CASE STUDIES

With years of combined experience in executing critical projects, finance operations, world-class IT architecture, and efficient business operations, Penon Partners has a wealth of knowledge and expertise to drive the results you need. Explore some of our case studies, then connect with the Penon team to start building your solution.

Building a Unified Job Structure: Helping a Global Food Supply Chain Leader to Recruit, Train, Develop and Retain Employees

A global leader in the food supply chain industry had all hourly/production jobs in a single job family, without standardized job descriptions, hiring and training requirements, career paths and salary structures. This challenge was limiting their ability to recruit, train, develop and retain employees, while increasing the risk of unionization, which would be costly and limit their management flexibility. The client sought assistance from us to develop a structured job leveling system to define, organize and market price all hourly/production roles within the US organization.
Read More

Event Planning and Organization for a Mid-Size Company Annual Retreat

An Atlanta-based business services company urgently needed assistance to plan, organize, and execute its annual US employee retreat (60 people invited). With less than two months until the event and no dedicated staff to manage the project, the company faced the risk of a failed event and burnout for team members who were left to handle the planning on top of their regular responsibilities. 
Read More

Creation and rolling out of 360 feedback surveys process

A global leader in automated software testing tools needed support to launch two key HR initiatives: an individual leadership 360 feedback survey process and a team 360 feedback survey. With limited internal resources and no budget for permanent hire, the client faced a tight timeline and high project complexity, risking delays and burnout for their HR team.
Read More

Account Payable Team Optimization​

A US company has implemented a new RPA system (Kofax) to automate the Procure-to-Pay (P2P) process and vendor invoice management. Six months post-implementation, noticeable improvements in invoice management efficiency have been observed. Despite these gains, the introduction of this automated process has significantly disrupted the entire Purchase to Pay cycle, affecting not only the Accounts Payable (AP) team but also the purchasing and receiving teams.
Read More

P2P Process Assessment​

A US services and manufacturing company was experiencing costly and repetitive issues on their P2P process and AP team.
Read More

EU based Private Cloud Business Case/Roadmap

A $22B pharmaceutical and healthcare company operating in 13 EU countries desired increased velocity and agility from the IT organization. The solution needed to both increase the speed of delivering new capabilities to the market and also modernization of their legacy platforms. This required analysis of on-prem applications, and several hundred infrastructure platforms. The objective was to create a shared platform, automation, and methodologies that their IT teams could utilize to both migrate existing on-prem workloads and accelerate the deployment of new capabilities.
Read More

IT Roadmap for a Logistics and Software Services Company

We built a complete IT roadmap for a mid-size logistics and software services company (revenue $30M ) that was pushed to modernize its IT to cope with recurrent outages, new clients’ expectations (online order management and invoicing), and competitors’ new features. 
Read More

Inventory Reporting Process Diagnosis​

A US manufacturing company needed help obtaining a consolidated and reliable view of its inventory. They 1) were unable to generate consistent, aggregated, repeatable, and automated reports on inventory value; 2) had gaps between systems data regarding inventory values: ordering system, ERP, and the production system; 3) were uncertain about data extraction exhaustivity from systems.
Read More

Creation of a Cloud Business Office (CBO)

A $21B privately held company decided it was necessary to assess the maturity of their Cloud Business Office (CBO) before implementation of their hybrid cloud strategy. They recognized that to achieve the transformation benefits they wanted from the Cloud it would require transforming business processes in addition to switching to cloud technologies.
Read More

SAGE X3 ERP implementation for a chemical company​

A Chemical manufacturing company rolled out a digital transformation program with Sage X3 to improve and standardize their core business processes. This project had a huge impact on critical business work streams (“Manufacturing”, “Order to Cash”, “Procure to Pay”, “Finance” and “BI-Reporting’) and required a dedicated project structure and change management for a successful implementation.
Read More

Hybrid Cloud Strategy Implementation​

A $21B privately held company decided to begin implementation of a hybrid cloud strategy to utilize both AWS and Azure. This required analyzing hundreds of on-prem applications, database services and several thousand workloads (VMs). The objective was to create a reusable set of reference architectures, automations and methodologies that their delivery teams could utilize to both migrate existing on-prem workloads and accelerate the deployment of new workloads into the clouds.
Read More

