West Monroe Partners B2B Case Studies & Customer Successes

A new growth strategy enables 16% efficiency lift and acquisitions

$1B Software Company

Adams Street Partners A new custom application enables firm to enter data faster and with less effort

Adams Street Partners LLC

Digital agility drives new customer-centric strategy

AES Corporation

Angela Mendoza

SBU Manager, Customer Services

AES U.S. Strategic Business Unit uses customer data to meet evolving expectations

AES Corporation

Joe Bentley

AES U.S. SBU Market Leader

Algenist - Customer Case Study

Algenist

Frederic Stoeckel

CEO

Alliance Imaging takes important steps toward its vision of transforming scheduling centers into customer-centric, high performing contact centers

Alliance Imaging

Paula Harbert

Vice President of Patient Services

Sprinting towards a seamless patient care experience

Allina Health

Chris DuFresne

Director Information Services

Building industry-leading digital experiences that delivered $1 million in new revenue at Allina Health

Allina Health

Chris DuFresne

Director Information Services

A SharePoint-based portal strategy boosts communication and collaboration across organization's global membership base

American Geophysical Union

American Medical Association - Customer Case Study

American Medical Association

Justin DeJong

Vice President for Internal and External Communications

Better Information Leads to Better Offerings and Better Service

ATEK Access Technologies

Sherri McDaniel

President

A leading midstream gas processing business increases productivity and cuts costs by implementing unified communications

Aux Sable

Avenues World Holdings - Customer Case Study

Avenues World Holdings

Using customer experience to differentiate in a digital world

Barclaycard

Sylvia Veitia

Head of Customer Experience

Driving customer centricity through organizational redesign at Barclaycard

Barclaycard

Sylvia Veitia

Head of Customer Experience

Using a streamlined process to build digital capabilities that improve front-line employee effectiveness and satisfaction

BECU

Doug Marshall

SVP Retail

Boyer Children’s Clinic Change Management Ensures Long-Term Success of Software Implementation

Boyer Children’s Clinic

Mike Stewart

Executive Director

Updating critical infrastructure and processes to power exponential growth

BridgeHealth

Mark Stadler

Chief Executive Officer

A fast-growing health benefits company reimagines its existing tech and processes to allow future growth

BridgeHealth

Mark Stadler

Chief Executive Officer

In-depth process evaluation and streamlining provides a Chicago-based collegewith a solid foundation to support its rapid growth

Chicago-based College

Building a digital platform for City National Bank of Florida to drive $50 million in new revenue

City National Bank of Florida

City of Chicago - Customer Case Study

City of Chicago

City of Georgetown Texas Optimizing operations to enhance the customer experience

City of Georgetown Texas

Glenn Dishong

Utility Director

A Salesforce-based CRM platform paves the way for a SaaS company to enhance service and grow

Code42

Mark Mueller

Code42

Building a digital workplace for increased employee engagement and productivity

Columbia Forest Products

Cliff Cayer

Director, MIS

Project milestones and customer data visibility becomes a reality with Salesforce Sales Cloud

Commercial Manufacturing & Design Company

A customized Salesforce.com solution helps a community bank take first steps toward managing customer relationships

Community Bank

Public participation supporting an ambitious digital conversion

Con Edison

Consolidated Edison Creating an Empowered, Connected, and Productive Workforce

Con Edison

Launching a Digital Workplace to Drive a More Engaged, Motivated Workforce

Con Edison

Lionel Ing

Project Sponsor

Helping utilities manage new connection applications

ConnectTheGrid

A new prescriptive analytics platform paves the way for better service at a lower cost

Consumer Products Manufacturer

Proven customer journey mapping techniques to help organizations make impactful changes

Customer Journey mapping

Define My Style - Customer Case Study

Define My Style

Dental Care Plus Group - Customer Case Study

Dental Care Plus Group

A new optimized and digital process creates opportunity for streamlined retail operations

Domestic Discount Retailer

Family-owned Food Manufacturer Reducing Transportation Cost while Maintaining Excellent Service

