approval hierarchy to improve internal governance.
  • Implementation of an ERP system to integrate operations, streamline workflows, and ensure real-time access to business data.

We also assisted them in building a strong operations team to manage day-to-day activities more efficiently.

3. Solution & Way Forward:

The client is now well-positioned as an enterprise-level business with enhanced operational efficiency and improved financial transparency. The implementation of an ERP system has allowed them to integrate and streamline operations, improving decision-making capabilities. With a clean financial structure and a solid foundation for growth, the client is now attracting interest from investors and is poised to scale further. We continue to support them as they pursue strategic growth initiatives and expand their market presence.

4. Airports Group

Valuation and Financial Modeling for Expansion
1. Problem Statement

An international airports group sought our assistance in valuing an existing entity and a future entity to help them in the process of expansion and investment planning. The group needed a detailed financial model to assess the potential value of their airport operations, taking into account both existing assets and future growth projections.

2. Approach We Adopted:

Our team worked closely with the management to understand the airport group's operations, both present and future, and helped develop:

  • A detailed valuation of the existing entity.
  • A robust financial model that projected the future value based on industry trends, market conditions, and expansion plans.
  • A structured approach to financial analysis and scenario modeling to assist the management in making informed decisions.
3. Solution & Way Forward:

The financial model we developed provided the airports group with a clear roadmap for future growth and expansion. It also helped them assess investment opportunities and determine the value of the assets, facilitating negotiations with investors and stakeholders. Moving forward, we plan to continue supporting them with updated financial models as their operations grow and evolve.

5. Logistics Client

Expansion & Financial Strategy for Dry Ports Business
1. Problem Statement

A group based in the GCC region was looking to expand its international logistics network and grow its dry ports business, including cold and dry storage facilities. The company required assistance in financial modeling, market research, and investor presentations to secure funding for their expansion

2. Approach We Adopted:

We provided the client with a comprehensive suite of services to support their logistics and storage business expansion:

  • Developed a detailed financial model to assess the viability and potential returns of their expansion plans.
  • Prepared a compelling pitch deck and investment memorandum to present to potential investors.
  • Conducted extensive market research to identify growth opportunities and the competitive landscape in the logistics sector.

We also provided insights on best practices for expanding their dry ports business and facilitating partnerships for their cold and dry storage solutions.

3. Solution & Way Forward:

With our assistance, the client successfully secured funding for their expansion initiatives, including their dry ports and cold storage facilities. The financial model and pitch deck played a crucial role in attracting investors, while the market research provided valuable insights for strategic decision-making. Moving forward, we will continue to support them in monitoring their expansion and assisting with further financial planning as they grow their logistics network.