ERP D365 implementation in the US

A manufacturing company launched a worldwide digital transformation program with D365 Finance & Operations (F&O) to improve and standardize their core business processes. This project has a huge impact on critical business work streams (“Manufacturing”, “Order to Cash”, “Procure to Pay”, “Finance” and “BI-Reporting’) and required a dedicated project structure and change management for a successful implementation.
Read More

Cost Savings Through Outsourcing

Context An international hospitality company needed to reduce its operating cost in order to reinvest savings into acquiring additional hotel brands. The objective was to reduce the IT cost by millions for both the in-house service desks and the infrastructure operations.
Read More

Implemented KOFAX to automate Account Payable process

A US based manufacturing and service company was using paper for its accounts payable processes. As a result they were wasting a lot of time struggling to get proper approvals, being overwhelmed by piles of invoices on desks, and receiving constant complaints from vendors and operations. They decided to automate their processes by implementing KOFAX (Robotic Process Automation) tool.
Read More

Improved customer onboarding delays and quality

A recurring services company was experiencing quality issues and long delays in the customer onboarding phase (hardware and software services). Customers were complaining, the effort to resolve the issues was costly, and revenue was also being directly delayed. They needed to improve their onboarding process.
Read More

Scaled R&D Organization of IoT (Internet of Things) Services company

This successful multinational IoT services company was growing its business faster than its organization could handle. The R&D department (Telecom and software services) was overwhelmed by the demands of the product and sales departments as well as the demands of customer service. They had to strengthen their business model to grow the business.
Read More

Led RFP process to implement a cohesive online experience for a hardware and service business company.

This multi-national hardware and service company was delivering hardware and managing services (software and support) in the traditional way, with limited online capabilities. They were looking to change the way they currently operated: orders were taken over the phone and via email - customer requests (enablement, support, RMA) were partially online, with many customer contacts and wasted energy – service reports and billing were sent via email with many manual steps. Their competitors were already offering an online experience. So, they decided to launch an ambitious RFP to optimize their business model and unify the online experience for customers.
Read More

Post merger integration program of 3 international IoT MVNO companies into one service BU

After the acquisition of 3 IoT players in Europe, the company wanted to leverage these multi-cultural entities to create a unique and scalable IoT MVNO services BU in Europe (150ppl)​ The objectives were to 1) Improve efficiency by regrouping the R&D, Operations, and Support, 2) Standardize the customer service, 3) Secure the future offering roadmap to scale the business.​
Read More

Merger of 25 Practices of a Healthcare Application Developer

A healthcare application developer had acquired over 25 software companies and desired to find the synergies in their software distribution practices.  The focus was on the 35 different methods of electronic software distribution used by these businesses. The objectives were 1) ISO 9001-2000 certification 2) SCP certification 3) Improved Customer Satisfaction 4) Safe Harbour and BIS compliance.
Read More

Bringing Agile Practices to Infrastructure and Operations

The Global Infrastructure and Operations, GIO, team of one of the world’s leading hotel companies was delivering projects with legacy methodologies.  Their waterfall processes were rooted in physical infrastructure that required arduous approval of capital funding, long delivery timelines from hardware manufacturers and finally physical installation in a datacenter.  This resulted in development teams making many architectural and technology decisions without involving the slow GIO organization resulting in them feeling like order takers rather than partners in the delivery of capabilities.​
Read More

Worldwide Cloud Migration to AWS Service

One of the world's largest global hotel chains decided to migrate critical business applications from on-prem to hosted in AWS cloud service. This required migrating scores of applications, database services, and several thousand workloads (VMs). The objective of this move is to leverage cloud services to improve agility, system performance, applications availability, and to reduce response time and IT infrastructure services costs.​
Read More

Globalizing Application Availability Using Cloud Platforms

Mission critical hospitality applications were being hosted in the United States with a content delivery service providing the omnichannel edge services to the customers. However, the global customers (outside the US)  were long hauled to US data center impacting customer experience in Europe, Asia, etc.
Read More

Led Online CX Transformation of a Global IoT Services Business

After multiple acquisitions and a strategic transformation to provide IoT services at a large scale in addition to hardware solutions, a global IoT player decided to accelerate and unify the online experience provided to customers.
Read More

Post Merge Integration of 3 International IoT MVNO companies into One Service BU

After the acquisition of 3 IoT players in Europe, the company wanted to leverage these multi-cultural entities to create a unique and scalable IoT MVNO services BU in Europe (150ppl)​
Read More

