Proven Results: High-Ticket Operational Excellence Case Studies

The authority of Carpe Momentum Advisory™ is built upon a verified history of delivering multi-million euro outcomes. These operational excellence case studies demonstrate how process mastery and the AWARE Model™ resolve the most expensive problems in Finance and Technology.

1. Corporate Banking: $6M Annual Tax Recovery

In a senior leadership mandate for a transport finance specialist, I secured a $6M annual tax reduction by re-engineering Loan Score Card processes. By aligning internal data architecture with OECD standards, we avoided double taxation and established a repeatable governance framework. This is a primary example of our operational excellence case studies in the regulated banking sector.

2. FinTech Scale-Up: 30% Operational Cost Reduction

Engaged as a Fractional COO for an international FinTech, I spearheaded the stabilization of customer operations and IT workflows. By relocating strategic hosting and optimizing the ITSM landscape, we achieved a 30% reduction in operational costs. This transformation allowed the founders to exit “fire-fighting mode” and focus on Series B scaling.

3. Global IT Transformation: $9M in Cumulative Savings

As a Lean Six Sigma Black Belt at EDS, I delivered just under $9M in cost improvements. Key projects included:

• $6.4M Savings: Reducing server provisioning cycle times by 25%.
• $1.8M Savings: Optimizing Oracle instance costs for ABN AMRO, reducing severe outages by 44%.

These operational excellence case studies prove that conscious leadership maintains a 99% staff retention rate even during intense restructuring.

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