Case Studies

Large Publicly Held Company

Large publicly held international multi $B technology consumer products company.
A FORTUNE 500® company, customer is one of the world’s largest communications semiconductor companies with thousands of patent and additional pending patent applications, and one of the broadest intellectual property portfolios addressing both wired and wireless transmission of voice, video and data. Customer is headquartered in Southern California and has offices and research facilities in throughout North America, Asia and Europe.

Business Challenge
The customer was in need of engineering experience support due to lack of current skill set and increased demand in customer demand chip sets. The customer did not have good experience with their previous prime vendor based on experience, fee structure and company-wide issues with talent management and customer service.

Solution
WinCorp Solutions immediately partnered with Vendor by providing engineering consultants that exceed technical skill attributes and aptitudes for understanding current customer software technologies. WinCorp Solutions suggested staging talent needs for the entire calendar year. This provided immediate relief to the customer and allowed customer to comply with time lines with their major customers, such as Dell and HP.

Value Added Benefits:

Improved quality of service delivery from previous vendor and mitigated significant issues between customer and other vendor
ROI was achieved in less than one month. Provided instant out of box infrastructure solutions with minimal conflicts and almost no onboard training
Stability restored. Successful skill gap fill reduced risk of customer losing their major account due to inability to deliver testing of software components due to lack of company skill set

Large Privately Held Company

Large privately held multi $B international investment management company.
A FORTUNE 1000® company, customer is one of the world’s most experienced and successful investment management organizations, managing investments for millions of individuals and thousands of corporations and institutions, for almost 80 years with three dozen offices and 8,000 associates worldwide.

Business Challenge
The customer had two issues with previous supplier: 1) significant bill rate issues and 2) lack of understanding of accounting technical needs. Customer had immediate need for specialty accounting services relating to corporate accounting, technical cash transfers, foreign exchanges, and Fed wire transfers. In addition, the customer needed reviewing and resolving of daily investment portfolio cash activity for the global book of business and a partner to lead and participate in system enhancements, accounting department and treasury process improvements with multiple department projects.

Solution
WinCorp Solutions succinctly identified key drivers for the company’s success and immediately provided highly talented manpower to assist the various complex and challenging financial requirements. Turnaround and sourcing was short and precise. The customer subsequently awarded the business to Wincorp Solutions to serve as a supporting partner for finance and accounting consulting services to customer. Multiple consultants were subsequently placed with a savings of at least 15% versus previous supplier.

Value Added Benefits:

Immediate placement and onboard of high demand, credentialed financial fund accounting experienced individuals
Reduced bill rate of 15% from previous vendor
Seamless cost effective transition. Support customer’s complex best practices and discriminating accounting skill sets
Rapid ROI achieved for customer

Growth Privately Held Company

Growth privately held Inc. 500 publication and executive services company.
Customer is highly sought after from FORTUNE 1000® companies for marketing consulting and professional services. Company has been recognized for groundbreaking approach to etymology, the meanings of words. Customer credited with branding and trade marking the original campaign for the 2002 Olympic Winter Games, “Ignite the Fire Within.” The customer has been featured in SUCCESS Magazine, Forbes Magazine, Worth Magazine, Nation’s Restaurant News, and on the Food Network.

Business Challenge
Customer infrastructure did not have appropriate senior finance level guidance to structure investor term sheets, strategic planning, LOIs and contractual publishing review of their key international publisher house documents and financial clauses and spreadsheets. Organization also had limited senior strategic thought leadership and strategic planning expertise in the company to accomplish contract generation and review and financial reporting that was actionable and accretive to the company.

Solution
WinCorp Solutions quickly addressed the customer’s business model, performed a specific SWOT analysis and determined key revenue drivers and risk components within a very short timeframe. Customer was able to deliver a multi period PR and marketing contract between customer and service providers, structure a financially specific LOI and Term Sheet for investors and develop a 3 year strategic plan for ancillary business services growth.

Value Added Benefits:

Minimal cost structure for access to senior executive skill sets (versus high bill rates of management consulting firms)
Solved time specific talent gap. Deliver key binding contractual agreements and long term agreements to customer’s vendors in a timely manner
Immediate ROI. Designed financial model and accompanying investor term sheets to attract institutional investors (ROI achieved within 5 days) to allow subsequent funding for additional LOBs

Multinational Entity

FORTUNE 500 $8 Billion financial services enterprise in the international investment management industry.
Customer is a multinational entity and one of the worlds most experienced and successful investment management organizations, with $1.4 trillion assets under management, managing investments for thousands of corporations and institutions, for almost 80 years and almost a three dozen offices and 8,000 associates worldwide.