SAGE X3 ERP implementation for a chemical company​

A Chemical manufacturing company rolled out a digital transformation program with Sage X3 to improve and standardize their core business processes. This project had a huge impact on critical business work streams (“Manufacturing”, “Order to Cash”, “Procure to Pay”, “Finance” and “BI-Reporting’) and required a dedicated project structure and change management for a successful implementation.
Read More

Hybrid Cloud Strategy Implementation​

A $21B privately held company decided to begin implementation of a hybrid cloud strategy to utilize both AWS and Azure. This required analyzing hundreds of on-prem applications, database services and several thousand workloads (VMs). The objective was to create a reusable set of reference architectures, automations and methodologies that their delivery teams could utilize to both migrate existing on-prem workloads and accelerate the deployment of new workloads into the clouds.
Read More

ERP D365 implementation in the US

A manufacturing company launched a worldwide digital transformation program with D365 Finance & Operations (F&O) to improve and standardize their core business processes. This project has a huge impact on critical business work streams (“Manufacturing”, “Order to Cash”, “Procure to Pay”, “Finance” and “BI-Reporting’) and required a dedicated project structure and change management for a successful implementation.
Read More

Cost Savings Through Outsourcing

Context An international hospitality company needed to reduce its operating cost in order to reinvest savings into acquiring additional hotel brands. The objective was to reduce the IT cost by millions for both the in-house service desks and the infrastructure operations.
Read More

Implemented KOFAX to automate Account Payable process

A US based manufacturing and service company was using paper for its accounts payable processes. As a result they were wasting a lot of time struggling to get proper approvals, being overwhelmed by piles of invoices on desks, and receiving constant complaints from vendors and operations. They decided to automate their processes by implementing KOFAX (Robotic Process Automation) tool.
Read More

Scaled R&D Organization of IoT (Internet of Things) Services company

This successful multinational IoT services company was growing its business faster than its organization could handle. The R&D department (Telecom and software services) was overwhelmed by the demands of the product and sales departments as well as the demands of customer service. They had to strengthen their business model to grow the business.
Read More

Post merger integration program of 3 international IoT MVNO companies into one service BU

After the acquisition of 3 IoT players in Europe, the company wanted to leverage these multi-cultural entities to create a unique and scalable IoT MVNO services BU in Europe (150ppl)​ The objectives were to 1) Improve efficiency by regrouping the R&D, Operations, and Support, 2) Standardize the customer service, 3) Secure the future offering roadmap to scale the business.​
Read More

Merger of 25 Practices of a Healthcare Application Developer

A healthcare application developer had acquired over 25 software companies and desired to find the synergies in their software distribution practices.  The focus was on the 35 different methods of electronic software distribution used by these businesses. The objectives were 1) ISO 9001-2000 certification 2) SCP certification 3) Improved Customer Satisfaction 4) Safe Harbour and BIS compliance.
Read More

Worldwide Cloud Migration to AWS Service

One of the world's largest global hotel chains decided to migrate critical business applications from on-prem to hosted in AWS cloud service. This required migrating scores of applications, database services, and several thousand workloads (VMs). The objective of this move is to leverage cloud services to improve agility, system performance, applications availability, and to reduce response time and IT infrastructure services costs.​
Read More

Globalizing Application Availability Using Cloud Platforms

Mission critical hospitality applications were being hosted in the United States with a content delivery service providing the omnichannel edge services to the customers. However, the global customers (outside the US)  were long hauled to US data center impacting customer experience in Europe, Asia, etc.
Read More

Led Online CX Transformation of a Global IoT Services Business

After multiple acquisitions and a strategic transformation to provide IoT services at a large scale in addition to hardware solutions, a global IoT player decided to accelerate and unify the online experience provided to customers.
Read More

Post Merge Integration of 3 International IoT MVNO companies into One Service BU

After the acquisition of 3 IoT players in Europe, the company wanted to leverage these multi-cultural entities to create a unique and scalable IoT MVNO services BU in Europe (150ppl)​
Read More

EU based Private Cloud Business Case/Roadmap

A $22B pharmaceutical and healthcare company operating in 13 EU countries desired increased velocity and agility from the IT organization. The solution needed to both increase the speed of delivering new capabilities to the market and also modernization of their legacy platforms. This required analysis of on-prem applications, and several hundred infrastructure platforms. The objective was to create a shared platform, automation, and methodologies that their IT teams could utilize to both migrate existing on-prem workloads and accelerate the deployment of new capabilities.
Read More

