Case study # 1: Strategic Talent Acquisition for a Leading Global Food and Beverages Company

Objective:
To develop a data-driven strategy for identifying and recruiting top-tier talent for a leading global food and beverages company’s management trainee program in the U.S., with a specific focus on chemical engineering candidates from diverse backgrounds.

Background:
A talent acquisition company sought assistance in crafting a comprehensive proposal to help the company identify and hire top-tier candidates from the best possible universities. The goal was to determine the top three schools that would yield the highest-quality candidates based on predefined criteria.

Challenge:
The key challenges in this engagement included:

• Defining a structured methodology for selecting the top three schools.
• Establishing an evaluation matrix with relevant selection criteria.
• Ensuring alignment with the company’s diversity and qualification requirements.
• Identifying schools with strong chemical engineering programs and high student satisfaction scores.

Solution Implemented:
To address these challenges, we developed and implemented the following approach:

• Evaluation Matrix Development: Created a comprehensive evaluation matrix that incorporated key selection criteria such as:
  • Language proficiency requirements.
  • Relevant qualifications and certifications.
  • Diversity considerations, including specific ethnic backgrounds.
  • School reputation and satisfaction scores in targeted categories.
• University Research & Ranking: Conducted in-depth research to analyze and rank universities based on the evaluation matrix.
• Strategic Recommendation: Provided a final list of the top three schools most likely to produce high-caliber candidates that met the company’s hiring criteria.

Outcome:
The proposal successfully outlined a structured, data-driven approach to talent acquisition, providing the company with:

• A clear roadmap for targeting top-tier talent from select universities.
• An efficient and objective evaluation process for candidate selection.
• Improved alignment with the company’s diversity, qualification, and certification requirements.
• A streamlined approach for identifying candidates suitable for their management trainee program in chemical engineering.

Case study # 2: CRM Selection & Implementation for a Private Equity Firm

Objective:
To help a large-scale private equity firm implement a CRM system that enables efficient consultant management, allowing them to quickly identify and leverage consultants based on their expertise, past engagements, performance scores, and reviews.

Background:
The private equity firm required a centralized solution to manage its pool of consultants, ensuring quick and effective resource allocation for various projects. The firm previously relied on Excel-based data, which was inefficient for tracking consultant history and performance.

Challenge:
The key challenges included:

• Defining evaluation criteria for selecting the most suitable CRM.
• Shortlisting the top 10 CRMs, followed by an in-depth evaluation of the top three options.
• Ensuring seamless migration of consultant data from Excel to the chosen CRM.
• Developing reporting dashboards to provide real-time insights on consultant availability and performance.
• Delivering a scalable MVP for user testing before full implementation.

Solution Implemented:
To address these challenges, we executed the following approach:

• Evaluation Matrix Development: Created a structured evaluation framework incorporating key selection criteria such as:
  • Consultant profiling and search capabilities.
  • Integration with existing systems.
  • Performance tracking and rating functionalities.
  • User experience and accessibility.
• CRM Shortlisting & Testing: Researched and shortlisted the top 10 CRMs, then narrowed down to the top three based on feature analysis.
• Pilot Implementation: Uploaded sample data to test the shortlisted CRMs and determined the best fit for the firm’s specific needs.
• Full Deployment & Data Migration: Once the final CRM was selected, cleaned and migrated all consultant-related data from Excel to the new system.
• Reporting & Dashboard Development: Designed real-time dashboards to provide insights on consultant engagements, performance scores, and project history.

Outcome:
The successful implementation of the CRM provided the private equity firm with:

• A centralized platform to manage consultants efficiently.
• Instant access to consultant profiles, past engagements, and performance metrics.
• Streamlined decision-making for project staffing based on real-time data.
• A scalable and user-friendly system that improved internal operations.