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Data, Analytics and Visualization

With deep expertise around traditional financial processes, blended with insightful analytics and modern software tools, WSP consultants can help your organization improve data workflow and maximize data value without a wholesale shift in finance or business analytics strategies.

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Services We Offer

Client data collection, cleansing and reporting

An important first step is to ensure you have a reliable set of data for your organization, a “single point of truth.”  We leverage our tools and data management processes to cleanse data for back office and business unit functions.

We help can find significant near-term value by improving existing data collection and analysis processes. In most organizations, this is enough to enable better downstream processes. For other companies, this is a weeding of the garden prior to considering large IT implementations.

An important first step is to ensure you have a reliable set of data for your organization, a “single point of truth.”  We leverage our tools and data ... Read more

Data analytics

We help clients with one-time analyses and ongoing analytics in a range of areas such as: customer demographics, buying patterns, customer value, identifying cross-selling opportunities, and many others.

We have experts in PowerPivot, Spotfire and Tableau who can improve insights and present information via advanced data visualization to team members and executives alike.

We help clients with one-time analyses and ongoing analytics in a range of areas such as: customer demographics, buying patterns, customer value, iden ... Read more

Process automation and workflow enhancement

Using software tools to simplify workflow and automate processes can enable significant efficiency gains. We leverage tools such as SharePoint to vastly improve data workflow and communications without the need to overcomplicate backend corporate information systems or invest in other enterprise-wide business intelligence packages.

Using software tools to simplify workflow and automate processes can enable significant efficiency gains. We leverage tools such as SharePoint to vast ... Read more

WSP Consulting Past Projects

Data analyticsProperty ManagerConducted a portfolio optimization study to investigate rent roll and NOI drivers. Identified actionable opportunities to drive cash flow improvement at specific properties.
Process and workflow automationAsset ManagerDeveloped a SharePoint tool to consolidate results across a diverse private investment portfolio, compile investment demographics, identify trends and outliers and investigate risk weightings.
Data collection, cleansing and analysisFund ManagerEstablished a single-point-of-truth for investment information across a range of asset types. Implemented a new database and workflow to manage updating information.
Process and workflow automationAsset ManagerDeveloped a private equity and debt valuation and reporting tool that streamlined the asset management process and provided consistency, transparency and meaningful FTE reductions.
Data collection, cleansing and analysisGlobal Financial ConglomerateAssisted the company in the identification of outdated information. Updated 1Tb of back office corporate data across 1,000+ entities to facilitate regulatory reporting.
Data analyticsTelecom Service ProviderAssisted a company in understanding historical customer churn, and analyzed key drivers to help the vendor create a more refined customer marketing and outreach program.
Process and workflow automationFinancial Services CompanyDeveloped a hierarchical risk assessment database and workflow tool for a corporate entity looking to document and manage risk factors at business unit and enterprise levels.
Data collection, cleansing and analysisDomestic Retail LenderStandardized a vendor-contracts database structure and cleansed its content so it could be used to analyze intercompany services provided between parties.
Data analyticsOnline RetailerAssisted the company in analyzing click-through rates at various stages of its lead generation funnel and understanding buyer demographic and other indicators of purchase behavior.
Process and workflow automationPharmaceutical CompanyDeveloped a database, workflow and visualization tool to allow teams to catalog legal entity demographics and analyze fact patterns during the legal entity rationalization process.
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Discuss a Project

To reach a consulting representative, please email us at wspconsulting@wallstreetprep.com, call us at 617-314-7685, or fill out the form below.

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