Consultancy Case Studies

At Finstech, we are committed to adding value to your business. Have a look at the case studies below for some real life examples of how we’ve provided our clients with a truly value added consultancy service.

Client: SME - uPVC Spray Painting company


Client had got to the end of their first year trading but hadn’t made as much profit as they thought they would. Finstech was brought in to review the figures and suggest initiatives for improved profitability.


Our consultant started by reviewing the income, creating a summary of each week’s income, the available days, staff absence and snagging jobs (where a site has to be revisited to touch up). Next, they created a schedule which presented the value of all jobs, be month, by the number of estimated days. Our consultant then turned his attention to the costs, reviewing the figures in the client’s accounting software and correctly allocating the costs into the right accounts. Each account was then reconciled, before combining the cost analysis against the income. This data was presented back to the Operations Director together with a number of initiatives to improve profitability.


Value Added?


  • Client has already used the figures to negotiate an improved commission ratio with a supplier, which should see a 13% improvement in profitability at existing levels.
  • The Income v Cost ratio analysis, identified a number of areas of cost saving, some of which are being executed in early 2022
Client: Corporate - Large UK Insurer

Objective – Brought in to project manage enhancements of a Pension Administration system


Rob was initially brought in to project manage part of a large programme of work to enhance an existing Pensions Administration system. Shortly after starting the engagement, it became clear that the programme was at a critical point in terms of delivery timescales committed and what could be realistically achieved. To address this, Rob created an options paper which was presented to Project Sponsors with a number of approaches, impacts & costings to get the project back on track. Part of the change in approach agreed with key stakeholders was to address the planned update of the pensions administration system, by the supplier of the platform. After an impact assessment on a scheduled update by the supplier of the pensions administration system was completed, instigated by Rob, some additional development work was identified. This work was critical to ensure the platform could continue to be operational following the planned update so had a fixed deliverable. Rob took control of the workstream, identifying & securing the resource required, creating a plan and running the project in an Agile way due to the fixed nature of the deadline. A whiteboard kanban board and daily stand-ups were introduced, as well as the creation of a detailed implementation plan which had tasks that needed to be performed in a specific order by resources at different sites across the UK. The weekend implementation was successful and disaster averted!

Value Added?
  • Agile methodology approach introduced to project
  • On time delivery, on budget and successful implementation of planned upgrade
  • Identification of an issue which would’ve broken the existing platform, affecting around 75 users and numerous external customers.
Client: Corporate - Global Insurance Broker

Objective –Migration of an on-premise application datastore to the Azure Cloud, and provision of associated SSRS reports


Operating on a Statement of Work (SoW) basis with specific deliverables, our Consultants worked remotely using client hardware to deliver this critical client project. Whilst there was an understanding of the Cloud technology within the organisation, there was a knowledge gap regarding the proposed architecture. Finstech were engaged to outline the solution architecture, as well as working alongside the existing project team to support the development of the solution. In addition to the migration, one of our consultants was also required to work with the business to provide updates to a complex suite of SSRS reports, as well as develop the existing tabular model for additional data attributes and bring these through to the PowerBi reports. As a result of our work, an additional SoW has been signed to architect and deliver the migration process for another (larger) on-premise database that supports a critical cloud application.

Value Added?
  • Cloud architecture documented, presented & agreed with central team
  • Technical knowledge of Azure & data migration provided
  • Additional support for reporting & analytics requirements, with some very appreciative stakeholders!

Rob was an absolute pleasure to work with. He quickly understood all my requirements and used his extensive knowledge and experience to produce a comprehensive job spec which was better than anything I could have conceived. He also identified alternative candidate types which I hadn’t previously considered and this proved instrumental in making an offer for the role. Professional and highly recommended!

S Hughes

It’s been a pleasure working with Rob. He’s efficient – Kept me up-to-date in a timely manner and with the right amount of information. He’s also professional and friendly at the same time. Thank you Rob.

Jacqueline Henderson

After a long period in a very difficult job market, Rob was able to help me find the perfect role. He understood my strengths and skills and was able to place me in a fantastic company!

I would highly recommend Rob whether you’re a candidate or client. I couldn’t have asked for a better service.

Abigail Britnell

Working with Rob at Finstech was a real pleasure. Rob’s professionalism was evidenced by his ability to listen to our needs, his accurate selection of candidates, right through to the support he provided during final negotiations with the successful candidate. His willingness and friendliness simply added to the mix. I highly recommend Finstech and will be working with them again in the future.

David Burton

Rob was introduced to me via a connection during my latest job search. He was extremely professional and empathetic, not only did he offer to help with my job search, but he also went above and beyond, providing me with feedback on my CV, along with some solid advice for developing my professional profile according to my interests and experience.

I would recommend Rob to anyone that I know, without hesitation.

Alexandra Burton

Rob was a pleasure to deal with, professional, communicative and efficient. Would highly recommend to anyone seeking a contract.

Jonny Coombes

Rob was a pleasure to deal with, professional, communicative and efficient. Would highly recommend to anyone seeking a contract.

Jonny Coombes

Rob from Finstech is an absolute pleasure to work with. He is organised, thorough and everyone that works with him has great things to say. Has a plethora of experience and understanding when it comes to recruitment, especially in the insurance, IT and finance sectors. I would definitely recommend his recruitment services!

John Parnell

Rob is the best recruitment agency I have ever worked with and I have worked with lots over the years to recruit staff and most recently to look for a role after being made redundant myself.

Rob is professional, caring and honest his service is out of this world.

Joanna Fisher

Rob is a pleasure to work with and the perfect intermediary. Rob knows how to make everyone feel comfortable and is clear, transparent and trustworthy. So please to have had the pleasure to cooperate!

Teresa Watkins

Rob is an excellent professional! Very attentive, honest and available. It is a real pleasure to talk and work with him. I highly recommend his services.

Mari Ana

Rob knows how to build trust, which is an essential skill to fulfill succesfully his missions. It is nice working with him!

Frédéric Prévost

Great advice from a very professional and thorough gentleman. Rob Greenhalgh managed to accurately target the proper job opportunities for me. I highly recommend his services.

Jules Rousselet

Honest, upfront and professional. Would highly recommend.