Family-owned Food Manufacturer

FareStart - Customer Case Study

FareStart

Redesigning team roles and structure leads to 60% fewer redundant tasks

Farm Credit Illinois

West Monroe Streamlines the Supply Chain for a Fashion Company

Fashion Company

Financial Crimes Enforcement Network - Customer Case Study

Financial Crimes Enforcement Network

West Monroe Streamlines Loan Operations for Financial Holding Company

Financial Holding Company

Financial Institution with $94B in Assets

Financial Institution

Financial Institution with $85 Billion in Assets

Financial Institution

Leveraging Public Cloud Offerings to Streamline Maintenance of PCI-compliant Infrastructure

Financial Saas Company

From Data Silos to Centralized Customer Service Information and Insight

Flexera Software

Andrew McGovern

Flexera

Floresville Electric Light & Power System - Customer Case Study

Floresville Electric Light & Power System

Revamping in-store fulfillment processes to meet booming digital sales, while saving $117 million annually

Fortune 50 Retailing Company

Redesigning processes increased productivity by 52%

Fortune 50 Retailing Company

Managed services help a professional services firm make the most of its Salesforce investment

Fruition Partners

Glendale Water & Power An Outside-in Perspective for Better Customer Service

Glendale Water & Power

Harnessing technology for a customer service turnaround

Glendale Water & Power

How a digital transformation set the stage for rapid growth

Global Asset Management Firm

Better Marketing Campaigns to Support Growth

Global Consumer Lending Company

West Monroe Helps Manufacturer Increase Productivity

Global Manufacturing Company

A new tracking system is designed to deliver value—12 weeks sooner than expected

GlobalTranz

Carl Fields

Senior Director, Product Management

Greater Pittsburgh Community Food Bank - Customer Case Study

Greater Pittsburgh Community Food Bank

GTCR Delivered Improved Reporting and Better Business Insights

GTCR

GuideStone Financial Resources Integrated Sales Processes, Measurable Marketing Results

GuideStone Financial Resources

Harry Nelson

Executive Director

A Robust Salesforce Solution Enables Advocates to Focus on Patient Care and Satisfaction

Health Leads

Zach Goldstein

Director of Systems & Technology

High-Growth Regional Bank - Customer Case Study

High-Growth Regional Bank

West Monroe Partners helps HomeStreet Bank transform key systems and processes to maintain its accelerated growth

HomeStreet Bank

Hopewell Logistics - Customer Case Study

Hopewell Logistics

Brian Hishon

Vice President, Service Delivery

Accelerated deposit growth enabled by process improvement

Huntington National Bank

Tim Scholten

Senior Vice president of Online Services

Better client and associate experience, resulting in higher shareholder returns

IBERIABANK

Mike Boyd

Director of Strategic Risk Initiatives

Helping a large regional bank grow by adopting a digital operating model with nCino

IBERIABANK

Mike Boyd

Director of Strategic Risk Initiatives

From Assessment to a Successful Introduction of a New Travel and Expense Ecosystem

International Pharmaceutical Company

West Monroe helps a Pharmaceutical Firm Define and Implement its SharePoint Strategy

International Pharmaceutical Company

West Monroe Delivers Managed Services for an Investment Banking Firm

Investment Banking Firm

Improving customer experience and boosting productivity for a global field service organization

John Bean Technologies

Scott Millsap

Global Salesforce Program Lead

John G. Shedd Aquarium - Customer Case Study

John G. Shedd Aquarium

Kansas City Power & Light Comprehensive Migration Plans Provides a Successful Acquisition

Kansas City Power and Light

Land O’Frost - Customer Case Study

Land O’Frost

Claims processing optimized, operations transformed, goals achieved

Large Dental Benefits Providing Company

A modern claims platform cuts talk time 18%, delivers immediate progress toward a digital future

Large Dental Healthcare Company

Building a digital customer success platform drives a 75% increase in new customers

Large Healthcare organizations

Remediating cybersecurity risks across 30+ facilities—in just 10 weeks

Large Manufacturing Company

Large Midwest Utility - Customer Case Study

Large Midwest Utility

An innovative project management approach keeps a complex, multi-year technology project on track

