CASE STUDY

How Portfolio Analysis Helped a Professional Services Firm to Double Their Profits & Improve Rankings in the Industry – A SpendEdge Case Study

Mar 13, 2019

The Business Challenge

The client, a leading professional services firm (PSF) headquartered in California, was facing predicaments in expanding their offerings. The strategies adopted by them to utilize business opportunities and profitability, while providing a robust portfolio that could withstand downturns in certain sectors, were failing miserably. This compelled the client to leverage SpendEdge’s expertise and strategize direct business resources while determining the way for reducing excess spend.

Devising portfolio strategies that can withstand economic downturns can be a tough task for companies. Get in touch with our experts and know how portfolio analysis can help your organization to formulate effective strategies and gain positive business outcomes.

Contact Us

Solutions Offered

To help the professional services firm, the experts at SpendEdge critically analyzed the company’s services and performed a portfolio analysis. They adopted a comprehensive two-step research methodology comprising of primary and secondary research coupled with scrupulous qualitative and quantitative data collection techniques.

During the course of the service portfolio analysis engagement, the professional services firm made prudent business decisions to re-profile their business and devise more accurate business strategies. They focused on improving service offerings that can help them rank in the top tier of the industry. The company also made a large-scale acquisition to increase their footprint outside of the United States, where they had better chances of long-term growth. This resulted in significant downsizing and allowed more investment with those clients and regions where the potential for sustained growth was higher.

Key Findings

Within a span of eight months, the service portfolio analysis helped the company to shift from the most challenging performance year to one of the best financial years. The businesses of the company that were turning financially unfeasible, started growing at twice the rate of the industry average. This doubled the company’s profit and improved their rankings by five positions internationally.

What is Portfolio Analysis?

A critical evaluation of the components involved in a mix of products or services with the purpose of making business decisions that can improve the overall return is referred to as portfolio analysis. Additionally, in terms of securities,  a portfolio analysis refers to an investment portfolio that can help in better allocation of resources and an increase in profits. It highlights the trade-off between the returns on an investment and the risks associated with that investment. The information on returns is then used to perform strategic portfolio analysis for businesses.

Recent Case Studies

Getting Down To Business

We are offering Free Trials to all our customers or prospects who have been impacted positively or negatively by Covid-19 and are looking to connect with prospect buyers immediately.

Contact us

COVID-19

Featured

Overview

Buyers

Diagnostic Test Kit

Additional Resources
Contact

A LOOK INTO THE FUTURE OF THE FOOD AND BEVERAGE INDUSTRY AFTER THE COVID-19 PANDEMIC

Identifying the Top 100 Coronavirus (COVID-19) Test Kit Manufacturers Across Regions

Sourcing and Procurement Market Intelligence Services

Products and Tools

Featured

Services Overview

Category Market Intelligence

Supply Market Analysis

Low-Cost/Best-Cost Country Sourcing

Benchmarking

Spend Analysis

Cost Modeling and Should-Cost Analysis

Total Cost of Ownership (TCO) Analysis

Supplier Risk Analysis

Supply Chain Risk Assessment

Supplier Sustainability Assessment

Commodity Price Forecasting

Category Management

Supplier Negotiations

Contract Management

Procurement Store

Purchase Ready-to-use Reports

SEinsightsTM

Our Robust Procurement Platform

BizVibeTM

Suppliers and Buyers Marketplace

SUPPLY MARKET ANALYSIS FOR A METAL MANUFACTURING COMPANY HELPS ACHIEVE ANNUAL SAVINGS OF $15 MILLION

Industries

Industries Overview

Automotive and Tire

Banking, Financial Services and Insurance

Biotechnology, Pharmaceutical and Life Sciences

Chemicals

Energy

Food and Beverage

Industrial and Manufacturing

ICT, Media and Entertainment

Mining, Metals and Minerals

Retail and CPG

Transportation

INCREASING LOCAL PROCUREMENT BY 28% FOR A COMPANY IN THE METALS AND MINING INDUSTRY – A CASE STUDY BY SPENDEDGE

Resources

Featured

Resources Overview

COVID-19 Resources

Blogs

Case Studies

Whitepapers

Webinars

Press Releases and Media Mentions

5 KEY CORONAVIRUS RISK ASSESSMENT STRATEGIES TO OVERCOME HEALTHCARE SUPPLY CHAIN CHALLENGES

IDENTIFYING STRATEGIC PURCHASING PRACTICES FOR A COMPANY IN THE US FOOD SERVICE INDUSTRY | SPENDEDGE’S LATEST SUCCESS STORY

Clients

Featured

Clients Overview

Who We Serve

Case Studies

SUPPLY CHAIN MANAGEMENT HELPS AN IMPORT AND EXPORT INDUSTRY CLIENT ENHANCE SUPPLY CHAIN VISIBILITY

REALIZING SAVINGS OF $15 MILLION IN PACKAGING SPEND FOR AN FMCG CLIENT – PACKAGING SOURCING STRATEGY

About Us

News

About SpendEdge
Why SpendEdge?
Vision, Mission and Values
Clients
Social Impact
Global Offices

Press Releases and Media Mentions

Upcoming Events & Webinars