IT Roadmap for a Logistics and Software Services Company

We built a complete IT roadmap for a mid-size logistics and software services company (revenue $30M ) that was pushed to modernize its IT to cope with recurrent outages, new clients’ expectations (online order management and invoicing), and competitors’ new features. 
Read More

Creation of a Cloud Business Office (CBO)

A $21B privately held company decided it was necessary to assess the maturity of their Cloud Business Office (CBO) before implementation of their hybrid cloud strategy. They recognized that to achieve the transformation benefits they wanted from the Cloud it would require transforming business processes in addition to switching to cloud technologies.
Read More

Hybrid Cloud Strategy Implementation​

A $21B privately held company decided to begin implementation of a hybrid cloud strategy to utilize both AWS and Azure. This required analyzing hundreds of on-prem applications, database services and several thousand workloads (VMs). The objective was to create a reusable set of reference architectures, automations and methodologies that their delivery teams could utilize to both migrate existing on-prem workloads and accelerate the deployment of new workloads into the clouds.
Read More

Cost Savings Through Outsourcing

Context An international hospitality company needed to reduce its operating cost in order to reinvest savings into acquiring additional hotel brands. The objective was to reduce the IT cost by millions for both the in-house service desks and the infrastructure operations.
Read More

Scaled R&D Organization of IoT (Internet of Things) Services company

This successful multinational IoT services company was growing its business faster than its organization could handle. The R&D department (Telecom and software services) was overwhelmed by the demands of the product and sales departments as well as the demands of customer service. They had to strengthen their business model to grow the business.
Read More

Merger of 25 Practices of a Healthcare Application Developer

A healthcare application developer had acquired over 25 software companies and desired to find the synergies in their software distribution practices.  The focus was on the 35 different methods of electronic software distribution used by these businesses. The objectives were 1) ISO 9001-2000 certification 2) SCP certification 3) Improved Customer Satisfaction 4) Safe Harbour and BIS compliance.
Read More

Bringing Agile Practices to Infrastructure and Operations

The Global Infrastructure and Operations, GIO, team of one of the world’s leading hotel companies was delivering projects with legacy methodologies.  Their waterfall processes were rooted in physical infrastructure that required arduous approval of capital funding, long delivery timelines from hardware manufacturers and finally physical installation in a datacenter.  This resulted in development teams making many architectural and technology decisions without involving the slow GIO organization resulting in them feeling like order takers rather than partners in the delivery of capabilities.​
Read More

Worldwide Cloud Migration to AWS Service

One of the world's largest global hotel chains decided to migrate critical business applications from on-prem to hosted in AWS cloud service. This required migrating scores of applications, database services, and several thousand workloads (VMs). The objective of this move is to leverage cloud services to improve agility, system performance, applications availability, and to reduce response time and IT infrastructure services costs.​
Read More

Globalizing Application Availability Using Cloud Platforms

Mission critical hospitality applications were being hosted in the United States with a content delivery service providing the omnichannel edge services to the customers. However, the global customers (outside the US)  were long hauled to US data center impacting customer experience in Europe, Asia, etc.
Read More

Building a Unified Job Structure: Helping a Global Food Supply Chain Leader to Recruit, Train, Develop and Retain Employees

A global leader in the food supply chain industry had all hourly/production jobs in a single job family, without standardized job descriptions, hiring and training requirements, career paths and salary structures. This challenge was limiting their ability to recruit, train, develop and retain employees, while increasing the risk of unionization, which would be costly and limit their management flexibility. The client sought assistance from us to develop a structured job leveling system to define, organize and market price all hourly/production roles within the US organization.
Read More

Event Planning and Organization for a Mid-Size Company Annual Retreat

An Atlanta-based business services company urgently needed assistance to plan, organize, and execute its annual US employee retreat (60 people invited). With less than two months until the event and no dedicated staff to manage the project, the company faced the risk of a failed event and burnout for team members who were left to handle the planning on top of their regular responsibilities. 
Read More

Creation and rolling out of 360 feedback surveys process

A global leader in automated software testing tools needed support to launch two key HR initiatives: an individual leadership 360 feedback survey process and a team 360 feedback survey. With limited internal resources and no budget for permanent hire, the client faced a tight timeline and high project complexity, risking delays and burnout for their HR team.
Read More

