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Client Story

September 18, 2026
4 min read

Leading Entertainment Company Compresses its Annual Privacy Risk Assessment From Weeks to Hours

The client’s annual Privacy Risk Assessment (PRA) once consumed dozens of specialists’ hours across intake, year-over-year comparison, and executive reporting. Protiviti built a PRA Builder skill that now runs the cycle end to end, with guided intake, validation of year-over-year changes, and automatic generation of the assessment workbook and the executive deck....
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Regional bank achieves national growth by diligently championing change
A regional bank envisioned growing into a national financial institution – and put customer satisfaction at the heart of their growth strategy. Their customer-centric philosophy would demand deep transformation in all aspects of operations. Optimizing processes and investing in new technology would enable scalable, high-touch services and result in increased operational efficiency and winning customer experiences.…
Florida-Based Bank Optimizes Customer Relationship Value Through Innovative Data Approach
This Florida-based organization has grown from a small community bank to one of the state’s largest financial institutions. Over time, the bank built its reputation by maintaining the personalized service of a community bank while investing in the talent, technology and financial products customers expect from a large bank – from facilitating inbound investments and empowering small businesses to financing…
Technology transformation and change management help non-profit organization reach donors and improve fundraising
Technology transformation, change management help nonprofit reach donors, improve fundraising and impact communities
From legacy systems to cloud-based native microservices: finding success with AWS
Successware is an end-to-end business management solution for the home service industry that supports both independent and franchise owners of the three trades brands franchised by affiliates of its parent company, Authority Brands, Inc. Successware Classic is a legacy software system built with Citrix, VDI, and SQL server hosted in a data center. This solution has been in place since the 1990s, and while it is a…
Protiviti helps global energy conglomerate complete a complex integration of an E&P target
Rising energy prices and the resulting profitability typically generate a flurry of merger and acquisition activity in the oil and gas sector. The deals frequently target organizations that are independent and entrepreneurial in spirit — companies that have amassed a significant but often underdeveloped asset base and whose processes generally have not kept up with the growth of the company. The integration of these…
Global Health Services Company Modernizes Data and Applications with Microsoft
A global health services company needed to execute on its corporate promise to deliver affordability and convenience to its patients. However, the company discovered that there was a disconnect between that promise and intended delivery. Further investigating that disconnect revealed that the organization's procedures for tracking and delivering rebate payments were hampered by complex, time-consuming processes, and…
Global Hospitality Company Achieves Efficiencies with Microsoft and Nintex
A global hospitality company needed to transition their highly manual process for RFPs to one that was more automated. The need to update their processes was driven by the changes required to address the Covid-19 pandemic, which created a dynamic business environment and market demands to act nimbly. The company recognized it required a solution that could automate and expedite a traditionally cumbersome process.…
Global Multimedia Organization Transforms Sourcing and Procurement Function and Saves Millions
Using spend analytics findings, Protiviti helped the client build and strengthen a procurement department with a custom procurement taxonomy. Working with the client’s first procurement leader, we helped secure an e-sourcing tool.
Cloud-based Healthcare Analytics Company Expands Solutions and Customers
d2i is a cloud-based healthcare analytics solutions firm that’s on the move leveraging AWS. The company provides an unparalleled data analytics application that aggregates, harmonizes and enriches diverse data sources to some of the largest hospital emergency departments (ED) in the United States. The company currently extracts Electronic Health Record (EHR) data into their environment for over 240 hospitals. d2i…
National Defense Agency makes quick return to remote work
Governmental agencies can be seen as slow to adopt new processes, but when the COVID-19 pandemic hit, this foreign defense agency needed to make a quick shift to remote working for both civilian and non-civilian employees while maintaining a high level of readiness. They urgently rolled out Microsoft 365 to enable remote work and communication for approximately 60,000 of their approximately 150,000 employees.…
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