Client Case Studies
& White Papers

Law Firm 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. 

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:

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