Coperitas for benchmarks

A story of how we at Coperitas helped a small but ambitious team deliver high-quality benchmark studies to their clients, without the need for 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, and this is where we at Coperitas stepped in. 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 how to support our client. 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, we at Coperitas focused on delivering quick results so our client could support their clients as fast as possible. Here’s how we tackled it:

1. Collecting info
   We started by asking our client for some key company details and any specific search preferences for their benchmark, all captured using Coperitas’ standard format.
2. 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.
3. Creating the benchmark
   Once the briefing was complete, we kicked off the benchmark process based on the requirements defined in the earlier steps.
4. 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.
5. 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.
6. 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

Thanks to clear communication on both sides and the right support where needed, Coperitas enabled our client to deliver results to their clients quickly and efficiently.

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 from Coperitas experts 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. For us at Coperitas, it was a pleasure to support a motivated and collaborative client.

Conclusion

Together with their team, Coperitas delivered a flexible, cost-efficient benchmark solution with hands-on support, helping them provide high-quality studies to their clients quickly and efficiently.

Do you have the same goals? Get in contact with us to see how we can help your team deliver high-quality results.

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