Case Studies and Informational Materials
Case Studies
Escheatment Resolution Case Study
Our client was faced with $7.8 million in unclaimed property (unapplied cash and residual credit memos) that needed research to determine its proper owner. Our team performed the following functions to assist in the resolution: Pulled the necessary...
Breakthrough Results in Deduction Recovery
Our Client Consumer Products Company with $9 Billion in annual sales Broad-based Manufacturer of Heath Care Products Customer Base - Mass merchandisers, Drug and Grocery Retailers Our Challenge Customer deductions increasing beyond acceptable levels....
Sales Tax Exemption Project: A Case Study
Situation Our Client needed to collect and maintain records of their customer’s Resale Tax Exemption Certificates. A database was needed to create and maintain the records of the documents received. This database also had to be accessible for viewing by...
CPG Broker Audit
Download this Case Study CPG Broker Audit: A Case Study (PDF) OWP is the leading branded frozen pizza manufacturer in the United States and Canada with revenue of $800 million and multiple distribution channels. They utilize an online marketing, promotion,...
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Accounts Receivable Outsourcing: Reasons to Take this Innovative Step
Download this Case Study Outsourcing: Reasons to Take this Innovative Step (PDF) Domestic outsourcing of functions within the order-to-cash process is a simple concept. It extends the reach of limited resources, adding productivity and profitability to an...
Unclaimed Property
While unclaimed property laws have been around since the 1940’s, over the past fifteen years, there has been increased attention given to the subject of unclaimed/abandoned property. It is estimated that approximately $5 billion worth of property is...
Broker Audits 101: What you should know about Broker Audits
Download this Case Study Broker Audits 101: What you should know about Broker Audits (PDF) There is a growing trend among Consumer Products companies and others, to assign their Sale Brokers, the responsibility to manage the Deductions Resolution process....
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