How leaders used the platform to turn numbers into decisions
The examples below show how different companies used the Financial Insight Platform to understand their financial reality. Names and some details are anonymised, but the situations are real and familiar to many Italian businesses.
Each case follows the same structure: where the company started, what they learned through the platform and which decisions changed as a result.
Reading cases with your own company in mind
As you go through the stories, pay attention to patterns: recurring cash issues, margin questions or doubts around investment. These patterns often appear in different sectors, even when the products are completely unrelated.
During the program we help you build a similar narrative for your company, using your data and your strategic goals.
Selected case studies
Three different sectors, one common goal: to make financial analysis a calm leadership tool instead of a source of stress.
Case 1 – Manufacturing company in Veneto
A family-owned industrial supplier with 70 employees and strong revenue growth, but constant tension around cash.
Starting point
The management team saw healthy sales and a crowded production schedule, yet the bank account felt permanently under pressure. Financing needs were negotiated on a month-by-month basis.
What changed
- Through the Cash & Resilience path they mapped how payment terms and inventory levels shaped their cash cycle.
- They created a simple three-month cash forecast, updated weekly by the operations manager.
- They prepared a clearer narrative for their bank, supported by scenarios rather than static reports.
Outcome
Within six months the company reduced its emergency funding requests and negotiated a more stable credit line. The owner reports “less surprise, more negotiation”.
Case 2 – B2B service firm in Milan
A consulting and technology company with recurring contracts, several new hires and pressure to keep margins healthy.
Starting point
The leadership team tracked revenue closely but lacked a clear view of profitability by client and service line. They felt uncertain about adding more staff and opening a second office.
What changed
- Using the Financial Essentials path, they built a simple margin view for each key client.
- They introduced a monthly “numbers conversation” between sales, delivery and finance.
- In Strategic Decisions sessions they tested scenarios for new hires and the second office before committing.
Outcome
The firm identified two large contracts with weak margins and renegotiated scope. They then expanded the team with more confidence and opened a smaller satellite office first, in line with the chosen scenario.
Case 3 – Multi-site retail group in Emilia-Romagna
A regional chain of specialty stores facing rising costs, changing customer habits and complex stock needs.
Starting point
Store managers focused on daily sales. The board saw aggregated numbers and found it difficult to link performance to decisions around pricing, promotions and staffing.
What changed
- The platform helped them design a light monthly dashboard per store, aligned with group-level indicators.
- They used scenario labs to test the financial impact of fewer promotions and more targeted discounts.
- Store managers were trained to interpret margin and stock figures in a practical way.
Outcome
The group improved gross margin without harming turnover and reduced slow-moving stock. Board meetings now include a clearer discussion of store-level performance.
Patterns we see across many companies
While sectors differ, the underlying financial questions are often similar. Recognising these patterns can help leaders act earlier and with more calm.
- Strong sales but unclear profitability by product, client or location.
- Good margins yet constant cash pressure due to terms, inventory or investments.
- Difficulty explaining the company’s story to banks or external partners in a structured way.
- Strategic decisions taken with incomplete scenarios or over-reliance on intuition.
The platform is designed to address these patterns without turning leaders into full-time finance professionals.
“Reading other companies’ cases helped me see our situation more clearly. I realised our problem was not sales, but how we translated sales into reliable cash and profit.”
Imagine your own case study one year from now
Many leaders come to the platform saying “Our situation is unique.” It is. But we can still structure it into a clear narrative that shows how decisions changed your financial trajectory.
We describe your current numbers, uncertainties and the decisions that keep returning to the agenda.
We capture the concepts, tools and new questions that change how you read reports and scenarios.
We summarise the decisions you make differently and how they influence growth, resilience and communication with stakeholders.
Would you like to discuss a potential case for your company?
Share a short description of your current situation. We will review it and suggest how the platform could help you write a more positive next chapter.