Business Challenge
The customer had significant bill rate issues with previous supplier for accounting, finance and IT services. In addition, client stated previous supplier had less understanding of needs than desired and did not have industry specialization. WinCorp Solutions has financial services industry specialization. Customer was in multiple delivery partner, for project professionals, both in consulting and contingent search recruiting, executive search in specialty corporate positions, such as finance and accounting, specifically automation/work flow, financial reporting and analysis service needs, such as, operations accounting, private equity, fund accounting, forecasts, budgeting and projections, foreign exchange volatility, portfolio analytics, SEC audits, management reporting, etc… In addition, the customer needed reviewing and resolving of daily investment portfolio cash activity for the global book of business and a partner to lead and participate in system enhancements, process improvements with multiple department projects.

Solution
WinCorp Solutions immediately and succinctly identified key drivers for the company’s success and swiftly aggressively recruiting talent to assist the various complex, highly regulated and challenging requirements within a precise and short turnaround period for the specific departments. The customer subsequently utilized WinCorp Solutions to serve as a supporting partner for finance and accounting and IT needs and was referred as “Supplier of choice” to other separate divisions within company, including corporate finance and accounting, fund accounting, operations, corporate actions, prvate equity, mutual funds, trade operations, IT and many other departments. WinCorp Solutions grew from servicing one division, to over 10 distinct divisions, growing into many areas and increasing services into executive search, marketing, operations, procurement and thus partnering with global north American recruiting efforts.

Savings and Value Added Benefits:

Integration of seamless cost effective work augmentation supporting complex best practices and accounting skill sets within department. Consultant and automation of processes yielded over $450,000 in efficiency gains to client.
Immediate placement and onboard of high demand, credentialed financial fund accounting experienced individuals with minimal training time, reducing over 25% of previous consulting/staffing expenses
Significantly reduced bill rate of previous vendor while increasing talent skill sets. FTEs and direct hires couldn’t be identified due to client skill requirements. WinCorp Solutions provided immediate skills support yielding almost immediate ROI for customer. Consistently ranked as vendor of choice and referral rate has grown to over dozens of user groups.

Large Publicly Held Company

FORTUNE 500 Publicly held (NYSE) highly regulated American natural gas utility holding company.
Customer is one of the largest regulated municipality in the United States.

Business Challenge
The client was overwhelmed with 42 distinct projects and charged with managing significant high exposure innovation teams throughout the company. Due to significant workload, the hiring manager could not tap into her internal team or recruiting infrastructure due to the lack of resources, complexity and nature of quasi government related project management work and analysis required. The client required immediate recruiting support for an elite highly compensated project manager, with a specific and unique skill set that required both energy, utility or large municipality experience, a global management consulting pedigree, or at least experience from either the top 4 CPA firms, with a preference of a top 3 global management consulting company, such as Bain or McKinsey. The client was quickly in need of screening and interviewing the best talent who could integrate with their company’s unique culture and bureaucracy and could therefore hit the ground running building consensus with stakeholders and executing these projects.

Solution
WinCorp Solutions immediately assessed the challenges and recruited, essentially, a uniquely talented individual who was a management consultant and also came from industry (both key criteria) to understand the nuances and can deliver in a regulated and somewhat quasi government structure. We adhered with the strong request for someone with “not just” commercial experience. As usual, we are deeply networked in multiple industries and tapped into multiple resources in the regulated and government related sectors. We screened, pursued experienced elite level project manager who had historically showed great success with multiple user groups and C level executives.

Savings and Value Added Benefits:

Provided cost savings of over 50% to industry rates due to already existing vertical integration of WinCorp Solutions recruiting resources. Presented not one, but three viable candidates on this executive recruit project.
Increased client efficiency immediately by providing relief by minimizing hiring burdens
Seamless process, thus allowing the client to focus on other issues

Large Publicly Held Manufacturing Company

$2 Billion publicly held manufacturing company.
The company is an American specialized manufacturing entity with extensive plant locations and international manufacturing presence across 3 countries.

