They only pay for what they use. No unnecessary costs, just quick, tailored solutions for their clients.
Coperitas to help scaling
Read more >
Business Case
Coperitas for benchmarks
Industry: financial services | Revenue: 50 mil
A story of how we helped a small but ambitious team deliver high-quality benchmark studies to their clients, without the need of an expensive database. What’s their story, and how did this happen? You can read it down here!
About the client
Our client is a Dutch advisory firm supporting clients with financial and tax-related matters. They offer an integrated range of services in accountancy and advisory in the areas of taxation, financial planning, legal matters, business succession, and financing, both nationally and internationally.
With a growing need for transfer pricing benchmark studies, they were looking for a flexible solution that would match their team’s size and workflow.
Their goal? To offer clients professional benchmark data without having to purchase an expensive full database or outsource the entire process.
The challenge
Our client wanted to expand their offering by providing benchmark studies to their clients. However, with a small team, limited budget, and minimal experience with benchmarking, it’s difficult to provide perfect, ready, and tested benchmark studies to their clients.
So, they were looking for a pay-per-use solution, one that included hands-on support. Not just software, but a partner who could really think along.
Their goals
Having employees at Coperitas who’ve faced the same benchmarking challenges in the past, we knew exactly the kinds of frustrations they were dealing with. We tested those assumptions with them and defined the following objectives:
Primary Objective
A scalable, cost-efficient benchmark solution without the need for a fixed license.
Secondary Objective
Support the small team with strategy, execution, and review.
Third Objective
Maintain clear and fast communication to prevent delays for them and their clients.
Our approach
From day one, our focus was on delivering quick results so our client could support their clients as fast as possible. Here’s how we tackled it:
- Collecting info
We started by asking our client for some key company details and any specific search preferences for their benchmark, all captured using our standard format. - Checking the input
We checked the input for completeness and logic. Were there inconsistencies? If so, we followed up with clarifying questions. We also offered strategic support on how to approach the search and which filters would (or wouldn’t) be helpful. - Creating the benchmark
Once the briefing was complete, we kicked off the benchmark process based on the requirements defined in the earlier steps. - The first results
The first results were run through our AI screening module to provide them with not only data but also the results of the benchmark study. - Checking in with the client
Our client reviewed the first version and could request adjustments if needed. We processed any changes right away, keeping communication clear and to the point. - Final delivery & follow-up
We delivered an improved benchmark and followed up with our client to ensure everything was in order. If there were extra questions, we gladly helped, even offering an extra call when needed.
What we accomplished together
We’re happy to say everything went smoothly. Thanks to clear communication on both sides and the right support where needed, the process was fast and efficient, allowing our client to deliver results to their clients quickly.
In short, here’s what we accomplished together:
Flexibility
They only pay for what they use. No unnecessary costs, just quick, tailored solutions for their clients.
Guidance
Their junior contact received hands-on support and was never left to figure things out alone.
Quality & speed
Through fast, efficient communication, supported by follow-up and explanation calls when needed, we were able to deliver accurate benchmarks in no time.
Their opinion
Our client is very satisfied with our collaboration. We were especially glad to hear their positive feedback on:
- Fast response times
- Strong attention to detail
- Proactive thinking and support
- The personal coaching provided to their junior professional
For them, it was the perfect mix of price, quality, and partnership. And for us, a motivated, easy-to-work-with client that values collaboration. A solid foundation for a long-term partnership!
