Case Study: Benenson Strategy Group achieves SOX compliance, streamlined workflows, and 20 hours/week savings with Planview AdaptiveWork

Benenson Strategy Group - Customer Case Study

Benenson Strategy Group (BSG) is a New York–based strategic research consultancy that advises political and corporate clients and runs large-scale polling and research programs. After BSG was acquired by Kantar (part of WPP) in 2013, the firm faced immediate pressure to meet Sarbanes-Oxley and other reporting requirements and needed a formal workflow and project-management system to replace homegrown tools and hundreds of Excel spreadsheets.

BSG selected Clarizen in 2014, migrated thousands of spreadsheets with Clarizen Data Loader, and integrated Clarizen with Box and other systems via API and single sign-on. The platform enabled incremental revenue recognition, timestamped audit reporting, automated workflows and better staffing/financial visibility — allowing BSG to manage more than 2,000 projects and 800 proposals while cutting month‑end close by 2–3 days, eliminating over 4 hours/week in status meetings, saving about 20 hours/week in data verification and freeing at least two FTEs.

Benenson Strategy Group

Josh Blinder

Senior Director of Operations