Large Multi-OpCo IOU

Greater Efficiency Leads to Enhanced Customer Service

Large Municipal Utility

Large Municipal Water Utility Company - Customer Case Study

Large Municipal Water Utility Company

Large National Blues Plan - Customer Case Study

Large National Blues Plan

Natural gas distributor modernizes metering infrastructure and internal processes

Large Natural Gas Distributor

Fortune 500 company improves time-to-insight by 75% using centralized data

Large Technology Solutions Providing Company

Obeya Room Approach Helps a Large, Complex Investor-Owned Utility Realize Efficiencies and Cost Savings

Large Utility Company

Large Texas-based water utility transforms water delivery to realize $350 million in benefits and meet the utility’s conservation goals

Large Water Utility Company

Using transactive energy and distributed intelligence to achieve a more sustainable energy future

Large West Coast IOU

Restoring customer trust after public complaints of overcharging

Large West Coast Public Water Utility Company

Largest Healthcare Provider - Customer Case Study

Largest Healthcare Provider

Information architecture guides consolidation of multiple web sites into a single site design that improves visitor experience and customer engagement

Largest Insurance Brokerage and Risk Management Services Firm

Largest Midwestern Electric Utility - Customer Case Study

Largest Midwestern Electric Utility

Transforming efficiency, reporting, and employee experience with a custom nCino solution

Leading Agricultural Lender

Big Box Retailer Transformational Blueprint Enables Store Management Teams to Transition from Doers to Leaders

Leading Big Box Retailer

Increased backroom productivity starts with an app, but succeeds through process redesign and employee upskilling

Leading Big-Box Retailing Company

Designing a flatter, leaner organization structure saves $70 million annually

Leading Capital Markets Firm

New organization design in mega-merger lays foundation for 135% revenue growth

Leading Cloud Software Organization

Leading Consumer and Commercial Bank - Customer Case Study

Leading Consumer and Commercial Bank

Restructuring a troubled IT outsourcing arrangement leads to 80% less downtime

Leading Consumer Products Company

How prescriptive analytics helped a consumer products manufacturer streamline production and get to market faster

Leading Consumer Products Manufacturing Company

Merging two companies to realize $75 million in synergies

Leading Facility Services Corporation

Transforming a multinational bank’s sales produces $3.6 million in new revenue—and counting

Leading Financial Services Company

Successful recalibration effort helps get a health and wellness company back on track to achieve operations excellence and a consistent customer experience

Leading Health and Wellness Company

Merging two healthcare providers—in 150 days, with 10X ROI

Leading Healthcare Providing Company

Managed Services Support for a Growing User Base

Leading Healthcare Services Provider

Leading insurance broker achieves powerful data analysis capabilities

Leading Insurance Broker

A Portal Vision and Strategy Built on Extensive Agent Input

Leading Insurance Company

West Monroe Helps an Insurance Carrier Implement a New Sales Platform

Leading Insurance Company

Leading Investment Firm - Customer Case Study

Leading Investment Firm

West Monroe assisted a medical device company with a selection of a new ERP and CRM solution

Leading Mid-Market Medical Device Company

West Monroe Provides a Smart Grid Solution for Midwestern Utility

Leading Midwestern Utility Company

Leading Mortgage Company - Customer Case Study

Leading Mortgage Company

West Monroe helps Online Auctioner Get Their Acquisition Back on Track

Leading Online Auction Marketplace

Drive Process Improvement and Significant Future Benefits

Leading Online Brokerage Firm

Leading Online Tax Solution Provider - Customer Case Study

Leading Online Tax Solution Provider

Leading Population Health Company - Customer Case Study

Leading Population Health Company

Helping a private equity firm disrupt the CX market

Leading Private Equity Firm

Data-driven insights to invest with confidence—delivered in under 4 weeks

Leading Private Equity Investing Firm

Moving closer to a digital operating model leads to $60 million in new revenue and $9 million in savings

Leading Regional Bank

Retail and Commercial Bank Branch activity time standards

Leading Retail and Commercial Bank

West Monroe improves operations, inventory management and processes for a leading retailer

Leading Retailer

Leading Utility Company - Customer Case Study

Leading Utility Company

Logos Bible Software - Customer Case Study

Logos Bible Software

Andrew Skipton

Chief Financial Officer

Martin Bros. Distributing Co., Inc. - Customer Case Study

Martin Bros. Distributing Co., Inc.