Account Payable Team Optimization​

A US company has implemented a new RPA system (Kofax) to automate the Procure-to-Pay (P2P) process and vendor invoice management. Six months post-implementation, noticeable improvements in invoice management efficiency have been observed. Despite these gains, the introduction of this automated process has significantly disrupted the entire Purchase to Pay cycle, affecting not only the Accounts Payable (AP) team but also the purchasing and receiving teams.
Read More

P2P Process Assessment​

A US services and manufacturing company was experiencing costly and repetitive issues on their P2P process and AP team.
Read More

SAGE X3 ERP implementation for a chemical company​

A Chemical manufacturing company rolled out a digital transformation program with Sage X3 to improve and standardize their core business processes. This project had a huge impact on critical business work streams (“Manufacturing”, “Order to Cash”, “Procure to Pay”, “Finance” and “BI-Reporting’) and required a dedicated project structure and change management for a successful implementation.
Read More

ERP D365 implementation in the US

A manufacturing company launched a worldwide digital transformation program with D365 Finance & Operations (F&O) to improve and standardize their core business processes. This project has a huge impact on critical business work streams (“Manufacturing”, “Order to Cash”, “Procure to Pay”, “Finance” and “BI-Reporting’) and required a dedicated project structure and change management for a successful implementation.
Read More

Implemented KOFAX to automate Account Payable process

A US based manufacturing and service company was using paper for its accounts payable processes. As a result they were wasting a lot of time struggling to get proper approvals, being overwhelmed by piles of invoices on desks, and receiving constant complaints from vendors and operations. They decided to automate their processes by implementing KOFAX (Robotic Process Automation) tool.
Read More

Inventory Reporting Process Diagnosis​

A US manufacturing company needed help obtaining a consolidated and reliable view of its inventory. They 1) were unable to generate consistent, aggregated, repeatable, and automated reports on inventory value; 2) had gaps between systems data regarding inventory values: ordering system, ERP, and the production system; 3) were uncertain about data extraction exhaustivity from systems.
Read More

SAGE X3 ERP implementation for a chemical company​

A Chemical manufacturing company rolled out a digital transformation program with Sage X3 to improve and standardize their core business processes. This project had a huge impact on critical business work streams (“Manufacturing”, “Order to Cash”, “Procure to Pay”, “Finance” and “BI-Reporting’) and required a dedicated project structure and change management for a successful implementation.
Read More

ERP D365 implementation in the US

A manufacturing company launched a worldwide digital transformation program with D365 Finance & Operations (F&O) to improve and standardize their core business processes. This project has a huge impact on critical business work streams (“Manufacturing”, “Order to Cash”, “Procure to Pay”, “Finance” and “BI-Reporting’) and required a dedicated project structure and change management for a successful implementation.
Read More

Improved customer onboarding delays and quality

A recurring services company was experiencing quality issues and long delays in the customer onboarding phase (hardware and software services). Customers were complaining, the effort to resolve the issues was costly, and revenue was also being directly delayed. They needed to improve their onboarding process.
Read More

Led RFP process to implement a cohesive online experience for a hardware and service business company.

This multi-national hardware and service company was delivering hardware and managing services (software and support) in the traditional way, with limited online capabilities. They were looking to change the way they currently operated: orders were taken over the phone and via email - customer requests (enablement, support, RMA) were partially online, with many customer contacts and wasted energy – service reports and billing were sent via email with many manual steps. Their competitors were already offering an online experience. So, they decided to launch an ambitious RFP to optimize their business model and unify the online experience for customers.
Read More

Post merger integration program of 3 international IoT MVNO companies into one service BU

After the acquisition of 3 IoT players in Europe, the company wanted to leverage these multi-cultural entities to create a unique and scalable IoT MVNO services BU in Europe (150ppl)​ The objectives were to 1) Improve efficiency by regrouping the R&D, Operations, and Support, 2) Standardize the customer service, 3) Secure the future offering roadmap to scale the business.​
Read More

Led Online CX Transformation of a Global IoT Services Business

After multiple acquisitions and a strategic transformation to provide IoT services at a large scale in addition to hardware solutions, a global IoT player decided to accelerate and unify the online experience provided to customers.
Read More

Post Merge Integration of 3 International IoT MVNO companies into One Service BU

After the acquisition of 3 IoT players in Europe, the company wanted to leverage these multi-cultural entities to create a unique and scalable IoT MVNO services BU in Europe (150ppl)​
Read More

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