Client Success Stories
Delivering Results, Driving Growth Sacramento, CA
At Adams Woollgar, our mission is to empower businesses with financial clarity and strategic insights. Explore how our customized solutions have helped clients achieve their goals and overcome complex challenges.
Fractional CFO Services for a Global Manufacturing Company
Client Overview: A manufacturing company producing industrial products internationally required strategic financial leadership to stabilize operations, optimize financial processes, and navigate growth opportunities.
Challenges:
- Implementing and stabilizing a new ERP system (NetSuite)
- Addressing financial strategy and planning issues
- Collaborating effectively with the Board of Directors
Solutions Delivered:
- Advisory support on pressing financial challenges
- Active participation in budgeting and planning sessions
- Stabilization of the NetSuite ERP system for operational efficiency
Outcomes:
- Enhanced collaboration between the CFO and the executive team
- Improved ERP performance, delivering actionable insights
- Stronger strategic direction and financial oversight
CFO/Controller Roadmap for a Construction Company
Client Overview: A construction company with $120M in revenue sought support to scale operations and integrate financial leadership for future growth.
Challenges:
- Insufficient financial processes for managing growth
- Limited integration of the Controller role in operations
- High concentration risk with key clients
Solutions Delivered:
- Developed a tailored roadmap to align operations and accounting functions
- Introduced rolling cash flow forecasts for better planning
- Implemented robust project accounting processes
Outcomes:
- Streamlined project management tools
- Reduced risks through better client diversification
- Positioned the company for safe, profitable growth
Business Intelligence Strategy for a Major Manufacturer
Client Overview: A leading entertainment products manufacturer needed a comprehensive BI solution to improve decision-making and operational efficiency.
Challenges:
- Lack of clarity on key performance indicators (KPIs)
- Data scattered across multiple systems
- Limited actionable insights for strategic decisions
Solutions Delivered:
- Conducted executive interviews to define business drivers and KPIs
- Mapped data sources and created a BI roadmap
- Delivered dashboards tailored to operational and strategic needs
Outcomes:
- Real-time visibility into critical metrics
- Improved alignment with strategic goals
- Enhanced decision-making capabilities
Your Success is Our Priority
These stories are just a glimpse into the results we deliver. Whether you need strategic financial leadership, operational improvements, or tailored insights, Adams Woollgar
is here to support you.