Case Studies
These narratives demonstrate our client-centric approach, highlighting how we understand unique challenges and deliver tailored solutions that drive meaningful business growth and impact.
Method360 orchestrated the complex integration of two major cybersecurity firms, managing 48,000 impacted users and 12 integrated systems. We streamlined operations by reducing 40,000 SKUs to 4,000 and ensured data integrity through expert migration and transformation. Even with executive leadership changes just 6 months before go-live, Method360 delivered a new integration architecture and custom licensing capabilities, positioning Trellix for success in the XDR market.
We helped CAI Software, a newly acquired collection of six legacy software businesses, achieve aggressive productivity improvement targets. Facing redundant systems and non-standardized processes across 13 platforms, CAI engaged Method360 to develop a 3-year roadmap for optimization. Method360 analyzed over 20 major processes, delivering a standardized and consolidated process design alongside a system consolidation and vendor selection strategy in 8 weeks. This roadmap enabled CAI to kick off critical improvements to their finance department and lay the foundation for future growth.
Method360 accelerated the integration of two acquisitions for data analytics firm Escalent, enabling them to realize deal value by achieving a 9-month exit on a 12-month TSA. Method360 led the PMO for the ERP migration, including change assessment for the transition to a new shared services model impacting 26 users. By implementing business process automation and guiding communications and training, Method360 ensured a smooth transition with minimal disruption to operations. Despite the complexity of integrating 6 systems, Escalent successfully completed month-end close within expected timelines.
“We have not seen an ERP project managed so well in our past experience, and I applaud you for that.”
– Ash Hassan, Escalent Integration Management Office Leader
“I can count on you guys to give it to me straight and I trust you to get sh** done”
– Nick Gerostathos, Chief Accounting Officer
Method360 helped Talkdesk, a $10 billion cloud contact center company, ensure their accounting processes met regulatory compliance. In just 8 weeks, Method360 identified bottlenecks in Talkdesk's fulfillment process impacting revenue recognition and tax liability calculations. By collaborating with teams across accounting, product development, sales, and IT, Method360 drove a shared understanding of the challenges and potential solutions. This culminated in a technology recommendation based on a comprehensive evaluation of 4 vendors.
Method360 enabled DuraVent and Hart & Cooley to gain a unified financial view of their newly merged operations. We consolidated data from disparate ERP systems (Oracle EBS + OBIEE and SAP ECC) into 15 executive-level reporting dashboards, providing actionable insights in just 4 months. By delivering critical reports within the first 60 days, Method360 empowered leadership with the information needed to make informed decisions and drive the combined company's success.
Tenaska Power Services engaged Method360 to optimize their accounting processes, addressing challenges with data silos and billing complexities. Method360 analyzed 47 siloed data sources and defined 2 end-to-end business processes, identifying 11 unique billing scenarios. This analysis resulted in a roadmap to improve billing flexibility, enhance invoice visibility, and reduce invoicing support efforts, promoting greater efficiency and collaboration between IT and Accounting.
“Method360 was instrumental in helping us achieve this milestone [TSA Exit]!”
– Jay Upton, VP of Commercial Applications
“I truly appreciated Method360’s adherence to deadlines and their focus on culture”
– Brian Rigney, CEO