MB Financial Bank - Customer Case Study

MB Financial Bank

Messenger LLC - Customer Case Study

Messenger LLC

Michigan IOU Turns to West Monroe for Industry and Communication Network Experience

Michigan IOU

Mid-Continent Oceanographic Institute - Customer Case Study

Mid-Continent Oceanographic Institute

Matt Mithun

Board Member

Demand for a seamless patient experience drove this health system to innovate—and led to 5x faster results

Mid-Size Health System Company

Operational improvements increase capacity by 37% to meet escalating demand

Mid-Sized Frozen and Freeze-Dried Raw Pet Food Manufacturing Company

Mid-sized Regional Health Insurer Laying the foundation for a better member experience and patient engagement

Mid-sized Regional Health Insurer

Technology’s human impact Better care coordination, better patient experience

Mid-sized Regional Health Insurer

Laying the foundation for a consistent digital experience across consumer retail banking channels

Middle-market Financial Institution

Midsize Investment Bank - Customer Case Study

Midsize Investment Bank

Restoring critical operations in one weekend following a DopplePaymer ransomware attack

Midwest-Based Community Bank

Planning, execution expertise keep a large utility on track to complete a multi-year smart-grid transformation

Midwestern Energy Delivery Company

MOD-PAC - Customer Case Study

MOD-PAC

Daniel Keane

President and CEO

MOD-PAC - Customer Case Study

MOD-PAC

A streamlined quoting process drives productivity and increased ROI

Morningstar

How automation and transparency in pricing unleashed new revenue for Morningstar

Morningstar

Vision and strategy to equip a healthcare provider to transform patient experience

MultiCare Health System

Florence Chang

Executive Vice President and Chief Operating Officer

MultiCare Health System Redesigning an Employee Engagement Strategy

MultiCare Health System

Wray Durst

Director of the Access Center

Envisioning a New and Improved Patient Experience

MultiCare Health System

Florence Chang

Executive Vice President and Chief Operating Officer

Naperville (DPU-E) Systems Integration helps bring a smart grid to life

Naperville’s Department of Public Utilities—Electric

Naperville (DPU-E) Cyber Security Plan Helps Reach Department of Energy Requirements

Naperville’s Department of Public Utilities—Electric

Naperville’s (DPU-E), Project Management Office Provides Foundation for Smart-Grid Initiative

Naperville’s Department of Public Utilities—Electric

How rethinking IT strategy saved more than $150 million annually

National Healthcare Company

Empowering a national healthcare payer to work smarter‒and digitally

National Healthcare Payer

Building out a new utility infrastructure for the modern age

National Investor-Owned Utility Company

National Transportation Company Frontline Management Assessment Unlocks Opportunities to Improve Engagement and Operational Efficiency

National Transportation Company

Nationally Licensed Insurance Producer - Customer Case Study

Nationally Licensed Insurance Producer

NatureBridge Enabling a non-profit to scale for the future

NatureBridge

Leigh Westerlund

Vice President of Operations

Navy Federal Credit Union - Customer Case Study

Navy Federal Credit Union

How change management and technology revolutionized Navy Federal’s customer experience

Navy Federal Credit Union

Tony Pica

VP of Business Services

Network Computing Architects - Customer Case Study

Network Computing Architects

Don Flynn

Chief Technology Officer

Nonni’s Foods LLC - Customer Case Study

Nonni’s Foods LLC

A win-win EV program for the utility and its customers, projecting 30% gains in EV adoption

Northwestern U.S. Utility Company

Adopting a real-time, data-driven approach to operations leads to $3 million in savings

Nufarm

OraPharma - Customer Case Study

OraPharma

With new AWS infrastructure, Paramount Staffing is primed for growth—at a much lower monthly cost