Business Challenge
The client had strong HR generalist, compliance, union and grievance experience, but could not keep up with the area of talent acquisition and executive recruiting. Client was in need to partner with a solutions provider who could not only recruit at a non manager and manager level, but also at a director and vice president level (executive search). Client had an existing pool of vendors, but did not have adequate coverage in the areas of recruiting for human resources, finance and accounting positions at the corporate office and the 13 plants nationwide. Geographically, the client’s headquarters is at a disadvantage because neighboring companies (located within minutes of the client) are two very popular brand name companies that compete for local corporate headquarter talent, leaving client with those disinterested in working for a non glitzy manufacturing company. Although client is sizeable and strong at $2 billion in revenues, the war for talent was a losing one.

Solution
WinCorp Solutions immediately and rigorously identified the key tenets and beliefs of the company and created specialized and targeted recruiting campaigns to cater and influence those who believed and were aligned in the same traditional values as the client company. Within two short weeks, WinCorp Solutions was able to consecutively fill multiple positions, such as HR Manager/Director, Controller, Director of Operations, Senior Accountant. All placements are still present at the company and all placements have pride to work for a strong values based organization.

Savings and Value Added Benefits:

Provided cost savings of over 40% to industry rates due to lean operating environment and thus pass through savings to client.
Increased the ability for client to gain a foothold in the Orange County talent marketplace.
Client was able to partner and effectively greatly reduce recruiting efforts across the Hr function.

Large Publicly Held Entertainment Company

FORTUNE 500 publicly held (NYSE) multinational entertainment conglomerate
A FORTUNE5 500® company, customer is one of the largest media and entertainment corporations in the world. This multinational media conglomerate is headquartered in California and operates in 5 major segments, including studio entertainment, parks and resorts, consumer products, media and interactive.

Business Challenge
The client could not tap into their internal recruiting infrastructure and human resources to focus on completion of financial planning and budgeting to complete the AOP planning process. Client needed SAP and COGNOS experience and the BIG 4 CPA consulting firm had not completed the project. The client was missing the technical skills required to successfully complete the project and project was funded by the BIG 4 consulting firm. The client required immediate financial and technical support, maintaining top level performance and completing all the actions necessary to complete budgeting and financial planning and analysis. The client was in need of customized reports, tools, and queries, sourced by the new system to provide critical deliverables to the executive team, business units, and other customers.

Solution
WinCorp Solutions immediately assessed the challenges and recruited, essentially, a uniquely talented individual who was “plug and play.” We are deeply networked in multiple industries and tapped into multiple experienced industry consultants with expertise in accounting, finance and financial systems and heavy modeling experience. WinCorp Solutions successfully augmented the client team through various phases of the project, which included data validation, report validation, testing, training, and documentation. While partnering with the user groups and the IT team, WinCorp Solutions quickly identified system defects, issues, and recommendations, which expedited the conversion process and diverted future delays. WinCorp Solutions also designed user-friendly, dynamic reports, tools and queries that the average end user could easily manage without the assistance of consultants or the IT department. WinCorp Solutions supported the future needs of the client by training the staff and creating documentation of the issues, reports, queries, and exceptions.

Savings and Value Added Benefits:

Provided cost savings of over 50% to the client by leveraging talented, entertainment industry consultants with expertise in areas of finance, accounting, and systems
Increased future efficiency, proficiency and production by providing training, documentation, and flexible tools and queries that can be easily utilized and managed by the end users
Seamless, low maintenance staff augmentation, allowing the client to focus on non-project related issues and business as usual

Large Publicly Held Company

FORTUNE 500 publicly held (NASDAQ) international $7 Billion technology and Communications Company.
A FORTUNE 500® company, customer is one of the world’s largest communications, semiconductor, intellectual property, service and component leaders with thousands of patents and additional pending patent applications, and one of the broadest intellectual property portfolios addressing both wired and wireless transmission of voice, video and data. Customer is headquartered in California and has offices and research facilities throughout North America, South America, Asia, Middle East and Europe.

Business Challenge
The customer was in need of both specific technical, engineering, technology, testing and work automation experience to augment team and the increased demand of their customer chip sets. The customer did not have good experience with their previous prime vendor based on service, experience, fee structure and companywide issues with talent management and customer service.

