CLIENTS & CASE STUDIES
This list shows case studies that our team have worked on over time.
WOOLWORTHS
Metro Stores Profitability
How many small-format stores can we create, where should we put them and will they generate a profit?
MCDONALD'S
What-if Scenario Planning
How do we grow revenue at 20% CAGR? Can we translate global food trends into a financial model that shows how our strategy affects margins, store profitability and corporate impact? Do the numbers stack up?
CAMPBELL ARNOTTS
Global Expansion
Given a set of 25 variables to consider and based on market potential versus country challenges, which countries should we expand to and why?
NSW HEALTH
Reporting
How can we see our perfomance relative to targets for our client services department hanlding millions of enquiries per year?
GOLD FIELDS
Life of Mine Forecast
Considering the mine plan, gold price, global economics, geostatistics, metallurgy, engineering, and more, will our proposed expansion and $10bn investment exceed our hurdle rate?
IPSCAPE
Excel Hospital
The financial forecast is creaking to a halt. Can we streamline it, speed it up, create what-if analysis and add automation it for board reporting?
GFMS (LONDON)
What will the gold price be?
If we model global supply and demand based on data from 900 interviews globally, what is the forecast gold price over the next 5 years?
VOLT BANK
What-if Financial Model
A detailed 10-year forecast for capital flow, loan & deposit income and expense, staff costs, technology costs, capital adequacy, NIM, key ratios, share price and investor returns.
The model was used by executives and board to plan strategy and raise capital.
STANDARD BANK (SOUTH AFRICA)
Home Loan Loyalty Program
How would the idea of a loyalty program for home loans translate into a financial forecast? Can it be profitable, or can we at least contain the costs, while still being meaningful to customers?
AGL
High-Value Clients
Where are our high-value clients, what differentiates them and are there patterns in the data that show where we might find more clients like them?
CARNIVAL CRUISES
Target Marketing
Where do most of our clients live, what are their common characteristics and where do more people like them live?
NATIONAL AUSTRALIA BANK
PowerBIÂ reporting
Can you build a reporting system in PowerBI to monitor progress in the remediation program following the Royal banking Commission?
MIST FINANCIAL
Capital Raise
This A detailed 5-year financial model was key to raising millions in capital for a startup fintech business. The model provided what-if analysis using key business drivers and produced detailed P&L, cashflow projections, capital tracking, shareholding registers, board reports and more.
VOW (MACQUARIE BANK, TPG, THE BROKERAGE &NBG)
M&A
How do the financials stack up if we merge three successfull mortgage aggregators and 1,000 mortgage brokers into one company part-owned by Macquarie Bank? Where are the synergies, is the merger value-accretive?
YOUR FUTURE ADVICE
SMSF projections
A small but powerful what-if model to show the effect of using an SMSF (Self Managed Super Fund) to invest in property.
TEACHERS HEALTH FUND
Client Clusters
Where are our customers, do they form geographical clusters, what can we learn from those clusters, how do we adjust our marketing appropriately?