Outsourcing Case Study | EU Management Consulting Firm

Services

HR Operations, IT Support, Compliance and Legal Governance, Budget control procedures

Our Client

NDA

Industry

Management consulting and corporate advisory services

Client Overview

Industry: Management consulting and corporate advisory services
Core services provided by the client: Business and management consulting, Corporate restructuring and transformation advisory, Operational and process optimization consulting, Regulatory and compliance advisory for corporate clients
Region: European Union
Business context: Multi-entity consulting and advisory firm delivering professional services to corporate clients across several EU jurisdictions.

The client operates in a sector where credibility, regulatory alignment, and documentation discipline are essential. As the firm expanded geographically and increased its consultant headcount, internal operational processes did not evolve at the same pace as client-facing services.

Operational Challenges

The company’s challenges stemmed from growth combined with regulatory exposure.

HR operations were handled differently across entities. Recruitment, onboarding, and employee evaluation processes depended largely on local practices and individual managers, resulting in inconsistent consultant onboarding and uneven internal standards.

Internal policies existed but were not systematically updated to reflect regulatory changes relevant to management consulting and advisory activities. Legal documentation, engagement contracts, and internal compliance materials were distributed across systems and formats, complicating internal reviews and audit preparation.

Financial operations were functional but lacked resilience. Accounting procedures varied between entities, budget monitoring was largely retrospective, and management struggled to maintain a consolidated view of financial performance across jurisdictions.

IT support was present but informal. Data protection responsibilities, backups, and recovery processes were not clearly defined, increasing operational and reputational risk in a sector where confidentiality is critical.

Viva Sync Engagement Model

Viva Sync was engaged to bring consistency and operational discipline without disrupting client delivery.

The engagement focused on creating a unified operational framework that supported consulting activities rather than interfering with them. Viva Sync aligned governance, documentation standards, and reporting processes across entities while allowing consultants and local teams to operate within familiar workflows.

Scope of Support and Execution

Human Resources Operations: Viva Sync was engaged to bring consistency and operational discipline without disrupting client delivery.

Compliance and Legal Governance: Internal policies were reviewed and updated to reflect regulatory requirements applicable to management consulting and corporate advisory services. Legal documentation, including engagement-related materials and internal compliance records, was centralized under clear version control. Ongoing legal consultancy supported management in navigating regulatory updates affecting advisory activities.
Finance and Accounting Control: Accounting procedures were documented and harmonized across entities, improving consistency in financial reporting. Budget control mechanisms were introduced to monitor performance throughout the year, allowing management to identify deviations early and maintain tighter financial oversight across consulting units.
Information Technology and Data Protection: IT support processes were formalized with a strong emphasis on data protection and confidentiality. Backup and recovery responsibilities were clearly assigned, reducing business continuity risk and supporting compliance obligations common in advisory environments.

Results and Business Impact

The firm achieved greater operational consistency across all EU entities. Audit preparation became faster and less disruptive, compliance risks were reduced, and management gained clearer visibility into HR and financial operations. Internal operations no longer constrained the firm’s ability to scale consulting and advisory services.

Why This Model Worked

This engagement was effective because Viva Sync understood the realities of professional advisory work.

Management consulting and corporate advisory firms depend on flexibility, speed, and professional autonomy. Heavy-handed centralization would have undermined client delivery. Viva Sync avoided this by focusing on operational foundations: documentation, governance, and accountability.

By standardizing processes that sit behind the scenes - HR administration, compliance governance, financial control, and IT reliability - Viva Sync removed friction without interfering with consulting workflows. Consultants remained focused on clients, while management gained confidence that internal operations were compliant, predictable, and scalable.

The result was an organization that could grow its advisory practice across jurisdictions without increasing internal administrative complexity or regulatory exposure.

European Management Consulting and Corporate Advisory Firm: Standardizing Operations Across Multiple EU Entities