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Case Study 3
Multi-Location Operations Reset (For-Profit)

From exposure and inconsistency to disciplined controls and cleaner decisions.

Results at a glance
No unauthorized vendors • Faster, predictable close • AR follow-up discipline improved • Clearer decision rights
 

Context
Rapid growth produced vendor sprawl, slow month-end close, and unclear decision rights across branches.
 

Artifacts
Disbursement & vendor policies • Approved vendor list • Invoice/close calendar • Remote deposit SOP • DACI map • Branch rhythm guide.

Before
Unsegregated duties • Inconsistent approvals/onboarding • Close slipping; AR aging up • Branch reporting off-cadence
 

What we did
Outsourced finance stack with segregation of duties • Approved vendor list + thresholds • Invoice-by/close calendar + remote deposit controls • Branch rhythm (weekly huddle; monthly financial review) • DACI for key ops decisions

Proof
Early outcomes show disciplined controls and cleaner decisions across branches.