top of page
financial performance.png

Unleashing Financial
Performance:

UA's Value Creation Lifecycle Drives $100M Profit Margin Increase and
Establishes Sustainable Growth Model

At A Glance

United Alliance (UA) partnered with a client on a multi-year plan to improve profit margins. Central to the plan was the implementation of UA's transformative Value Creation Lifecycle. This strategic approach focused on identifying high-value projects, establishing clear metrics, and implementing a robust validation process to maximize business impact. Systematic prioritization, financial forecasting, and detailed reporting mechanisms are key components of the lifecycle. Cross-functional teams collaborated to bring the projects to fruition, with a resulting $100M value created within three years. UA's method not only delivered significant financial gains but also established a sustainable model for continuous growth and financial transparency.

The Situation:

The client struggled with competing priorities and needed strategic alignment to achieve longterm goals. As part of an internal team transformation, UA identified that the client required a governing process to identify value-based initiatives and track their execution. The existing method for assessing, validating, and realizing benefits did not include the Finance department, which resulted in organizational mis-alignment and a lack of transparency to the team's impact. UA introduced a cross-team collaboration to evaluate, prioritize, and approve projects that generate the most value for the organization.

The Ask

UA was tasked with helping the client achieve its aspiring plan for profitable growth. The client recognized the need to increase revenue, improve efficiency, expand their teams, and transform how those teams collaborate. By establishing the Value Creation Lifecycle, UA would support the realization of the projects, as well as create consistency and transparency in tracking the resulting financial performance.

The Solution:

UA implemented the Value Creation Lifecycle to measure and enhance financial impact. Emphasis was placed on the intentional investment
of time and resources on mission-critical initiatives. This structured approach created a sustainable model for financial growth. The Lifecycle
process includes:

  • Ideation: Identifying and scoping work through a dynamic pipeline.

  • Prioritization: Organizing activities based on UA’s Lenses of Prioritization.

  • UA Case-4-Change: Format designed for Finance collaboration and executive approval. Represents robust quantification with detailed descriptions, projected timelines, and forecasted targets

  • Secure/Validation of Benefits: Executing projects with transparency and collaboration.

  • Tracking Value: Calculating lifetime benefits and incorporating the impact into the budget.

Real Impact

Sustainability Improvement

Implementing the Value Creation Lifecycle not only delivered over $100 million in value within three years but also established a sustainable framework for ongoing value identification and tracking. This lifecycle has now become the standard operating procedure, enabling the company to consistently recognize and manage value. Tracking these outcomes through the budget provides Finance with enhanced clarity and control over reported numbers..

bottom of page