Headquartered in the fast-paced city of New York, this non-profi t fi rm delivers fi nancial management services to millions of people around the world. Looking to introduce new service off erings to their clients, they needed better tools and data about their IT investments in order to perform cost-benefi t analysis. Industry: Financial Services Location: New York. NY Challenges • Lack of clarity on investment needed to support new services requirements • Program managers relied on estimates and “back of the napkin” calculations to make decisions • Massive amount of time spent aggregating data from multiple, disparate sources, and correcting manual mistakes Benefi ts • IT team now able to accurately allocate $50M of IT expenses to the correct lines of business • IT teams

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