System Implementation Salesforce Projects
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Client Case Studies
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The Flat ERP Strategy: Managing Entity Movements at Scale
Client Story Our client, a high-growth, multi-entity energy company backed by private equity, was ca...
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Maximizing Salesforce ROI: Trading Custom Complexity for Native Efficiency
Client Story A leading organization in the medical device industry reached a critical point where it...
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Financial Transformation: Solving the Banking Lag in Buy-and-Build Strategies
Client Story A high-growth, private equity-backed client was executing an aggressive "Buy and Build"...
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Scaling at Speed: Strategic Enterprise Program Management for Complex Project Demands
Executive Summary When a leading energy client faced complex regulatory shifts and infrastructure mo...
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Digital Transformation & Strategic Realignment for Electronics Manufacturing Customer Experience
Client Story Our client is a global leader in electric thermal and sensing solutions, providing crit...
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Strategic Salesforce Management: Turning M&A into Sales Momentum
Executive Summary In the dynamic landscape of Mergers, Acquisitions, and Divestitures, the Salesforc...
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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 pla...
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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 coord...
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Leveraging Salesforce Loyalty Management to Automate Coupon & Voucher Inventory
Client Story Our client is a prominent real estate training organization that provides essential con...
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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...
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Optimizing a Skincare Company Through Strategic Technology Integration
In today’s highly competitive skincare market, companies must leverage innovative technology to optimize their operations and achieve sustainable g...
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A Law Firm’s Digital Transformation Story: Automation, Data Integration, and Improved Business Processes on the Salesforce Platform
Client Story: Our client is a nationally recognized law firm that faced inefficiencies in handling the intake of potential clients. Their client ba...
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Risk Management System Implementation
Client Story In 2018 a Private equity firm with multiple subsidiaries and divisions greenlighted a p...
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M&A: Regulatory Complaints System
Traditional business models are always challenged, but nothing close to the scale we’ve seen in the last several months. At 5P, we have always bee...
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Digital Transformation of a Tax Company
Client Story M&As are a common scenario in which businesses find themselves in need of consultin...
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M&A: Divestiture & Carve-Out Story
Background (The Story) As part of an acquisition and $300 million divestiture, Company A funded the ...
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Digital Pivoting In the Age of Covid
Traditional business models are always challenged, but nothing close to the scale we’ve seen in the last several months. At 5P, we have always bee...
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M&A: An Integration Story
Two mature international product companies were purchased by a private equity company and merged. Post-merger they brought in a “Big 4 Consulting” ...
