Case Studies
See what’s possible when the right finance strategy meets flawless execution.
Unified Reporting Platforms that Freed 50% of Finance Capacity and Boosted Accountability
Too often, companies pour resources into reporting only to end up with inconsistent, untrusted outputs that hinder performance instead of driving it.
Without accuracy, reports can’t drive accountability—they just waste time. We change that.
Elumina Group delivers end-to-end reporting transformations that unlock operational insights and streamline your finance team's workload.
Clients We’ve Helped:
-
A $350M multi-state healthcare provider
-
A $1B+ restaurant company with 400+ sites
-
A $9B healthcare system with 3,000+ clinics
Our Process:
-
Lead structured discovery to identify key metrics, data sources, and transformation requirements
-
Use tools like Smartsheet or Asana to manage cross-functional teams
-
Clean, consolidate, and validate data into a centralized warehouse
-
Build dynamic, cloud-based dashboards (e.g. Power BI, Anaplan)
-
Establish governance to ensure long-term data accuracy and adoption
Results Delivered:
-
Cut reporting lead time by over a month
-
Freed 25–50% of finance team capacity
-
Uncovered revenue/reimbursement variances tied to new contracts
Redefining Capital Governance—$100M Redirected to Strategic Growth
When investment decisions lack structure, capital gets wasted on the loudest voices—not the smartest bets.
Elumina builds governance frameworks that direct your capital to where it drives the most enterprise value.
Clients We’ve Helped:
-
A healthcare provider managing a $700M capital budget
-
A medical device firm reviewing 25+ IT projects
-
A multi-site provider managing 18M square feet of real estate
Our Process:
-
Audit current capital request processes and pain points
-
Create standardized templates and ROI models to compare projects
-
Establish review committees with clear roles and scoring criteria
-
Deliver executive dashboards to monitor allocation and performance
-
Implement post-investment reviews to ensure accountability
Results Delivered:
-
Reallocated $100M toward high-impact initiatives
-
Improved alignment between spend and strategy
-
Balanced investments between new and existing assets
Unlocking $35M in Revenue Opportunities Through Data-Driven Margin Intelligence
When sales and finance operate on instinct instead of insights, companies leave money on the
table.
Elumina helps identify untapped revenue and eliminate waste by turning fragmented data into actionable intelligence.
Clients We’ve Helped:
-
A medical device firm pursuing market share growth
-
A hospitality company preserving margin during downturns
-
A healthcare provider funding new initiatives without adding cost
Our Process:
-
Perform segmentation and wallet-size analysis across accounts
-
Analyze cost trends and legacy spend patterns
-
Build dynamic reporting models and prioritization matrices
-
Evaluate alignment between cost structure and growth goals
Results Delivered:
-
Identified $35M in high-potential sales across top accounts
-
Achieved $3M in G&A savings from reorganization
-
Drove 25% margin uplift via subscription revenue redesign
Aligning Functional Strategies to Deliver on Executive Priorities
Strategic initiatives often fail because execution is fragmented. We connect the dots.
Elumina creates cross-functional intelligence frameworks to ensure strategic alignment, accountability, and measurable results.
Clients We’ve Helped:
-
A 35,000-employee healthcare company with retention challenges
-
A national restaurant chain aligning KPIs with EBITDA goals
-
A health system launching virtual hospital pilots
Our Process:
-
Analyze existing strategies across finance, HR, operations
-
Translate strategic goals into functional metrics with clear ownership
-
Build pro forma models and forecasting tools
-
Facilitate alignment workshops and establish governance
-
Deliver executive dashboards tracking progress and ROI
Results Delivered:
-
Secured $100M in additional compensation funding
-
Hit EBITDA growth targets through KPI alignment
-
Improved budget accuracy to within 2% variance
Building Elite Finance Teams to Support Dynamic Business Growth
When business needs evolve, your finance team must evolve too. Elumina builds, transforms, and augments teams for what’s next.
Whether through capability development or interim leadership, we advance finance teams into proactive strategic partners.
Clients We’ve Helped:
-
A healthcare company launching a new analytics function
-
A services firm entering outbound B2B sales
-
A multi-site provider reshaping SG&A into a strategic partner
Our Process:
-
Assess capabilities, structure, and operating model
-
Define new skills and roles needed for the future
-
Build targeted development and change management plans
-
Deliver fractional/interim leadership as needed
-
Implement knowledge transfer and ongoing transition support
Results Delivered:
-
Extended revenue visibility by 3 months through launching a sales forecasting tool, enabling informed cash flow and investment decisions
-
Transformed finance into a growth partner, repurposing 10% of spend
-
Improved forecast accuracy by 15% through new analytics function
Ready to Unlock These Results?
Whether you're dealing with fractured data, unfocused capital, or underleveraged
talent—Elumina delivers clarity, execution, and outcomes.