CASE STUDIES

The OTB Difference

OTB Advisory helps organizations in many ways – from financial counseling, system implementations, controls and process development & implementation, and IFRS updates to employee engagement, leadership, and culture coaching. Here are some of the companies we have helped in the last few years, and how we worked with them to overcome their particular problems and emerge with strong, effective solutions.

Merging Equals (PMI)

It is said that acquisitions are not a kind way to grow.  Expected to deliver major synergies, they can instead destroy relationships, goodwill, and value.  Almost all companies struggle with cultural differences, logistics and...

Growing Pains (Automation)

High growth rates are the lifeblood of a SaaS company and the cornerstone of its valuation.  The success in rapid revenue growth comes with pains in supporting functions.  The finance leadership found itself with an inflexible...

New Strategic Objectives

Any organization that has been around for more than a hundred years will inevitably undergo some dramatic changes in its culture and operations over that time. Furthermore, when that organization spans a whole country, employs...

Building Effective Controls

For a publicly traded company in the oil and gas industry, strong and efficient controls are important – not only for the shareholders, but also to maintain a strong reputation and market presence and guide the right way...

Setting New Standards

Rapid expansion in a company can result in severe growing pains as the supporting structures and personnel are strained. One particular organization – a big player in the North American information technology industry – was...

Navigating Change Management

By the time an organization has a global reach, it has many layers of administration and proprietary processes, operating simultaneously under legal principles, regulations, and best practices – and changing these components to...