Paramount Staffing

Tina Schubert

Paramount Staffing

Merging two tech companies into one undisputed market leader—and realizing millions in synergies

Park Place Technologies

Kelly Greene

VP Corporate Development

Driving a world-class online experience and effortless interactions

PEMCO Insurance

Global healthcare supplier increases product output and decreases labor hours through operations overhaul

Pharmaceutical and Medical Product Supplier Company

Creating digital strategies and platforms to enable nimble responses to evolving customer needs

Premera Blue Cross

Curtis Kopf

Senior Vice President, Customer and Digital Experience

West Monroe's Managed Services Team Offers Strategic Assistance to Private Equity Firm

Private Equity Firm

West Monroe Implements Stable IT Infrastructure for Private Equity Firm

Private Equity Firm

Analysis delivers insight for acting on $1.1 billion cross-selling opportunity

Private Equity-Backed Software Company

Restoring a mortgage company’s IT systems after a cyberattack – in under 7 days

Private Equity, Financial Services Company

West Monroe Delivers Managed Services for an Investment Management Firm

Private Investment Management Firm

R.J. O’Brien - Customer Case Study

R.J. O’Brien

R.J. O’Brien - Customer Case Study

R.J. O’Brien

A simpler, easier, and faster way to integrate new data sources

Rapid Analytics Platform

Rapid Analytics Platform - Customer Case Study

Rapid Analytics Platform

Rappahannock Electric Cooperative: Developing a Comprehensive Communication Plan

Rappahannock Electric Cooperative

Improved Customer Satisfaction Drives Increased Revenue

RTI International Metals

Rebecca Lane

Director of Commercial Business Operations

Sargent & Lundy Implementing a New Disaster Recovery Plan

Sargent & Lundy

Seattle Repertory Theatre charts a road map for stronger governance, enhanced customer experience

Seattle Repertory Theatre

SONIFI Solutions - Customer Case Study

SONIFI Solutions

Strengthening resiliency and business continuity through storms and other disruptions

Southeast Municipal Electric and Water Utility

Southern California Edison Equipping the Workforce to Manage Smart Grid Technologies

Southern California Edison

Kvon Tucker

Evaluation Program Manager

StepLeader - Customer Case Study

StepLeader

Chris Hanburger

Vice President of Business Development

Sterling Bank launches three well-coordinated new websites that support its major re-branding initiative

Sterling Bank

Redesigning operations to improve customer experience and create a competitive advantage

SunTrust Bank

Roxann Moore

Head of Treasury Operations

Tangoe - Customer Case Study

Tangoe

Providing resources and security expertise to drive deal value

The Riverside Company

Building resilience to cyber incidents Protecting investments

The Riverside Company

Thorne Research, Inc. - Customer Case Study

Thorne Research, Inc.

Trading Technologies International SharePoint Solution for Capital Markets

Trading Technologies International

Redesigning a process to be more digital and customer-focused benefits all New Yorkers

Transit Innovation Partnership

Virginia Borkoski

Program Executive, External Partner Program

Umpqua Bank A new portal enables quality and consistent customer service from day one.

Umpqua Bank

Sonny Sonnenstein

Executive Vice President and Chief Information Officer

University of Washington - Customer Case Study

University of Washington

Tripling Velocity Commercial Capital’s loan originations with new technology

Velocity Commercial Capital

Chris Farrar

CEO

West Monroe Delivers Managed Services for a Venture Capital Firm

Venture Capital Firm

Versiti, Inc. - Customer Case Study

Versiti, Inc.

Visionworks enables organization-wide data analytics, increasing productivity by 15%

Visionworks

Chris Enslin

Chief Information Officer

Washington Federal Transitioning a Subsidiary to a New Banking Platform

Washington Federal, Inc.

Building a blockchain-based solution to track and approve electric vehicle credits

West Coast Investor-Owned Utility Company

Reviewing Meter to Cash Operations and High Bill Allegations To Restore Customer Confidence

West Coast Public Water Utility

Wilton Brands LLC - Customer Case Study

Wilton Brands LLC