Solution
WinCorp Solutions immediately partnered with client company by recruiting technology related individuals that exceeded client technical skill requirements of current software and hardware technologies, automation, testing and simulation standards. WinCorp Solutions staged specific talent needs at specific times for the calendar year, reducing “idle time consultants and FTEs” expenses. The FORTUNE 500 client awarded WinCorp Solutions Prime Supplier Status and our company replaced the former Prime Supplier in less than one year because of our solutions: Immediate talent augmentation, value/price point, better service.

Savings and Value Added Benefits:

Saved over 20% in previous fees. Consultants yielded ROI in less than one month. Provided instant infrastructure solutions with almost no onboard training. Indirect division gains of over $10MM and direct savings/gains to company in excess $300K, targeting $400K by end of year.
Improved quality of service delivery from previous prime vendor and mitigated significant deliverable requests between customer and other vendor
Stability restored, skills downloaded to client group. Successful gap fill reduced risk of customer losing their major accounts due to potential inability to deliver analysis, testing of software components, accompanying reporting, etc…

Small Privately Held Company

Growth, small privately held Inc. 500 consumer products, publishing, and services company.
Our customer is highly sought after from Fortune 500 clients for consumer products, publishing and professional services/specialty offerings. Company has been recognized for groundbreaking approach to etymology, the meanings of words and credited with creating world class slogans, including Olympic Games, “Ignite the Fire Within,” and countless work with world class enterprises including for Forbes Magazine, Worth Magazine, and Food Network.

Business Need
Customer’s high growth infrastructure did not have appropriate analytical and also senior finance level guidance to structure investor term sheets, strategic planning, LOIs and contractual publishing review of international publisher house documents/term sheets. Organization also had had limited senior strategic thought leadership and strategic planning expertise in the company to accomplish review and contract generation and analysis of financial reporting that was actionable and accretive to the company.

Solution
WinCorp Solutions quickly addressed the customer’s business model, performed a specific SWOT analysis and determined KPIs, key revenue drivers, risk components and modeled appropriate strategic alternatives within a very short timeframe. Customer was able to deliver multi period PR and marketing contracts between customer and service providers, structured a financially sound and specific LOI and Term Sheet for investors and bankers and developed a 3 year strategic plan for ancillary business services growth.

Savings and Value Added Benefits:

Minimal cost structure and immediate access to senior executive skill sets (versus high bill rates of management consulting firms)
Indirect client gains in excess of $4MM. Direct gains and savings of $200,000. Solved time specific talent gap. Deliver key binding contractual agreements and long term agreements to customer’s vendors in a timely manner. Immediate ROI. Designed investor term sheet to attract institutional investors (ROI achieved within 2 weeks) to allow subsequent funding for additional lines of businesses.

Privately Held Prime

Privately held prime who supports a California state-chartered regional transportation planning agency.
The agency is a California state-chartered regional transportation planning agency and public transportation operating agency for the County of Los Angeles.

Business Challenge
The client was in need to partner with a recruiting, staffing DBE to execute a rideshare buddy program and needed quickly to locate a recruiting and staffing company who had strong presence in the Southern California market. The criteria for selection heavily depended on a company who was already registered, certified to do business with this LA based transportation company. WinCorp Solutions appeared on a short list of qualified, vetted and certified, with distinct specialty and NAIC codes in recruiting, staffing and payrolling with already existing technology for remote employees that aren’t bound by manual HR and timesheet processes. All three criteria (among others) were needed for the specific RFP and vendor selection.

Solution
WinCorp Solutions immediately passed all three key aforementioned criteria and also had all necessary insurance requirements for these mobile roles that required the employees to be on the field most of the day. Many companies that the prime spoke to did not have all facets of the business that they were seeking in a partner. The web based time and attendance for remote employee and remote management approval was already in place. The recruiting ability was already in place and third the prime was pleased with our vertically integrated business model to also payroll the employee.

Savings and Value Added Benefits:

Provided cost savings of over 30% to industry rates due to already existing technological and human resources/assets/services of WinCorp Solutions recruiting and payrolling business services.
Increased client efficiency immediately by providing relief and allowing them to win the RFP.
Seamless process, thus end client transportation company was able to recognize multiple sources of DBE spend in procurement. Ongoing current project of three plus years.