Fintech

Establishing a Global Center of Excellence for an Accounting Firm

Services: Global Operations Expansion, Center of Excellence Setup

Challenge

Curve Health was operating on multiple cloud platforms, struggling with fragmented infrastructure. This created challenges around HIPAA compliance, security, scalability, and migration readiness. They needed to consolidate onto AWS to streamline operations, enhance security, and optimize their cloud environment for better performance.

Client Overview

A leading US-based accounting firm sought to expand its operational capabilities globally by setting up a Center of Excellence (COE) in a new, strategically important market.

Challenge

The firm faced significant challenges related to establishing a fully functional office in a new geographical location with complex regulatory and logistical demands.

Solution

Implemented a strategic plan to establish the COE with enhanced operational efficiency:

Facilitated Recruitment: Collaborated with local agencies to hire skilled professionals, ensuring the right mix of talent for high-functioning COE operations.
Infrastructure Setup: Developed infrastructure tailored to the needs of large-scale accounting operations, ensuring compliance with both local and international standards.
Integration of Functions: Implemented efficient HR, payroll, and marketing functions to support the new COE, optimizing the firm’s global operational capabilities.

Impact

Operational Efficiency: Achieved streamlined operations that aligned with global standards, significantly enhancing implementation efficiency.
Cost Savings: Leveraged strategic location and operational efficiencies to achieve substantial cost savings in both setup and ongoing operations.
Time Savings: Accelerated the setup and recruitment processes, allowing the firm to become operational ahead of schedule and save critical time during the expansion phase.