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Case Studies from Real Engagements

Anonymized outcomes across Talent Services, Solutions Delivery, and Enterprise AI: the challenge, the intervention, and the measurable result. No client logos or brand names.

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Solutions Delivery · Financial Services

Global Asset Manager Integrates a $7B Acquisition Across 40+ Applications

Challenge

The integration began without a central PMO, with undocumented application dependencies, dual-run compliance requirements, and a mandate to complete technology integration within 24 months.

Solution

Occams stood up a centralized PMO, rationalized the application portfolio, prioritized core CRM and reporting targets, and introduced an API-led integration model across the combined environment.

Outcome

The integration completed in 24 months with no critical milestone misses, zero regulatory incidents, 35% lower application operating costs, and materially lower data latency.

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